Anthropic/OpenAI may be spending more than $1000 for every $100 you pay them

Re:Anthropic/OpenAI may be spending more than $1000 for ever... by syllogistic on Sunday June 07, 2026 @10:04AM (#48434985)

Is he headline strictly about subsidized subscriptions? Anthropic announced their first profitable quarter.

[ Parent | on HN ]

Re:Anthropic/OpenAI may be spending more than $1000 for ever... by adam_arthur on Sunday June 07, 2026 @10:06AM (#48435007)

Anthropic is absolutely not profitable on a GAAP basis.

Companies may state cash flow positive, operating profit, EBITDA positive, but this is not a true profit in aggregate, just when stripping out many other expenses.

If anyone has evidence to the contrary, please share. Once they go public it will all be free to review, at least.

[ Parent | on HN ]

Re:Anthropic/OpenAI may be spending more than $1000 for ever... by gctwnl on Sunday June 07, 2026 @10:51AM (#48435424)

Yes, th enumber is based on subsidised subscriptions and he article makes that clear.

[ Parent | on HN ]

Re:Anthropic/OpenAI may be spending more than $1000 for ever... by dminik on Sunday June 07, 2026 @11:28AM (#48435777)

> Anthropic announced their first profitable quarter

Free: https://www.cnbc.com/2026/05/20/anthropic-revenue-explosive-...

Paywall: https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-...

Actual article:

> Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter

Condition:

> The startup expects a 130% revenue surge to $10.9 billion in the June quarter and its first operating profit, defying skeptics of the AI boom

Ah yes, if revenue grows by 130% and expenses don't they might make a profit of $500M on $11B revenue.

I wish people actually bothered to at least read the titles.

[ Parent | on HN ]