Matt Dratch
@DratchCap
Macro Equity PM | Dartmouth Fball ’08
“Be bold, and mighty forces will come to your aid.”
Views expressed are solely my own and not on behalf of my employer.
Joined December 2010
317 Following 8.8K Followers
Btw, that’s seemingly a ytd margin for ANT. Which also means the run-rate margin in 3Q, given more scale, is much higher…
If I'm not mistaken, Anthropic's 85% gross margin and >40% compute margin from this Bloomberg story implies that 70-75% of their compute is now going to R&D.
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