Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs
THE SO WHAT
Model vendors showing 80%+ gross margins on adjusted bases are telling you two things at once — the core inference business can throw off software-like economics, and real profitability still depends on how you treat rev-share and training capex. For buyers, expect harder pushes toward long-term commitments and platform lock-in as these companies head into IPO mode and optimize for predictable, high-margin revenue.
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