Jeff Park
@dgt10011
Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA
Joined March 2009
3.1K Following 103.2K Followers
ANTHROPIC’S GROSS MARGINS ARE REPORTEDLY ABOVE 80% BEFORE PARTNER REVENUE SHARE AND MODEL TRAINING COSTS
That’s like saying a company has an 80% gross margin while excluding COGS.
If you exclude the actual costs of delivering the product, why isn’t the margin 100%?
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