Anthropic reportedly runs 80%+ gross margins, far above OpenAI's 33%
kimmonismus · x · 2026-09-14
Anthropic is reportedly posting gross margins above 80% before partner revenue shares and training costs — a strong figure ahead of a potential IPO.
- For context: OpenAI reported 33% in 2025 and Microsoft Cloud 66% in FY2026, though periods and definitions differ
- The author quips that such margins explain the low Fable rates he receives: the margin has to come from somewhere
Related event: Anthropic's 80%+ Gross Margin Claim Mocked Over Excluded Costs(9 posts)→
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