It’s unclear what Jassy’s angle was here doing this. It’s pretty bad news for Anthropic though. They had built up some real momentum but am waking up this morning to nearly everyone I know outside the US shifting use off Anthropic.

There is no loyalty or revenue stickiness here. These companies get some momentum, do something to piss folks off, and then people just swap API calls and move onto another vendor. It’s a terrible setup for the model companies business wise. There is no moat.

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matheusmoreira 16 minutes ago | parent | next [-]

Hope you're right. The best possible outcome out of this is higher investments into open weight model development. I'm already looking for local inference options. Claude was good while it lasted.

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adamors an hour ago | parent | prev | next [-]

But this doesn't just show that Anthropic is bad news, but essentially that every US based LLM provider is as well. This current administration is making completely random, wild decisions with entirely opaque reasoning.

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mijoharas 2 hours ago | parent | prev | next [-]

> waking up this morning to nearly everyone I know outside the US shifting use off Anthropic.

Why would anyone switch yet? They have the same models they did four days ago.

Do you mean ensuring they can switch quickly, or putting in place systems to be able to shift their traffic more easily?

	▲	Art9681 an hour ago \| parent \| next [-]
		Because this proves you can't build a reliable business on top of American frontier providers. They really shot themselves in the foot here. There is a lot of eroded trust. Legit business has very little incentive going forward building a great product on top of OpenAI, Anthropic or Google API's when there is legitimate fear those providers will downgrade their services or the US Gov will step in and mandate bans on it. The #1 rule of a service is reliability. If you don't have that then you dont have anything. Who is going to gamble thousands, hundreds of thousands or millions of dollars building the next big thing on top of a frontier provider when their lifeline can be yanked? This is the type of decision that pops the AI bubble. They have very little time to figure this shit out before companies pivot away from the failed experiment.
	▲	cmiles8 40 minutes ago \| parent \| prev \| next [-]
		Because this demonstrated that the US government has an off switch that it’s now using. Folks outside the US don’t want to build on tech that the US can just decide on a whim that they should no longer have access to. This is a slippery slope that’s not easily undone. In isolation this would be a big deal but not catastrophic. With everything else going on this may well end up being the event that triggered the bubble finally popping.
	▲	an hour ago \| parent \| prev [-]
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yogthos 3 hours ago | parent | prev [-]

I expect the blast radius will include every American service provider. The problem isn't exclusive to Anthropic, the same thing could happen with OpenAI tomorrow. Using American platforms is a huge business risk now and there's no putting toothpaste back in the tube here.