This assume Claude's price doesn't change. Which isn't a great assumption considering inference providers are moving to usage based billing. Also the VC money isn't going to last indefinitely. Current inference providers are being subsidized with VC money at this point.
This assume Claude's price doesn't change. Which isn't a great assumption considering inference providers are moving to usage based billing. Also the VC money isn't going to last indefinitely. Current inference providers are being subsidized with VC money at this point.
> Current inference providers are being subsidized with VC money at this point.
This isn't true.
Anthropic is making an operating profit including the loss making subsidised subscriptions (but excluding training).
Your normal inference provider is doing great. Do the math on a H100 rental and you can see the margins.