alt Hacker NewsAI tech bro:
Month 1 - 6 months to AGI
Month 2 - We will Replace all jobs
Month 3 - Okay maybe only the SWEs, programming is solved
Month 4 - Announce model that is too dangerous to release
Month 5 - Releases dangerous model
Month 6 - This is it! We will replace AIs with more AIs (*secretly files for IPO)
AI is here to stay, like it or not but it is not the solution to everything. If it is, what is Anthropic's moat? A better model? I don't see any ecosystem being built by them, as MCP is almost obsolete except for some very niche use case. And they're doing stuff that a non-profit version of OpenAI would do. Can we trust a for-profit company to stand against their investors during a conflict of interest? Because running a company for maximum profit versus being ethical is two different end of the spectrum.
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i'm waiting for the AI giants to realize that they are burning cash to run their consumer-facing chatbots and that they should kill those products to focus on their enterprise tools.
free chatgpt doesn't need to exist anymore. its job was to build hype/interest and it did.
but take it away and you solve many social problems and annoyances caused by AI with no loss to the upside of AI. no more cheating students in school. no more shitty linkedin posts. no more dangerous "therapy sessions" that give bad advice.
Anthropic is providing agentic intelligence as a service. OpenAI and Google deepmind also are in this business.
The problem is, if you’re any sort of knowledge worker, you’re essentially providing the same thing: you’re an intelligence with agency.
MCP is irrelevant. The moat is the quality of intelligence the service providers sell, including you. Tokens aren’t fungible between providers until you measure that they are for your use case, that’s kinda sorta the goal of job interviews.
Thus the moat will be that they’re providing the best models for the things people need other intelligent people for, but we should expect there will be limits on how much share they can economically take assuming competitors are optimizing for slightly different targets (but there’s still significant overlap in capability). This will disappear, but it’s always a question of when. The path matters as much as the destination.
Note that implications for you and me are exactly what the article says they are: nobody knows, but it’ll be a dramatic shift.