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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment

Re:I'm Not Convinced the AI Bubble Exists by OrangeDelonge on Monday November 09, 2026 @12:38AM (#50421469)
The amount of profit they make on compute is also not particularly attractive (at least right now). It ‘s only slightly more than 2x for Anthropic, far off from many big cloud services which sell compute at something closer to 20x.
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Re:I'm Not Convinced the AI Bubble Exists by dofm on Monday November 09, 2026 @10:53AM (#50427243)
Is there evidence they are unambiguously making profit off inference when all the supply costs of that inference are considered? It does not seem likely.
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