Considering not one company is in the black yet I don’t really know how we can say anyone is making bank, unless we want to count absurd levels of VC funding (now slowing down) I guess.
I am conveniently not counting training costs (since they add no marginal costs, selling more tokens doesn't impact them), and hardware and DC costs only amortized
Of course they do have to "make bank" in some way to offset the insane training costs. But whether they go for high prices or high volume, or offer some services as a loss leader to drive profits elsewhere is somewhat orthogonal to that
Does Anthropic really expect to double their income without also doubling their expenses?
Let’s see it first. And without omitting training/infrastructure costs at that. Until then my comment is still accurate.