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Hayden Field

๐Ÿ‘ค Speaker
480 total appearances

Appearances Over Time

Podcast Appearances

Decoder with Nilay Patel
The AI industry's existential race for profits

So it does make sense, even if it's frustrating, because it seems like, you know, the way Anthropic put it was, hey, you know, our infrastructure isn't built for this.

Decoder with Nilay Patel
The AI industry's existential race for profits

Like, we didn't plan for this.

Decoder with Nilay Patel
The AI industry's existential race for profits

And yeah, I mean, if you're using OpenClaw with Claude...

Decoder with Nilay Patel
The AI industry's existential race for profits

Obviously, you basically have an agent on your behalf prompting Claude for you and delivering those prompts back to Claude and saying, no, do this, no, do this.

Decoder with Nilay Patel
The AI industry's existential race for profits

So it's way more than a human would be able to do.

Decoder with Nilay Patel
The AI industry's existential race for profits

And Anthropic's point was, hey, we only really built this for humans to be able to prompt Claude right now unless it's for our own products.

Decoder with Nilay Patel
The AI industry's existential race for profits

Obviously, it's a money grab.

Decoder with Nilay Patel
The AI industry's existential race for profits

Of course, they don't want a third-party tool doing the same stuff that they want their own.

Decoder with Nilay Patel
The AI industry's existential race for profits

Right.

Decoder with Nilay Patel
The AI industry's existential race for profits

Yeah, of course.

Decoder with Nilay Patel
The AI industry's existential race for profits

So it's like, basically, they just want to keep it like a walled garden, they want it to be a moat.

Decoder with Nilay Patel
The AI industry's existential race for profits

That's kind of the only advantage that AI companies have right now is just trying to keep their users engaged and keep them on their own platform, build a moat of some sort, because otherwise, like, you know, everyone loves to switch between whatever model is the best that day that week.

Decoder with Nilay Patel
The AI industry's existential race for profits

So yeah, this is just Anthropic looking to like deepen its moat.

Decoder with Nilay Patel
The AI industry's existential race for profits

And also,

Decoder with Nilay Patel
The AI industry's existential race for profits

You know, compute is constrained everywhere, so they don't really want a third-party tool prompting Claude way, way, way, way, way more than a human would be able to.

Decoder with Nilay Patel
The AI industry's existential race for profits

Exactly.

Decoder with Nilay Patel
The AI industry's existential race for profits

They want to monetize it if they can.

Decoder with Nilay Patel
The AI industry's existential race for profits

Yeah, that's a really good question.

Decoder with Nilay Patel
The AI industry's existential race for profits

And it's something that when I was chatting with economists, they didn't feel that it would be that easy or likely, but they think that one or two LLM providers will come out on top and the rest will have to consolidate.

Decoder with Nilay Patel
The AI industry's existential race for profits

So yeah, there's a chance for sure.