4 sources healthy · latest episode 9 Nov 2026
descriptive claim

The speaker says that model costs are falling substantially while compute efficiency is rising substantially.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“And so it's kind of like, yes, the costs are going, the costs are going way down. Their compute efficiency is going way up. And I think a lot of that just demonstrates-- I mean, again, it's gonna sound a little like VC cliché.”
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