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Anthropic’s mounting operating losses coupled with emerging competition from a plethora of open-source models led New Constructs to conclude that, “We don’t think Anthropic has a viable business.”
Nvidia is the only obvious one that had a stable business before, took big wins from this AI era, and would survive a bubble bursting. The rest of them are burning as much investor cash as possible just trying to compete with each other, but open source is preventing them from forming a monopoly that way so they’re kinda fucked.
It’s a gold rush and nVidia are selling shovels.
In the gold rushes, the people that gouged the miners generally did better than the miners I would add. As in san francisco.