Comment on Claude Code is suddenly everywhere inside Microsoft
lmr0x61@lemmy.ml 5 days ago
I think Microsoft, as they often do, see the writing on the wall—the AI bubble bursting soon, taking AI-only businesses with them. What I see in this is a play to, at best, buy some extra good will with Anthropic so they can be first in line for the acquisition when the latter are tanking, or at worst (and more likely imo), get them dependent on Microsoft for revenue so that they have no other choice to be subsumed by them.
But I’ve been wrong about most economic/political predictions I’ve ever made, so we’ll see!
ZoteTheMighty@lemmy.zip 5 days ago
If there’s any company that will survive the bubble, it’s Anthropic. They’re the only company with a product, a business model, and customers that see long-term value in it.
Damage@feddit.it 4 days ago
This is true. But remember that Microsoft has an incomprehensible amount of money and if the bubble bursts Anthropic may survive but not at the same value.
jaxxed@lemmy.world 4 days ago
Their product may be one of the best, but they are more expensive, and they have no hope of making enough revenue to float their business.
MS and Google float their AI with their other profits, so it can work as a business model.
lepinkainen@lemmy.world 4 days ago
OpenAI is the one doing 800 billion dollar deals and buying all the memory in the world
dreamkeeper@literature.cafe 4 days ago
Lol. They made some “deals” based on hope and a dream. In reality they are still posting net losses.
By the way, I have the very best bridge in the world to sell you. Interested?
jaxxed@lemmy.world 4 days ago
Is there anybody left who thinks that openai is going to survive? I don’t think it has 6 months of life left.
ThomasWilliams@lemmy.world 4 days ago
They are tiiny and losing money by the skip full.