OpenAI signed Stargate UK knowing the costs, Meta assembles a complete data center org in five days, and Anthropic is feeding the enterprise by throttling consumers.
Thanks, Anthropic can fix this by buying compute, but there's no reason until a viable competitor comes. They can cut off consumers, focus on the enterprise, and see no ARR impact even if those consumers churn.
awesome update and roundup. anthropic got a lot of pushback for tinkering with claude i think.
Thanks, Anthropic can fix this by buying compute, but there's no reason until a viable competitor comes. They can cut off consumers, focus on the enterprise, and see no ARR impact even if those consumers churn.
Good roundup. The energy narrative around OpenAI was oversimplified from the start.