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Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by dmitrygr on Thursday November 05, 2026 @08:30PM (#50387025)
So is anyone with more than two brain cells to rub together. What does Anthropic have that MyNewAi Co doesn't? Open models are not bad, and anyone can pay google for GPU rent.
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by jxeyrl on Thursday November 05, 2026 @08:41PM (#50387089)
and how much is gpu rent?
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by malfist on Thursday November 05, 2026 @08:44PM (#50387110)
Ask anthropic, its right in their balance sheet in the s1
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by mickael-kerjean on Thursday November 05, 2026 @08:45PM (#50387112)
distribution, a foothold in the enterprise, market share, brand recognition, ...
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by jgalt212 on Thursday November 05, 2026 @09:05PM (#50387247)
Microsoft and AWS both have that. They can serve good enough open weights models and own more of the value chain.
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by epistasis on Thursday November 05, 2026 @09:28PM (#50387393)
They do not have Claude. I use Pi and other harnesses, but it's not the same.

Microsoft has already proven that they do not have the software chops to deliver this. Even if they had the right product managers and UI experts, MS management would torpedo the project and ensure that it gets zero adoption.

And AWS has zero software capability in that regard.

Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by ares623 on Thursday November 05, 2026 @09:41PM (#50387489)
Wait, you think Claude is the valuable part of Anthropic and not the models? Claude, built with Typescript? That Claude?
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by what on Thursday November 05, 2026 @10:21PM (#50387771)
Claude built by Claude, you mean. It should be trivial to reproduce if you believe the hype.
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by epistasis on Friday November 06, 2026 @11:06AM (#50394141)
In the hypothetical world where LLMs have been commoditized and the open weight models are competitive with Claude models, the interface does become the key part!

Despite being awful in so many ways, Microsoft Office continues to dominate. It's a "competitive edge" because is has the trust of corporate customers. There are many competitors, but everybody is used to the main one already, and it's "good enough".

Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by ctkhn on Thursday November 05, 2026 @09:46PM (#50387520)
My employer uses claude hostsed through AWS. I'm sure we could swap it out for Kimi, Deepseek, Qwen etc if needed
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by surgical_fire on Thursday November 05, 2026 @10:36PM (#50387845)
> They do not have Claude. I use Pi and other harnesses, but it's not the same.

In many ways, I prefer to use other models through Pi.

They are extremely capable, much cheaper than Claude, and can get the job done for the software development tasks I use AI for. (Quite a lot these days)

Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by dofm on Friday November 06, 2026 @12:06AM (#50388442)
> They do not have Claude. I use Pi and other harnesses, but it's not the same.

This is going to sound tautological but of course it's not the same, because it's different?

Participants in markets make their own choices from the available options, for their own reasons.

Another way to frame my point is this: not the same for whom? You are but one market participant, and it's at least wobbly thinking for any of us to assume that our set of needs is the archetype.

There's any number of harnesses and people have any number of preferences. Sure, overchoice of imperfect substitutes tends to entrench better-resourced, better-resourced (or better-marketed) alternatives, but it's not a slam dunk.

Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by alfalfasprout on Thursday November 05, 2026 @09:08PM (#50387266)
none of these are moats. And OAI is right on their heels.
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by somenameforme on Thursday November 05, 2026 @09:07PM (#50387263)
And anyone with 3 can also see another trend. The hardware required for inference is rapidly falling. It's all following what happened with text-to-image image gen stuff almost to a t. It started out requiring super computing clusters, and now a days you can do high performance image gen on any plain old computer. I think within a few years we're going to be running frontier level models on a basic mid-range gaming hardware. You can already run quantized frontier level models on $1600 tier cards at high performance.

Seeing this bubble play out in real time is the most surreal thing. It's like watching a train wreck play out at a speed of a few inches per day. Like come on, just get off the track FFS.

Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by dzhiurgis on Friday November 06, 2026 @02:54AM (#50389412)
Yes and this year is the year of linux on desktop
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by somenameforme on Friday November 06, 2026 @08:14AM (#50391932)
Except the plummet has already happened and continues to happen. As mentioned, you can run quantized frontier tier models on cards with a $1600 MSRP. So your comment would be like stating that this year is the year of Linux on desktop if Linux had already gone from 0.01% to 20% marketshare in a few years. At which point that would indeed be quite the reasonable prediction!
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by jasomill on Friday November 06, 2026 @01:26PM (#50396257)
You mean the cards with $1,600 MSRP that regularly sell for $7,000+ on eBay?
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by somenameforme on Friday November 06, 2026 @11:19PM (#50401568)
The 4090? Yeah, but the price depends heavily on where you're at. I can buy them locally for around $2k. Even on eBay, I see them going for $3k right now. I don't understand why the market is so extremely inefficient on this, but I assume it has to be related to tariffs, taxes, or something along those lines. In any case even in the US it's clearly trending back towards MSRP and will continue to trend downward as new hardware comes out.
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by davesque on Thursday November 05, 2026 @09:44PM (#50387507)
> anyone can pay google for GPU rent.

Have you tried requesting GPU instances on Gcloud without being associated with a major institution? Yeah, good luck.