> My money is on the more efficient solution. Even if Anthropic can win some benchmarks by using 3x tokens over 3x time, it is a terrible base to build toward the future. Users are no longer willing to wait exponentially long for linear improvements.

As much as I wish you were right, everything about software economics for the last 30+ years has favored _less efficient software_. Traditional hardware has been optimized for traditional software for decades and we still see bloated software win consistently. LLM hardware is at the start of its cycle, with abundant low-hanging fruit to conquer--I would expect the pro-bloat dynamics to weigh even more heavily in the LLM space than in the traditional software space.