"An unprecedented test of investor gullibility"

10 hours ago by Sundray to c/fuck_ai

Anthropic’s mounting operating losses coupled with emerging competition from a plethora of open-source models led New Constructs to conclude that, “We don’t think Anthropic has a viable business.”

aesthelete 19 points 8 hours ago

They don't. It's funny though because none of them do. Except maybe Nvidia.

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mrmaplebar 7 points 5 hours ago

There is genuine demand for Nvidia'd hardware, and probably always will be as parallel processesing and matrix math are fundamentally useful.

At the same time, the rate and level of growth that Nvidia has seen during the AI bubble is certainly not sustainable. If and when the AI companies fail, Nvidia is going to take a big hit too.

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terranoid 6 points 7 hours ago

Nvidia is the only obvious one that had a stable business before, took big wins from this AI era, and would survive a bubble bursting. The rest of them are burning as much investor cash as possible just trying to compete with each other, but open source is preventing them from forming a monopoly that way so they're kinda fucked.

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Infrapink 5 points 6 hours ago

It's a gold rush and nVidia are selling shovels.

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TootSweet 17 points 9 hours ago

open-source models

"Look at how they massacred my boy" meme, but the Open-Source Initiative's logo is (poorly) stuck over Vito Corleone's face.

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psx_crab 8 points 8 hours ago

Waiting for those people who will come in and argue that word can change meaning and that term has changed.

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