The amount of profit they make on compute is also not particularly attractive (at least right now). It ‘s only slightly more than 2x for Anthropic, far off from many big cloud services which sell compute at something closer to 20x.
Is there evidence they are unambiguously making profit off inference when all the supply costs of that inference are considered? It does not seem likely.
Is there evidence they are unambiguously making profit off inference when all the supply costs of that inference are considered? It does not seem likely.