And before someone tells me AI demand is fake and circular, my company is spending thousands on Anthropic a month, up from $0 in 2025. And no, we're not getting scammed by Anthropic or tokenmaxxing for no reason. We are getting value. At minimum, my company is not part of this circular thing.
The problem is that this is simply not enough. They need you to spend tens of thousands, probably closer to hundreds of thousands, before the numbers start making sense.
> At minimum, my company is not part of this circular thing.
You're in the blast radius. And if you don't have a plan for "what if Anthropic hikes the API rates by 10x or worse", you're in the kill zone.
Tough pill to swallow given they lack a moat and their compute is being subsidized by the companies they lease it from, all of which are INVESTED in Anthropic and have a desire for their growth story to look good because when they IPO it gives those same investors a better shot at making their money back.
That's the circular aspect of this whole scheme. Nobody makes their money back if the LLM company valuations get more realistic.
So.. great news for Anthropic, I’ll go ahead and let the elephant in the room go unaddressed