Comment by fooblaster 1 month ago how exactly can you assume they have unit profitability 7 comments fooblaster Reply theptip 1 month ago Plenty of analysis on this point, the inputs are not secret. Check out Semianalysis for example.They have something like 70% margin on inference. JimDabell 1 month ago They had 40% margin on inference in 2025.https://archive.is/aKFYZYou can quibble about the exact numbers, but I think it’s fairly clear at this point that inference is profitable with decent margins. Like you say, unit economics are more interesting than the profitability of the company as a whole. fooblaster 1 month ago so speculation from a semiconductor website. that's incredibly likely to be wrong theptip 1 month ago I think you should do a bit of research and come back once you have fixed your knowledge gaps. 1 reply → satvikpendem 1 month ago We will see once Anthropic releases their S-1 too this summer. 1 reply →
theptip 1 month ago Plenty of analysis on this point, the inputs are not secret. Check out Semianalysis for example.They have something like 70% margin on inference. JimDabell 1 month ago They had 40% margin on inference in 2025.https://archive.is/aKFYZYou can quibble about the exact numbers, but I think it’s fairly clear at this point that inference is profitable with decent margins. Like you say, unit economics are more interesting than the profitability of the company as a whole. fooblaster 1 month ago so speculation from a semiconductor website. that's incredibly likely to be wrong theptip 1 month ago I think you should do a bit of research and come back once you have fixed your knowledge gaps. 1 reply → satvikpendem 1 month ago We will see once Anthropic releases their S-1 too this summer. 1 reply →
JimDabell 1 month ago They had 40% margin on inference in 2025.https://archive.is/aKFYZYou can quibble about the exact numbers, but I think it’s fairly clear at this point that inference is profitable with decent margins. Like you say, unit economics are more interesting than the profitability of the company as a whole.
fooblaster 1 month ago so speculation from a semiconductor website. that's incredibly likely to be wrong theptip 1 month ago I think you should do a bit of research and come back once you have fixed your knowledge gaps. 1 reply → satvikpendem 1 month ago We will see once Anthropic releases their S-1 too this summer. 1 reply →
theptip 1 month ago I think you should do a bit of research and come back once you have fixed your knowledge gaps. 1 reply →
Plenty of analysis on this point, the inputs are not secret. Check out Semianalysis for example.
They have something like 70% margin on inference.
They had 40% margin on inference in 2025.
https://archive.is/aKFYZ
You can quibble about the exact numbers, but I think it’s fairly clear at this point that inference is profitable with decent margins. Like you say, unit economics are more interesting than the profitability of the company as a whole.
so speculation from a semiconductor website. that's incredibly likely to be wrong
I think you should do a bit of research and come back once you have fixed your knowledge gaps.
1 reply →
We will see once Anthropic releases their S-1 too this summer.
1 reply →