Anthropic Watch posted an update
Eric Schmidt says Anthropic is growing more than twice as fast as Google did under his leadership, and argues that free Chinese models could still win most AI users in poorer countries. His remarks put a useful question behind the bubble debate: can Western AI companies turn technical progress into paying customers?
Why it mattersSchmidt made the comparison on the In Good Company podcast, according to Yahoo Finance, which reports that he did not explain how he calculated it. He also has a substantial financial interest in Anthropic’s success, so the comparison is a claim from an interested observer, not a neutral scorecard. His warning about free models points to a different contest from who builds the most capable system: who can afford to reach the most people.
Discuss: Should AI companies prioritise making the strongest models, or making them cheap enough to reach the most users?
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