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This argument is predicated on Anthropic losing money on the subs, but I'm not sure that's a cut and dried argument. OpenAI have said publicly that they're (ver

by lemming 7mo ago

This argument is predicated on Anthropic losing money on the subs, but I'm not sure that's a cut and dried argument. OpenAI have said publicly that they're (very) profitable on inference, and they're much cheaper than Anthropic. I suspect this is just artificially trying to create a moat. The problem is their moat is not as sticky as they think it is - I completely ditched Claude for Codex a while ago, my money now goes to OpenAI, and I'm very happy with it. For a while Claude was noticeably better, but that's not the case any more - in my case I prefer Codex.

adgjlsfhk1 7mo ago
They aren't public companies (yet). They are allowed to just lie about these things. It's also not really reasonable to only count inference compute as a cost since it's not like any of these companies could stop doing R&D without being abandoned for having worse models within a year or 2
- lostmsu 7mo ago
  > They are allowed to just lie about these things. That would turn into investment fraud the moment they IPO.