descriptive claim
The business's gross margin trend is improving, although its gross margin might be lower if costs from third-party cloud providers were included.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“Yeah. So you see gross margin profile Improving. And, and sure, maybe it, it'd be lower if, uh, you kinda factored in the third party, you know, the, the cloud providers, but, like, the trend is going up.”1:19:14Report a misattribution
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