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> Anthropic has little to no chance of producing a competitive business model in the long term. Extraordinary thing to say about the fastest growing company in
by boc 3mo ago
> Anthropic has little to no chance of producing a competitive business model in the long term.
Extraordinary thing to say about the fastest growing company in the history of capitalism. They will soon have access to public markets, essentially unlimited capital, and can build insanely large models that they don't have to make public... ever. They can just use those models to run their business, train better models, eat competitors, etc.
But maybe it's Anthropic that isn't thinking ahead enough - you clearly think you can see around corners with your proclamation. So why do you think they have "little to no chance" of surviving long term?
- jurgenburgen 3mo ago> Extraordinary thing to say about the fastest growing company in the history of capitalism. They will soon have access to public markets, essentially unlimited capital There is no such thing as unlimited capital. The faster they grow the faster they burn capital. Eventually it will run out.
- boc 3mo agoThat's not how economies work. It's not a fixed pie that everyone shares.
- throwaway27448 3mo agoWe both know that both revenue and especially valuation, especially for something with as little moat as software, can vanish overnight. This is a commodity market and anthropic is serving boutique software, and the market gets more crowded every day.
- boc 3mo agoSo you're arguing it's the Yogi Berra "Nobody goes there anymore, it's too crowded" of business models?