[vatsachak]

Alright, let me explain what's happening this Q

Chinese providers realized that LLMs have peaked and have started trying to reduce the price per token. Deepseek pro v4 can easily add tests to my complicated code and costs cents for a million tokens.

I can ask Claude or ChatGPT architecture questions and then use Deepseek for the rest.

How are these businesses going to pay to price of energy and GPU depreciation again?

[LogicFailsMe]

I love nonsense like this. If using a larger model to plan a chain of thought task for a smaller model works, what makes you think Anthropic can't do the same thing and offer it as one of their effort level settings? It reminds me of all those fallen AI ASIC startups insisting they can crush Nvidia until they found out the hard way that the rules of the game are dynamic.

The real challenge IMO is whether enterprise will want to run the models on-site for 100% security and privacy, but even then, what stops Anthropic from offering such an option on-prem or in the cloud?

China's available AI coding agent subscription slots are apparently gone by 9:30 every morning: https://hellochinatech.com/p/china-ai-coding-boom-economics-...

[vatsachak]

What stops Anthropic of American energy and infrastructure costs. And those AI ASIC companies just got bought by OpenAI and you guessed it... NVIDIA

[LogicFailsMe]

Tell that to Esperanto, Graphcore, Untether, Mythic, Wave Computing, Cornami, Copia Automation, Kneron, Lightmatter, the list goes on...

But you run with this Anthropic will die because it will run out of electrons narrative. At least it's creative.