Comment by boc
6 days ago
> Anthropic has little to no chance of producing a competitive business model in the long term.
Extraordinary thing to say about the fastest growing company in the history of capitalism. They will soon have access to public markets, essentially unlimited capital, and can build insanely large models that they don't have to make public... ever. They can just use those models to run their business, train better models, eat competitors, etc.
But maybe it's Anthropic that isn't thinking ahead enough - you clearly think you can see around corners with your proclamation. So why do you think they have "little to no chance" of surviving long term?
We both know that both revenue and especially valuation, especially for something with as little moat as software, can vanish overnight. This is a commodity market and anthropic is serving boutique software, and the market gets more crowded every day.
So you're arguing it's the Yogi Berra "Nobody goes there anymore, it's too crowded" of business models?
> Extraordinary thing to say about the fastest growing company in the history of capitalism. They will soon have access to public markets, essentially unlimited capital
There is no such thing as unlimited capital. The faster they grow the faster they burn capital. Eventually it will run out.
That's not how economies work. It's not a fixed pie that everyone shares.