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taylorlapeyretoday at 4:55 PM3 repliesview on HN

It really feels like Anthropic's product area is extremely overextended at this point. If they want to extend themselves horizontally in an unlimited fashion, they will need unlimited focus, and agents can't supply that. Things will fall through the cracks. Why should I believe that Anthropic will care about this product in 2, 3 years? Whereas I firmly believe that Figma will care greatly about its product in that time


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3sdfstoday at 6:13 PM

Ultimately OAI and ANthropic are destined to crash and burn - they have gambled a lot on LLM's paving the way toward accelerated research, discovery etc etc. But its not happened and its not happening - the only 'large' revenue stream they have all converged on is selling tokens in relation to software production. Which is pretty anti-climatic given all the hyping.

Keeping the hype alive through to IPO is critical now.

spyckie2today at 5:52 PM

It is officially the 2010 Google era at Anthropic (the era where Google released tons of new products and spread themselves too thin).

Anyone remember Google's social media platform??? Google Plus?

This is a good era to be in! Its the era of product experimentation.

As long as you realize that 90% of the products will not be supported long term if it doesn't contribute to bottom line revenue, then just appreciate it for what it is, a bunch of smart people trying to create useful products.

Just don't be surprised if Anthropic goes the Google route, which is shutting down the majority of the products that are too small / not successful enough to impact their revenue.

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tomashertustoday at 5:31 PM

Are they, though? My thinking is that their roadmap is heavily focused on the SDLC and solving problems related to software development, so their model will be optimized for that domain. That leaves room in the market for models that are specialized in other areas of expertise.

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