Are the finances public for any of these companies? I'd love to take a look at them.

Also, a fun website: https://isaiprofitable.com/ (thr numbers are probably made up)

2. Rephrasing your statement:

  At June 2026 prices, profit margins for all Anthropic models are >10%.

Even so, fine, I'll take that bet. Anthropic inference prices are still marginally subsdizided. Once they're public they will hike their API prices several times over the next 24 months. Even that might not save them, because when we take all their expenses into account, they will probably need to raise prices 2-3x compared to their June 2026 prices.

Nobody would have 800+ billion reasons to lie by commission or omission here.

I bet that within 5 years they will be sold for scrap to bigger companies and will become divisions inside them.

> Obviously they are not subsidised, do you disagree? If you agree, they have a way to price it at a point that people wanna pay for it and also they aren't losing money.

> So there's nothing inherent about inference that makes it too costly or whatever.

Do we have audited GAAP financial data for any of these companies? If we don't, all these are... vibes, man.

And that's where my video comes in. Google and Amazon are very likely juicing up their share price. Of course, in this day and age we can't prove it's a pump and dump anymore...

1. What data?

2. Intuitions = vibes.

Vibes are bad when used against you, but good when used in your favor.

Come on :-)))

When I said "it makes no sense", I didn't mean "the accounting math doesn't work out". I meant "raising a potential conflict of interest among related parties".

This whole AI financing this is the motherlode of "potential conflict of interest among related parties".

And people who are obtuse enough to ignore this because it's not illegal right now will discover 5-10 years from now that laws are written in blood (or massive bankruptcies).

[1] They're indirectly tied to it.

What are you even going on about?

Alphabet/Google profits:

Q1 2025: $34.54 billion

Q2 2025: $28.20 billion

Q3 2025: $34.98 billion

Q4 2025: $34.46 billion

<>

Amazon profits:

Q1 2025: $17.1 billion

Q2 2025: $18.16 billion

Q3 2025: $21.2 billion

Q4 2025: $21.19 billion

<>

Both Alphabet/Google and Amazon have invested recently into Anthropic and are doing all sorts of financial chicanery.

https://www.youtube.com/watch?v=-bjNrGFiAI4

Nah, man, it's all fine, they're just going to take down the entire global financial system doing this crap, and by global, I mean <> pensions are going to take a hit, even "fully funded" pension systems.

Way to miss the mark (and also shift the discussion to woke conversation points on a comment from 4+ decades ago).

The point of his entire comment is that it seems like the "hard things" (aka abstract science) will be a lot harder for AI than "easy things" (a 5 year old or a dog understanding their environment in great detail, from depth perception to smells, sounds, etc, etc).

Your comment looks like it was written by exactly the kind of man Brooks was mocking.

For those unaware, Jenkins (Hudson), is a CI server that supports all sorts of pipelines. Those pipelines can very easily be turned into huge balls of mud by putting logic in them. The proper way to do it is to put that logic into simple scripts and tools and have Jenkins just do high level orchestration.

Why?

These people aren't the modern day equivalent of aristocrats.

They're not even the modern day equivalent of the bourgeoisie.

They're the modern day equivalent of the craftsmen/guild members.

Taking out the craftsmen won't enrich the farmers and unskilled workers.

We need a lot more basic research into LLMs and also a lot cheaper hardware.

The current batch of LLMs will turn a lot of fields upside down, but not to the tune of $3tn or whatever crazy amounts are being invested right now.