Anthropic had the biggest miscalculation in AI 2026:
1. They underestimated the progress others made, and thought they can win forever.
2. Thus, they assumed their customers will continue to tolerate their terrible policies (pricing, random usage limits, bad data retention, arbitrary access removal etc.) and cocky PR because they are AGI. They didn't invest in building customer trust because they thought they didn't need to.
3. They also assumed by simply painting open-weight as dangerous and unsafe, they can persuade enterprises to not touch them and persuade government to ban them.
4. They knew user data in Claude Code is how they win, yet their bad user policy/pricing gave aways their already-sticky users to Codex/Grok/etc, enabling others to capture equally valuable user data on their own.
5. Meanwhile, they didn't invest enough in owning their compute, instead putting itself in a vulnerable position at the mercy of @elonmusk, their competitor.
When a strong open-weight provider catches up(@thinkymachines, Kimi, GLM etc.), people suddenly realized Claude has 1. no pricing advantage 2. no compute advantage 3. no branding advantage (already broke enterprise trust, pissed off prosumers, and consumers don't know Claude exists)
Anthropic needs some serious strategy pivots. The status quo won't work at all for them. They still have the highest caliber talents, so I am still hopefully they will change for the better. But simply a better model than Fable isn't going to be enough to turn things around IMO.
🚨🚨📲 Leo Messi on IG: "The pain is immense, and it will take time for this wound to heal.
"But I also choose to hold on to all the good things, the matches we turned around by giving everything, moments that will remain in our memories forever and the support of an entire country that, together with the work and effort of this group, brought us back once again among the best teams in the world.
"Today, it is difficult to appreciate what we achieved, but this group reached two consecutive World Cup finals.
"Thank you from the bottom of my heart for every greeting and every message. Once again, we managed to come together as a country and stand united, sharing the immense pride of being Argentine.
"I also want to congratulate Spain on winning the championship."
BREAKING: Kimi K3 by @Kimi_Moonshot is officially 1st on Frontend Web App Arena by DesignArena
With an Elo of 1326, this open-weight model leads the way, ahead of Fable 5, Sonnet 5, and Opus 4.8 by @AnthropicAI
Huge congrats to the @Kimi_Moonshot team for this achievement!
@huaijiangzhu It is pretentious and poisonous for for-profit companies to call themselves “labs” when they are actually corporations and to create a lords & peasants culture between (looksmaxxing) “researchers” & engineers when they are both, on their better days, actually engineers
SIMPLY... THANK YOU, LEO. 🇦🇷✨
Lionel Messi has played his final World Cup match. 💔🏆
It was a journey filled with records, goals, and glory. Your legacy and your 8 Ballons d'Or are eternal. 🌕
🔗 More about his golden career on https://t.co/qkKEZsNOIB!
#ballondor#worldcup #argentina #messi
Tus lágrimas son las nuestras, Capitán 👑🇦🇷
Nos diste las alegrías más grandes de nuestras vidas. Gracias por la entrega, por la magia y por dar la vida hasta el último segundo 🙌
¡Te amamos para siempre, Leo! 🩵🤍
Kimi K3 just fixed 15 critical security bugs that Codex and Fable refused because of “cyber guardrails.” There’s no reason to limit American models on tasks that Chinese models handle without issue. We’re only making ourselves less competitive.
extremely unprofessional. if kimi wants to make it as a frontier lab, they need to act like one: perhaps silently route people to worse models, and maybe write a blog post about the collapse of humanity
Kimi K3 is running 100% FASTER than it was this morning.
Why? Moonshot hit capacity and chose to stop selling NEW subscriptions instead of throttling existing ones. Every plan: sold out. On purpose.
When Anthropic hit the same wall in April, they cut existing users' usage 50% during peak hours.
Moonshot cut their revenue. Anthropic cut your usage.
That says everything.
My Kimi K3 subscription is not going anywhere.