Comment by remus

2 days ago

> Sure, but how is OpenAI, and Claude handling the increased usage?

By spending tens of billions in investor cash. It is not clear what a sustainable business model looks like for these companies at the moment.

> They are handling it a lot better than Github.

Are they? Anthropic has fairly frequent issues.

There's high growth and then there's demand increasing 10x in a year. For a mature business like github that's a massive, and I can't think of many big businesses who would be able to scale smoothly to accommodate that kind of demand.

Yes, OAI is losing tens of billions, Anthro is losing billions, and MS is cashflow positive and rewarded for that by Wall St, according to recent earnings reports.