Anthropic is going broke, and with Kimi K2 Thinking that was final nail in coffin
Artificial Intelligence thread
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If Anthropic considers a bunch of if-statements as AI, then that would qualify the use of bots as "AI-led espionage campign", which are probably what Anthropic is actually referring to.
The other day, I was talking with an IT person who manages public servers at an institution. Scrapers that ignore robots.txt to gather training data for AI are real problems, and he had to block out IP addresses that were making millions of requests a day. Do you know whose IP addresses he had to block out? Anthropic.
Desperate attempts to portray Chinese AI models as a threat don’t work because open source will take their lunch. Bubble in AI valuations starting to burst. Get your puts ready!
I think it's pretty clear there is a coordinated campaign in recent days to boost US AI labs and torpedo Chinese AI labs in the aftermath of the OpenAI attempts to already ask for bailout & Anthropic seeing Kimi K2 coming out. Qwen AI apps is scaring people in the SV leadership circle.
It doesn't matter what coordinated campaign the Americans want to launch against Chinese AI companies or models it won't work. Because they are good they are free and they are open source you just can't beat that.
Qwen app is now online for Beta testing in China. Will launch global version soon also.
In a twist that stunned Silicon Valley’s AI community, Perplexity, the fast-rising startup billing itself as the next big rival to Google Search, has been ranked the No. 1 “most likely to fail” AI startup at a major San Francisco tech event. According to a report by Business Insider, the verdict came from a live poll conducted at the Cerebral Valley AI Conference, attended by more than 300 founders, researchers, and investors, the very people shaping the next phase of artificial intelligence.
A harsh spotlight on Perplexity’s meteoric rise
Perplexity, founded by Aravind Srinivas, has spent the past year positioning itself as an AI-native answer to traditional search engines, boasting cleaner results, conversational responses, and a more “intelligent” web experience. The company’s rapid ascent, powered by high-profile investors and valuations reportedly soaring between $14 billion and $50 billion, made it one of the hottest names in tech.But at Cerebral Valley, attendees voiced doubts about whether that pace is sustainable. Many cited overvaluation, aggressive expansion, and what one investor described as “fundraising on hype rather than fundamentals.” The poll ranked Perplexity first among startups “most likely to fail,” followed closely by OpenAI, signalling a growing unease within the AI sector about inflated expectations and fragile business models.
A Perplexity spokesperson responded with humour, reportedly calling the gathering the “Judgmental Valley Conference.” Yet, the mood in the room suggested genuine concern about whether even the most celebrated AI companies can keep up with their own ambitions.
The industry’s moment of reckoning
The outcome reflects a broader anxiety across Silicon Valley, that the current AI boom might be heading toward a dot-com-style correction. Several venture capitalists at the event acknowledged that the sector is “deep in bubble territory,” though some insisted this is a necessary stage of evolution.“We’re definitely in a bubble,” one investor said, “but the real question is which companies will become generational, and which will vanish.”
For Perplexity, the vote doesn’t necessarily spell doom. Instead, it highlights the fragile balance between innovation and speculation at the centre of the AI race. The startup’s challenge now is to prove that its technology, and not its valuation, will define its legacy.
With AI firms attracting record-breaking funding and global scrutiny, the poll served as a reality check: in an industry moving at breakneck speed, only a handful of players may ultimately stand the test of time. Whether Perplexity will be one of them remains an open, and billion-dollar, question.
I don't even understand why Perplexity is called a rival to chatgpt. Its not even a LLM. Its just a wrapper. Just more delusions. You would figure people who use AI so much in places like India would at least know the basic difference.
In a twist that stunned Silicon Valley’s AI community, Perplexity, the fast-rising startup billing itself as the next big rival to Google Search, has been ranked the No. 1 “most likely to fail” AI startup at a major San Francisco tech event. According to a report by Business Insider, the verdict came from a live poll conducted at the Cerebral Valley AI Conference, attended by more than 300 founders, researchers, and investors, the very people shaping the next phase of artificial intelligence.
For Perplexity, the vote doesn’t necessarily spell doom. (REUTERS File)
A harsh spotlight on Perplexity’s meteoric rise
Perplexity, founded by Aravind Srinivas, has spent the past year positioning itself as an AI-native answer to traditional search engines, boasting cleaner results, conversational responses, and a more “intelligent” web experience. The company’s rapid ascent, powered by high-profile investors and valuations reportedly soaring between $14 billion and $50 billion, made it one of the hottest names in tech.
But at Cerebral Valley, attendees voiced doubts about whether that pace is sustainable. Many cited overvaluation, aggressive expansion, and what one investor described as “fundraising on hype rather than fundamentals.” The poll ranked Perplexity first among startups “most likely to fail,” followed closely by OpenAI, signalling a growing unease within the AI sector about inflated expectations and fragile business models.
A Perplexity spokesperson responded with humour, reportedly calling the gathering the “Judgmental Valley Conference.” Yet, the mood in the room suggested genuine concern about whether even the most celebrated AI companies can keep up with their own ambitions.
The industry’s moment of reckoning
The outcome reflects a broader anxiety across Silicon Valley, that the current AI boom might be heading toward a dot-com-style correction. Several venture capitalists at the event acknowledged that the sector is “deep in bubble territory,” though some insisted this is a necessary stage of evolution.
“We’re definitely in a bubble,” one investor said, “but the real question is which companies will become generational, and which will vanish.”
For Perplexity, the vote doesn’t necessarily spell doom. Instead, it highlights the fragile balance between innovation and speculation at the centre of the AI race. The startup’s challenge now is to prove that its technology, and not its valuation, will define its legacy.
With AI firms attracting record-breaking funding and global scrutiny, the poll served as a reality check: in an industry moving at breakneck speed, only a handful of players may ultimately stand the test of time. Whether Perplexity will be one of them remains an open, and billion-dollar, question.
I don't even understand why Perplexity is called a rival to chatgpt. Its not even a LLM. Its just a wrapper. Just more delusions. You would figure people who use AI so much in places like India would at least know the basic difference.
well, ChatGPT is just an app. As such, perplexity is a rival, because it's also an app. Perplexity can also fine-tune and retrain any number of open source Chinese LLMs to call it its own and use that to lower cost and compete against ChatGPT app.