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by onion2k13 hours ago |
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upvoteby pitched12 hours ago|
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In the Innovation Adoption Curve, we are absolutely beyond the Early Adopters phase and possibly the Early Majority. The growth rates necessarily have to start trending down because there’s no one left to sell to.
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upvoteby ahartmetz2 hours ago|
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I'm not sure if the classic adoption curve applies. Has there ever been a product that vendors were shoving down customer's throats as relentlessly as AI?
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upvoteby officialchicken1 hours ago|
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"Internet" enabled devices, or "railroads" - for example.
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upvoteby user4392811 hours ago|
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I cannot currently access Fable class models, I am out of usage credits.

Anthropic is removing these larger models from personal plans at the end of the week to focus on selling it to enterprise users.

Putting these more intelligent new models into the hands of more people seems very worthwhile to me.

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upvoteby onion2k11 hours ago|
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I don't think Anthropic are doing that because they don't have enough compute capacity. If we had 100* more datacentres the message would still be the same - they're focusing on selling Fable access to enterprise users because that's what makes them more money.
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upvoteby user4392810 hours ago|
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Either the cost to serve this larger model is so high that they cannot offer any reasonable usage quota for it at subscription prices, or they really do not have the capacity.

I think that it might well be true. The Opus models had capacity issues on many occasions too. Can the larger model even be served on all of the hardware they have, or only a subset?

It would not surprise me if growing enterprise demand threatens capacity, making it impossible for Anthropic to offer the model in subscriptions at this time, even though they could do so at a profit.

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upvoteby surgical_fire11 hours ago|
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Do you pay API prices? Or are you on some of those plans that are deeply unprofitable?

I am not even sure if API prices are actually profitable, but they certainly aren't as unprofitable as the subscription plan users.

Either way, that's why you don't have access. It has nothing to do with capacity constraints.

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upvoteby user4392810 hours ago|
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We do not know whether subscription plans are unprofitable at all.

Some estimates suggest that this is the case only for the heaviest users.

Many seem to confuse API prices with the actual cost to serve the models, and thus reach the conclusion that subscriptions must be deeply unprofitable.

Anthropic is officially citing capacity constraints with the intent to bring the Fable model back to subscriptions plans as soon as capacity allows.

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upvoteby surgical_fire10 hours ago|
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> We do not know whether subscription plans are unprofitable at all.

That's pretty much certain. It's sort of cute when people like to pretend otherwise.

> Many seem to confuse API prices with the actual cost to serve the models, and thus reach the conclusion that subscriptions must be deeply unprofitable.

I don't make that mistake. I actually suspect that the actual costs may be higher than the API prices. I think those may still be subsidized.

> Anthropic is officially citing capacity constraints with the intent to bring the Fable model back to subscriptions plans as soon as capacity allows.

Yeah, I don't think they are being truthful at all.

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upvoteby leonidasrup10 hours ago|
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The most important sentences of the article are:

"Discussions about expanding electricity supply to power the future often become debates about which source is most suitable: gas, nuclear, solar, or something else. But these are a distraction. Far more fundamental is ensuring power can be efficiently delivered where needed."

This is the reason why data centers are not run only on cheap solar power.

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