Invest Like the Best with Patrick O'ShaughnessyDylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints

Anthropic Margins Soar

11:44–13:00 · 76s

Dylan argues Anthropic’s ARR and compute trends imply at least 72% gross margins, driven by insatiable token demand and relaxed rate limits.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.