> It is looking entirely plausible to me that Anthropic will make a profit in 2027.

Then you should invest heavily in their IPO, I suppose.

You'll do much better than those of us who believe there is no way their financials can ever work.

I came to my conclusion a different way, I ran different models locally and measured the amout of resources required for basic things. From that I extrapolated some napkin unit economics, and I couldn't find any way to build a profitable business from it.

I don't assume I'm the smartest guy in the room though, so for all of our sake, I hope you're right.