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.
You’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.
Would 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.
Same 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.
Curious, what do you do btw?
Why 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?
[dead]
You 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.