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by jjfoooo4 66 days ago
Nothing about AI mindshare is durable. As Anthropic tightens rate limits and/or raises prices, everyone will move to something else.

This week I’ve been hitting CC rate limits, and I switched to Codex with virtually no disruption to my workflow. It’s not good for Anthropic that I was able to do that!

1 comments

One of the things I’ve been wanting to see is basically an estimate of their minimum revenue to meet investor expectations, too. I’ve heard people talking about using even cheaper local models aggressively to save on tokens and it increasingly makes me wonder if they’re caught in a vice where prices need to go up but if they raise them they’ll just shed usage to the competition, especially since at least Google has a much longer runway.
That is 100% what I think is going to happen.

I wrote about it here: https://tombedor.dev/open-source-models/