A Cheeky Pint with Anthropic CEO Dario Amodei

What people said

Avshalom · 2026-03 · Criticism

[VIDEO] is on such but he doesn't actually say that each model has been profitable. He says "You paid $100 million and then it made $200 million of revenue. There's some cost to inference with the model, but let's just assume in this cartoonish cartoon example that even if you add those two up, you're kind of in a good state. So, if every model was a company, the model is actually, in this example is actually profitable. What's going on is that at the same time" importantly you'll notice that he's talking revenue, and assumes that inference is cheap enough/profitable enough that 100M + Inferance_Over_Lifetime < 200M

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sothatsit · 2026-02 · Reference

Dario Amodei has said that their models actually have a good return, even when accounting for training costs [0]. They lose money because of R&D, training the next bigger models, and I assume also investment in other areas like data centers. Sam Altman has made similar statements, and Chinese companies also often serve their models very cheaply. All of this makes me believe them when they say they are profitable on API usage. Usage on the plans is a bit more unknown. [0] [VIDEO]

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sothatsit · 2026-01 · Reference

Inference costs scale linearly with usage. R&D expenses do not. That's not to mention that Dario Amodei has said that their models actually have a good return, even when accounting for training costs [0]. [0] [VIDEO]

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