Comment by oblio

Comment by oblio 18 hours ago

2 replies

1. Claude Code is claimed to have hit €500m ARR in 3 months.

2. What is the Claude Code profit for the same period?

3. What is the Claude Code profit per request served when excluding fixed expenses such as training the models?

bobxmax 8 hours ago

Who cares? Are you not seeing the exponential decrease in GPU inference costs? H100s costs 3x what they did a year ago.

  • oblio 6 hours ago

    I'm not sure I understand how B (H100s costs 3x what they did a year ago) follows from A (exponential decrease in GPU inference costs).