>Anthropic thinks it is.
Anthropic has no choice, just like you said. It's crush and burn right now or double down.
And they will keep doubling down, because stopping is simply not an option.
Exactly.
That’s why they hire ‘for the misson’. They have to pull off something magical to make all this work financially or they go bust.
> they will keep doubling down, because stopping is simply not an option
Of course it is. Apple is taking that strategic approach. If Anthropic believes it’s approaching saturation, pulling the plug when it’s at steady state and its rivals are over-invested is the winning move.