80% gross margins
On Better Offline’s show, host Ed Zitron claims Dario Amodei has told investors Anthropic has 80% gross margins only after excluding training costs, revenue-sharing with cloud partners, and stock-based compensation 1. Zitron frames this as part of what he calls shenanigan‑rich financials and leaking of run-rate metrics that he argues create a deceptive picture of Anthropic’s health 1. He links the margin framing to broader criticism of financial engineering around a potential IPO and urges media to scrutinize the numbers rather than amplify them 1. No other sources in this period provide corroboration or counterpoints.
From the window to Sep 23, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
0 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
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