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I highly doubt 415 million people will find enough reason to purchase $100 worth of Anthropic, especially when the price of intelligence keeps going down and sm
by mlnj 1mo ago
I highly doubt 415 million people will find enough reason to purchase $100 worth of Anthropic, especially when the price of intelligence keeps going down and smaller models become more and more capable to meet the average person's needs like drafting emails, customer support, basic RAG.
- eddq 1mo agoAlso that bozo is not bringing to the surface the implicit assumption of going-concern in perpituity. Most people shouldn't open their mouths / write anything re. valuation TBH.
- deleted 1mo ago[deleted]
- WarmWash 1mo agoThe cost of intelligence doesn't matter, it will just make margins wider. Just look at software over the last 20 years. People pay based on the value they receive, not the cost the produce or serve it. That fact is literally is the backbone of tech, and why it has been an absolute money machine. I think the worst case scenario for the labs is current (or next gen) SoTA models reaching a point where cheap consumer hardware can fully run them. But the labs practically have a monopsony on compute, and getting the kind of long context current models thrive on out of 16GB GDDR6 is gonna be a trick.
- 3dd3 1mo ago"But the labs practically have a monopsony on compute..." Another bozo who read a intro microeconomics textbook, learned a fancy word, and doesn't know how to apply it! LOL. Wow you people on here are really funny.
- gizmo686 1mo agoTech has been a money machine because it has a marginal cost if approximately 0, so tech companies could literally give there products away and live off of the pennies they get from serving adds. Software is one of the hardest product classes to get people to pay for because the cost is anchored at 0.