Osinachi Okpara

[Osinachi Okpara @sin4ch]

https://t.co/rx6m4oCH3y

[Jon Evans @rezendi]

Some entertaining highlights from https://t.co/cGwutROE1z 20 months ago:
- "Anthropic has projected (made up) that it will make at least $12 billion in revenue in 2027"
- "This company is not worth $60 billion. Anthropic has raised $14.7 billion to create an also-ran Large Language Model company"
- "Anthropic, much like OpenAI, has categorically failed to productize its Large Language Model"
- "Its CEO is also a sleazy conman who, like Sam Altman, continually promises that his company's AI systems will become powerful and autonomous in a way that they have never shown any possibility of becoming."
- "Any investor in Anthropic needs to seriously consider what it is they're investing in. Its products are both unpopular and commoditized, and it lost $5.6 billion last year! Stop dancing around this fact! Stop it!"
- "there’s a lot of demand to put AI in stuff and some demand to buy stuff with AI on it by enterprises buying software, but little evidence to suggest significant user adoption or usage, I’d argue because Large Language Models do not lend themselves to features that provide meaningful business returns."
- "When a company uses the term “agent,” they are intentionally trying to be deceitful, because the term “agent” means “autonomous AI that does stuff without you touching it.” The problem with this definition is that everybody has used it to refer to “a chatbot that can do some things while connected to a database,” which is otherwise known as a chatbot."
- "It isn’t working. The users aren’t there. The revenue isn’t there. The best time to stop this was two years ago, and the next best time is as soon as humanly possible. I have said that generative AI is a group delusion in the past, and I repeat that claim today."
- "we are approaching the limit of what the transformer-based architecture can do, if we haven’t already reached it. No amount of beating off about test-time compute and connecting Large Language Models to other Large Language Models is going to create a new use case for this technology"
- "generative AI is OpenAI. The consumer adoption of this software has completely failed, and appears to be going nowhere fast. ChatGPT is sustained entirely on deranged, specious hype drummed up by a media industry"
... and my favorite ...
- "I will keep writing this stuff until I’m proven wrong."

[Peter Gostev @petergostev]

I have published a 60+ chart analysis of the Anthropic S-1. I'll show here some of my favourites.

Deployed here: https://t.co/Yjns9jYcRk

Anthropic made an operating profit of $974m in Q2 2026

[Osinachi Okpara @sin4ch]

"but it's a bubble. No one actually uses this stuff"

[shirish @shiri_shh]

the craziest number in Anthropic’s IPO filing isn’t the revenue

it’s 900% net revenue retention

companies that paid them $100 last year are paying ~$900 now

[Peter Morley @wienglischmann]

Wonder what % of global Claude capacity is going into analysing Anthropic’s S-1 right now.

[Jimmy Apples 🍎/acc @apples_jimmy]

It’s out https://t.co/cWE1YO8yHo

[Osinachi Okpara @sin4ch]

@Jed_the_nerd 😅😅

Like if I have live projects? Yeah, but most are from work.

You can check this:
https://t.co/aB1slcNjPO

[Osinachi Okpara @sin4ch]

@CNwadiogbu Brooo... So much work went into it! 😭

It's a passion project fr.

[Osinachi Okpara @sin4ch]

This is a PWA, btw!

With full edge-to-edge dynamic Android theming, AND the nav bar is transparent! 🥹

FINALLY! 😭

At this point, who needs an Android app? 👀

[Osinachi Okpara @sin4ch]

@EnakpodiaOgaga @moonshotbytc So cool. You won't regret it, man!

[Osinachi Okpara @sin4ch]

First @moonshotbytc I'm attending where I'm not looking for a job! 😌

Thank you Lord!

[Osinachi Okpara @sin4ch]

@Genny_vieve88 @moonshotbytc Heyyyyyy Genevieve!

Yes looking forward to it 😊

[Osinachi Okpara @sin4ch]

@_SendaRaven @moonshotbytc No whine me, Charles! 🥲

[Osinachi Okpara @sin4ch]

@davis7 Oh we had 6.1 Sol actually.

[Ben Davis @davis7]

I don’t rly think this release for us. If ur reading this post u will probably never select Terra for ur work unless ur building an agent into a product

This is however huge for the $20/mo. subs and normal people just using chatgpt, they were stuck on I think 6 sol and this is much better than that

It’s a solid model, I don’t really have any complaints (speed, price, perf, efficiency, computer use, it’s all great). The problem is it’s boring as hell and we really badly need something big and new from OpenAI

[Osinachi Okpara @sin4ch]

@asia_odehh @moonshotbytc waitttttt wait... I remember you! 😂

[Osinachi Okpara @sin4ch]

@asia_odehh @moonshotbytc thanksss! 🧡🧡

[Clem ent @clement___10]

@sin4ch bruh 😂😂, you are not real

[Osinachi Okpara @sin4ch]

@clement___10 😂😂😂🙈

[Osinachi Okpara @sin4ch]

@SkyC0der_ @moonshotbytc 🙌🏽

[Osinachi Okpara @sin4ch]

@RhysSullivan hmm... I kind of get it now.

I'll talk to my agent about it. Thanks. 🙌🏽

[Osinachi Okpara @sin4ch]

@theactualdev @moonshotbytc thanks, gee! 🫡