Anthropic's 85% inference margin sparks debate on open source's price-pressuring role
code_star · x · 2026-11-02
@cryptopunk7213 argues Anthropic's S-1 reveals an 85% inference margin, signaling open source's cost-efficiency argument is dead—enterprises will pay 5-10% more for marginally better intelligence rather than bear self-hosting burden. @codestar counters: open models serving at 25-40% margins are exactly why closed labs can't charge 200%+; competitive pressure from open source benefits everyone.
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