Griff_harr
Region: US
Friday 09 October 2026 00:21:12 GMT
5679
149
7
5
Music
Download
Comments
HadesTheGardener :
You missed a couple things in there. for Bedrock (the AWS system that runs LLMs) they don't simply take 20% off the top in marketplace fees. they also charge for hosting the models in their data centers, and they charge for usage of the GPUs that run the models. so it is more like anthropic pays $120 for the compute to run the model and generate the tokens (on a line of credit that is settled up at the end of each month), AWS collects $100 dollars from the customer for the market price, takes their $20 marketplace fee, and then gives anthropic back $80. So in net anthropic payed $40 for the privilege of letting you generate $100 of tokens. That's how real accountants get their ~1:3 revenue to cost ratios for the LLMs. anthropic does do shady and deceptive financial reporting though. But even openai is losing money on every token, and not in theoretical value, in actual money on the balance sheet each month. Hence all the extra rounds of investments.
2026-10-09 04:46:52
0
youcanquotem :
the $20 is Cost of Goods Sold perfectly legit
2026-10-09 01:25:21
7
Matt Burnett :
What in the Enron is this kind of math!?!
2026-10-09 02:00:17
6
DHTaylor Analysis :
At the end of the day, it all boils down to the bottom line… which is negative in this case, so…
2026-10-09 04:06:17
0
alaskabiker907 :
Great job
2026-10-09 03:47:29
0
To see more videos from user @griflix, please go to the Tikwm
homepage.
