• pulsewidth@lemmy.world
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    7 hours ago

    If your competitor can put out a model that functions really similarly to yours for $2 less per month, and your entire userbase can just leave and move to them… explain to me why investors would want to pump hundreds of billions into your business to be ‘first to market’? That’s a really dumb thing to admit for Anthropic.

    Who is ‘first to 100 million users’ is utterly irrelevant under a business model where your sole value is Intellectual Property (IP) and that IP can be “illicitly extracted” by a clever competitor without ever hacking into your nextwork or doing anything explicitly illegal.

    I’ve had to explain this to a lot of people who seem to think Anthropic/OpenAI are incredibly valuable companies because “they’ll make money long-term so long as they keep being pumped full of it investment cash to be the first to earn a big userbase”, but that just doesn’t make sense. OpenAI owns no datacenters…zero. Theyre 100% IP. Anthropic “is building” some datacenters, but they exist on paper only so far, so they’re also presently 100% IP.

    Can this obvious scam just collapse already so I can upgrade my PC without a personal loan?

    • AlligatorBlizzard@sh.itjust.works
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      5 hours ago

      I think your take is completely reasonable but I think the ‘first to 100 million users’ is actually noteworthy because if they can become entrenched and people become unwilling to learn anything else, they’ve won and can charge nearly whatever the fuck they want (at least in the medium term). See Microsoft and Adobe. They charge whatever they want for their subscription programs because what else are you going to do, use GIMP? Even in situations where the FLOSS alternative is legitimately good, a lot of people will still refuse to switch. I don’t think Anthropic can survive long enough for them to become the only thing Susan from HR knows or is willing to use, but I think there’s a path to profit somewhere here.

  • HumbleBragger@piefed.social
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    6 hours ago

    It was not clear how exactly they extracted capabilities…using the service and making prompts?! If it was just that, that’s bullshit. AI companies have no moat…besides trillion dollar investments.

  • FriendOfDeSoto@startrek.website
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    9 hours ago

    Alibaba picking up Anthropic’s fair use strategy?

    Edit: is there an argument for letting the US ruin its economy and environment to train all these models and then just swooping in before it turns into a mild madmaxian hellscape to distill and/or extract the knowledge? Beats having to do this on your own, doesn’t it?

    • Khanzarate@lemmy.world
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      7 hours ago

      Yeah. Any Co2/other climate change regressions that the US makes affect everyone globally, and while water use is local, its also as-needed, so post-collapse you have to use up all your water anyway.

      AI could use solely graywater/non-water cooling and renewable energies, and that’s the answer, just takes slowing down, building specific and rigorous facilities, . Letting the US speed along just hurts everyone due to climate change.

      That and every major company economically depends on each other, and disconnecting from the US in a way that doesn’t cause backlash also takes time.

      Fuck america but don’t let them drill holes in the boat we’re all riding.

  • zr0@lemmy.dbzer0.com
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    8 hours ago

    Oh, thanks for letting me know. I am now going to subscribe to Alibaba Cloud and cancel my Anthropic subscription

  • Wispy2891@lemmy.world
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    6 hours ago

    Didn’t they stole also from Alibaba? I read somewhere that if you asked in Chinese to Claude opus 4.8 which model was using the api (the web service injects an hidden prompt with bias), it replied it was based on Alibaba qwen 3.6

  • ben@lemmy.zip
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    9 hours ago

    Well then Alibaba needs to get better at it cause the Qwen models have kinda sucked in my experience.

    • RedstoneValley@sh.itjust.works
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      7 hours ago

      Do they? I only use local models on my GPU and my experience is that Qwen3.6 is so much better than Google’s Gemma 4. I have no comparison to big models, because I refuse to use those. But friends told me that Claude and Co are doing pretty dumb things too while frying the planet