If it puts into perspective the growth and why I can’t buy into this downfall, this released today by anthropic:

Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion-up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.

https://www.anthropic.com/news/google-broadcom-partnership-compute

Things are changing very very fast.

I agree this will lead to a large pullback, but in a world where a shovel has been discovered I can’t see anyone going back to digging by their bare hands again.

And that doesn’t change if all the investment into future capabilities stops today.

I would think this would to lead to the demise of OpenAI whereas Anthropic will survive due to enterprise contracts.

FYI on Ed Zitron the guy didn’t even know what a programming function was a few weeks ago. This is freshmen level CS stuff. You should keep that in mind when reading his LLM takes. He’s not an adequate reporter there imo.

I didn’t really understand this take, if you work in the start up industry, we’ve been shipping like crazy. We’re producing a metric shit ton especially compared to enterprises. It’s drastically different right now in forward orgs.

Yeah I agree this is probably the long-term move. But I give it another year or two till we get an open source model that’s comparable to even sonnet 4 which imo is where it started getting really solid.

I understand what you’re saying but Opus has already changed programming forever. It is here, companies are stuck on it, people are stuck on it and that’s if everything stopped today.

Nobody is going back to coding by hand. Does path to probability make sense when you have as sticky as a product as they have?

Worst case scenario open source catches up to you and we move back to a more centralized computing model.

Ed Zitron publishes a lot of pretty biased reporting. Anthropic has been signing enterprise deals left and right this year, why would you willingly put yourself behind?

Obviously startups will be the first to play they can’t give up the advantage at any cost. Enterprises move slower but they won’t take longer than this year.

I’m curious, with Claudes adoption across regular users and Enterprises and their revenue absolutely skyrocketing, what leads you to this conclusion?

Because of the population size/ electrical needs the raw % is a bit misleading. Their current total renewable output could satisfy the entirety of EUs needs. If you look at their per capita metric their rate of adoption is quite high compared to EU.

They’re also almost doubling their nuclear capacity in the next 5ish years and this number is without that.

Dream bigger! Amazon already has last mile distribution hubs set up every major city. It’s absolutely feasible to run electric rail to major last mile distribution hubs.

We used to build things very fast in the 1900s in the US. Nowadays not so much.

On the semi trucks we would need a different solution, either push new battery tech pretty hard or swap to hydrogen. Harder for sure.

Some ships are already starting to move back to wind sail systems that can increase efficiency by 30%. It’s actually really effective.

I think we are phenomenal engineers here on earth, we just happen to put all that energy into bombs, targeting systems, etc. We can achieve and do a lot, we’re just focused on the wrong thing.

You can’t speed up the transition to be any faster

China has moved far far faster. I understand they’re a bit of a rough comparison wise, but it CAN happen, just not under the European capitalistic model.

We’re comparing bullying to actively commiting war crimes. Those are leagues apart. There’s nuance to these conversations. One buy it and forget it while you prop up manufacturing is infinitely better than being dependent on war criminals.

Supply chain is the particular area of this I’d pushback pretty hard on and hope it’s diesel use dies off and we have a swift conversion to electrification. You can pretty much run a full supply chain electrified now outside of the manufacturing sector (which is low oil use itself can mostly be supplied internally for most). It just takes the proper upfront investment, which is also the better longterm investment but capitalism only cares about short term gains. Perhaps this will be the straw that breaks the camels back.

Fertilizer is the one that’s pretty tough to get around, and there’s going to be a humanitarian crisis that we should be thinking about.

What’s crazy is I can’t even pinpoint what they even mean by the wokeness? It’s really not overbearing, nor anymore than SNW or other TV shows. Maybe I’m just in a West Coast echo chamber

IIRC this is actually a civil suit, it requires the citizen to make the lawsuit, which makes it even more teethless. I actually wish this wasn’t getting this much reporting on as I think it’s pretty worthless fanfare.

This is the entire year of 2024.

Another great example comparing it to corn water intake.

A good blog post about it the other day, obviously a few caveats comparing metrics like this but it’s good enough to get a grasp that on a nation wide scale water usage isn’t really a problem. It can however affect local communities with bad data center placement (similar to agriculture) https://www.andymasley.com/visuals/water/

It’s really up in the air at this point. His house was bombed, his brother nearly died and they said he was coincidentally “in a car crash” the same day (he was at the house)

They’ve also posted 4 AI generated or deep fakes videos of him. Not sure why you’d do that if he was fine. My take is he’s probably very injured.

Someone was also livestreaming netanyahus location before he was bombed 💀

Obligatory about the water

You can just…turn it off? Devs can just… Not implement it.

Not really that big of a deal imo.

impossible to guarantee that everyone sees the same “enhanced image”.

Let’s be honest this thing is not generating totally new faces per session the constraints on this tech are not so wide that we’re going to think it’s different people, you can alter the randomness of the models and it should be tuned accordingly.

I personally think these looked really good IDK why it’s getting so much hate other than “ai bad” complaints

In my experience with windows there’s just a slight lagginess everywhere. I’ve had full gaming PCs still feel laggy just in Vscode. It’s not bad but it’s a small pain point that I don’t want to experience for 40 hours a week.