alt Hacker NewsThis is why I think many of the current application-layer AI startup valuations are a bit iffy. When the big AI companies like Anthropic start expanding their vertical products, the calculus changes.
I'm just wondering how committed they'll be - I guess the edge some startups still have, is the fear that product suites from OpenAI / Anthropic / etc. will go the way of Google products, a year or two then straight to the morgue.
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bigstrat2003 • yesterday at 11:41 PM
Every valuation in the AI space is iffy. Nobody actually has a solid business plan, only vibes, but that isn't stopping people from throwing money at them.
It's like asking what if AWS starts doing it, they have all the infrastructure in place. LLMs are just one cog. There is a lot on the application side they are not doing at all.