Tokens on fire


"Despite its positioning as the trustworthy, nice AI lab, Anthropic is as big, ugly and wasteful as OpenAI, and Dario Amodei is an even bigger bullshit artist than Sam Altman. 

"It burns just as much of its revenue on inference (59%, or $2.79 billion on $4.5 billion of revenue, versus OpenAI’s 62%, or $2.5 billion  on $4.3 billion of revenue in the first half of 2025, if you use The Information’s numbers), and shows no sign of any efficiency or cost-cutting.

"Worse still, Anthropic continually abuses its users through varying rate limits to juice revenues and user numbers —along with Amodei’s gas-leak-esque proclamations —to mislead the media, the general public, and investors about the financial condition of the company. 

"Based on an analysis of many users’ actual token burn on Claude Code, I believe Anthropic is burning anywhere from $3 to $20 to make $1, and that the product that users are using (and the media is raving about) is not one that Anthropic can actually support long-term." 

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