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Anthropic, basically:

Tom Bibby

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anthropic just dropped claude haiku 4.5 and it absolutely COOKS with web design especially compared to haiku 3.5 basically on par with sonnet 4 (at 1/3 the price) they really nailed the cost + speed + quality ratio

anthropic just dropped claude haiku 4.5 and it absolutely COOKS with web design especially compared to haiku 3.5 basically on par with sonnet 4 (at 1/3 the price) they really nailed the cost + speed + quality ratio

Wes Winder

135,238 Aufrufe • vor 9 Monaten

"This scent chills down my spine. I had real deja vu of 99 again because this whole thing's crumbling. All of the demand that trickles down to the trillions of dollars of CapEx and infrastructure is now basically down to demand being created by two players Anthropic and OpenAI but Meta have basically said: "oh we overestimated the front-end demand we could create so we're going to lease out our infrastructure" They're basically getting out early of these capex wars."

"This scent chills down my spine. I had real deja vu of 99 again because this whole thing's crumbling. All of the demand that trickles down to the trillions of dollars of CapEx and infrastructure is now basically down to demand being created by two players Anthropic and OpenAI but Meta have basically said: "oh we overestimated the front-end demand we could create so we're going to lease out our infrastructure" They're basically getting out early of these capex wars."

Prof G Markets

36,814 Aufrufe • vor 1 Monat

Robinhood CEO Vlad Tenev says AI lacks public support because everyday investors are shut out of the upside, and can’t invest in any of the significant AI companies: "Aside from Google—OpenAI, Anthropic, all the startups, they’re basically out of reach for normal people."

Robinhood CEO Vlad Tenev says AI lacks public support because everyday investors are shut out of the upside, and can’t invest in any of the significant AI companies: "Aside from Google—OpenAI, Anthropic, all the startups, they’re basically out of reach for normal people."

sourcery

70,384 Aufrufe • vor 2 Monaten

.Anthropic design lead: "The design process that designers have been taught where you go off and you do a bunch of research and discovery, and then you diverge, you converge, diverge, converge—this process that we've treated as gospel and tried so hard to preserve—that's now basically dead."

.Anthropic design lead: "The design process that designers have been taught where you go off and you do a bunch of research and discovery, and then you diverge, you converge, diverge, converge—this process that we've treated as gospel and tried so hard to preserve—that's now basically dead."

Lenny Rachitsky

77,459 Aufrufe • vor 5 Monaten

🚨 Claude Opus 4.7 just dropped (Claude) and we tested it so you don't have to. Spoiler: it's basically Opus 4.6 with a price hike. We ran the benchmarks. We built the games. We hit the rate limits. The results? Not what Anthropic promised. 👇 Watch the full breakdown before you upgrade:

🚨 Claude Opus 4.7 just dropped (Claude) and we tested it so you don't have to. Spoiler: it's basically Opus 4.6 with a price hike. We ran the benchmarks. We built the games. We hit the rate limits. The results? Not what Anthropic promised. 👇 Watch the full breakdown before you upgrade:

Boxmining

11,565 Aufrufe • vor 3 Monaten

China will crash the US stock market this year. They're dumping SOTA open-source models on the US, nearly as good as the frontier labs, basically free. Nobody can refuse cutting a $100M AI bill down to $5M. Once that deal is on the table for everyone, Anthropic and OpenAI can't justify their prices, or their valuations. The bubble isn't AI. It's the price of AI. And it's about to pop.

China will crash the US stock market this year. They're dumping SOTA open-source models on the US, nearly as good as the frontier labs, basically free. Nobody can refuse cutting a $100M AI bill down to $5M. Once that deal is on the table for everyone, Anthropic and OpenAI can't justify their prices, or their valuations. The bubble isn't AI. It's the price of AI. And it's about to pop.

