The Ledger
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Ross: Foundation models will build apps targeting high-volume token usage
“Anthropic, OpenAI, Google, they're all gonna, in the same way that you probably don't want to build an email company while Google's on its arise, because they're gonna come and eat that, like, every one of these companies is looking at, where are our tokens be…”
Melas-Kyriazi: Claude Autonomous Task Duration Has Reached 20 Hours
“What there's a task that has a 50% chance of successful completion. How long does that task look like for a given model? I think Claude is now at like 20 hours or something like that. And it was at like, you know, one hour a year ago.”
Kolicich: Anthropic commands a pricing premium and healthy margins in coding
“Anthropic is frontier at coding, and so you're going to pay a premium on that, and they probably have fine gross margins on, on doing that.”
Hoffman: Only a very limited number of startups will build frontier compute
“And there's a limited number of startups that are going to be able to do the scale compute infrastructure that is required for frontier models, right? Not zero, right? Then we open AI, obviously moving to scale Anthropic, et cetera, but it's going to be a very…”