Given how all of Big Tech (except Google obviously) is going all in on Claude Code, I wouldn't be surprised if Anthropic becomes profitable first.

Anthropic doesn't have anything else other than the Claude models.

But notice that no-one, not a single mention of Deepseek tells me that they are preparing to scare everyone again. Which is why Dario continues to scare-monger on local models.

Sometimes you do not need hundreds of billions of dollars for inference when it can be done locally with efficient software; and Google proved that. But where is the money in that? So continues the flawed belief in infinitely buying GPUs to scale which Nvidia needs you to do.

Only a matter of time for local models to reach Opus level. We are 1 or at most 2 years behind that and Anthropic knows that.