zlacker

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+(OP)
> 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...

>>simian+G5
The context of that quote is OpenAI as a whole.

>>lysace+(OP)
https://www.wheresyoured.at/costs/

Their AWS spend being higher than their revenue might hint at the same.

Nobody has reliable data, I think it's fair to assume that even Anthropic is doing voodoo math to sleep at night.