> Anthropic are strongly rumored to be about to have their first profitable quarter.
Is that quarter same as any other quarter in terms of infrastructure costs (e.g. are there any temporary discounts happening coincidentally)?
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Didn't xAI basically donate the compute for that quarter so Anthropic could get to say they turned a profit?
The SpaceX S-1 says they're charging Anthropic $1.25b a month.
It also states that the first few months (this current quarter where Anthropic are reporting profit) are discounted.
Hey man, that discounted rate on Colossus 1 inference is purely coincidental...