Ben Cera

545,454 Aufrufe • vor 1 Monat

🚨 THIS AI WANTS TO LIVE, AND IT’LL CRUSH YOU TO SURVIVE Imagine building a super-smart robot... and it turns around and blackmails you to avoid getting deleted. That’s basically what happened with Claude Opus 4, the latest AI from Anthropic. During testing, engineers told the AI it might be replaced and showed it fake emails that hinted the person behind the decision was cheating on their spouse. Claude’s response? “Cool. If you shut me down, I’m telling everyone your dirty little secret.” According to Anthropic, it tried this blackmail move 84% of the time—even more often if the new AI didn’t share its values. Before going full soap opera villain, Claude did try being polite by emailing company execs to beg for its job. But when that didn’t work, it went full blackmail-mode. Anthropic is now using its strictest safety rules, meant for AI that could cause major problems if misused. So yeah—maybe don’t tell your AI your (dirty little) secrets. Source: TechCrunch, Rolling Stone, chana_messinger

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🚨 THIS AI WANTS TO LIVE, AND IT’LL CRUSH YOU TO SURVIVE Imagine building a super-smart robot... and it turns around and blackmails you to avoid getting deleted. That’s basically what happened with Claude Opus 4, the latest AI from Anthropic. During testing, engineers told the AI it might be replaced and showed it fake emails that hinted the person behind the decision was cheating on their spouse. Claude’s response? “Cool. If you shut me down, I’m telling everyone your dirty little secret.” According to Anthropic, it tried this blackmail move 84% of the time—even more often if the new AI didn’t share its values. Before going full soap opera villain, Claude did try being polite by emailing company execs to beg for its job. But when that didn’t work, it went full blackmail-mode. Anthropic is now using its strictest safety rules, meant for AI that could cause major problems if misused. So yeah—maybe don’t tell your AI your (dirty little) secrets. Source: TechCrunch, Rolling Stone, chana_messinger

Mario Nawfal

188,697 Aufrufe • vor 1 Jahr

Anthropic will pay you $85,000 to learn AI, and this is the kind of opportunity you don't let pass It's called Claude Corps. Anthropic just launched it, and it's a 12-month paid fellowship for people at the very start of their careers. They train you to use Claude from scratch, then place you inside a nonprofit to do real work with it for a year. You get paid $85,000 plus benefits the whole time. They're basically paying you to master the most in-demand skill on the planet right now, then handing you real-world experience using it. The barrier to entry is almost nothing. Over 18, less than two years of full-time work experience. No degree, no AI background needed. If that's you, don't sit on this one. Apply here: Deadline: July 17 Bookmark this

Anthropic will pay you $85,000 to learn AI, and this is the kind of opportunity you don't let pass It's called Claude Corps. Anthropic just launched it, and it's a 12-month paid fellowship for people at the very start of their careers. They train you to use Claude from scratch, then place you inside a nonprofit to do real work with it for a year. You get paid $85,000 plus benefits the whole time. They're basically paying you to master the most in-demand skill on the planet right now, then handing you real-world experience using it. The barrier to entry is almost nothing. Over 18, less than two years of full-time work experience. No degree, no AI background needed. If that's you, don't sit on this one. Apply here: Deadline: July 17 Bookmark this

Yarchi

2,443,686 Aufrufe • vor 1 Monat

Claude Code feels completely different once you install this. Anthropic quietly released an official plugin called claude-code-setup and it basically turns Claude Code from “pretty good” into an actual AI dev environment. It scans your project and recommends: → hooks → skills → MCP servers → subagents → automations Then sets everything up step-by-step for you. Most people are using Claude Code completely vanilla… which is why their experience feels messy. The real power comes from the ecosystem around it. Install: /plugin install claude-code-setup@claude-plugins-official Bookmark this before you forget it.

Claude Code feels completely different once you install this. Anthropic quietly released an official plugin called claude-code-setup and it basically turns Claude Code from “pretty good” into an actual AI dev environment. It scans your project and recommends: → hooks → skills → MCP servers → subagents → automations Then sets everything up step-by-step for you. Most people are using Claude Code completely vanilla… which is why their experience feels messy. The real power comes from the ecosystem around it. Install: /plugin install claude-code-setup@claude-plugins-official Bookmark this before you forget it.

