The

"The ""will Anthropic survive"" question just died.

Google just committed up to $40 billion in cash and AI chips to Anthropic.
Enough to train Claude 5, 6, and 7 without asking another investor.

For Indian builders paying Claude bills today, this is the price-floor unlock.
Sonnet was already cheaper than GPT-4 on most enterprise tasks. The runway question is now answered.

I had been hedging Anthropic in my stack. After this, I deleted the hedge.

The new question is which agent stack you've already bet on.

Follow @chakit.ai for daily breakdowns."