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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by rglullis on Monday November 02, 2026 @11:20AM (#50339139)
It doesn't matter how much they "continue to advance at a pretty rapid pace", if the economy has no actual demand for the new capabilities. Even if we accept the premise that LLMs can produce good code at scale now and automate most software development work, then what? As *an industry*, the bottleneck was that we needed people to write code, and that bottleneck has been removed since ~Opus 4.6. Where is the industry now bottlenecked which requires some significant quantum leap in model capability?
Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by hhheieei on Monday November 02, 2026 @11:34AM (#50339389)
Don’t bother - these knuclkleheads don’t understand nuance and despite much of their devices being manufactured in China - they struggle to accept Chinese offerings can take significant market share.
Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by meowface on Monday November 02, 2026 @06:18PM (#50345541)
[delayed]
Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by meowface on Monday November 02, 2026 @06:43PM (#50345853)
I am just not sure how to respond to this model of reasoning. Opus 4.6's coding ability is nowhere near as good as Opus 5.5's. Some model next year will almost certainly be significantly better at coding (and planning, and designing, and ideating) than Opus 5.5.

We're nowhere close to the ceiling on LLMs alone, let alone AI in general. What about when they can run entire firms themselves? Like, this is just assuming Opus 4.6 is the best we could ever get, in which case, yeah, the notion of AI is simply a dead-end technology. But obviously it's not going to be the best we could ever get.

Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by rglullis on Tuesday November 03, 2026 @03:14AM (#50349386)
> What about when they can run entire firms themselves

That would mean the whole idea of free markets will be rendered obsolete, instantly destroying the idea that investing in Anthropic is sensible.