if 100% of the money they spend is in inference priced by tokens (they don't say about subscriptions so i asume they lost money), yes they make money, but their expenses are way higher than inference alone.
so they can make the gpu cost if they sell tokens but in reality this isnt the case, becouse they have to constaly train new models, subscription marketing, R&D, And overhead.
antropic in general lost way less money than their competitors
i will take this number in particular the projected break even but googling say
Gross margin in this case is how much money they do whit the GPU
"
Gross Margins: Projected to swing from negative 94% last year to as much as 50% this year, and 77% by 2028.
Projected Break-even: The company expects to be cash flow positive by 2027 or 2028. "
i will not be as bullish to say they will no colapse (0 idear how much real debt and commitments they have, if after the bubble pop spending fall shraply, or a new deepseek moment) but this sound like good trajectory (all things considered) i heavily doubt the 380 billions in valuation
"this is how much is spendeed in developers
between $659 billion and $737 billion. The United States is the largest driver of this spending, accounting for more than half of the global total ($368.5 billion in 2024)"
so is like saying that a 2% of all salaries of developers in the world will be absorbed as profit whit the current 33.3 ratio, quite high giving the amount of risk of the company.
From what I understand, they make money per-token billing. Not enough for how much it costs to train, not accounting for marketing, subscription services, and research for new models, but if they are used, they lose less money.
Finance 101 tldr explanation:
The contribution margin (= price per token -variable cost per token ) this is positive
Profit (= contribution margin x cuantity- fix cost)
I disagree, I know the opinion of WSJ, WP, FT or national like france24,DW, BBC, RT,AJ
Or at least know is always opinion Base, the facts are selected in a subjecive way.
Is way harder to know how opinionated Wikipedia is, and everything make them sound like their opinion is only base on facts but isn't.
I believe regular people will not change from chatGPT if it has some ads. I know people who use "alternative" wrappers that have ads because they aren't tech savvy, and I agree with the OP that this could be a significant amount of money
We aren't 700 million people that use it.
Rotate isn't good solution it like saying not open site in full screen open it in half screen o is similar to mobile, I use mobile on the go and can't acomodate bad design whit behavior changes you need too change the design, so people can use it whiout needing to change everything.
Old Reddit doesn't work well on mobile devices at all. While it can scale the user interface, it's designed with a mouse in mind, making everything appear too small. I like using Old Reddit on desktop, but it's not user-friendly on mobile. For example, on HN (Hacker News), it's simpler; there are no images or different-sized icons. Even here sometimes struggle to tap the right links or flags, and I have to manually go to the settings to undo it. I'd prefer this over a poorly optimized mobile UI. However, optimizing the mobile web page would solve these problems.
Not, is about blouted virtual dom and big and ever-growing standard who need to be run in every plataform and architecture whit the millions of edge cases while patch constantly for security
Samsung is probably less than 3 years behind tsmc some complex chips are manufactured in their high end chips, I doubt it will be as catastrophic as we think, most of the critical parts of cars and iot are manufactured in much Biggers litigtaphics than "3n" and Intel produce "7n", the catastrophic part will probably be the political implications of this.