Comment by stonogo

My point is that you're not advancing your argument by considering performance on that long a timeframe. The people worried that Anthropic won't hit $1.5T are concerning themselves with velocity of revenue growth, which has slowed. Harping on absolute increases over the long range doesn't contradict that fact.

It also doesn't do much to disprove the OP's argument which is that the actual models aren't what drive growth. (I'm ignoring the "no business model" claim as either hyperbole or too silly to engage with.) I personally think it doesn't particularly matter which models Anthropic is running because the tools like Claude are what people are actually paying for. Anthropic, at this point, is so far ahead of the competition in the tooling around models that they can probably just start running Deepseek products directly and people would still pay them.