Ed has been beating this drum for a while, I don’t see a problem with it. He’s putting in whatever research he can into these black boxes.
He warned a while ago that a $20/month sub was not going to be sustainable, and now what do we have? $100, $200, and $300 dollar tier plans. And now he’s warning even this isn’t going to be enough.
It might seem like breathless hyperbole to you or me, but I think he’s giving a pretty fair warning in advance to anyone who is hitching their wagon to these services in a big way and might get caught out badly if they aren’t lucky
It reads that if your $200/month sub is actually letting you spend $10k/month worth of compute, a heck of a lot of people are not going to make that jump if Anthropic start actually charging what it’s costing them to not go bankrupt.
Costs for inference have already dropped dramatically in the last few years; I think it's reasonable for Anthropic (and others) to prioritize market share as long given their ease of access to capital.
The video is representing what a crab sees. An abrupt cut is either implying that the crab stops seeing (for brain damage reasons), or the video is not quite living up to the promise, and they are asking which it is.
