4 ms·
how exactly can you assume they have unit profitability
by fooblaster 5mo ago
how exactly can you assume they have unit profitability
- theptip 5mo agoPlenty of analysis on this point, the inputs are not secret. Check out Semianalysis for example. They have something like 70% margin on inference.
- fooblaster 5mo agoso speculation from a semiconductor website. that's incredibly likely to be wrong
- satvikpendem 5mo agoWe will see once Anthropic releases their S-1 too this summer.
- deleted 5mo ago[deleted]
- theptip 5mo agoI think you should do a bit of research and come back once you have fixed your knowledge gaps.
- fooblaster 5mo agowhat research? it's private and there is large incentive to lie until ipo
- JimDabell 5mo agoThey had 40% margin on inference in 2025. https://archive.is/aKFYZ https://archive.is/aKFYZ You can quibble about the exact numbers, but I think it’s fairly clear at this point that inference is profitable with decent margins. Like you say, unit economics are more interesting than the profitability of the company as a whole.