anthropic messed up big time harness works with any muh commodity LLM, meanwhile VCs were duped on the myth of FOOM AGI, probably not a cooincidence Anthropic is enmeshed with the scifi fan fic forum known as lesswrong. The world wants useful tools. The bay area bubble in contrast thrives on Mythos.

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hgyyy 4 hours ago | parent | next [-]

I think OAI and Anthropic will be ok for a year or two. But after that If they still continue to earn revenues from selling tokens to firms/software engineers they will be in serious trouble.

The American firms are not demonstrating escape velocity and as long as china offers something somewhat comparable and offers it at a very low price to compensate for any difference in quality, they will not be generating enough in cash flows to finance reinvestment. I highly doubt they’ll be able to continue raising external financing for numerous periods from here on out - they gotta start showing strong financials and that they are running away from the open source models.

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LeFantome 3 hours ago | parent | next [-]

The performance gap will likely close as Chinese hardware improves. This is happening very rapidly.

Already DeepSeek v4 is being hosted on Huawei Ascend 950. What do you think those cost relative to NVIDIA gear?

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morpheos137 3 hours ago | parent | prev [-]

I wouldnt put it past the US gov to ban foreign models. they tried to ban tiktok. what is being demosrrated here is silicon valley can not withstand a competitive market.

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LeFantome 3 hours ago | parent [-]

Good luck banning Open Source models.

Not only that but other countries are very unlikely to follow suit, so it is just a straight-up productivity tax on the US.

	▲	morpheos137 2 hours ago \| parent [-]
		Yeah see the Nvidia china us gov self own. The assumption seems to be 1.4 billion people in a middle income country are dependent on 300 million for tech.

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bwfan123 2 hours ago | parent | prev [-]

> anthropic messed up big time harness works with any muh commodity LLM

that surprised me too. The intelligence is at the client, and by making that open, anthropic has commoditized the coding agent.