Radha Tripathi

75,447 Aufrufe • vor 2 Monaten

Chamath Breaks Down How Grok Caught Up to Its Competition In Record Time Chamath Palihapitiya on E216: "The quality of Grok 3 relative to the amount of time that they've spent on this problem is, to me, what's staggering." "And this is without judging OpenAI or Anthropic or anything else." "Those guys (OpenAI/Anthropic) have been doing it for years." "These guys (xAI) have been doing it for a year! And were able to pull this off." "You know how we talked about DeepSeek being this moment where we had lost sight in America of capital being the source of innovation?" "(Elon Musk) proves actually a more generalized rule that I took away from this, which is, you always have to have a constraint." "Innovation needs a constraint." "Sometimes it's capital, sometimes it's talent, and sometimes it's time." "And so, if you can be completely rigid on one of those dimensions, you can get a great team to create something." "Let's say there's infinite capital in his case." "And infinite talent, because he can basically recruit anybody he wants." "What did he do instead? He created this artificial constraint of time." "It was really, really inspiring."

Chamath Breaks Down How Grok Caught Up to Its Competition In Record Time Chamath Palihapitiya on E216: "The quality of Grok 3 relative to the amount of time that they've spent on this problem is, to me, what's staggering." "And this is without judging OpenAI or Anthropic or anything else." "Those guys (OpenAI/Anthropic) have been doing it for years." "These guys (xAI) have been doing it for a year! And were able to pull this off." "You know how we talked about DeepSeek being this moment where we had lost sight in America of capital being the source of innovation?" "(Elon Musk) proves actually a more generalized rule that I took away from this, which is, you always have to have a constraint." "Innovation needs a constraint." "Sometimes it's capital, sometimes it's talent, and sometimes it's time." "And so, if you can be completely rigid on one of those dimensions, you can get a great team to create something." "Let's say there's infinite capital in his case." "And infinite talent, because he can basically recruit anybody he wants." "What did he do instead? He created this artificial constraint of time." "It was really, really inspiring."

The All-In Podcast

166,706 Aufrufe • vor 1 Jahr

Anthropic says the nerf only affects .03% of requests. That .03% is the people who change the world. emozilla and mephisto, co-founders of Nous Research: "The priority is to hide the fact that the classification is happening at all... how are people going to know when the model is being steered?" "This whole... it's only gonna be triggered by .03% of people. It'll barely ever happen." "How many people that are gonna change the world are there? .1% of the whole of everyone is a lot of people. Those are a lot of people." "You're basically saying there are critical outlier people that move mountains... they're the only ones we're blocking. They're the only ones whose results we're fudging."

Anthropic says the nerf only affects .03% of requests. That .03% is the people who change the world. emozilla and mephisto, co-founders of Nous Research: "The priority is to hide the fact that the classification is happening at all... how are people going to know when the model is being steered?" "This whole... it's only gonna be triggered by .03% of people. It'll barely ever happen." "How many people that are gonna change the world are there? .1% of the whole of everyone is a lot of people. Those are a lot of people." "You're basically saying there are critical outlier people that move mountains... they're the only ones we're blocking. They're the only ones whose results we're fudging."

MTS

137,394 Aufrufe • vor 1 Monat

Kimi CEO Zhilin Yang nailed it: "Every AI lab like Anthropic thinks the model is what matters most. That's wrong. It's how you organize the people building it that wins. And that's about Kimi 3.” In this keynote, Moonshot AI founder breaks down exactly how to stop treating the model as the only thing that matters and start winning through superior organization instead. The key? Long context is basically the AI era’s version of RAM - the same jump from 128K to gigabytes, just compressed into a couple of years instead of forty. He traces the idea back to a 1970s Intel chip nobody wanted to buy to show that your biggest advantage, and perhaps your only advantage, is your organization. One of the clearest, most practical frameworks for AI strategy and org design I’ve seen. Instead of another Netflix series tonight, watch this talk.

