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Are OpenAI and Anthropic losing money on inference?

(martinalderson.com)
507 points martinald | 4 comments | 28 Aug 25 10:15 UTC | HN request time: 0s | source
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ath3nd ◴[28 Aug 25 15:30 UTC] No.45053449[source]▶
Yes they are, they are deeply deeply unprofitable and that's why they need endless investments to prop them up.

That's why Microsoft is not doing the deal with OpenAI, that's why Claude was fiddling with token limits just a couple of weeks ago.

It's a huge bubble, and the only winner at this moment is Nvidia.

replies(1): >>45055381 #
1. wahnfrieden ◴[28 Aug 25 18:29 UTC] No.45055381[source]▶
Citation? Investments aren't evidence of unprofitability in inference
replies(1): >>45064635 #
2. ath3nd ◴[29 Aug 25 14:31 UTC] No.45064635[source]▶
> Citation? Investments aren't evidence of unprofitability in inference

Does a quote from their CEO help you?

"Anthropic CEO Dario Amodei has indicated that the individual models that the company creates are profitable, even if one includes the cost of training them. But given how Anthropic keeps training new models, it reports overall losses at a company level."

https://officechai.com/ai/each-individual-ai-model-can-alrea...

That good enough for you?

It's also obvious by the fact they are starting to train on your data, like the grifters they are: https://www.theverge.com/anthropic/767507/anthropic-user-dat...

They are struggling to do anything to survive, with a crushing debt. Soon Ads :)

replies(1): >>45064969 #
3. wahnfrieden ◴[29 Aug 25 14:56 UTC] No.45064969[source]▶
I asked about profitability of inference because that’s what this article/thread are about. Your quote is evidence that inference is profitable. Thank you.
replies(1): >>45065510 #
4. ath3nd ◴[29 Aug 25 15:38 UTC] No.45065510{3}[source]▶
Haha, profitable on some models is not the same as profitable. They are deeply unprofitable as a company and that's why they are grifting, changing plans and lowering limits, and now training on your data. Grifters gonna grift.