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by bpt3 9 days ago
AI is far from becoming an essential work utility, Anthropic will not be used by approximately 100% of the office workers in the developed world, and a price to sales ratio of over 5 for a company that is struggling to become profitable due to high operating expenses seems exceptionally high.

The problem with all these companies is that they are priced as if their training and inference costs are going to come way down, but somehow only for them specifically.