alt Hacker NewsIf this is mostly competition enduced, I have to assume either their usage has plummeted or they will implode financially in short order.
The frontier labs were already burning money on more expensive price models, and competition wouldn't have reduced their capex proportionately.
Replies
kshacker • yesterday at 11:33 PM
That's why Anthropic are rushing the IPO. You can explain a single quarter slowdown, you can not explain a multi quarter one.
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otabdeveloper4 • today at 5:20 AM
> or they will implode financially
They are too big to implode.
TacticalCoder • today at 12:01 AM
> If this is mostly competition enduced, I have to assume either their usage has plummeted or they will implode financially in short order.
If we assume it's due to competition, then their usage has precisely not plummeted because they cut prices by 80%.
How could they do anything but implode financially? Genuinely curious. The numbers are not right.