Re:I'm Not Convinced the AI Bubble Exists
by philipwhiuk on Monday November 09, 2026 @05:49AM
(#50423846)
The competition is also a problem tho. Both of them are betting the house pretty much on winner takes all. If competition reduces growth, that's a problem.
Sounds to me like the market isn't big enough for both of them. So how much growth is left?
Re:I'm Not Convinced the AI Bubble Exists
by aurareturn on Monday November 09, 2026 @06:19AM
(#50424067)
For the AI bubble, competition is good because it would mean better cheaper services and products.
Re:I'm Not Convinced the AI Bubble Exists
by viktorcode on Monday November 09, 2026 @05:53AM
(#50423878)
> But the AI industry doesn't consist of just Anthropic.
That is not the claim. Author uses Anthropic's filing as an example indicating growth of the whole industry. While questionable on its own, it is also not given in full, which I pointed out.
As far as I know, Q3 for Anthropic wasn't the best because:
* OpenAI killed it with their models in Q3
* US Government ban on Anthropic models, including temp restricting Mythos/Fable
* They decided to dedicate more compute to training in Q3 instead of inference
* Opus 5 was a disappointment and Fable 5 was too expensive to inference
* They saturated all their available compute in Q3 and didn't have anymore to sell
Their growth rate has ramped up in Q4 since Opus 5.5 if OpenRouter data is a good proxy.