I don't think you can even say that without reading the actual announcement. [0]
Was the acquisition "effectively announced months ago"? or was it the right to acquire the company or pay $10 billion that was announced months ago?
It would be equally relevant if it went the other way. But clearly both of you are confused on what was said they would do in the future (which that was the announcement months ago) vs what are doing today.
My sense is that enterprises are extremely cautious. They like everything that is already common and hr friendly. They abhor anything that might be seen as divisive and controversial. That's why they're currently going with Anthropic and not Openai or Xai or anything Chinese. It's the smaller actors that are using everything but Anthropic. Anthropic got that safe enterprise bland vibe. The only pr trouble Anthropic is in is with saying no to the military, which just makes them even more enterprise safe. Meanwhile Sam Altman and Elon are out there freaking out the enterprises almost every day it seems like.
Is it that surprising given Deepseek is great enough for most use cases (like implementation) and prices are off by an order of magnitude?
DeepSeek: DeepSeek V4 Flash $0.098/$0.196
DeepSeek: DeepSeek V4 Pro $0.435/$0.87
v/s
Anthropic: Claude Haiku $1/$5
Anthropic: Claude Sonnet $3/$15
Anthropic: Claude Opus $5/$25
Many people (me included) sometimes use Opus-class models to plan then swap to Deepseek and/or local models for implementation. The real AI war is in the pricing/performance ratio, and it doesn't look like any of the US-based models are winning on that front.
Just because I don't personally know anyone using deepseek. I'm in northern europe. I can imagine there's a big huge chunk of the world that is priced out of using openai or anthropic, and I'm blind to it because of where I am.
I can use DeepSeek in 80% of my tasks. Let's see how the latest kimi 2.7 helps, because this is even cheaper than deepseek, and supposedly even better. So far it's not worse.
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