4 ms·
4) There's nothing terribly special about Anthropic. No moat.
by glimshe 2mo ago
4) There's nothing terribly special about Anthropic. No moat.
- causal 2mo agoAgreed, but my suspicion is tied to the timing. Catching up eventually is to be expected. Having similar jumps in capability ready at the same time is odd.
- dash2 2mo agoMaybe "readiness" is quite a flexible category? You're mid-training for your next model; a rival releases something; you clear the boards and release the model without completing the training run?
- causal 2mo agoTouche, aborted training runs probably do happen often. Closed model providers have zero incentive to announce a new model with less-than-best benchmarks.
- ben_w 2mo agoGradual improvements in performance can look like jumps, when you go over critical thresholds. Combustion engines improved gradually, each year. One year they got better than horses.
- martinald 2mo agoThere's also a bit of selection bias going on here because we forget about labs that don't have a jump and just focus on the ones that do. Notably Google is definitely not having that capability jump.
- verdverm 2mo agobrand is their power, they'd be wise to not wreck it with dumb moves or PR statements (they already have some)
- fourseventy 2mo agothe "no moat" stuff is dumb. There are only like 4 companies in the world that have cutting edge LLMs so there is definitely a moat.