Jason Lemkin
👤 SpeakerAppearances Over Time
Podcast Appearances
The demand is there, but the premium may not be able to be maintained.
The demand is there, but the premium may not be able to be maintained.
Listen, the Uber CEO complaining and the Microsoft stuff, like I can take some pot shots at it, but also I just think it's showing you the future.
Listen, the Uber CEO complaining and the Microsoft stuff, like I can take some pot shots at it, but also I just think it's showing you the future.
More folks are going to come out and say the same by definition, right?
More folks are going to come out and say the same by definition, right?
Going to happen.
Going to happen.
So the bear case is just as that happens, it might seem like the reaction is no more AI guys.
So the bear case is just as that happens, it might seem like the reaction is no more AI guys.
Go back to pulling up your old ID and coding by hand.
Go back to pulling up your old ID and coding by hand.
But more likely is we will just get better at token budgets.
But more likely is we will just get better at token budgets.
And as folks struggle to manage it themselves, that may degrade pricing power for Anthropic as folks just, you know, like, you know, I'm just going to use a combination of GPT-4, it's older, and some Sonnet and some DeepSeq, because that's the way I'm going to spend my budget, right?
And as folks struggle to manage it themselves, that may degrade pricing power for Anthropic as folks just, you know, like, you know, I'm just going to use a combination of GPT-4, it's older, and some Sonnet and some DeepSeq, because that's the way I'm going to spend my budget, right?
It's just a bear case, that's all.
It's just a bear case, that's all.
That's the dumbest thing I've ever seen on Twitter, is that this is overhiring during COVID.
That's the dumbest thing I've ever seen on Twitter, is that this is overhiring during COVID.