Re:Anthropic IPO
by jmyeet on Thursday November 12, 2026 @08:44AM
(#50466970)
I believe the models have been effectively commoditized. It's believed by many that the lead of the frontier models over open weight models is only 6-9 months. That was one of the pillars holding up the SpaceX/Anthropic/OpenAI valuations.
The other pillar is hardware but I think that's only going to last a few years at most.
These trillion dollar valuations were based on the idea of "winning" and "owning" AI (IMHO) and the open weight models have killed that outcome. Now it's a rush to cash out before it all comes tumbling back to Earth.
The other pillar is hardware but I think that's only going to last a few years at most.
These trillion dollar valuations were based on the idea of "winning" and "owning" AI (IMHO) and the open weight models have killed that outcome. Now it's a rush to cash out before it all comes tumbling back to Earth.