On: Anthropic revenue reportedly jumps to more than $11.5B in second quarter

[arjie]

Inference is profitable. Even open models can be profitable. Obviously your cost of capital is the thing that influences that the most.

[dgellow → arjie]

Do we know this as a fact? Do we have proofs it is profitable? I haven’t seen any evidence so far, it’s mostly something repeated and accepted as fact

[Arnt → dgellow]

Aren't there providers who will run open models for you? If those are profitable, or haven't taken large investments, then it's reasonable to assume that the same thing is profitable for other providers.

[WithinReason → dgellow]

OpenRouter exists