> The companies are saying these tools will assist professionals, but in reality they are aiming to replace them.
If anyone doubts this, consider that Anthropic considers its TAM to exceed $30 trillion which is nearly the entire GDP of the US and 25% of the world GDP.
Only makes sense if they believe they will massively replace labor. Which, to their credit, they used to admit openly and publicly and only stopped because some crisis PR people told them "hey maybe you shouldn't say the quiet part out loud while the hoi polloi still have the power to stop this from happening".
Do their own hiring practices reflect that ambition? They sure seem to be recruiting a lot of humans for typical roles in business, legal, and engineering. If they want to flex the power of their models to automate human jobs, why not lead by example?
> They sure seem to be recruiting a lot of humans for typical roles in business, legal, and engineering.
They have practically infinite investor money to throw at salaries (lost in the noise of how much they are spending on compute) so why not use it for now to reach their goal as fast as possible?
My thesis isn't that they have already achieved the ability to replace massive amounts of the labor pool, just that that has to be their goal given their stated TAM.
> If they want to flex the power of their models to automate human jobs, why not lead by example?
They don't want to flex this. They realized (after a false start) that it is better for them to avoid talking about this in public.
That doesn't mean their goals changed, they just realized that flexing before the goal is achieved could endanger the goal being achieved through political backlash.
>They have practically infinite investor money to throw at salaries (lost in the noise of how much they are spending on compute) so why not use it for now to reach their goal as fast as possible?
Wouldn't throwing that money into GPU be better because AI is smarter and faster ? So they would reach their goal even faster ?
I’m not making a claim one way or the other about the intent of these companies, but if your product made labor 3x more productive, you could still easily justify a TAM of the entirety of US GDP, without resulting in anyone losing their jobs. Obviously, here in reality, AI does act as a near 1:1 replacement for people in some roles, so we should expect some job losses. But I don’t think there’s any reason we should expect the entire US labor force to be automated away any time soon, even taking these assessments at face value
You do realise Anthropic's management, after throwing its tantrums, gets a seeing to and has to do what its investors want? Which is pump up the valuation.
If anyone doubts this, consider that Anthropic considers its TAM to exceed $30 trillion which is nearly the entire GDP of the US and 25% of the world GDP.
Only makes sense if they believe they will massively replace labor. Which, to their credit, they used to admit openly and publicly and only stopped because some crisis PR people told them "hey maybe you shouldn't say the quiet part out loud while the hoi polloi still have the power to stop this from happening".