If they shut down all training today they’d be absolutely printing money for the next couple quarters and then die with a bang once the other lab releases the next frontier to the public.
I'd be surprised if they're making money on inference just from that. There's no way someone paying $20 p/m and using it all day is not spending way more on even just the electricity for tokens, let alone the capex.
Not hard to believe they're lying about other things when they've been lying about the capability of their products since inception.
[1] https://www.reuters.com/commentary/breakingviews/anthropic-g...
I don’t necessarily see a contradiction. $19B run rate, achieved very recently, is actually consistent with $5B lifetime earnings, because their growth curve is so sharp. Zitron is not good at math.
Its like asking how fast a car is moving.
Did Enron start a business school I'm unaware of something?
In the same world that it makes sense to say that your current speed is 57mph when you've only driven 15 miles since starting the trip.