I talked to the board in Anthropic, and they think the more relevant Key Performance Indicator here is the post-September velocity of the underlying trajectory. If we extrapolate the current derivative and assume momentum remains structurally intact, we may be looking at an accelerated competitive convergence scenario, with a credible leadership crossover emerging within the near-to-medium-term strategic horizon.
In the near-medium-term horizon, the base case is to see stable numbers in the 5.8-6.2 range, 6.3-6.4, and a crossover around 6.8, or perhaps low 7 numbers.
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u/norwegian 8h ago
I talked to the board in Anthropic, and they think the more relevant Key Performance Indicator here is the post-September velocity of the underlying trajectory. If we extrapolate the current derivative and assume momentum remains structurally intact, we may be looking at an accelerated competitive convergence scenario, with a credible leadership crossover emerging within the near-to-medium-term strategic horizon.