Thread

FTC is investigating OpenAI, Anthropic and other AI companies over product risks

210 points · 160 comments · dgellow

amelius · 1790860691 · focus · HN ↗
They should be investigating them because of massively selling below cost price.
How is this a fair, level, playing field, U.S.? Making a large pile of money to put millions of people out of a job, it warrants some investigations!
1. gtCameron · 1790860810 · focus · HN ↗
  Do you have any evidence of this assertion? What is 'cost price' and what is being sold below that?
  1. hedora · 1790861450 · focus · HN ↗
    Claude says my token spend is $15k per week. I’m being charged $50.
    They can only do that because of circular finance deals and other fraud. Those deals are also the reason a machine that’d run ~ Claude Opus 4.6 locally costs $5000 instead of the original $1400 MSRP.
    NathanaelRea · 1790863005 · focus · HN ↗
    Their margins are 90-95%. If I have a gym that charges $50 for an hour pass, but $100 for a month "subscription", would you feel the same way, that you got $36k of value?
    dgellow · 1790863318 · focus · HN ↗
    That percentage is speculative for now, we don’t actually know their margin. What we know is that Anthropic said publicly they have 80% gross margin IFF they use their own adjusted EBIDTA metric, which ignores revenue sharing, training costs, and stock based compensation

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