[TrackerFF]

This is why I think many of the current application-layer AI startup valuations are a bit iffy. When the big AI companies like Anthropic start expanding their vertical products, the calculus changes.

I'm just wondering how committed they'll be - I guess the edge some startups still have, is the fear that product suites from OpenAI / Anthropic / etc. will go the way of Google products, a year or two then straight to the morgue.

[bigstrat2003]

Every valuation in the AI space is iffy. Nobody actually has a solid business plan, only vibes, but that isn't stopping people from throwing money at them.

[matusp]

It's like asking what if AWS starts doing it, they have all the infrastructure in place. LLMs are just one cog. There is a lot on the application side they are not doing at all.