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mike_hearn
4 months ago
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No, it doesn't cost Anthropic $5k per Claude Code ...
It looks to me like their losses have scaled with usage, though? They keep predicting their losses will increase even as usage has gone stratospheric.
jeremyjh
4 months ago
[–]
They are certainly making huge bets that are risky, and so yes on their P&L the L are scaling. That doesn't say anything at all about their marginal inference cost.
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