Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

> We’re still living in the heavily-corporate-subsidized AI world

There's little evidence this is true. Even OpenAI who is spending more than anyone is only losing money because of the free version of ChatGPT. Anthropic says they will be profitable next year.

> Plus, and maybe it’s just my personal cynicism showing, but when did tech ever reduce pricing while maintaining quality on a provided service in the long run? In an industry laser focused on profit, I just don’t see how something so many believe to be a revolutionary force in the market will be given away for less than it is today.

Really?

I mean I guess I'm showing my age but the idea I can get a VM for a couple of dollars a month and expect it to be reliable make me love the world I live in. But I guess when I started working there was no cloud and to get root on a server meant investing thousands of dollars.



There's plenty of evidence that this is true.

According to Ed Zitron, Anthropic spent more than it's total revenue in the first 9 months of 2025 on AWS alone: $2.66 billion on AWS compute on an estimated $2.55 billion in revenue. That's just AWS, not payroll, not other software or hardware spend. He's regularly reporting concrete numbers that look horrible for the industry while hyperscalers and foundation model companies continue to make general statements while refusing to get specific or release real revenue figures. If you only listen to what the CEOs are saying, then sure it sounds great.

Anthropic also said that AI would be writing 95% of code in 3 months or something, however many months ago that was.


> $2.66 billion on AWS compute on an estimated $2.55 billion in revenue.

Yes, but it's unclear how much of that is training costs vs operational costs. They are very different things.




Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: