Jeff Park(@dgt10011):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%?

Jeff Park

@dgt10011

Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA

가입 March 2009

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Jeff Park@dgt10011

2026.09.13 23:13

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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