alt Hacker NewsThat makes sense, anthropic is in a rapidly changing market. Revenue could crater if a better model is released by a competitor. AI demand could fall behind. Doesn't seem like that will happen, but its definitely not investment-grade debt worthy either.
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ghuyyyyy • today at 7:41 PM
Demand is currently not sustainable because they - ant and OAI - refuse to raise prices.
Infact they’re going to end up in price competition unless they field an army of ‘FDE’ who go to every large firm and reorganise the operations around their models and displace labour.
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Even if Anthropic invents a godlike frontier model that can do anything, it feels like they won't have a moat for very long before competitors like DeepSeek offer something almost as good for a fraction of the price.