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Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs (Financial Times)

Techmeme ·
Anthropic is pitching investors on profit excluding the heaviest AI costs.

The company told investors it expects a second straight quarter of profitability, according to the Financial Times item carried by Techmeme. Its gross margins are described as above 80% before revenue-sharing with partners such as Amazon and before model-training costs. The note frames the disclosure as an effort to ease concerns about cash burn ahead of a potential IPO. Techmeme's note

score 6

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