Anthropic gross margins from inference seem great
problem: nobody else seems to have the pricing power (or margins) of Anthropic
Anthropic's inference gross margins appear strong, while rivals lack its pricing power
AISummary
Amir Efrati says Anthropic's gross margins from inference look strong. He adds that no other AI company appears to have Anthropic's pricing power or margins.
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Source: Amir Efrati · x.comPublished · added here