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gamblor956 • today at 12:08 AM • 1 reply • view on HN

While I was being facetious, Anthropic is nowhere close to being profitable in the normal, i.e., GAAP meaning of the term. It's only using unicorn fantasy lalaland financials that they are "profitable."

Before someone else jumps in talking about "unit economics": unit economics only matters if you can sell the units long enough to make the initial (capitalized) investment (i.e., R&D) back. Models aren't commercially viable long enough for the unit economics to work.


Replies

redwood • today at 10:34 AM

You're arguing the second quarter isn't representative of what they'll be able to sustain... that their revenue isn't durable? Let's see. But it's a profitable quarter