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anonu • yesterday at 5:01 PM • 1 reply • view on HN

can't help but feel like the negativity in this thread will age like the AirBnB one or the DropBox one from the earlier era. but who is to know...


Replies

bel8 • yesterday at 9:23 PM

Both AirBnB and DropBox had a pre-IPO valuation that could 10x and still look possible.

That's not the case with Anthropic unless you assume it becomes the single AI provider world-wide.

You're betting against local models, against all Chinese labs, against OpenAI, against Meta's recent SoTA model and against xAI. Doesn't make sense.