On September 14, the Financial Times reported, citing people familiar with the matter, that Anthropic has told a small group of shareholders its adjusted operating profit will come in positive for a second consecutive quarter. That metric strips out costs like stock-based compensation.
Those same people say Anthropic's gross margin tops 80% before counting revenue it shares with distribution partners such as Amazon and the cost of training its models.
https://twitter.com/FT/status/2099266801523736883?s=20