[brokencode]

Anthropic’s story over the past year has been nothing but explosive growth that they can’t keep up with, but now they’re suddenly doomed? Seems pretty far fetched to me.

No idea why you’d say they have critically underinvested in product when Claude Code dominates and they’ve also released popular tools like Cowork and integrations for Microsoft products at an incredibly rapid pace.

Cost is becoming more of a factor, and no doubt they’ll work on that. There’s no reason to think they won’t be able to release cheaper models if they optimize for that rather than improving performance.

[827a]

I never said they were doomed. Where did you get that idea? I said they aren't ready for this world. That means they screwed up and need to get ready. They let the Mythos hype get to their heads while the world changed beneath them.

[brokencode]

Yup, they’ve been screwing up all the way to the bank.

I agree that lower cost models will become a bigger priority in the near future, but I have to hard disagree that Anthropic’s strategy can be characterized as a screw up.

Sure, if they never shift with the market and their customers start moving to cheaper competitors, then it’d be a screw up.

But as of right now, producing the best coding model possible has led to insatiable demand. To the point where they’ve even eclipsed OpenAI, forcing them to change strategy to compete.