Damodaran's take on Anthropic's economics
By vidlink Published July 1, 202610s104 views
Dylan Patel on Anthropic: "I think by Q3 they may even be profitable including SBC. Their margins on Opus 4.8 token is north of 80% for API price. They have a lot of deals where their total corporate gross margin gets clawed down a little bit because of how they do deals. They https://t.co/4c5y6mOIaT
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