This is equally true for how risky it is to build such a business on top of a 3rd party black box. Model nerfing is widely speculated and the only true way to guarantee that the models you're using are stable and consistent is to run your own hardware. Not to mention the recent Navier-Stokes controversy.

The moment you find a money-making formula on top of someone else's black box model, there's nothing stopping them from taking it for themselves.

Model nerfing is rampant from people using subsidized plans.

Stories are much fewer and further between for people using the API. Which makes sense, the subsidized plans are "You get what we give" whereas the API is "You get what you pay for".

Models being nerfed is widely speculated primarily by people whose first instinct after suboptimal results is blaming the tool.

It is not something that has affected productivity in any measurable way.

Concerns of AI labs illegally accessing your usage data to steal your business model are a similarly imagined problem.

Personally I make my business decisions based on real results, which are imo significantly better with the latest SOTA models.

Exactly. Ambitions are obviously a bit more than accessing emails and calendar.

We also see that enterprise revenue is more important than end users when we compare Anthropic's financials to OpenAI.

I am not unimaginative about Dario's megalomania. I just don't believe he has the ability to execute. He has no prior experience to Anthropic and nothing he has done as CEO would create confidence that he is actually capable of operating at this scale.

Except for, of course, currently operating at "this scale"?