> Dario Amodei and Elon Musk worked out a sweetheart deal, which they - framed as a “ramp-up,” - that allowed Anthropic to artificially depress its costs. I also question how much of a ramp-up there really was, or what Anthropic’s actual compute constraints were, because it immediately loosened rate limits for Claude subscribers on announcing the deal, meaning that it immediately started having higher inference costs, which…somehow led to it making a higher profit? Or did Musk — as literally described in its S-1 — have SpaceX charge Anthropic less for two specific months to make the numbers look better?

Given xAI is struggling and seemingly that Musk has sold compute capacity to Anthropic, what's the play here? To screw with OpenAI's IPO?

> Let me speak directly and with more empathy than usual: if you want Anthropic to win, you should be just as skeptical of these numbers as I am. You should want to smash my face in the tarmac with the most crystal-clear, impossible-to-argue with numbers, bereft of asterisks or discounts from suppliers or obfuscated accounting metrics.

Love Ed or Hate Ed, he has a point.

I bet that in 10 years they will name the next financial (and perhaps economic) crisis "the subsidized bubble"

Until they find someone else paying the costs it will not pop.