Gary Marcus 指出 Anthropic 草拟 S-1 中缺失了 Q3 数据
Gary Marcus 指出 Anthropic 在草拟的 S-1 文件中literal 地遗漏了 Q3 相关数据。此前其曾提示关注 Anthropic 的 S-1 细节以了解近期需求变化。
Gregory (Scotland Yard detective): Is there any other point to which you would wish to draw my attention?
Sherlock Holmes: To the curious incident of the dog in the night-time.
Gregory: The dog did nothing in the night-time.
Sherlock Holmes: That was the curious incident.– The Adventure of Silver Blaze
Earlier today, I wrote “Keep an eye out, too, for the details of Anthropic’s S-1, and especially on how much they reveal (or not) about what has happened to demand in recent months, after the decline of tokenmaxxing and the increase in the popularity of low-cost alternative models.”
Minutes earlier (unbeknownst to me at the time) they had dropped their draft S-1. And (in some places) literally left out Q3:
来源:Gary Marcus:The Road to AI We Can Trust · garymarcus.substack.com