Comment by metalspot

> Things look about as good as they ever will

Anthropic looks like Wylie Coyote spinning their legs in open air at the moment. They are fucked from so many angles it is hard to comprehend how anyone would buy their bags.

Simple question: What is their IP? What are you actually buying? They didn't invent anything. They have no IP. They copied other people's IP and did a mediocre job of it.

There are a half dozen Chinese companies who can build the same thing, better, for a tenth of the price, and will give it away just to fuck with the US. If you are buying Anthropic you are buying a ticket to a hurt box where you are going to get relentlessly pummeled from all sides until your capital turns to ash.

On top of all this, the company is run by an incompetent psychopath and a bunch of dumb cultists, who are blacklisted by the US Military, and have at least another 2 years of the current admin doing everything possible to cripple their company.

What is the story for how you succeed in the most important strategic technology of all time when you are blacklisted by your government's military? There is no story because you simply don't exist in that scenario.