Robert Hafner on Mythryl: “The AI slowdown is just the big companies attempting to build a moat…”

The AI slowdown is just the big companies attempting to build a moat around their failing businesses

Dare Obasanjo@carnage4life.bsky.social

Anthropic is on track for its second profitable quarter (excluding stock-based compensation) and says gross margins are above 80% before training costs and revenue sharing with cloud providers. It’s a pleasant coincidence that an AI slowdown addresses the financial drain of training costs.

14/9/26, 2:14 pm0 reposts0 likes

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