Serving Opus 4.8 isn't worth a trillion+ valuation.
replyThe valuation of the AI labs is based on continual improvements of their models.
Open weight models are going to catch up to Opus 4.8 and at that point the model is a pure commodity.
> Serving Opus 4.8 isn't worth a trillion+ valuation.
> The valuation of the AI labs is based on continual improvements of their models.
replyWhile I do agree, no-one here made the initial claim on their valuation and especially suggesting that "Serving Opus 4.8" alone was worth a trillion+ valuation.
> Open weight models are going to catch up to Opus 4.8 and at that point the model is a pure commodity.
Good. We should all hope that happens.
Except in one week or a month new Chinese models gonna be released thats might just be better or much cheaper than Opus 4.8.
replyThat is Anthropic's problem, and that's good for competition.
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