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0 pointssolumunus3d ago0 comments

Supposedly Anthropic just reported that they’re operationally profitable. So maybe not?

0 comments

akho3d ago

"operationally" implies that capex (which I would assume includes datacenters, gpus, and r&d) is not in. So the big news is that they can now pay for electricity and sysadmin.

camdenreslink3d ago

I believe they also excluded stock-based compensation from their calculation, which could easily tip them in the non-profitable direction.

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0 comments

akho3d ago

"operationally" implies that capex (which I would assume includes datacenters, gpus, and r&d) is not in. So the big news is that they can now pay for electricity and sysadmin.

camdenreslink3d ago

I believe they also excluded stock-based compensation from their calculation, which could easily tip them in the non-profitable direction.

j / k navigate · click thread line to collapse