It’s true startups go against deeper pockets, but I stand by my analysis since Uber / Amazon / Tesla (to a degree) were early tech companies going against old companies and not competing with others doing the exact same thing. They operated at a loss to defeat the old guard. Today that model doesn’t work well, and Anthropic are against deeper pockets that are doing nearly the exact same thing as them. If they were the only innovative company with huge outside investment against entrenched and unwilling to innovate older companies like Uber and Amazon then I’d agree there was a bigger chance.

And I like Anthropic, I want them to be successful, but they just can’t operate at a loss like this for long, they have to make some tough calls, and trying to cut corners behind the scenes is not good for long term trust