Re:Anthropic reportedly preparing for $300B IPO
by raw_anon_1111 on Wednesday December 03, 2025 @05:09PM
(#46140907)
And the same question I always ask.
Are they profitable (no),
Is Claude Code even running at a marginal profit? (who knows)
Is the marginal profit large enough to pay for continued R&D to stay competitive (no)
Does Claude Code have a sustainable advantage over what Amazon, Microsoft and Google can do in this space using their incumbency advantage and actual profits and using their own infrastructure?
Are they profitable (no),
Is Claude Code even running at a marginal profit? (who knows)
Is the marginal profit large enough to pay for continued R&D to stay competitive (no)
Does Claude Code have a sustainable advantage over what Amazon, Microsoft and Google can do in this space using their incumbency advantage and actual profits and using their own infrastructure?