2sdd

6 ms·

1. 1.▲
   by 2sdd 7mo ago

   Thats pretty telling that on the search's / ad placement on the web where it matters, OAI has had no impact or its muted and offset by continued market power / increased demand for Google's ad-space on the web.
2. 2.▲
   by 2sdd 7mo ago

   Amazing people lap this up.
3. 3.▲
   by 2sdd 7mo ago

   Also the switching cost. If its negligible theres no reason for Anthropic to be considered a going-concern in the long term. So its valuation makes no sense from a DCF basis unless you are expecting a liquidation in future. But even then, t
4. 4.▲
   by 2sdd 7mo ago

   You can see their lack of design nouse in their marketing material. Compare it with Apple. There is no comparison, its actually laughable and embarrassing how bad they are at it given the resources the firm has its disposal.