"Anthropic told investors on Wednesday distillation accounted for 5 per cent to 7 per cent of revenue" If true, and Q2 revenue was $11.5B, then that's more than half a billion dollars spent by other labs to distill Anthropic's models! www.ft.com/content/1163...
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This would contradict the message from Anthropic that these are part of their revenue. If they are not paying, there is no revenue.
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