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0xDEAFBEAD • yesterday at 11:12 PM • 1 reply • view on HN

This is the type of Ed Zitron prediction which keeps being wrong: https://danluu.com/zitron/

Anthropic's revenue is up 50% in the past two months. They're not hitting a wall.


Replies

OliveronData • yesterday at 11:29 PM

That's an association fallacy. And revenue has no indication on training costs in this context. Subscription "allowance" is going down steadily and any increase is an instant incredible deal. Opus 5.5 is the most obvious outlier. Despite being supposedly cheaper than 5.6, GPT 6 Sol has less usage than 5.3 Codex. You might say that's because of the improved capabilities, but then you have to acknowledge that labs are tightening the ship as costs are getting higher.