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A comment on Anthropic tells investors it will be profitable for second straight quarter. Parent comment

Re:Anthropic tells investors it will be profitable for secon... by JumpCrisscross on Monday September 14, 2026 @04:42PM (#49703675)
> If they stop racing, the wave of open models will pass them

How is this different from planes or cars? If Ford or Boeing zero line their R&D...well, we know what happens.

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Re:Anthropic tells investors it will be profitable for secon... by jlorentz1 on Monday September 14, 2026 @05:06PM (#49704017)
Two big differences are low switching costs and a higher rate of innovation.
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Re:Anthropic tells investors it will be profitable for secon... by JumpCrisscross on Monday September 14, 2026 @05:54PM (#49704700)
> Two big differences are low switching costs and a higher rate of innovation

The concept this entire thread seems to need is the difference between fixed and variable costs.

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Re:Anthropic tells investors it will be profitable for secon... by eeuej on Tuesday September 15, 2026 @07:33AM (#49710949)
You’re the only person I’ve seen on here with strong foundations who should be allowed to talk about all things finance and valuation (besides me).

lol

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