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Yes, but note that there are two claims in the article: 1) gross margins are 80% w/o revenue sharing. 2) gross margins are positive w/ revenue sharing. So th
by _diyar 17d ago
Yes, but note that there are two claims in the article:
1) gross margins are 80% w/o revenue sharing.
2) gross margins are positive w/ revenue sharing.
So that means Anthropic is making money on every token, and customers are willing to pay 80% margins (some of which might go to e.g. Bedrock to serve the model).
- yread 16d agorunning an AI business with 80% gross margin if you leave out the cost of the compute is not difficult. What other COGS even are there?