AI PROFITS: CUSTOMER SOLD SEPARATELY

The real news

The story, straight

Paying for a tool and making money from it are different things. A business benefits when the useful work it gains is worth more than the tool and the effort of using it.

That distinction became the loose floorboard in All-In's October 30 discussion of AI profits.

A panelist presented his own chart tracing money through chipmakers, computing providers and Anthropic, which makes Claude. He said he had Claude make the chart image.

His reading showed attractive margins along the supply chain. Those were his chart's calculations, not independent proof that every business involved was profitable.

Then came the customer box.

Asked about the assumed customer returns, the presenter acknowledged that he had made that box up. The customer's financial benefit was an assumption, not a measurement.

Lil'meme has therefore arrived with an invoice to use as a bridge. The suppliers get a staircase; the customer gets a trust fall.

There is real evidence of demand: TechCrunch's reporting on Anthropic's filing says more than 11,900 customers were spending at least $100,000 annually as of September 30. That establishes spending, not those customers' profits.

The useful lesson isn't that AI cannot pay off. It's that a seller's revenue and a buyer's benefit answer different questions.

Test a specific task, check the work, and compare the time saved with the full cost. Don't let a handsome chart do your accounting.

Repost this before your budget learns to levitate.

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