Comment by neovive
4 hours ago
If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.
They already do both.
The real competition is coming out of China right now and I doubt the Chinese government is going to let them buy out their "fast follower" AI companies that are consistently 6-12 months behind in terms of quality. That said, I'm factoring quality as in Opus 4.5/Sonnet 4.5/GPT-5.5 as break points since I haven't really seen an improvement since that point when using AI.
They'll just lobby to ban Chinese models as they're already doing.
> Compounding the problem, labs in China often release dual-use capable models as open-weight. Once a model is open-weight, safeguards that do exist can be removed, making the model available to any state or non-state actor to use for malicious purposes, including the cyber and CBRN misuse those safeguards were built to prevent.
https://www.anthropic.com/research/2028-ai-leadership
They are already starting that now.
Probably but the reality is I doubt that actually works outside of US government contracts in practice simply because Europe/et al aren't going to follow their lead.
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You speak so authoritatively about quality and performance of these models, yet there are no quantitative metrics that correlate to real world outcomes that indicate that the quality and performance of these models is anything but subjective noise and classic benchmark nonsense.
A company consumed half a billion dollars worth of tokens in a month and nobody noticed anything until the bill came due.
Tha $500m dollars is roughly equivalent to 2000 people working for a year or 500 people working for four years, they can and would accomplish a lot if they worked in companies that add value to the economy by solving real problems.
Indeed Its irrelevant. Each firm will make its own cost-benefit analysis, especially since the frontier labs are raising prices.
Marketing only takes you so far in creating noise.
Its weird seeing this focus on bench marks again - PC's did this for quite some time. But in the end it came down to - what does all this additional horsepower let you do? Oh create interesting apps, multi-tasking etc. Which was really the value-add.
> You speak so authoritatively about quality and performance of these models, yet there are no quantitative metrics that correlate to real world outcomes that indicate that the quality and performance of these models is anything but subjective noise and classic benchmark nonsense.
I'm responsible for AI roll out at a small business and we've had data science go over these things internally in terms of what results we get for 12+ months now. Its just my experience that is roughly the results we've seen using Deepseek, etc. and comparing cost/results vs. Anthropic/ChatGPT.
> A company consumed half a billion dollars worth of tokens in a month and nobody noticed anything until the bill came due.
It was sourced from one anonymous source. Its highly unlikely to be true in my view, but hey, you do you.
The question is not "if" they will lose their ethos but "how long will it take".
If "Open AI" was their ethos, it was lost immediately. I'm not sure what the ethos of Anthropic is.
I gather most of the ethos behind Anthropic is "we don't want to work with Sam".
Go public so everybody can benefit?
corporate pursuit of monopoly is as sure a phenomenon as gravity
I’m curious which will start producing hardware be it robotics, consumer or commercial devices, chips, energy infrastructure or transforming shipping crates into housing for jobless humans. Maybe even tanks of gel with arrays of humans in suspended animation reading our biometrics, thoughts, pumping in nutrients and training on the data. O_o
IPO won't lose their ethos. Competition out from their duopoly will.
Who else right now is making competing models that are roughly as capable? Now factor in hardware availability / future delivery contracts and capital requirements for building datacenters and running new training. If you're trying to compete and lease all that with VC money or loans, good luck actually competing.
> if their company ethos remains the same.
What? In what way would the change? They are already raising prices..
There is significant first-mover advantage for torching your ethos.
what is their company ethos? They are some of the most despicable tech companies in my opinion.