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Classic VC pump playbook - run it uneconomically until everyone is addicted, then 5x prices once you have enough critical mass. See 2010s "Millennial Lifestyle
by steveBK123 7mo ago
Classic VC pump playbook - run it uneconomically until everyone is addicted, then 5x prices once you have enough critical mass. See 2010s "Millennial Lifestyle Subsidy"..
- FuckButtons 7mo agoIt seems pretty transparent that they are heavily resource constrained, (training run for Claude 5.x, higher usage / growth than anticipated). I don’t disagree that their long play is monopolistic pricing, but what we’re observing seems better explained by the fact they have a very tight compute budget they are trying to optimize over to put as much as they can into next gen experiments / training to make sure they stay competitive over the next 6-months / year.
- lukewarm707 7mo agoyou know once, anthropic was supposed to be a public benefit org!