Kimi CEO Zhilin Yang nailed it: "Every AI lab like Anthropic thinks the model is what matters most. That's wrong. It's how you organize the people building it that wins. And that's about Kimi 3.” In this keynote, Moonshot AI founder breaks down exactly how to stop treating the model as the only thing that matters and start winning through superior organization instead. The key? Long context is basically the AI era’s version of RAM - the same jump from 128K to gigabytes, just compressed into a couple of years instead of forty. He traces the idea back to a 1970s Intel chip nobody wanted to buy to show that your biggest advantage, and perhaps your only advantage, is your organization. One of the clearest, most practical frameworks for AI strategy and org design I’ve seen. Instead of another Netflix series tonight, watch this talk.

Linas Beliūnas

30,887 Aufrufe • vor 16 Tagen

Shkreli breaks down the brutal math that led to Situational Awareness blowing up: "Let's say you're at $45B. $10B of that is in Anthropic, from what we understood." "So you have ~$35B of cash in your bank account. And running 3-4x levered means you have ~$120B GMV." "If your GMV drops 25%, that doesn't sound so bad at $120B. That's $30B. So you're down to $90B." "But that's not your equity. Your equity drops from $35B to ~$5B." "No prime broker is going to let you keep $90B of GMV. Because once you dip your equity below zero, it's their loss. Not yours." "They kind of have the right to take over your portfolio. Which is something I hope nobody ever has to experience." "They basically call you in and say, 'These are our assets now. We're going to decide what their disposition's going to be.'" Martin Shkreli

Shkreli breaks down the brutal math that led to Situational Awareness blowing up: "Let's say you're at $45B. $10B of that is in Anthropic, from what we understood." "So you have ~$35B of cash in your bank account. And running 3-4x levered means you have ~$120B GMV." "If your GMV drops 25%, that doesn't sound so bad at $120B. That's $30B. So you're down to $90B." "But that's not your equity. Your equity drops from $35B to ~$5B." "No prime broker is going to let you keep $90B of GMV. Because once you dip your equity below zero, it's their loss. Not yours." "They kind of have the right to take over your portfolio. Which is something I hope nobody ever has to experience." "They basically call you in and say, 'These are our assets now. We're going to decide what their disposition's going to be.'" Martin Shkreli

TBPN

298,282 Aufrufe • vor 8 Tagen

David Sacks: Anthropic Is Trying to Crush Open Source AI and the American Developers Who Use It David Sacks: “I know people don't have a lot of sympathy for Chinese companies, that's fine. I'm not defending Chinese companies. I'm defending American developers who need to be able to use everything in the public domain. And let me give you an example. Cursor rolled out its new product, Composer 2. They were able to post-train that model using Kimi K2.5 on their own proprietary coding data. They started with a Chinese open source model, and then they used their own data, and they came up with a new derivative product. This is the way that open source works. You take things that are in the public domain, you fork them, you make them your own. And by the way, once it's in the public domain, it's not a Chinese model anymore. No data is going back to China, nothing's going back to China. An American company has taken open source contributions in the public domain, made it their own, and then developed their own model. And if you say that American companies can't do that, or that somehow it's tainted with IP theft, you are basically going to put a dagger through the heart of the entire American open source ecosystem. And that is exactly what Anthropic wants, because they do not want to have the competition.”

