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Comment by applfanboysbgon

13 hours ago

Setting aside my personal grievances with their vibe-coded slop products surrounding the model, the problem for Anthropic is that they do need to charge 10 times as much for model access, but can't because DeepSeek exists and can actually be sustainably served at $20/mo. LLMs are certainly here to stay, for better or worse, but the people going hundreds of billions of dollars into debt perhaps not so much. (Unless the US govt decides it's worth propping them up for access to a billion people's conversations and ability to influence them, which I do believe is a plausible outcome, but would not necessarily make for a riveting tale of capitalist competition)

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applfanboysbgon

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tomnipotent  12 hours ago

> can actually be sustainably served at $20/mo

Excepts it comes with a terrible experience that's not sustainable for any serious day-to-day work that doesn't involve constant coffee breaks to wait for some tokens to get generated. No thanks. They don't have to live up to the hype to be useful tools, and for something that costs me annually what I make in a day I'm perfectly happy with the value I'm getting of out of it all (even if someone else is subsidizing it... for now).

> going hundreds of billions of dollars into debt

This forum exists exactly because of these companies.

  • applfanboysbgon  12 hours ago

    > Excepts it comes with a terrible experience that's not sustainable for any serious day-to-day work that doesn't involve constant coffee breaks to wait for some tokens to get generated.

    I think you may have misinterpreted what I was saying to be a reference to local models? I am not talking about local. You cannot run DeepSeek on consumer hardware, despite a bunch of people conflating "some 30b model trained on DeepSeek outputs == DeepSeek". But businesses can purchase fleets of GPUs capable of serving DeepSeek for an investment measured in millions rather than billions, and offer something 85% as good as Claude to customers while actually profiting on inference with a $20 subscription, without the massive overhead of training frontier models from scratch.

    > (even if someone else is subsidizing it... for now)

    That they are giving away something they cannot sustain is the literal entire point of my comment.