Well, they will stop releasing their latest models, and just attempt to eat all software themselves.
Otherwise, it will be competitors distilling, and the government getting upset.
It's hard for me to see a different future.
And, this really sucks.
If this thesis is true, I wonder what the final YC batch number might be.
I believe if this was true, we'd already be seeing vibed stuff succeeding everywhere, and pricing out incumbents, but I guess I'm not seeing this? Like at all?
Even if they have Astra or whatever completely to themselves, how do they deal with the -product- side? Or sales, or account management?
They've been focused on juicing model's coding capabilities, but it's absolutely -not- "gen ai" enough to be doing the whole thing in agents, even 3 or 5 years from now, if only because there's so much context we _can't_ give to these models, without reverse centauring ourselves with cameras and mics and oodles of compute everywhere, and so far that hasn't exactly been playing out the way the frontier labs and the singularity folk hoped it would (meta glasses? humane? really?)
They don’t need to make you or me, people who actually make software, believe that every anthropic employee is actually and in fact, right now, a „10x software factory controlling thousands of agents“, they need to make investors and CEOs believe, and then hope that making that true is possible and that they can keep the fiction up long enough and get enough money and infra built out to make it actually true.
Just guessing - companies which not outsource development to likes of infosys will outsource to OpenAI instead.