> without a better model in the wing ...

How do you know they don’t?

> is altman playing 4d chess or something I'm not aware of?

Anthropic just removed a discount on Fable, while people are simultaneously getting sick of reading fable and opus talking about “the load bearing texture” and “color of the blanket”. It’s become excruciatingly painful to read the output during coding sessions.

Maybe it’s just good marketing.

Their margins are already quite high and this is a play to bleed customers from Anthropic, they will of course raise prices after IPO.

> without a better model in the wing

I believe Astra is the next model beyond Sol? They used it for https://openai.com/index/ten-advances-in-mathematics/

My personal best case scenario is that LLMs are commodotizing and that the "We'll rule the world with our frontier models" vision of OpenAI and Anthropic is not working out.

They can and probably will still be very successful but what they pitched so far is not going to work if their is any meaningful competition not too far behind.

But who knows. VC money allows them to try a lot of stuff before their eventual IPO.

It seems that they lack a holistic strategy. All these decisions probably make sense in isolation but together they create a huge mess.

Given the increased pressure from open weight models (still 6 months behind but now more than good enough for most use cases) the frontier labs really have to step up their game.

Switching is as easy as typing /model in most harnesses so there's effectively zero moat.

Or maybe… you know.. their margins are that high and by passing down the efficiency gains to consumer they can get market share and induce more demand?

What’s 4d chess in this?