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Comment by aayushdutt | Hacker News Reader

Anthropic is already profitable, economics is no longer an issue as they have found PMF in enterprise software market. You might need to update your views.

https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-...

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Having a profitable quarter in which they were given an undisclosed discount on compute only in that quarter does not necessarily mean “Anthropic is Profitable.” It doesn’t mean they’re not, either. Even the breathless article about their first profitable quarter, (which, frankly, read more like a press release,) mentioned in passing that it’s “not clear” if it’s sustainable because their compute expenses are likely to increase. I get the feeling that if they were sustainably profitable, they’d shout it from the rooftops.

But we don’t know.

If someone proudly announces they and their partner could afford to eat at a particular fancy restaurant every night last week, but for that specific week the restaurant had a BOGO deal, and they also didn’t disclose how they determined that they could afford it, you don’t really know if they could sustainably afford to eat there every night, right?

Read the latest semianalysis article.

Anthropic is definitely profitable now, in fact, they’re crushing it.

Definitely rather it be them than OpenAI but I’m still not convinced any of this is sustainable after the investment spigot gets turned off.

They might be profitable for the exact two months SpaceX is giving them billions worth of free compute doesn’t seem convincing to me.

They are actually paying them $1B per month for the compute. But they're still profitable and increasingly so.

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