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Re:Anthropic's IPO Prospectus Is a Fucking Doozy by Atreiden on Wednesday September 30, 2026 @05:40PM (#49914849)
This is what many have been forecasting (myself included), but the open-weights models coming out of China pose a serious problem for that approach
Re:Anthropic's IPO Prospectus Is a Fucking Doozy by ivraatiems on Wednesday September 30, 2026 @05:45PM (#49914889)
That's precisely the issue. LLMs are replicable technology. There is insufficient special sauce to build any kind of moat here.