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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 bandrami on Monday November 09, 2026 @05:11AM (#50423565)
> anthropic make ~$2 for every $1 of compute

That was true a quarter ago, when Elon still wasn't charging them. Now that he is they're making about $0.96 for ever $1 of compute.

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Re:I'm Not Convinced the AI Bubble Exists by jorisw on Monday November 09, 2026 @06:34AM (#50424180)
Source?

Genuinely asking.

Just throwing numbers at eachother without back up isn't helpful

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Re:I'm Not Convinced the AI Bubble Exists by KaiserPro on Monday November 09, 2026 @08:04AM (#50425043)
Anthropic's S-1 filing. I don't think the parent is necessarily posing contradicting numbers, but removing the benefit of the doubt I was giving them when it comes to inference costs.
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