They were talking about vendors, not the business themselves. Even if you are a move at speed of light and break all things org in SF, you wouldn't expect the same sort of behavior from your business vendors like AWS etc. You want reliability and consistency to ensure your own business doesn't have to constantly get rekt by their plans

altmanaltman is correct, I was talking about vendors. If you rely on a vendors service for your own business, you want it to be consistent. How can you plan around and rely on something that is inconsistent?

Your vendors plans to grow fast and break things shouldn’t affect your ability to provide your service to your customers.

Anthropic has not been a reliable vendor. Previously, when they were compute starved, the quality of their models degraded in the weeks before new releases, without warning to their customers. You just suddenly got a worse service. I wrote a little more a few months ago: https://news.ycombinator.com/item?id=47375818 And then there’s the transparent downgrading they did with Fable.

If your running a business, that’s not what you want to be relying on.