Personally, I don't worry about profitability in the short term. If Anthropic is adding $15b ARR every single month, and their gross margins are 50%+ (per Dario), profits are inevitable.
The thing I'm most worried about with SpaceX is bundling X.com, xAI with it. I don't want to invest in X.com nor xAI.
Lastly, I don't my money tied to the Elon rollercoaster.
There's an article from today where if they double their current revenue to $10.9B they will make ~$500M profit. Maybe I just can't count, but that's a margin of ~5% no?
On second thought, is this the reason anthropic is making these gigantic deals (1.2T to xAI, 200B to Google, >100B to AWS, 30B to Azure)? Is it just so that they can claim this is an amortized cost rather than a monthly reccuring operating cost?
I understand very little of this, but hasn't OpenAI burned so much money, which it now need to be recouped, making any profit short or long term is mostly a fantasy.
If OpenAI IPOs, then investors will expect a return. OpenAI can't generate that, so they'll be forced to slash R&D, stop datacenter roll outs and layoffs, so what's left? A model that will grow stale in six month, massive commitments and debt?
The thing I'm most worried about with SpaceX is bundling X.com, xAI with it. I don't want to invest in X.com nor xAI.
Lastly, I don't my money tied to the Elon rollercoaster.