This house of cards is about to collapse and lot of "smart" devs are going to act shocked when the water recedes.
The same thing always happens: companies "adopt" open source then, unless you have monopoly, money problems eventually appear and leadership sees this lovely team with "bloated budget" in the bylines.
[1] https://www.reuters.com/commentary/breakingviews/anthropic-g...
Isn’t the “exceeding $5BN” comment a lifetime revenue? … on $30BN (edit: previously said spent) raised (or something ridiculous.)
A lot of the commentary on the frontier model companies is based on how much money they’ve spent to the relatively small amount they’ve made in return, and the skepticism, especially given almost continuous reporting, that deploying AI in a variety of situations doesn’t seem to yield favorable business outcomes. OpenAI shifting to enterprise / coding type stuff this week seems, also, potentially informative. Is Gen AI actually useful for anything but code? Signs keep pointing to no… and even then, we’re in the early stages of figuring out how to build without destroying everything… something Amazon just recognized as possible with their recent shopping outage.
Where did you get that figure? The filing says 10 billion has been spent on training and serving customers.
I assume the author is aware that Ryan Dahl created that too?
Not that it would make him immune to criticism, but the author comes off extremely petty.
Drunk sports fans are more coherent than this.
However Anthropic owns Bun now, so a different story will unfold.
I agree with all the comments saying this is unnecessarily critical. We're getting an amazing tool totally for free. Quit complaining.
I would not be surprised if they get bought by one of the big AI players anyway, given the weird purchases of Bun and Astral.