The reason why selling AI lectures is the best
Date
May 13, 2026
Classification
- Startups
#
- Investment/Market Trends
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Anthropic's profitability is worse than Kimbap Cheonguk.
#AIProfitability #CostOfSales #Anthropic #Cursor #VariableCosts #AILectureSeller
🫑 3-Line Summary
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While IT startups are expected to generate explosive profits due to low variable costs even as revenue increases, in reality, AI companies are facing severe margin pressure due to massive computing and inference costs.
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Anthropic has lowered its margin forecast due to excessive inference costs, and even Cursor, considered the most successful AI tool, is recording a loss as the costs paid to large model firms exceed the costs.
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Ironically, the only current AI business sector capable of low variable costs and explosive profit growth is the lecture sales market.
🥦 Insight
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The Paradox of Tech Companies with Lower Margins than the Food Service Industry
The traditional software formula, where margins grew infinitely as revenue increased, has been completely shattered in the AI era. If the structure requires spending even more on model usage fees and infrastructure costs despite earning hundreds of millions of dollars, planners and management must coolly question revenue metrics that are all show and no substance.
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The painful background of a market where lectures flood out more than products
As even products equipped with outstanding technology struggle to survive the "cost hell," the lecture business—which offers guaranteed margins without risk—is spreading like wildfire. In this transitional period where it is difficult to make money with genuine products, a phenomenon is emerging where the market for selling lectures that promise success becomes abnormally bloated.
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Designing a Substantial and Genuine Business Model
It is highly telling to look at the use cases of leading companies that bear the flashy unicorn title but show bruises in their financial statements. We are at a point where planning capabilities to meticulously control server costs and cost structures incurred with every user click, starting from the very first stage, have become more important than ever, rather than merely chasing the superficial appearance of technology trends.
🥄 A spoonful of execution
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Is the service or feature you are currently preparing structured so that costs explode linearly as the number of users increases? Before getting caught up in flashy AI titles, why not first prove our team's actual margin structure and sustainability with numbers?
—— View Original ——
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IT startups do not generate profits in the early stages, but are expected to achieve explosive revenue growth once they reach a critical point.
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This is because variable costs, which are costs that increase linearly with sales, are low.
While a restaurant's material costs increase in proportion to sales, a developer's labor or computing costs do not.
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While a restaurant's material costs increase in proportion to sales, a developer's labor or computing costs do not.
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Not all IT companies enjoy this honor.
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SI companies tend to have revenue and costs that increase linearly together.
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Considering the size of the SI market, this cannot be dismissed as a minority case.
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Rather, explosive profit growth is the privilege of a few successful companies.
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