Anthropic's "Profitability" Swindle
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Anthropic's "Profitability" Swindle
1–10 of 18 posts
Re: Anthropic's "Profitability" Swindle
#2> Dario Amodei and Elon Musk worked out a sweetheart deal, which they - framed as a “ramp-up,” - that allowed Anthropic to artificially depress its costs. I also question how much of a ramp-up there really was, or what Anthropic’s actual compute constraints were, because it immediately loosened rate limits for Claude subscribers on announcing the deal, meaning that it immediately started having higher inference costs, which…somehow led to it making a higher profit? Or did Musk — as literally described in its S-1 — have SpaceX charge Anthropic less for two specific months to make the numbers look better?
Given xAI is struggling and seemingly that Musk has sold compute capacity to Anthropic, what's the play here? To screw with OpenAI's IPO?
> Let me speak directly and with more empathy than usual: if you want Anthropic to win, you should be just as skeptical of these numbers as I am. You should want to smash my face in the tarmac with the most crystal-clear, impossible-to-argue with numbers, bereft of asterisks or discounts from suppliers or obfuscated accounting metrics.
Love Ed or Hate Ed, he has a point.
Re: Anthropic's "Profitability" Swindle
#3> Dario Amodei and Elon Musk worked out a sweetheart deal, which they - framed as a “ramp-up,” - that allowed Anthropic to artificially depress its costs. I also question how much of a ramp-up there really was, or what Anthropic’s actual compute constraints were, because it immediately loosened rate limits for Claude subscribers on announcing the deal, meaning that it immediately started having higher inference costs…
[flagged]
Re: Anthropic's "Profitability" Swindle
#4I bet that in 10 years they will name the next financial (and perhaps economic) crisis "the subsidized bubble"
Until they find someone else paying the costs it will not pop.
Re: Anthropic's "Profitability" Swindle
#5[deleted]
Re: Anthropic's "Profitability" Swindle
#6> Dario Amodei and Elon Musk worked out a sweetheart deal, which they - framed as a “ramp-up,” - that allowed Anthropic to artificially depress its costs. I also question how much of a ramp-up there really was, or what Anthropic’s actual compute constraints were, because it immediately loosened rate limits for Claude subscribers on announcing the deal, meaning that it immediately started having higher inference costs…
> To screw with OpenAI's IPO?
That's actually a very interesting idea. At least it could be a cherry on a cake given he lost the lawsuit with OpenAI.
Re: Anthropic's "Profitability" Swindle
#7This seems related: https://news.ycombinator.com/item?id=48240156
Re: Anthropic's "Profitability" Swindle
#8This author is out of touch with how much people are spending on Claude tokens. People are spending tens of thousands of dollars per month on Claude tokens.
For example, according to a leaked internal dashboard from Meta, employees used 60 trillion tokens in one month. The top user consumed 281 billion tokens in one month tokens, which cost approximately $1.4 million. With an enterprise discount, Meta probably paid $500 million for these 60 trillion tokens.
I can completely understand how Anthropic is projecting $3.5 billion/month in revenue.
Re: Anthropic's "Profitability" Swindle
#9This author is out of touch with how much people are spending on Claude tokens. People are spending tens of thousands of dollars per month on Claude tokens. For example, according to a leaked internal dashboard from Meta, employees used 60 trillion tokens in one month. The top user consumed 281 billion tokens in one month tokens, which cost approximately $1.4 million. With an enterprise discount, Meta probably paid $…
I think you are out of touch with people in general.
Most people don't even make tens of thousands of dollars per month.
Re: Anthropic's "Profitability" Swindle
#10This author is out of touch with how much people are spending on Claude tokens. People are spending tens of thousands of dollars per month on Claude tokens. For example, according to a leaked internal dashboard from Meta, employees used 60 trillion tokens in one month. The top user consumed 281 billion tokens in one month tokens, which cost approximately $1.4 million. With an enterprise discount, Meta probably paid $…
I think you are out of touch with people in general. Most people don't even make tens of thousands of dollars per month.
True, but irrelevant. Assuming Facebook is paying its bills that employees are incurring, how much money other people aren't making isn't relevant to the question of is someone/something paying Anthropic in real actual today dollars, which then Anthropic will (well, in Q2 when they start paying SpaceX) pay their bill with. Which SpaceX can then turn around and pay their employees and suppliers and contractors with in order to build Starship N+1 and Colossus N+1, and to send Falcons into space with Starlinks on them.