Anthropic Cannot IPO, No Frontier Model Startup Can

1 points by zerosizedweasle 3 hours ago

The fundamental issue is how much they are burning on inference. Not training, their bread and butter. It makes them complete uneconomical as a business. Everything AI would explode financially if people understood how much money they are burning on day to day operations.

https://www.ft.com/content/fce77ba4-6231-4920-9e99-693a6c38e7d5

https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-an-ugly-underside-openais-losses-fe7e3184

colesantiago 3 hours ago

yes they can.

if you know what a tam expansion is then you'll know that they can.

  • zerosizedweasle 2 hours ago

    If the cost scale with growth they can never escape