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throwa356262yesterday at 8:08 PM9 repliesview on HN

DeepSeek, minimax and so on have razer thin margins but unlike openai and Anthropic they are actually making some profit. Doing this doesn't make any financial sense.

Maybe Anthropic is confusing Chinese AI providers with token resellers using the same alibaba infrastructure? Or maybe something like openrouter was switching between operators depending on price/demand/availability?

Also, how can Anthropic have such accurate information about state actors and cybercriminals? This is the same company that hacked itself and realised that first months later..


Replies

gjm11yesterday at 9:02 PM

My understanding of what Anthropic are saying about this is that the labs in question aren't forwarding things to Claude to make money nor even to look better to the customers whose queries they forward to Claude but to get access to conversations between real users and Claude, which they can then use to help train their own models.

(I do not guarantee that I'm understanding right, and still less do I guarantee that what Anthropic say is actually true.)

chvidtoday at 4:19 AM

Maybe there is some truth in that reselling Claude subscriptions/trials/api bundles via third parties breaks Anthropic's ToS. The rest is putting a maximum spin on it in order to achieve the political goal of banning Chinese AI. Anthropic is a highly ideological company and they are convinced that they are just in what they pursuit.

KronisLVyesterday at 10:19 PM

I’ve seen the supposed Kimi thinking output yap about Anthropic’s guidelines and whatnot on many occasions - could also be the result of distillation, but also that straight up being Claude’s output.

To be honest I've also gotten Kimi to do an okay proof of concept for SQLi though mostly in a more defensive role, like "Let's see how big of a problem this is", while Claude complained about CVP on the same task.

g42gregorytoday at 8:45 AM

I think you are affording Anthropic way more benefit of the doubt than they deserve.

atleastoptimalyesterday at 8:50 PM

Anthropic is profitable now

>https://www.forbes.com/sites/jonmarkman/2026/08/17/anthropic...

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echelonyesterday at 9:16 PM

You do this to distill a model.

You can submit your users' questions async too, but if you do it sync, then you can also RLHF on the users' behavior after the output.

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iLoveOncalltoday at 8:02 AM

> Maybe Anthropic is confusing Chinese AI providers with token resellers using the same alibaba infrastructure? Or maybe something like openrouter was switching between operators depending on price/demand/availability?

Or maybe Anthropic is scared shitless of those competitors and is trying anything to smear them.

Don't forget their goal is to ban open source and foreign AI. Being the sole legal provider is their business plan.

tomjen3today at 4:41 AM

I assume these companies are backed by the Chinese state.

TimBytetoday at 9:07 AM

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