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I know what happens in many big companies and not a single one is moving away from Anthropic/OpenAI/SpaceXAI. > Unless they both dramatically slash prices then

I know what happens in many big companies and not a single one is moving away from Anthropic/OpenAI/SpaceXAI. > Unless they both dramatically slash prices then they’re in big trouble False, they have already done so many times. > Neither of them can afford to do that and both desperately need to convince the street that the opposite will happen if they want any hope at a successful IPO. False, margins are higher and I can have a formal bet that prices will go lower. > However the cold reality for both is that there is zero moat to a model anymore False, LLMs are not fungible and there exists a natural moat. I like the behaviour of Fable, not the behaviour of Opus - the fact that many people speak about this is evidence.

chrinic630 1mo ago
[flagged]
- harrymunro 1mo ago
  BS - Grok 4.6 is a legit model.
- throwitaway222 1mo ago
  > lower-middle class Classism is the new racism.
  - 23asgh1 1mo ago
    No it isn't. The racism culture wars were meant to distract from classes and people are simply becoming aware of the real issues again. Trying to steer them away won't work any more.
- simianwords 1mo ago
  Its not that complicated, people use Cursor and that comes with the option to use other models but also Grok. Grok Bot is not used within enterprises.
fatcatsbestcats 1mo ago
I don’t know what your sources are, but I work on AI at a Fortune 100 and open models now make up >90% of our internal token spend. Used to be 100% closed before this summer.
- simianwords 1mo ago
  That's interesting, may I ask where you host it? Do you have trusted hosting companies that respect data privacy or do you host them yourselves?
  - techpression 1mo ago
    If you use OpenAI or Anthropic trust were never a requirement in the first place.
    - senordevnyc 1mo ago
      There’s zero evidence that OpenAI or Anthropic has ever violated their enterprise agreements and trained on data they agreed not to, and that’s what these big companies care about. They don’t care that you hate Sam and Dario.
      - techpression 1mo ago
        There’s more to trust than training on data? Most of their products are vibe coded, bug ridden and their uptime is some of the worst in the history of services. How many IT departments let cowork run around freely?
        senordevnyc 1mo ago
        Then why are these companies seeing unprecedented revenue growth? Who is spending these tens of billions of dollars? Maybe it won’t last, but it’s already happening right now, driven largely by corporate America. So yeah, maybe the orgs don’t trust the big labs in some vague sense, and yet they’re shelling out vast sums to them.
khriss 1mo ago
> like the behaviour of Fable, not the behaviour of Opus - the fact that many people speak about this is evidence. I'm wondering how much of that is the harness vs the model. Overall, the 'feel' of a model seems to be largely due to the harness than the model itself.
saghm 1mo ago
> I can have a formal bet that prices can go lower Is this a typo? Have you actually made a formal bet on a prediction market or something to put your money where your mouth is, or are you just saying that you could? There's a lot of things I could plausibly make bets on, but that doesn't mean that they're likely to happen.
- simianwords 1mo ago
  I can have a formal bet with anyone. No prediction market will ever have a stupid bet like this because anyone who has skin in game has studied it enough to know it is a 99.99% chance
  - saghm 1mo ago
    Okay, I "can have" a formal bet with my friend that the sky will be green tomorrow, and I'm sure they'd agree to bet against that. I don't see why you think that's a useful statement in the context of arguing that it's a likely outcome though.
cmiles8 1mo ago
Not sure who you’re talking to but the NYTimes reporting clearly refutes your statements that nobody is doing it with clear facts. It’s been a tidal shift in attitudes over these last few months and the messaging back to OpenAI and Anthropic has been clear. Slash your prices by an order of magnitude or you’re done for most use cases. We’re heading into corporate budget season for 2027 when all this is coming under a huge microscope in boardroom after boardroom across the country at a terrible time for companies trying to IPO.
GrinningFool 1mo ago
They kind of are fungible, up to a certain level of task. And much like most software developers don't need to exercise deep comp sci skills, most sw engineering doesn't have tasks that require the best models.

chrinic630 1mo ago

[flagged]

harrymunro 1mo ago
BS - Grok 4.6 is a legit model.
throwitaway222 1mo ago
> lower-middle class Classism is the new racism.
- 23asgh1 1mo ago
  No it isn't. The racism culture wars were meant to distract from classes and people are simply becoming aware of the real issues again. Trying to steer them away won't work any more.
simianwords 1mo ago
Its not that complicated, people use Cursor and that comes with the option to use other models but also Grok. Grok Bot is not used within enterprises.

fatcatsbestcats 1mo ago

I don’t know what your sources are, but I work on AI at a Fortune 100 and open models now make up >90% of our internal token spend. Used to be 100% closed before this summer.

simianwords 1mo ago
That's interesting, may I ask where you host it? Do you have trusted hosting companies that respect data privacy or do you host them yourselves?
- techpression 1mo ago
  If you use OpenAI or Anthropic trust were never a requirement in the first place.
  - senordevnyc 1mo ago
    There’s zero evidence that OpenAI or Anthropic has ever violated their enterprise agreements and trained on data they agreed not to, and that’s what these big companies care about. They don’t care that you hate Sam and Dario.
    - techpression 1mo ago
      There’s more to trust than training on data? Most of their products are vibe coded, bug ridden and their uptime is some of the worst in the history of services. How many IT departments let cowork run around freely?
      - senordevnyc 1mo ago
        Then why are these companies seeing unprecedented revenue growth? Who is spending these tens of billions of dollars? Maybe it won’t last, but it’s already happening right now, driven largely by corporate America. So yeah, maybe the orgs don’t trust the big labs in some vague sense, and yet they’re shelling out vast sums to them.

khriss 1mo ago

> like the behaviour of Fable, not the behaviour of Opus - the fact that many people speak about this is evidence. I'm wondering how much of that is the harness vs the model. Overall, the 'feel' of a model seems to be largely due to the harness than the model itself.

saghm 1mo ago

> I can have a formal bet that prices can go lower Is this a typo? Have you actually made a formal bet on a prediction market or something to put your money where your mouth is, or are you just saying that you could? There's a lot of things I could plausibly make bets on, but that doesn't mean that they're likely to happen.

simianwords 1mo ago
I can have a formal bet with anyone. No prediction market will ever have a stupid bet like this because anyone who has skin in game has studied it enough to know it is a 99.99% chance
- saghm 1mo ago
  Okay, I "can have" a formal bet with my friend that the sky will be green tomorrow, and I'm sure they'd agree to bet against that. I don't see why you think that's a useful statement in the context of arguing that it's a likely outcome though.

cmiles8 1mo ago

Not sure who you’re talking to but the NYTimes reporting clearly refutes your statements that nobody is doing it with clear facts. It’s been a tidal shift in attitudes over these last few months and the messaging back to OpenAI and Anthropic has been clear. Slash your prices by an order of magnitude or you’re done for most use cases. We’re heading into corporate budget season for 2027 when all this is coming under a huge microscope in boardroom after boardroom across the country at a terrible time for companies trying to IPO.

GrinningFool 1mo ago

They kind of are fungible, up to a certain level of task. And much like most software developers don't need to exercise deep comp sci skills, most sw engineering doesn't have tasks that require the best models.