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Comment by origini

20 hours ago

They have a product which can do A LOT of stuff A LOT better and A LOT faster than A LOT of people around me already.

I'm lost on how you can be snarky while others already are loosing their jobs because of Anthropic/OpenAI

My point is that Anthropic is not special. Neither is OpenAI. They are just really good at marketing.

Job displacement is real, but based on real world usage it would owe just as much to Grok, Gemini, DeepSeek, Kimi, and whatever else that is close to frontier, but cheaper.

  • Your original comment was just snarky though :P

    Sure that argument is a lot stronger. But the market might be big enough for Gemini, Anthropic and OpenAI.

    Grok is a lot worse then Frontier and still is owned by a company for very little trust.

    The chinese model are intersting, they do leverage Frontiermodels to train, this might be a moat for a while.

The / hints at the problem.

If in a couple years they're losing their jobs because of Anthropic/OpenAI/10+ other enterprise token resellers using open models then their value proposition is much weaker even if people are still losing jobs.

  • Yes could be but we don't know yet how big the overall market will be.

    If you have in every single industry AI tokens, it will replace wages. In USA alone thats 15 Trillion. If its just 10% the USA market alone are 1.5T without the value added.

    • That is the only future where the valuation makes sense. But I'm afraid to think about how a society where that[1] happens will behave. My guess is that it would become _highly_ unstable.

      [1] Say >10% of people of employable age suddenly becomes superfluous with not much prospect of finding new jobs (since AI eats those too).

The OP is snarky but he makes a valid point: if Claude is so intelligent, why can't it just "do something" to get whatever valuation its owners want? Because that's what we've been told, this is AGI, no it's ASI, it will kill us all.

  • Currently the progress is real and there is no ceiling in sight. If you just follow the line, there will be / should be your scenario coming up sooner than later.

    But no one knows if there is a ceiling or progress might slow down massivly.

    Is warning people so wrong if you interpolate the current progress and just look ahead a few years? Might just be as stupid as some North Korean/Russian hacker throwing some abliberated model against some computer system and having some cascading effect on water or energy grid.

    For plenty of people AI already took their jobs, jobs they liked and enjoyed doing.