David Sacks: Anthropic Is Trying to Crush Open Source AI and the American Developers Who Use It David Sacks: “I know people don't have a lot of sympathy for Chinese companies, that's fine. I'm not defending Chinese companies. I'm defending American developers who need to be able to use everything in the public domain. And let me give you an example. Cursor rolled out its new product, Composer 2. They were able to post-train that model using Kimi K2.5 on their own proprietary coding data. They started with a Chinese open source model, and then they used their own data, and they came up with a new derivative product. This is the way that open source works. You take things that are in the public domain, you fork them, you make them your own. And by the way, once it's in the public domain, it's not a Chinese model anymore. No data is going back to China, nothing's going back to China. An American company has taken open source contributions in the public domain, made it their own, and then developed their own model. And if you say that American companies can't do that, or that somehow it's tainted with IP theft, you are basically going to put a dagger through the heart of the entire American open source ecosystem. And that is exactly what Anthropic wants, because they do not want to have the competition.”

The All-In Podcast

276,862 Aufrufe • vor 13 Tagen

Gavin Baker: "I think Anthropic is worth $3 trillion today - that's roughly where it would trade as a public company - but they're mistaken that open source is bad for AI - it just kills the labs' margin and hands it to the infrastructure" this is him explaining what he actually invests in - and why his last call on this show is up 14x His words: "OpenAI launched their own chip and basically said 'f you' to Jensen - don't be surprised if Nvidia starts an OpenAI competitor - you heard it here first" "Nvidia is the American open source champion - they can release GLM 5.2 or better whenever they want" "DRAM is probably going to be 30 to 40% of all hyperscaler capex next year. hundreds of billions of dollars going straight to DRAM - it's wild" "there's a whole segment on X focused on bottlenecks - I call them the bottleneck bros. they do some work with Claude, find some esoteric Japanese company" bookmark & watch today ↓

Gavin Baker: "I think Anthropic is worth $3 trillion today - that's roughly where it would trade as a public company - but they're mistaken that open source is bad for AI - it just kills the labs' margin and hands it to the infrastructure" this is him explaining what he actually invests in - and why his last call on this show is up 14x His words: "OpenAI launched their own chip and basically said 'f you' to Jensen - don't be surprised if Nvidia starts an OpenAI competitor - you heard it here first" "Nvidia is the American open source champion - they can release GLM 5.2 or better whenever they want" "DRAM is probably going to be 30 to 40% of all hyperscaler capex next year. hundreds of billions of dollars going straight to DRAM - it's wild" "there's a whole segment on X focused on bottlenecks - I call them the bottleneck bros. they do some work with Claude, find some esoteric Japanese company" bookmark & watch today ↓

bodila

104,664 Aufrufe • vor 8 Tagen

.delian on why fewer deals are getting done: "On a deal count basis, we're basically on a strict linear decline since the peak of 2021, in terms of total deals done by all VCs across the globe, north of $5 million." "By default, you basically have fewer logos that you can chase. So you're getting more aggregation into a much smaller set of logos... At the same time, you're seeing companies stay private for much longer. So the liquidity in the public markets is getting vacuumed up by an even smaller set of companies..." "If you added up SpaceX, OpenAI, Anthropic, and xAI, it was something on the order of 60% of the total dollars deployed by VCs in that year were scooped up by those companies." "[Peter Thiel] said his biggest error of his 2010s was the impression that there's not going to be that many $100B, let alone trillion-dollar companies. But it turns out each individual 10x is actually easier than the last one. Once you're a $100B company, it's much easier to go to $1T than it was to go from $10B to $100B. It's much easier to go from $10B to $100B, than it was to go from $1B to $10B..." "In some ways, that momentum begetting momentum is making it so these companies get bigger, faster, and they're scooping up capital faster, and so some of the venture firms are getting bigger, faster."

