Comment by aspenmartin

Cite a real source for that last bit, I don’t think that is true. Also the budgets should be cut the spend at some places goes beyond any reasonable amount. The strategy there is to hook everything in and find the right processes, then cut the rest. Things then get better and better with each model release.

The way you make a viable service that eats 300bn annually is to have enough demand to service that. Anthropic underbought compute. That tells you something.