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obliotoday at 11:38 AM1 replyview on HN

Anthropic isn't selling that, that's the point. Anthropic is selling "coding is solved", worth $1tn.

If they keep hiring developers and LLMs need huge procedural harnesses, then the hypocrisy is open for all to see. And worse for them, it probably means their business model is worth maybe 5-10x what Jetbrains is worth, not $1tn.


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BetterThanSobertoday at 12:28 PM

I agree that "coding" isn't solved but LLMs needing a harness is not necessarily a huge hit on AI

As for valuation, it's all a grift, always has been for anything hip in tech. SpaceX should've been in the $500b range and they have an actual rocket and working satellite constellations

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