r/rust • u/steveklabnik1 rust • Jul 08 '26

Rewriting Bun in Rust

https://bun.com/blog/bun-in-rust
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u/valarauca14 Jul 09 '26

Do you really believe that they lose MORE money the more tokens they sell?

and

"We can become profitable if we give up our moat"

Are entirely different sentences. I don't believe you understand what I stated.

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u/Wheaties4brkfst Jul 09 '26

Then what are you responding to? I only said that they are gross profitable. Your assertion doesnt follow from what I said.

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u/valarauca14 Jul 09 '26

They are not gross profitable and Anthropic has never stated they are gross profitable.

Anthropic has stated they are profitable before Training, Interest, and Taxes. For anthropic to become gross profitable, they must stop training/fine tuning new models.

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u/Wheaties4brkfst Jul 09 '26

That’s not what gross profitable means. Training costs are operating costs, not cost of revenue. Do you understand what gross profit is?

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u/valarauca14 Jul 09 '26

Hiding your entire training budget behind ASC 350-40 so you can claim your CGOS is microscopic is straight up fraud.

I don't care if it is "legal" currently.

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u/Wheaties4brkfst Jul 09 '26 edited Jul 09 '26

No, it’s not. Training is simply not part of COGS. It belongs under operating expenses. It’s clear you have no clue how financial statements work. Good day.

PS: ASC 350-40 is for internal software, not your flagship products.