Comment by try-working

11 hours ago

Now let's see Dario's price cut.

I think, it's the end of Anthropic.

They can't compete, they have bills. By the end of the year, if they can't react, it's game over.

Maybe US clients could be a little patriotic here, but money is money. They won't give them free money forever.

  • yep. I've been saying for month that exactly this will happen with DeepSeek and Kimi K3, and margins will erode, and Anthropic will fail to IPO.