This is just general comment to all the excitable kids over here.
Anthropic is one company in a gigantic ecosystem.
You want to understand the eco system. Got to flyover the jungle, not just stare at one elephant herd.
Read annual reports of NVIDIA, atleast one from Microsoft/Amazon/Google and atleast one representing activities of Enterprise projects (Accenture/IBM/TCS). Then look at govts budgets/programmes for AI US/EU/UAE/S.Korea.
Do it with a group like a book club.
Assuming you have done that, what's your conclusion?
As a kid maybe I don’t get it, a giant ecosystem? Of frontier model providers?
Isn't that worse because you then get into neocloud companies like Coreweave and Nebius who have taken insane debt to build out data centers and if the demand sinks for those they'll go under
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A "gigantic ecosystem" of two frontier model providers