• pulsewidth@lemmy.world
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    13 days 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?

  • FriendOfDeSoto@startrek.website
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    13 days 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?

  • Janx@piefed.social
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    12 days ago

    “They can’t just help themselves to all the data they can get their hands on because they feel entitled to it for training! Wait…”

  • zr0@lemmy.dbzer0.com
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    13 days ago

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

  • HumbleBragger@piefed.social
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    13 days 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.

  • Zephyr@sh.itjust.works
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    12 days ago

    I’m still on the side of treating AI development with more caution than less. So depending where you live this could be a very good thing or a very bad thing in the long haul.

  • Wispy2891@lemmy.world
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    13 days 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