Dylan Patel said Anthropic's gross margins on inference rose from well below 40% to above 60% over the year.
“their gross margins on inference went from, you know, well below 40% to north of 60%, right? By the end of the year.”
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Dylan Patel
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Dylan Patel said AI coding agents combined were running at an annualized revenue of about $5 to $6 billion in the fourth quarter.
“That's that's that's run rating at five, $6 billion now, um, for the for the Q4 of of this year.”
Dylan Patel estimated Google will make about five to seven million of its own TPU chips.
“They're gonna make something like five to 7 million chips, right, of their own TPUs.”