Comment by nullbio
3 hours ago
The incentives are not aligned. Anthropic makes money when you burn tokens. They also hide the tokens you burn from you, so you can't even validate if you actually burned them, you just have to believe them.
This is not a lasting business model, nor one I'm interested in using.
Commodification of inference cannot come fast enough!
Commodification of inference means the death of capital spending on buildouts, which would mean the end of both Softbank and probably Oracle.