Comment by simonw
1 day ago
They claim to have been profitable in both Q2 and Q3 (under whatever their definition of profitability is).
I really don't think the 2025 figures are interesting at this point. Everything changed for them in 2026 - nobody was spending $1000/month/employee in 2025, there wasn't enough interesting token-heavy stuff to do with the models.
I think Anthropic might actually make it to profitability - they're earning more revenue than OpenAI and they've spent significantly less, too.
I think that's a fair prediction, and you're right that there was a curve in 2026.
I do think their definition of profitability is likely skewed, but you're right that 2025 is out-of-date.
I did realize I forgot to link the article sourcing my claim in my above comment, and too late to edit, so here it is: https://www.reuters.com/business/finance/anthropics-ipo-pros...