r/stocks
How I think Anthropic's latest release reads for investing
Anthropic's report shows exponential AI capability growth, proving infrastructure demand is accelerating, boosting MRVL, MU, and ANET.
- Anthropic's report shows AI coding output and autonomous task durations are growing exponentially, indicating compounding compute demand.
- The AI infrastructure demand curve is accelerating rather than plateauing, driven by the need for more HBM, switching fabric, and storage.
- Recent market corrections in AI stocks are just short-term blips in a massive long-term growth timeline.
First, lets go over what the report said:
80% of the code going into Anthropic's own codebase right now is being written by Claude, not assisted by Claude, written by Claude. Their engineers are shipping 8x more code per quarter than they were before.
The autonomous task length has been doubling every four months, Claude Opus 3 in early 2024 could handle a 4 minute task on its own, today's model handles 12 hour tasks, and they're projecting weeks by 2027.
Their frontier model now beats human researchers on next step decisions 64% of the time, six months ago it was 51%.
That trajectory is insane when you think about what it means for infrastructure.
Every time that capability curve moves up, the compute demand doesn't just grow proportionally, it compounds. A model running week long autonomous tasks doesn't need 2x the memory and networking of one running hour long tasks, it needs exponentially more, more HBM, more switching fabric, more storage just to hold the data trails those agents leave behind.
So while everyone was losing their minds over AVGO not raising a guide on a number that doesn't even report for 18 months, the company literally building the frontier model published a paper confirming the demand curve is accelerating, not plateauing. From both earnings reports and the report from Anthropic, I just can't get onboard with any plateau narrative.
The use case just got bigger not smaller. I understand the headwinds that caused the correction last week, but to me it's just a blip in timeline if you zoom out, we don't even know how big this can get and
MRVL is the networking layer those agent clusters run through, MU is supplying the memory those models train on, ANET is switching data between every server in those facilities. Just as specific examples, but any semi ETF gets you generalized exposure.
None of those businesses shrink when AI starts writing itself faster.
Positions in MRVL, MU, and ANET - willing to ride whatever comes next (expecting more downside this week)
Source: Anthropic Institute - Recursive Self Improvement
No one is going to pay for these models at token pricing, look at users of AI reacted when copilot changed billing
yeah it doesn't matter how amazing it is if it's too expensive
very quickly you cross the point where it's cheaper to hire a damn software engineer lol
Yeah, there’s a point where even a mediocre software engineer using an open-source model is both better and cheaper. Honestly, most companies don’t need to pay top dollar for the best models all the time. A lot of the lower-cost and open-source models are more than good enough for the majority of use cases, especially with a SWE at the helm to orchestrate and review
This is the only part that matters and none of the bulls have an answer for it
This post sounds like it was written by someone who has never used Claude. Anyone who uses Claude often knows there’s no way this crap is writing production code without intervention or human review.
All depends on the language and complexity of the code.
It’s phenomenal at Python and SQL, for example. It can write data transformation pipelines infinitely faster than any human and better than the majority.
However, for a codebase as complex as Anthropic’s, I agree that there’s no way Claude-written code is being pushed to production without substantial human intervention.
Humans also don't write production code without intervention or other human review.
8x more code🤣😅.
When will those clowns understand that measuring lines of code means nothing. Do they ship more features or even more features with less code because its well written?
How are the bugs & incidents KPIs in the last year?
I use Claude a lot at work, and a good chunk of my time is spent cleaning up its unnecessary repetition and wheel-reinventions. So 8x more code definitely tracks 😂.
More more code ahaha
Everyone knows more useless code == success
99.95% of this AI pumping fluff piece is written by AI. AI is writing 92.7456% more bullshit AI bubble pumping bollocks than just 1 week ago.
Anthropic is a great company look at their amazing numbers/graphs.
Source: Anthropic
Give me a fucking break, if you're believing all the bs they put out I got a bridge I can sell you.
They're overselling LLM's capabilities.
If it were as amazing as they say it is, there would tons of industries in turmoil already. Lawyers would be out of a job; instead lawyers are getting fined by judges for submitting affidavits citing hallucinated case law that doesn't exist. If Mythos was truly amazing security software, why did Anthropics source code leak? Wouldn't they have used Mythos to plug any vulnerabilities? If Claude Code is so good, why has Anthropic been on a SWE hiring spree?
That's just the product deficiencies, the business shenanigans are egregious as well: https://www.wheresyoured.at/anthropics-profitability-swindle/
lol ok fair enough, but I don't know what you expect out of a casual discussion on an internet forum.
Okay grandpa
"probably tripled the speed i did some undescribed work" is not falsifiable or convincing