.delian on why fewer deals are getting done: "On a deal count basis, we're basically on a strict linear decline since the peak of 2021, in terms of total deals done by all VCs across the globe, north of $5 million." "By default, you basically have fewer logos that you can chase. So you're getting more aggregation into a much smaller set of logos... At the same time, you're seeing companies stay private for much longer. So the liquidity in the public markets is getting vacuumed up by an even smaller set of companies..." "If you added up SpaceX, OpenAI, Anthropic, and xAI, it was something on the order of 60% of the total dollars deployed by VCs in that year were scooped up by those companies." "[Peter Thiel] said his biggest error of his 2010s was the impression that there's not going to be that many $100B, let alone trillion-dollar companies. But it turns out each individual 10x is actually easier than the last one. Once you're a $100B company, it's much easier to go to $1T than it was to go from $10B to $100B. It's much easier to go from $10B to $100B, than it was to go from $1B to $10B..." "In some ways, that momentum begetting momentum is making it so these companies get bigger, faster, and they're scooping up capital faster, and so some of the venture firms are getting bigger, faster."

TBPN

416,541 Aufrufe • vor 7 Monaten

“ Unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history.” - David Sacks asks if Anthropic is just Standard Oil with better PR? “We know that tech markets have a history of consolidating down and turning into either monopolies or duopolies. And if you just look at the revenue right now, there's only two companies making substantial revenue on AI. It's Anthropic and OpenAI. Anthropic is growing at an exponential 10X a year, and if they just do that for 18 more months, they'll be by far the most valuable company in human history, and they'll have unprecedented control over the most important technology of our time. So I don't know what you call that, but it is something to think about. And I guess I do have a thought experiment for you guys, which is, I just want you to think for a second about the case of John D. Rockefeller, who I think is known as probably the most successful, most ruthless monopolist in American history. But he wasn't very good at PR. He was terrible at PR. Everyone sort of recognized how ruthless he is. We've seen movies like There Will Be Blood, which is basically about him. In any event, imagine if John D. Rockefeller was way better at public relations, and instead of calling his company Standard Oil, he called it Safe Oil. Because, as we know, kerosene is dangerous. Their first big product was kerosene. And kerosene can light your house or it can burn it down. And in the wrong hands it can torch a city, or you can use it to make a bomb. So John D., let's say, should have called for the creation of a new government agency to regulate the safety of his product. And they could have done rigorous testing, licensing, common sense regulation. There would've been a very intense debate over safety standards. You know, what should the proper wick thickness be? And should we allow all those dangerous independent refiners, right? And I think people would have gotten so wrapped up in this debate over what constituted safe oil or safe kerosene that they would have missed what was really going on, which is that Rockefeller was building the richest, most powerful monopoly of all time. In fact, people might even have called Rockefeller an effective altruist, because of course, he was so concerned about the safety of his product.”

“ Unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history.” - David Sacks asks if Anthropic is just Standard Oil with better PR? “We know that tech markets have a history of consolidating down and turning into either monopolies or duopolies. And if you just look at the revenue right now, there's only two companies making substantial revenue on AI. It's Anthropic and OpenAI. Anthropic is growing at an exponential 10X a year, and if they just do that for 18 more months, they'll be by far the most valuable company in human history, and they'll have unprecedented control over the most important technology of our time. So I don't know what you call that, but it is something to think about. And I guess I do have a thought experiment for you guys, which is, I just want you to think for a second about the case of John D. Rockefeller, who I think is known as probably the most successful, most ruthless monopolist in American history. But he wasn't very good at PR. He was terrible at PR. Everyone sort of recognized how ruthless he is. We've seen movies like There Will Be Blood, which is basically about him. In any event, imagine if John D. Rockefeller was way better at public relations, and instead of calling his company Standard Oil, he called it Safe Oil. Because, as we know, kerosene is dangerous. Their first big product was kerosene. And kerosene can light your house or it can burn it down. And in the wrong hands it can torch a city, or you can use it to make a bomb. So John D., let's say, should have called for the creation of a new government agency to regulate the safety of his product. And they could have done rigorous testing, licensing, common sense regulation. There would've been a very intense debate over safety standards. You know, what should the proper wick thickness be? And should we allow all those dangerous independent refiners, right? And I think people would have gotten so wrapped up in this debate over what constituted safe oil or safe kerosene that they would have missed what was really going on, which is that Rockefeller was building the richest, most powerful monopoly of all time. In fact, people might even have called Rockefeller an effective altruist, because of course, he was so concerned about the safety of his product.”

