Sacks describes Anthropic and OpenAI as trapped on a hamster wheel, needing constant leadership to justify premium pricing.
“A decent subset of the market is willing to pay a premium for true frontier intelligence, but Anthropic and OpenAI are on that hamster wheel.”
Sacks says Anthropic's premium pricing depends entirely on maintaining a six-month lead over open models.
“Because their whole right to charge this massive premium for tokens is because they're six months ahead of those open models.”