I think, it's the end of Anthropic.
replyThey can't compete, they have bills. By the end of the year, if they can't react, it's game over.
Maybe US clients could be a little patriotic here, but money is money. They won't give them free money forever.
yep. I've been saying for month that exactly this will happen with DeepSeek and Kimi K3, and margins will erode, and Anthropic will fail to IPO.
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