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@GavinSBaker: Thoroughly enjoyed this discussion, especially the parts around SpaceX and Nvidia. Anthropic being EBIT positive in the first quarter seems...

@GavinSBaker 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-23T14:09 抓取：2026-05-24 12:57
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AI 行业
摘要

网友Gavin Baker在推文中讨论称，Anthropic在2026年第一季度实现息税前利润（EBIT）转正，这一点在AI投资回报率辩论中未得到充分重视。此外还提及对SpaceX、Nvidia的讨论以及特朗普访华的影响。

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  • Anthropic在2026年第一季度实现EBIT转正
Anthropic SpaceX Nvidia 中国

原文

Thoroughly enjoyed this discussion, especially the parts around SpaceX and Nvidia.

Anthropic being EBIT positive in the first quarter seems underappreciated re: the debate on “ROI on AI.”

Also curious to see what comes of Trump’s trip to China over time per @chamath commentary.

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