Nah. They are not, everyone is losing money, and just staying alive from gov subsidies. A claude PRO license is 20 usd/month, and for it to be profitable it should be somewhere around 200-300/month.
I think the Pro and other subs allow them to save big on ads (Claude Code use is required and it pushes their ads) and allow easy access to free data (CC occasionally solicits feedback and session sharing, which I'm pretty sure some users oblige). Also CC does massive prompt caching tailored to work in lockstep with their platform. With all that and who knows what else, I'd say it balances over time.
*losing trillions
Anthropic is thought to be cash flow positive now.
And my wallet is thought to contain a billion dollars, so long as I don't open it.
Seriously "thought to be" is such a baseless statement. Thought to be by whom? And on what basis?
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If they were cash flow positive they would tell it to everyone, be sure of that.
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it's fake cash flow based on circular economy
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Are they, though? I would say, let's find out when the IPO settles, but then again the market also sustains a incredibly crazy valuation for Tesla.
If not, I’m buying stocks
Better to buy GPUs and RAM with current rate
At this stage it's not about how much it's worth, but how much investment is required to reach their goals.
Nah. They are not, everyone is losing money, and just staying alive from gov subsidies. A claude PRO license is 20 usd/month, and for it to be profitable it should be somewhere around 200-300/month.
The bubble is going to burst soon.
I think the Pro and other subs allow them to save big on ads (Claude Code use is required and it pushes their ads) and allow easy access to free data (CC occasionally solicits feedback and session sharing, which I'm pretty sure some users oblige). Also CC does massive prompt caching tailored to work in lockstep with their platform. With all that and who knows what else, I'd say it balances over time.