Not this again. There is not a single shred of evidence for this. In fact multiple times this year alone, people from Anthropic have said that inference and deployed models have positive margins. The big bucks are always being spent on training the next model.
It's a simple fact that paying enterprise token rates would cost many times what the individual plans cost. It may well be that the enterprise income outweighs the cheaper tokens on the individual plans for net profit, but using the individual accounts as subsidy is a common tech industry tactic and what you said doesn't prove they're not doing it, either.
It's a little hard to believe they wouldn't be trying to slow the burn rate for an IPO if the inference were truly so profitable. And i find anything they say a little hard to believe all the time anyway (though admittedly they're a lot more trustworthy than OAI)
Not this again. There is not a single shred of evidence for this. In fact multiple times this year alone, people from Anthropic have said that inference and deployed models have positive margins. The big bucks are always being spent on training the next model.