They had pretty drastic price cuts on Opus 4.5. It's possible they're now selling inference at a loss to gain market share, or at least that their margins are much lower. Dario claims that all their previous models were profitable (even after accounting for research costs), but it's unclear that there's a path to keeping their previous margins and expanding revenue as fast or faster than their costs (each model has been substantially more expensive than the previous model).
Well how much of it is correlation vs causation. Does the next generation of model unlock another 10x usage? Or was Claude 3 "good enough" that it got traction from early adopters and Claude 4 is "good enough" that it's getting a lot of mid/late adopters using it for this generation? Presumably competitors get better and at cheaper prices (Anthropic charges a premium per token currently) as well.
Not that weird of a spot. That's what it costs for the most premium experience they can launch with. They'd rather it be good than something everyone buys on day one. They can get costs down in future models as they scale and progress pushes down some of the costs. As iPhones become even more performant in the future they can also eventually offer a version that offloads more compute to that and bring costs down even more. Their goal is to show this is a new type of product that works at the level people expect for a completely new Apple product. They can probably afford to wait for a much lower priced mass consumer product.
Seems pretty clear. Zuck helped some people make a decent return on their investment so he shouldn't be held accountable for anything and it's cool for him to pillage the company coffers to bribe governments to let him off.