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Re:Anthropic tells investors it will be profitable for secon... by seizethecheese on Monday September 14, 2026 @01:13PM (#49700431)
In what case is capex (for any company) not required for the end product? Are you arguing capex is disingenuos as a concept?

In your car example the training is much like setting up the manufacturing line.

I think the issue here is that the capex depreciates super fast since the models obsolete really fast.

Re:Anthropic tells investors it will be profitable for secon... by freejazz on Monday September 14, 2026 @01:57PM (#49701100)
If my company sells widgets and dongles, capex for the dongle line does not figure into widget COGS