3. According to reasonably well-sourced leaks, Anthropic may be about to have their first profitable quarter.
might as well be because of this:
[...] with capacity ramping in May and June 2026 at a reduced fee.
And then, we have
The agreements may be terminated by either party upon 90 days’ notice.
The timing of the "leak" of profitability is just as superb for Anthropic as the timing of the $45b deal is for SpaceX.
I wonder how this partnership looks like on August 1st...