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Re:I'm Not Convinced the AI Bubble Exists by itissid on Monday November 09, 2026 @05:07AM (#50423519)
> These expenses are one-off purchases, not regular operating expenses.

But no one really knows what the operating expenses are, Anthropics s1 does not mention them as far as I read them.

Re:I'm Not Convinced the AI Bubble Exists by Hendrikto on Monday November 09, 2026 @05:12AM (#50423578)
Also the author is wrong about that. They are ongoing costs.