Following up here again, Anthropic is now profitable:
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
I've been doing a lot of work around this area and the issue tends to pop up around context. There are instances a haiku model will catch something far more accurately than gpt-oss-safeguard. Obviously you pay in costs, realistically, you need a full system here for a proper implementation so some flows to tiny LLM some flows exclusively ML, some flows to a higher intelligence.
People on the fediverse are generally pretty anti ai but it's basically impossible to scale a platform without AI moderation. I would fully welcome any instance trying an implementation of [Osprey](https://discord.com/blog/osprey-open-sourcing-our-rule-engine with LLMs.
This actually ended up not being an external DDOS. They shipped some code that ended up hammering their servers.
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
If it puts into perspective the growth and why I can't buy into this downfall, this released today by anthropic:
Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion-up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.
https://www.anthropic.com/news/google-broadcom-partnership-compute
Things are changing very very fast.
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
I agree this will lead to a large pullback, but in a world where a shovel has been discovered I can't see anyone going back to digging by their bare hands again.
And that doesn't change if all the investment into future capabilities stops today.
I would think this would to lead to the demise of OpenAI whereas Anthropic will survive due to enterprise contracts.
FYI on Ed Zitron the guy didn't even know what a programming function was a few weeks ago. This is freshmen level CS stuff. You should keep that in mind when reading his LLM takes. He's not an adequate reporter there imo.
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
I didn't really understand this take, if you work in the start up industry, we've been shipping like crazy. We're producing a metric shit ton especially compared to enterprises. It's drastically different right now in forward orgs.
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
Yeah I agree this is probably the long-term move. But I give it another year or two till we get an open source model that's comparable to even sonnet 4 which imo is where it started getting really solid.
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
I understand what you're saying but Opus has already changed programming forever. It is here, companies are stuck on it, people are stuck on it and that's if everything stopped today.
Nobody is going back to coding by hand. Does path to probability make sense when you have as sticky as a product as they have?
Worst case scenario open source catches up to you and we move back to a more centralized computing model.
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
Ed Zitron publishes a lot of pretty biased reporting. Anthropic has been signing enterprise deals left and right this year, why would you willingly put yourself behind?
Obviously startups will be the first to play they can't give up the advantage at any cost. Enterprises move slower but they won't take longer than this year.
Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
I'm curious, with Claudes adoption across regular users and Enterprises and their revenue absolutely skyrocketing, what leads you to this conclusion?
Because of the population size/ electrical needs the raw % is a bit misleading. Their current total renewable output could satisfy the entirety of EUs needs. If you look at their per capita metric their rate of adoption is quite high compared to EU.
They're also almost doubling their nuclear capacity in the next 5ish years and this number is without that. 
Dream bigger! Amazon already has last mile distribution hubs set up every major city. It's absolutely feasible to run electric rail to major last mile distribution hubs.
We used to build things very fast in the 1900s in the US. Nowadays not so much.
On the semi trucks we would need a different solution, either push new battery tech pretty hard or swap to hydrogen. Harder for sure.
Some ships are already starting to move back to wind sail systems that can increase efficiency by 30%. It's actually really effective.
I think we are phenomenal engineers here on earth, we just happen to put all that energy into bombs, targeting systems, etc. We can achieve and do a lot, we're just focused on the wrong thing.
He's still doing it 👨🍳
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