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If it gets you so much value for $100/month and Anthropic still claims they have 50%+ gross margins, why do you think we are 100% in a bubble? Doesn’t make any
by aurareturn 6mo ago
If it gets you so much value for $100/month and Anthropic still claims they have 50%+ gross margins, why do you think we are 100% in a bubble?
Doesn’t make any sense.
- auto 6mo agoBecause I don’t believe 50% gross margins at face value, as being discussed in this thread I think the economics of all of these things are far more complex than that. For what it’s worth, I haven’t staked my investment portfolio on there being a bubble, I’m just preparing for the worst and doing as much work as I can with Claude before a potential massive rug pull happens.
- aurareturn 6mo agoHave you seen Dario's interview where he talks about gross margins and profitability for Anthropic?