zlacker

>>meetpa+(OP)
I feel like they are picking a lane. ChatGPT is great for chatbots and the like, but, as was discussed in a prior thread, chatbots aren't the end-all-be-all of AI or LLMs. Claude Code is the workhorse for me and most folks I know for AI assisted development and business automation type tasks. Meanwhile, most folks I know who use ChatGPT are really replacing Google Search. This is where folks are trying to create llm.txt files to become more discoverable by ChatGPT specifically.

You can see the very different response by OpenAI: https://openai.com/index/our-approach-to-advertising-and-exp.... ChatGPT is saying they will mark ads as ads and keep answers "independent," but that is not measurable. So we'll see.

For Anthropic to be proactive in saying they will not pursue ad based revenue I think is not just "one of the good guys" but that they may be stabilizing on a business model of both seat and usage based subscriptions.

Either way, both companies are hemorrhaging money.

>>waldop+dm1
Both companies are making bank on inference

>>johnsi+Cv1
That is the big question. Got reliable data on that?

(My gut feeling tells me Claude Code is currently underpriced with regards to inference costs. But that's just a gut feeling...)

>>lysace+sz1
> If we subtract the cost of compute from revenue to calculate the gross margin (on an accounting basis),2 it seems to be about 50% — lower than the norm for software companies (where 60-80% is typical) but still higher than many industries.

https://epoch.ai/gradient-updates/can-ai-companies-become-pr...