Anthropic has one of the best moats of any business that's been created in the last 50 years.
Numerous companies have tried and failed competing with SoTA foundational models. If Anthropic had no moat, Apple and Meta wouldn't be paying them billions for coding asistance.
Meta, Amazon, Apple, and Nvidia would all have SoTA competitors to Claude. They all tried and have not produced a competitor.
Instead you have three companies that stand alone making billions from foundational models.
The open models are not far behind. Is it really a "moat" when it's so short lived and you need a brand new moat after six months? That's just ordinary competition.
> would assume (hope) that code review practices haven't changed inside of Microsoft or Google.
Google engineer perspective:
I'm actually thinking code reviews are one of the lowest hanging fruits for AI here. We have AI reviewers now in addition to the required human reviews, but it can do anything from be overly defensive at times to finding out variables are inconsistently named (helpful) to sometimes finding a pretty big footgun that might have otherwise been missed.
Even if it's not better than a huamn reviwer, the faster turnaround time for some small % of potential bugs is a big productivity boost.
I don't think Uber goes out of business. There is probably a sweet spot for Waymo's steady state cars, and you STILL might want 'surge' capabilities for part time workers who can repurpose their cars to make a little extra money here and there.
Nobody is happy with Oracle anything! It has some users because it is free. It has paid users because Larry Ellison bribed the government. Nobody would choose it voluntarily.
Keep in mind that not only did people predict the housing crash, some were certain houses would be sold for pennies on the dollar.
I bought a short sale distressed town house in 2009 for 40% lower than its peak price, and many people told me it was a terrible decision because if I just waited long enough, I'd buy it for a fraction of the price.
I think prices went a bit lower in 2010, but then I gained about 400k in equity over the next 10 years and sold it.
but the partnership is fake marketing. Amazon uses TPUs more than it uses graviton, it trains on GCP, and Google owns a larger percentage because they were much earlier investors, despite amazon investing more money.
H1B workers cost more on average than permanent residents. That’s just based on salary. Once you account for the fees and legal costs and risks of the immigration process, H1B workers are way more expensive. Also, these visas can be transferred between companies.
There’s no such thing as an indentured servitude class here - this is just part of the giant racist misinformation machine of the right, to make it seem like shutting it down would somehow be doing those employees a favor. In reality it’ll hurt the entire country.
None of what you're saying is related to what the parent post is saying at all. He's saying, if the immigrants are exceptional, they should be on an O-1 visa, which is specifically designed for exceptional people. If they're not exceptional, then why not hire an unemployed American worker instead?
H1B supposedly is designed to address "shortages", but there are no actual shortages.
Numerous companies have tried and failed competing with SoTA foundational models. If Anthropic had no moat, Apple and Meta wouldn't be paying them billions for coding asistance.
Meta, Amazon, Apple, and Nvidia would all have SoTA competitors to Claude. They all tried and have not produced a competitor.
Instead you have three companies that stand alone making billions from foundational models.
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