I really wish Anthropic would consult some monetization experts. Their recent strategy has been all over the place and they are burning early goodwill.
They asked Claude, what more can they do?!
The Whole Anthropic Kerfuffle
81–89 of 89 posts
Re: The Whole Anthropic Kerfuffle
#82I really wish Anthropic would consult some monetization experts. Their recent strategy has been all over the place and they are burning early goodwill.
I don't think they are clueless, but rather, struggling. Being an AI provider is a money burner, and they probably don't have enough fuel for the fire anymore, so they are trying things to squeeze more $$$ and limit usage at the same time.
I don't really expect a company run by radical effective altruists / ai doomers to have good business sense.
They had a decent product and squandered a lot of dev goodwill almost overnight.
Re: The Whole Anthropic Kerfuffle
#83Earlier quoted context omitted.
I don't think they are clueless, but rather, struggling. Being an AI provider is a money burner, and they probably don't have enough fuel for the fire anymore, so they are trying things to squeeze more $$$ and limit usage at the same time.
I don't really expect a company run by radical effective altruists / ai doomers to have good business sense. They had a decent product and squandered a lot of dev goodwill almost overnight.
I see your point, but I'd be surprised if they'd lose a significant user base in the end; the hype is just way too high
Re: The Whole Anthropic Kerfuffle
#84Earlier quoted context omitted.
When has that ever happened though? LLMs are software there's no plausible way to stop them running locally.
They're already nearly there. Once everybody's computers are rooted for age verification, with government-approved OSes, it's barely even a step to only allow government-approved AI on them. For some reason, people assume that mandatory age/identity verification on people's machines is primarily geared toward reporting across the network. If you wanted to age-restrict across the network, there are any number of trivi…
It's perfectly legal to sell a computer without secure boot.
Re: The Whole Anthropic Kerfuffle
#85Earlier quoted context omitted.
I think people are being too generous with these comparisons. Not defending Anthropic but at the same time they are releasing new features and adjusting cost at pretty record speed for a new industry. Uber/doordash were subsidizing cost for what felt like a decade. Anthropic and related companies are adjusting price within months. To me the bigger takeaway is that these business are seeing massive volume in use and f…
They have to speedrun boiling the frog because the capital expenditure is insane. Remains to be seen just how fast you can boil a frog before the frog notices
Imo the frogs have already noticed
Re: The Whole Anthropic Kerfuffle
#86Earlier quoted context omitted.
They're already nearly there. Once everybody's computers are rooted for age verification, with government-approved OSes, it's barely even a step to only allow government-approved AI on them. For some reason, people assume that mandatory age/identity verification on people's machines is primarily geared toward reporting across the network. If you wanted to age-restrict across the network, there are any number of trivi…
It's perfectly legal to sell a computer without secure boot.
> keep in mind capital can be trivially used to influence policy
in other words, its _still_ legal.
Re: The Whole Anthropic Kerfuffle
#87Re: The Whole Anthropic Kerfuffle
#88Earlier quoted context omitted.
Wait, how would limiting a great tool to 0.1% of the TAM demonstrate caring for humans? Are you picturing them running a lottery for who’s allowed to use it, or an auction? And with the loss of scale economies, it would have to be much more expensive. So you end up charging, what, $10,000/month and only making it available to the very wealthy? I don’t see how this game plan is better for humans. And I’m honestly not…
I mean look at how Apple prices their computers and phones, or how WSJ charges for subscriptions, or how "Linux" keeps its market small by being awful at marketing. The point is there are plenty of ways to scale sustainably and support your customer base in a long-term way that keeps them, and it doesn't seem like Anthropic is doing that.
I am really not convinced that Linux is intentionally bad at marketing so as to ensure that they aren’t overwhelmed with users, all in the name of providing great support.
Re: The Whole Anthropic Kerfuffle
#89Earlier quoted context omitted.
They have to speedrun boiling the frog because the capital expenditure is insane. Remains to be seen just how fast you can boil a frog before the frog notices
Disagree. Most businesses of size are going to enterprise agreements which are all on demand rates. Those rates have not been changing other than the underlying cost to the model API rates fluctuating. You could make argument they are secretly using that has the price lever. With volume enterprises can already negotiate lower token rates. I don’t see a boiling the frog situation.
Anecdotally my work is already pivoting from "use as many tokens as possible" to "try and use a dumber model if you can because the best ones are too expensive".