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Comment by solumunus

16 hours ago

Supposedly Anthropic just reported that they’re operationally profitable. So maybe not?

"operationally" implies that capex (which I would assume includes datacenters, gpus, and r&d) is not in. So the big news is that they can now pay for electricity and sysadmin.

  • I believe they also excluded stock-based compensation from their calculation, which could easily tip them in the non-profitable direction.