If Anthropic doesn't make money because of distillation attacks, how would they convince investors to invest in them, such that it makes financial sense for Anthropic to train even bigger models?
Assuming it is preferable for everyone that we get better models in the future. Distillation attacks remove the financial incentive.
And if they are, the point remains that Anthropic has a brittle product advantage that users and investors should be cautious about.
if they are cautious, what would make them invest in newer bigger models without the expected return? generosity?
So much money has been invested in Anthropic and OpenAI at this point that to declare it a loss and walk away could potentially destroy a lot of VC firms, and a non-trivial chunk of the US Economy.
do you know how ROIC is calculated?
Good luck hiding your huge sunk cost of bilions and billions in there bro. I wish people who had zero understanding of actual finance would never comment about it.
Moreover if they declare their existing assets are bunk, the valuation is marked down, especially after now pricing in failure risk - this is catastrophic for VC's.
Again, bro, just be quiet.
Outside of future choices, what in the world is sunk cost fallacy in fact relevant to? Do you understand words?
If you put any faith in claims made by OpenAI's "Head of Strategic Futures," then it's hard to believe these models are just the result of distillation.
I dont care if that company dies. Or if OpenAI dies. I dont mind investors investing into other things either.
To everyone praising free and open source software, if software companies don't make money, how are they and YOU going to get paid, PERIOD?
I think at least deepseek can easily take Anthropics to court and win a defamation case. The number of requests allegedly done from deepseek IP range is so small it is barely enough to run a few benchmarks.