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Notes -
On the one hand, this makes sense, and from that perspective is good for the primes; on the other hand, I do think if this is the primary driver it increases the likelihood that Anthropic overcommitted in their future compute build-out. But perhaps they actually priced that in; lower prices might mean better user returns which might lead to higher demand, more overall spend and higher revenue on greater margins.
This also tracks, based on what I have heard about Astra. Interestingly, though, it seems OAI is slashing their latest fundraising target to $20 billion, down from $30 billion - which doesn't seem like a great portent for Anthropic's IPO (although, who knows, perhaps it's a next-level play by OAI to ruin things for them?)
Yep, the trillion-dollar question!
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