3 ms·

Can we see them?

• ai-x 6mo ago
  https://www.theinformation.com/articles/anthropic-lowers-profit-margin-projection-revenue-skyrockets?rc=wznjis https://www.theinformation.com/articles/anthropic-lowers-pro... I have access to that article https://www.saastr.com/have-ai-gross-margins-really-turned-the-corner-the-real-math-behind-openais-70-compute-margin-and-why-b2b-startups-are-still-running-on-a-treadmill/ https://www.saastr.com/have-ai-gross-margins-really-turned-t... Like I said, majority of people (including smart ones) are going to be surprised by the profit margins of AI labs and there will be a mad rush to buy AI stocks till it reaches bubble proportions. 2025 was merely a 1996 "Irrational Exuberance" moment. We haven't seen the late 1999 mania yet