| ▲ | cyphar an hour ago | |||||||||||||||||||||||||||||||
Not about the details but the marketing story is all about how "agents" are building so fast they need to design new infrastructure for the new world, etc. Extra points if you spin it as though the "agents" have built some new never-before-seen architecture that is clearly better than the "human scale" stuff. The intended audience is obvious from first paragraph alone: > At Anthropic, coding is no longer the bottleneck to building systems or doing research. Claude is able to autonomously iterate on research loops, micro-optimize complex programs, and build new services from the ground up at a speed and scale we haven’t seen before. The bottleneck, now, is all of the developer infrastructure built for human scale: source control, builds, and CI. Translation: > We are so far at the cutting edge we need to build shiny new infrastructure to replace the smelly "human scale" cruft. How could you /not/ value us at $2T? | ||||||||||||||||||||||||||||||||
| ▲ | solenoid0937 an hour ago | parent [-] | |||||||||||||||||||||||||||||||
Both things can be true, they're scaling fast and it looks good for IPO. | ||||||||||||||||||||||||||||||||
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