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It is very difficult for me to see any amount of money being thrown at Anthropic as a bad idea. The amount of new revenue that I am personally able to create f
by consumer451 6mo ago
It is very difficult for me to see any amount of money being thrown at Anthropic as a bad idea.
The amount of new revenue that I am personally able to create for my clients, using Claude models for dev, and Claude models inside the insanely agile products delivered, is astounding.
If I was not currently experiencing this myself, and someone told me that this was possible, I would be calling them names.
- zakisaad 6mo agoYou could say the same about Codex (and other tooling). Opus as a model is market leading (trading blows with the greatest that OpenAI is peddling), but there will be a reckoning when open weight models are good enough - and I'd argue we are almost there with some of the latest releases. If you hook up the latest OpenAI models to something like OpenCode, its a taste of what an open harness with a powerful model (outside of a providers ecosystem) will be able to offer developers in the future.
- consumer451 6mo agoI know there are multiple paths at this, thank the computing gods. If we get to an end-state of monopoly/duopoly at this game, then we are truly screwed. I was just stating my current use and revenue path. Anthropic has insane velocity, in April of 2026.
- neya 6mo ago> when open weight models are good enough I think Deepseek is already there.
- kowbell 6mo ago> there will be a reckoning when open weight models are good enough Will you have the hardware to run them? Perhaps. Will enough of Anthropic's/OpenAI's large enterprise customers have the hardware to run them and the money/desire to have their own internal teams set up and maintain them?
- slopinthebag 6mo agoWhy do AI boosters like yourself all have the same writing style? Was the comment AI generated? It's like insane hype marketing speak. "insanely agile products delivered" like huh?
- consumer451 6mo ago> Why do AI boosters like yourself... I believe that I am more of an AI realist. The agentic dev tools are really helping me out, but if I could wave a magic wand to make AI go away for a hundred years, I would do it. I really hope that we can all laugh at how wrong I was. However, I believe that the horrors will likely outweigh the benefits. Our global society/political systems are not ready for Stasi as a Service, mass unemployment, or any of this impending crap storm.
- keybored 6mo agoGetting in on the astounding action before the world turns to shit. Who could call me a starry-eyed idealist? I have invested in bunkers.
- deleted 6mo ago[deleted]
- consumer451 6mo agolol. I have been a starry-eyed idealist all of my life. I would like to think that I still am. I hate money. You know what I hate even more? Being the supposed "smart one," and having to borrow money from my entire family to get through my health issues. I will never do that again, hopefully.
- xeromal 6mo agoI'll trust someone who has an account since 2018 vs 71 days ago. Especially when your name already indicates you're biased.
- quadrifoliate 6mo ago
- ManuelKiessling 6mo agoWould you mind sharing what you can and want about how the sausage is made? I would love to hear concrete cases where actual leverage is measurable. I‘m asking in good faith, not to attack your standpoint.
- consumer451 6mo agoI would happily do so on a 1:1, private level. See bio for contact.
- MaxHoppersGhost 6mo agoSounds like you're about to give the OP a hard sell on a course or some other BS.
- tasuki 6mo agoWouldn't it be more efficient on a 1:n level here in the comments? Or are you happy to do a 1:1 with all of us?
- ManuelKiessling 6mo agoYou‘ve got mail.
- james2doyle 6mo agoYou’re paying the subsidized cost. Those margins will shrink once the real bill comes due. I really think everyone will look back at this time as the golden area of cheap AI. We are already seeing the costs (and restrictions/limits) creep up with the Western models.
- Petersipoi 6mo agoI think the opposite. AI will get cheaper as models become more efficient and we solve the datacenter/energy problem. I bet 10 years from now AI, that is way better than what we have today, will be close to free.
- jayd16 6mo agoJust like how cloud costs got cheaper and we solved the datacenter/energy problem over the past 10 years.
- Petersipoi 6mo agoFor the most part, we did, actually. We had plenty of energy and computer until AI came along. Energy will get fully solved eventually. To think otherwise is to bet against humanities ability to innovate, which I don't think is ever a wise bet.
- jayd16 6mo agoZIRP and Moore have helped the cloud build up with a promise of profits and ever increasing performance. The future is likely different. "Power will be cheap" is hope you can hang any hat on. We've been increasing compute per watt but again that's on Moore. I don't think it makes sense to bank on a new energy surplus.
- aurareturn 6mo agoYou can practically host a website that serves millions of users a day for nearly free using Cloudflare. Imagine doing that in the year 2000.
- gip 6mo agoSame with Codex and very soon with open source & local models. Training great models (for coding and similar tasks) seems to be a question of scale and not much more. It is likely that 99% of the value created by Anthropic / OpenAI / friends will go the end user. Which is great news.
- cman1444 6mo agoI agree. It's not trendy to have much appreciation for capitalism these days, but it's hard to ignore that the fierce competition in this space seems like it's going to result in commoditized productivity gains for the masses rather than monopolistic/oligopolistic extraction. At least for the near future.
- buntp 6mo agoCurious, what do you do btw?
- zrn900 6mo ago[dead]