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A comment on Anthropic IPO. Parent comment

Re:Anthropic IPO by ActionHank on Thursday November 12, 2026 @09:39AM (#50468039)
I think you'd be surprised. I've seen orgs entirely switch fundamental tech choices to save 10%.

Once they realise that you can use Deepseek / GLM for 10% of the cost these labs are done.

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Re:Anthropic IPO by DeepSeethe on Thursday November 12, 2026 @11:25AM (#50469938)
Exactly, model itself is commodity, and integration is also not a moat because AI can code integrations with a prompt.
[ Parent | on HN ]