Comment by pimeys

It's quite different here in EU. I just gave a presentation in an AI conference in Paris about moving from Anthropic to open-weight models, how it looks like and what kind of savings you'll be looking at. The room was packed, and after discussing with a bunch of VPs, staff engineers, and CTOs in the conference, every single one of them are either looking at or using DeepSeek now.

It's quite hard to have the valuation of Anthropic if they are limited to US.