Money
SemiAnalysis founder says Anthropic turned profitable in Q2; OpenAI “could” follow
Dwarkesh Patel Podcast
Dylan Patel – Two labs will soon control most of the world's workforce
"Anthropic started turning a profit in Q2. It’s believed at some point in Q3, OpenAI could start turning a profit even, with the bigger rise of Codex and 5.6 and all this."
Dylan Patel, founder of SemiAnalysis, says Anthropic became profitable in Q2 and that OpenAI could turn profitable in Q3, attributing the shift to rising model-driven demand and improving unit economics. He frames the change as a recent break from what he describes as “venture-funded losses” dominating lab finances a year earlier.
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Dwarkesh Patel Podcast