Comment by nh23423fefe

8 hours ago

your prediction is going to be wrong, even with all those caveats

Maybe. Maybe not.

But if this party is sustainable, what’s the deal with the rate limits that everyone is going on about?

If my prediction is wrong these should be trillion dollar companies yesterday with what their liars proclaim, until then we know that Anthropic has only made $5billion total revenue to data due to the Pentagon lawsuits and that required $20billion.

Can't wait to see how much public money they need going forward! Hopefully our progeny don't die in the subsequent climate crisis before they can unleash true shareholder value.

Investors are getting antsy and are going to start demanding AI companies start producing real returns.

Anthropic et al. better figure it out sooner rather than later because this game they’re all playing where they want all of us to use basically beta-release tools (very generous in some cases) to discover the “real value” of these tools while they attempt to reduce their burn with unsustainable subscription prices can’t go on forever.