Baoyu relays an estimate of Opus 5.5 serving costs at $0.60 / $3.00

What happened

Baoyu quotes @petergostev estimating Opus 5.5 serving costs at $0.60 / $3.00 based on Anthropic’s roughly 85% gross margin, below several models’ prices. Baoyu attributes the margin calculation to Anthropic’s October 26, 2026 SEC S-1 filing, reporting approximately $16.286 billion in first-half revenue and $2.380 billion in cost of revenue, implying about 85.4% gross margin. He also says the figure appeared in mid-October investor meeting materials reported by Bloomberg

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The story so far

Baoyu shared @petergostev’s estimate that Opus 5.5 serving costs are $0.60 / $3.00, based on an approximately 85% gross margin for Anthropic. The figures are an estimate of serving costs, not announced prices for the model. Baoyu attributed the margin calculation to Anthropic’s October 26, 2026 SEC S-1 filing, citing approximately $16.286 billion in first-half revenue and $2.380 billion in cost of revenue, which imply a gross margin of about 85.4%. He also said the margin figure appeared in mid-October investor meeting materials reported by Bloomberg. The estimate applies that company-level margin to Opus 5.5; it does not establish the model’s actual serving costs.