I think the amount of turmoil around these deals is giving more weight to the possibility that we’re in a massive bubble thats quite divorced from any kind of fundamentals. Sooner or later the bubbles gonna burst.
replies(13):
Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.
[1] https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o...
[2] https://futurism.com/companies-fixing-ai-replacement-mistake...
You are welcomed to your point of view, but for me while one agent is finding an obscure bug, I have another agent optimising or refactoring, while I am working on something else. Its hard to believe I am deluded in thinking I am spending more time on a task.
I think the research does highlight that training is important. I don't throws devs agents and expect them to be productive.