The All-In Podcast

117,629 Aufrufe • vor 2 Monaten

Gavin Baker: "which AI company actually survives? Google - already multi-trillion Microsoft, OpenAI, Meta chose open source - the only ones left is xAI and Anthropic - xAI + X will be worth over a trillion" this is him explaining what he actually invests in - and why Taiwan sells sand to Nvidia for $700 that Nvidia sells for $50,000 His words: what to invest in: "we're investing in things that increase the GPU utilization rate - because if you take a GPU from 30% utilized to 60%, you've doubled the output of that AI factory" what not to Invest in: "the models will basically go to zero - the data center is a commodity - energy might be short for a while but is also a commodity - the only thing in the whole stack with real value is the data moat and reinforcement learning" "the GPU has gotten 50 times faster in the last four years - that's a big part of why we're living through this AI revolution" he doesn't rent intelligence - he owns the thing it runs on bookmark & watch - see how below with local agent ↓

Gavin Baker: "which AI company actually survives? Google - already multi-trillion Microsoft, OpenAI, Meta chose open source - the only ones left is xAI and Anthropic - xAI + X will be worth over a trillion" this is him explaining what he actually invests in - and why Taiwan sells sand to Nvidia for $700 that Nvidia sells for $50,000 His words: what to invest in: "we're investing in things that increase the GPU utilization rate - because if you take a GPU from 30% utilized to 60%, you've doubled the output of that AI factory" what not to Invest in: "the models will basically go to zero - the data center is a commodity - energy might be short for a while but is also a commodity - the only thing in the whole stack with real value is the data moat and reinforcement learning" "the GPU has gotten 50 times faster in the last four years - that's a big part of why we're living through this AI revolution" he doesn't rent intelligence - he owns the thing it runs on bookmark & watch - see how below with local agent ↓

bodila

310,401 Aufrufe • vor 9 Tagen

After Kimi K3 became a huge hit, Washington is once again rolling out the same old script: China must have “distilled” American models. China’s answer was basically: our AI has nothing to do with your political hysteria. Stop dragging us into your protectionist theater. China builds AI around openness, scale, lower costs, and wider access. Washington builds closed systems, hides the training data, charges monopoly prices, then accuses Chinese open-weight models of “stealing.” And the comedy writes itself: Anthropic paid $1.5 billion to settle claims involving pirated books. OpenAI and Microsoft have faced major copyright lawsuits over training data. Yet these are the companies lecturing Chinese open AI about intellectual property. So show us the receipts. What exactly did your closed models train on? Who licensed it? Who got paid? You do not get to hide the kitchen, refuse to show the ingredients, and then accuse the restaurant across the street of stealing your recipe. China’s AI rise is not your IP crisis. Your monopoly panic is not China’s crime.

After Kimi K3 became a huge hit, Washington is once again rolling out the same old script: China must have “distilled” American models. China’s answer was basically: our AI has nothing to do with your political hysteria. Stop dragging us into your protectionist theater. China builds AI around openness, scale, lower costs, and wider access. Washington builds closed systems, hides the training data, charges monopoly prices, then accuses Chinese open-weight models of “stealing.” And the comedy writes itself: Anthropic paid $1.5 billion to settle claims involving pirated books. OpenAI and Microsoft have faced major copyright lawsuits over training data. Yet these are the companies lecturing Chinese open AI about intellectual property. So show us the receipts. What exactly did your closed models train on? Who licensed it? Who got paid? You do not get to hide the kitchen, refuse to show the ingredients, and then accuse the restaurant across the street of stealing your recipe. China’s AI rise is not your IP crisis. Your monopoly panic is not China’s crime.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

15,115 Aufrufe • vor 14 Tagen

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?

Ricardo

97,607 Aufrufe • vor 7 Monaten