Re:Anthropic IPO Buyers See Valuation as Low as $1.1T
by dofm on Friday November 06, 2026 @03:32PM
(#50398080)
Well it's certainly the service-dependent (addicted!) model that the big two want.
But will you want to do that when your tokens are metered at non-subsidised prices, and yet there is absolutely no clarity (ever!) about token efficiency, how the model decides to spend your money, how it might ever decide to stop wasting your money and get to the point, etc.?
The specify-loops-and-walk-away model absolutely points to local/on-premises/private cloud AI.
Because otherwise you're letting Anthropic or OpenAI decide how to spend your money. And they are going to be biased towards spending more of it.
I don't think Qwen 3.8 is quite there yet with the loops stuff. Definitely seems to be better at deeper and deeper one-shot puzzles.
Re:Anthropic IPO Buyers See Valuation as Low as $1.1T
by Paradigma11 on Sunday November 08, 2026 @07:19AM
(#50412633)
Who cares what the big 2 want?
Have you taken a look at how much the hardware/algorithms/efficiency are improving?
Those 2 are building sand castles in front of a tsunami.
which is where the entire software industry is going