As always, free cash flow and unit economics are more interesting than net profit.
By which metrics Anthropic is making a lot of money.
By which metrics Anthropic is making a lot of money.
They have something like 70% margin on inference.
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.