Anthropic posted a profit while xAI burned $4.2B. The AI profitability numbers finally leaked.[D]

This week basically forced everyone to stop guessing about AI margins. Three major financial reality checks hit at once: OpenAI confidentially filing their S-1, xAI’s Q1 numbers leaking via SpaceX, and Anthropic somehow posting an actual operating profit. If you are building an AI product right now, or just relying on these APIs in your daily workflow, you need to understand what these numbers actually mean. The era of VC-subsidized inference is starting to fracture.