Comment by rhdunn
9 hours ago
There's also things like training costs, spend on AI data centres and GPUs, R&D, sales and marketing, etc. See e.g. https://www.reuters.com/business/finance/anthropics-ipo-pros....
9 hours ago
There's also things like training costs, spend on AI data centres and GPUs, R&D, sales and marketing, etc. See e.g. https://www.reuters.com/business/finance/anthropics-ipo-pros....
Those are not marginal cost or unit economics
If the "fixed costs" kill you unit economics won't save you. Scare quotes because true fixed costs generally have a long shelf life. Right now AI models die every 6-9 months.