alt Hacker NewsIt’s a not very well kept secret in the industry that Anthropic has been profitable for some time now and there are margins are only getting better.
We knew they were maybe at 30-40% margin a few months ago but now it’s looking like they are operating at more like 70-80% margin.
The new Nvidia chips and the improved inference stack is only making this situation better for them.
> It’s a not very well kept secret in the industry
I would rather say it's been a very well kept secret if it's true, which I highly doubt. It also makes absolutely no sense; so far, Anthropic has taken every opportunity they had to release good numbers. Why would they keep it secret if they were wildly profitable?
None of this makes any sense. The only thing that makes sense is that Anthropic isn't profitable at all, and is burning investor money to stay afloat. Else, why keep raising tens of billions and only release vague annualized numbers?
Genuinely, this makes no sense at all. If you want to convince people otherwise, you need more than just "oh, it's a secret, but we all know it."