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mr. TIM
timkellogg.me
did:plc:ckaz32jwl6t2cno6fmuw2nhn
this has a huge amount of analysis and supporting evidence, they report 70% operating profit.
https://newsletter.semianalysis.com/p/ai-value-capture-the-shift-to-model
Forbes: Claude was profitable since day 1
https://www.forbes.com/sites/jonmarkman/2026/07/01/everything-anthropic-built-before-its-ipo-where-the-company-stands/
2026-08-08T22:26:31.166Z