[ricopags]

I say don't muddy the water with the public panic over "will it won't it" bubble burst predictions.

The effective demand for Opus 4.5 is bottomless; the models will only get better.

People will always want a code model as good as we have now, let alone better.

Bun securing default status in the best coding model is a win-win-win

[pzo]

Opus 4.5 is not living in vacuum. It’s the most expensive of models for coders and there is Gemini 3 pro - with many discounts and deepseek 3.2 that is 50x cheaper and not much behind.

[re-thc]

> I say don't muddy the water with the public panic over "will it won't it" bubble burst predictions.

It does matter. The public ultimately determines how much they get in funding if at all.

> The effective demand for Opus 4.5 is bottomless; the models will only get better.

The demand for the Internet is bottomless. Doesn't mean Dotcom didn't crash.

There are lots of scenarios this can play out, e.g. Anthropic fails to raise a certain round because money dried up. OpenAI buys Anthropic but decides they don't need Bun and closes out the project.