ryan cooper@ryanlcooper.com1dseems Anthropic has figured out how to make moneyGeorge Pearkes@peark.esThe unit economics here are frankly shocking they're so good. This is wildly stronger than I expected tbh.2316373
ryan cooper@ryanlcooper.com1ddidn't seem to me that such a capital intensive business could have huge profit margins! but Claude code seems to be the secret sauce101143
ryan cooper@ryanlcooper.com1don the other hand it does stand to reason that "highly capable productivity tool for business" (Claude) would sell like gangbusters, while "Nazi CSAM generator" (Grok) would not48274
Brad Johnson@climatebrad.hillheat.com1dmusk is better as a hardware supplier, he's got a lock on the battery-storage systems all the data centers rely on for example1
ryan cooper@ryanlcooper.combattery storage? no he doesn't, CATL is way bigger than Tesla26/10/26, 2:03 pm·0 reposts·7 likes