I agree this will lead to a large pullback, but in a world where a shovel has been discovered I can’t see anyone going back to digging by their bare hands again.
And that doesn’t change if all the investment into future capabilities stops today.
I would think this would to lead to the demise of OpenAI whereas Anthropic will survive due to enterprise contracts.
FYI on Ed Zitron the guy didn’t even know what a programming function was a few weeks ago. This is freshmen level CS stuff. You should keep that in mind when reading his LLM takes. He’s not an adequate reporter there imo.
If it puts into perspective the growth and why I can’t buy into this downfall, this released today by anthropic:
Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion-up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.
I agree this will lead to a large pullback, but in a world where a shovel has been discovered I can’t see anyone going back to digging by their bare hands again.
And that doesn’t change if all the investment into future capabilities stops today.
I would think this would to lead to the demise of OpenAI whereas Anthropic will survive due to enterprise contracts.
FYI on Ed Zitron the guy didn’t even know what a programming function was a few weeks ago. This is freshmen level CS stuff. You should keep that in mind when reading his LLM takes. He’s not an adequate reporter there imo.
If it puts into perspective the growth and why I can’t buy into this downfall, this released today by anthropic:
https://www.anthropic.com/news/google-broadcom-partnership-compute
Things are changing very very fast.