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akmarinov 5 hours ago

Sooo both OpenAI and Anthropic going bankrupt soon?

If they can’t freely sell access to their models and Chinese models catch up to Opus 4.8/GPT 5.5 in 6-8 months - then why pay OAI/Anthropic at all?

matheusmoreira 5 hours ago | parent | next [-]

Worse: we'd be paying US companies to train models we'll never be able to use.

laichzeit0 5 hours ago | parent | prev [-]

Basically the signal is that the total market for any US AI company is capped at however big the US market is. As non-US AI converges to Opus 4.8 level parity, whatever is still non-US consumer base shrinks towards zero.