Anthropic is profitable. When will people stop pretending like AI has not found real applications where it creates value?
It's here to stay, and IMO once VLA-driven robots enter the real world there will be enough money to pay for the datacenters. This coding stuff is great but there are only so many engineers to sell to.
Satya Nadella once said (more or less) "if AI is so good, why doesn't it show up in GDP?"
That's gonna be the step where it shows up in the GDP. Being able to train a machine to solve any problem that can be phrased in tokens (i.e.: most of them) is going to remake society.