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Culture War Roundup for the week of April 13, 2026

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Another indicator that AI is a bubble. Anthropic just released Claude Opus 4.7, and users are reporting significantly higher token burn rates (and therefore costs) for what appears to be a minor improvement over Opus 4.6. Discussion on Orange Reddit is here: https://news.ycombinator.com/item?id=47816960 and a tracker of the increased token burn rate is here: https://tokens.billchambers.me/leaderboard

The token tracker is based on user reporting, but has been fluctuating between 37% and 45%.

Even if AGI is actually possible with LLMs (or at all, but I'm not trying to start a discussion on metaphysics here), it looks like the capital needed to achieve it is drying up before it can be reached. Anthropic's move here (combined with them handicapping Opus 4.6 a few weeks ago) seems to clearly be an attempt to achieve profitability. The free/subsidized rate train for end users has pulled into the station, and now you have to pay more for the same (or worse) capabilities you were enjoying before.

I normally don't care much for the median Hacker News commenter (if me calling it Orange Reddit didn't already give that away), but I do find them to be a useful barometer for general sentiment in the tech industry. And a few months ago I would have said roughly 60% of HN users were AI believers/enthusiasts, 20% neutral or unsure, and 20% anti/negative. Anthropic's antics over the last few months (and Sam Altman's antics for his entire life) seem to have soured their views significantly, and I see this as a big sign of a sea change in sentiment about AI in the tech industry.

At least for me personally, I just hope this leads to less retarded mandates from my higher-ups about using AI X times a month etc. (we're literally tracked on usage and it can affect our raises/bonuses).

For everyone here, nut perhaps especially the AGI believers, have your feelings changed at all over the last few months?

We need to distinguish between 'capital needed to achieve it drying up before it can be reached' and 'demand is so high that they have to ration resources'.

They kind of look the same but the underlying meaning is different. The former implies the Bubble is Popping whereas the latter implies It's Not a Bubble.

Firstly, I don't think the capital is drying up. Hyperscaler AI infrastructure spending rises year by year. Secondly, demand is huge. Anthropic ARR is now at $30 billion ARR (by their figures, though OpenAI says the real figures should be a few billion lower, depending on how you measure revenue shares). Whichever way you look at it, huge demand growth. $87M annualized run-rate in January 2024 → $1B by December 2024 → $9B by end of 2025 → $14B in February 2026 → $30B in April 2026 is pretty impressive, even if its juiced.

Clearly they're getting lots of demand. There are also issues with slow datacentre rollouts and delays due to the absolute state of Western electricity and construction sector. I think the phenomenon we're absorbing is rooted in high demand, not investors getting antsy and demanding higher returns.