It's damning that out of the only two companies in the world that absolutely must dogfood Anthropic's products, one of them, the investment bank behind Anthropic's IPO (Goldman Sachs), didn't find enough of a use case for to justify its continued use by most of the bank. Now LLM use is heavily restricted to specific departments and even in those departments spend must be approved. They've also repeatedly dropped the IPO target by almost half in just 4 weeks. That's WeWork levels of adjustment right there.

It's almost as if they know something about the finances that the rest of us don't...

This should be a top level comment

Or it's like no one wanted to believe Ed Zitron, who has been telling everyone everything they need to know about this real-life, actual AI bubble....