"Great margins once you remove capex and opex": Anthropic's 80%+ gross margin math mocked
ericwdolan · x · 2026-09-14
A quoted post notes Anthropic's gross margins are above 80% before revenue shared with distribution partners like Amazon and model training costs. The poster mocks this accounting framing — "great margins once you remove capex and opex" — a sarcastic take that nonetheless surfaces a real data point about Anthropic's margin structure and how expensive training and distribution cuts make it.
Related event: Anthropic's 80%+ Gross Margin Claim Mocked Over Excluded Costs(9 posts)→
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