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points by stopsayingsorry 3 days ago | 0 comments

>Anthropic thinks it is.

Anthropic has no choice, just like you said. It's crush and burn right now or double down.

And they will keep doubling down, because stopping is simply not an option.

> they will keep doubling down, because stopping is simply not an option

Of course it is. Apple is taking that strategic approach. If Anthropic believes it’s approaching saturation, pulling the plug when it’s at steady state and its rivals are over-invested is the winning move.

[–] techpression 3 days ago

Apple has a lot of actual money, Anthropic does not. Apple sells a lot of products, Anthropic doesn't. Apple have a platform multiple players want a piece of, Anthropic fight to stand alone.

There's very little comparison to be had here. Also, Anthropic likely have investors with way too much leverage for them to stop.

[–] Rapzid 3 days ago

Apple can swoop in and gobble Anthropic and OpenAI up when they are on the auction block. Or just hire their talent away.

[–] KellyCriterion 3 days ago

...exactly this were my thoughts when reading the response:

Maybe Apple is just waiting on the line until someone can be sucked up at a penny if the house is on fire - and pretty sure, this will happen. Not in 2027, but I expect MA activites & consoliation before 2030

[–] geodel 3 days ago

Well, unlike Apple a lot of very aggressive investors in Anthropic are riding on its trillion dollars valuation. They just can't on their own decide to stop or slow down.

[–] JumpCrisscross 3 days ago

> a lot of very aggressive investors in Anthropic are riding on its trillion dollars valuation

Okay? Anthropic’s management and Board are uniquely insulated even by Silicon Valley standards.

> They just can't on their own decide to stop or slow down

Of course they can. Doubly so if it’s shareholder accretive in the long run.

[–] ieeje 3 days ago

Exactly.

That’s why they hire ‘for the misson’. They have to pull off something magical to make all this work financially or they go bust.