I mean, it's possible that with the new datacenter from SpaceX, they could onboard more users than it costs them to rent. That's fair. But I kind of doubt that.
One thing that really stinks to me is that various AI boosters have been claiming insane profit margins (40%, 50%, ...), yet apparently Anthropic stands to (possibly) make $500M profit on $11B in expenses, that's clearly nowhere near 50%. Not to mention that they're not making profit on inference now.
So where do people get this confidence to pull random numbers from?
One thing that really stinks to me is that various AI boosters have been claiming insane profit margins (40%, 50%, ...), yet apparently Anthropic stands to (possibly) make $500M profit on $11B in expenses, that's clearly nowhere near 50%. Not to mention that they're not making profit on inference now.
So where do people get this confidence to pull random numbers from?