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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 ac29 on Monday November 09, 2026 @08:14AM (#50425160)
> The $2 for every $1 inference cost quote from Anthropic I presume includes all opex

No, it does not, its just revenue minus compute. Per their S1, Anthropic has never turned an operational profit.

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Re:I'm Not Convinced the AI Bubble Exists by neural_thing on Monday November 09, 2026 @10:15AM (#50426777)
That's simply not true. See page 160 of the S-1 - clearly shows positive operating profit in Q2 2026.
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