News for hackers. Stuff that matters.

A comment on Anthropic IPO Buyers See Valuation as Low as $1.1T. Parent comment

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by bananaquant on Friday November 06, 2026 @03:18PM (#50397854)
My point is that Anthropic is not special. Neither is OpenAI. They are just really good at marketing.

Job displacement is real, but based on real world usage, it would owe just as much to Grok, Gemini, DeepSeek, Kimi, and whatever else that is close to frontier, but cheaper.

[ Parent | on HN ]
Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by origini on Friday November 06, 2026 @03:44PM (#50398254)
Your original comment was just snarky though :P

Sure that argument is a lot stronger. But the market might be big enough for Gemini, Anthropic and OpenAI.

Grok is a lot worse then Frontier and still is owned by a company for very little trust.

The chinese model are intersting, they do leverage Frontiermodels to train, this might be a moat for a while.

[ Parent | on HN ]