alt Hacker NewsAnthropic today feels like 1990s Microsoft, when mere rumors that MS might enter yet another software vertical (publishing, CAD, 3D etc.) were enough to destroy the stock prices of current market leaders.
Anthropic today feels like 1990s Microsoft, when mere rumors that MS might enter yet another software vertical (publishing, CAD, 3D etc.) were enough to destroy the stock prices of current market leaders.
At the same time you have OpenAI's "no more sidequests". These labs can only expand so far horizontally. I don't believe they will go very far beyond code generation and its adjacenies.