Dylan Patel · Sequoia Capital · 30 June 2026
“And I think by Q3 they may even be profitable, including stock based compensation. That's how profitable they're getting, and their margins on an Opus token, at least Opus 4.8 token, is north of 80”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Dylan Patel is on record saying.