It doesn't look good for Anthropic, especially considering they are burning billions in investor money.

Looks like they lost the mandate of heaven, if Open AI plays it right it might be their end. Add to that the open source models from China.

I work at a company that has gone all in on Anthropic, and we're just shoveling money at them. I suspect there are a more enterprises than we realize that are doing this.

When I read these comments on Hacker News, I see a lot of people miffed about their personal subscription limits. I think this is a viewpoint that is very consumer focused, and probably within Anthropic they're seeing buckets of money being dumped on them from enterprises. They probably don't really care as much about the individual subscription user, especially power users.

1. HN is so unrepresentative of real life. You have people on their $20/$200 subscriptions complaining about usage limits. They are a tiny fraction of Anthropic's revenue. API billing and enterprise is where the money is.

2. Anthropic and OpenAI's financials are totally different. The former has nearly the same RRR and a fraction of the cash burn. There is a reason Anthropic is hot on secondary and OAI isn't

OpenAI is dealing with exactly the same energetic and financial constraints as Anthropic. That will become apparent soon.