I think some of the problem is the term vibe coding.
Spot on. Most engineers at companies are using LLMs nowadays but when we use it in our daily lives it becomes "vibe coded".
I've started using the term agentically built or agentically driven instead.
Following up here again, Anthropic is now profitable:
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.
Meanwhile china is going all in on coal
A 6 month - 1 year plan doesn't mean much when there's multiple 5-10 year plans set fully in on nuclear and renewables.
As well as having 5 massive nuclear reactors currently under construction.
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.
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.
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.
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.
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.
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.
