Re:Claude Fable 5.2 and Mythos 5.2
by jeremyjh on Monday November 09, 2026 @04:33PM
(#50432522)
According to their S-1:
In H1 2026, cost of revenue is $2.3B.
In the same period, R&D was $9.4B. That is primarily spent on compute.
This is not a company that is optimizing for OpEx. OpEx is barely relevant to their plans. The only thing relevant to their plans is achieving AGI/ASI first, everything else is peanuts.
In H1 2026, cost of revenue is $2.3B.
In the same period, R&D was $9.4B. That is primarily spent on compute.
This is not a company that is optimizing for OpEx. OpEx is barely relevant to their plans. The only thing relevant to their plans is achieving AGI/ASI first, everything else is peanuts.