How do we tell the doordash/uber playbook from the moviepass playbook? Because the latter would be awful to build your business on.
Anthropic will also fail when the competition is.. near-equivalent-capability DeepSeek/Qwen/Llama on a $1k GPU with a break-even of 5 months of subscription costs. The value is simply not there for what they would need to charge to become profitable.
Lol no. Chinese AIs are definitely not "near-equivalent-capability". The empirical proof is pretty obvious: how many people have you heard talking about using their codex/claude code subscription vs their z.ai or qwen subscription? Moreover even the Chinese models require epic amounts of GPUs to run the full version, eg. https://apxml.com/models/glm-51 needs 1515 GB to run, and that's with a measly 1024 token context. To get it to run on your "$1k GPU" you'd need to quantize it, making it even dumber.
I could see the "avoid the hardship of running a local model for $20/mo" angle but Anthropic has shown they have little interest in those customers.
Looking at just the benchmarks might be misleading: https://x.com/scaling01/status/2050616057191072161
So, fine. In 2024, being 8 months behind was massive. In 2025, pretty big. This year.. I guess CC has improved a bit between October and now? How much do you think it'll matter a few more years down the line?
Even now.. I bet a non-trivial number of people would happily be 8 months behind just to avoid another rent-seeker. And this will only get worse over time, which makes it an unwinnable situation for Anthropic. Hence all the panicked flailing about with restricting tooling and trying to get something even resembling a moat.