💥 The upcoming AI collapse

「 is one of the most dramatic and aggressive price increases in the history of software, with effectively no historical comparison. No infrastructure provider in the history of Silicon Valley has so distinctly and aggressively upped its prices on customers, let alone their largest and most prominent ones, and doing so is an act of desperation that suggests fundamental weaknesses in their business models 」

https://www.wheresyoured.at/anthropic-is-bleeding-out/

#anthropic #openai #vibecoding

@jbz Anthropic is super successful selling their Model to Amazon and Atlassian (maybe others) but they can't scale fast enough. Issues with Claude Code startet exactly with the launch of AWS Kiro. Also Cursor is dead, Claude Code is open source so there is no business model.

AWS and Atlassian have custom MCP to their PaaS and SaaS products, they are owners.