Palihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
“They shipped tokenmax. Like softmax but optimized for ARR… https://t.co/smD0eXM637”
Palihapitiya notes DeepSeek API cheap because model 10x smaller than Opus, 5x smaller than others
“Some are saying prices are going to continue to go way down… https://t.co/JnJzQy7Oq4”
Palihapitiya says Meta should have executed scorched earth pricing two years ago, better positioned now
“Tactical Game Theory: Meta Scorched Earth This should have been Meta’s play two years ago. That said, they are in an even better position to do it now considering the power and compute constraints that are emerging. https://t.co/AIPM6wGzT0”