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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by JamesSwift on Monday November 02, 2026 @05:21PM (#50344765)
> Similarly this is just my opinion as well. I enjoy a good discussion here and I hope you are as well. Positive intents, even if my words my be curt, at times.

I have no issues with this thread : D But back to the discussion...

Again, I elided a lot of thoughts on the whole situation, but the other factor in my belief that this is an inevitability is that the SOTA labs churn too fast in both model behavior but also harness behavior. Normie businesses of the future are not going to hitch their wagon to a moving-target of both behavior and enforcement vs just pinning the equivalent of "opus 4.5" from a run of the mill inference provider. It just doesnt make business sense to be at the whim of a model update. And the entire perpetual motion machine aspect of the SOTA financial outlook _necessitates_ constant churn. If they dont release, they die.

> So where does that leave us? Nobody makes any money?

I think this leaves us with SOTA labs pushing hard for protectionist regulation to essentially require federal blessing to be an inference provider. I also think we will see a _ton_ of dark money poured into research to try and show things like theoretical smuggling/side-channel exfil attacks on models/model weights so that the SOTA companies can paint the _open models and model weights themselves_ as a bogeyman. If they can show that theres potentially latent attack vectors in those paths then that will then prevent all the "middle class" companies from being able to use them, especially if they need to adhere to eg SOC2/HIPAA certification etc

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