Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Anthropic’s $5B, 4-year plan to take on OpenAI

techcrunch.com

Post reply on HN
Print view View original

191–200 of 504 posts

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#191

Post by dmix »

rvz wrote: post #60
rsp1984 wrote: post #37

AI models are in a race to the bottom and everybody inside Anthropic knows it. Besides OpenAI, with billions to spend plus a partnership with MS, there's also Google, Apple, Meta and Amazon who can afford to run losses on AI for years without blinking an eye. And if that wasn't enough the Open Source world is releasing new models almost weekly now, for free. Anthropic is putting on a big show to convince gullible inv…

Correct. Stability.ai (Stable Diffusion), Apple (Won't be surprising to see them announce on-device LLMs with Apple Silicon support), Meta (LLaMa), etc are already at the bottom and at the finish line with their AI models given for free. O̶p̶e̶n̶AI.com will eventually have to raise their prices which is bad news for businesses not making enough money and still are sitting on their APIs as O̶p̶e̶n̶AI.com themselves ar…

This sort of hand wavy generalizations about such a broad and ill defined market seems very naive/closed minded.

If you're quabbling over how much OpenAI charges for an API today that barely just launched and from which we have barely scraped the surface for applications... I don't know that seems like a failure to think broadly and assumes the market today is what it will look like in 5yrs.

There could be a ton of lucrative businesses which subsidize those operating costs. It doesn't have to be a mega-company like Google that floats it indefinitely off their ad business, or whatever other scheme. We have no idea what the value of those APIs are or if the API is the real business they (and others) are going to be relying on in the long term.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#192

Post by seydor »

wokwokwok wrote: post #165
seydor wrote: post #73

Earlier quoted context omitted.

I can already run gpt4xalpaca on my PC, a model that is not-bad-at-all and is completely uncensored (i.e. does things that chatGPT can't do). I think it's true that LLMs are racing to the bottom and will be even more once they can fit as a peripheral to every computer. whoever is investing in this to monopolize has not thought it through

It’s astonishing to me that people seem to believe the llama models are “just as good” as the large models these companies are building, and most people are only using the 7B model, because that’s all their hardware can support. …I mean, “not-bad-at-all” depends on your context. For doing mean real work (ie. not porn or spam) these tiny models suck. Yup, even the refined ones with the “good training data”. They’re to…

gpt4xalpaca is 13B

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#193

Post by dpflan »

lelanthran wrote: post #134
dpflan wrote: post #110

Earlier quoted context omitted.

This is hilarious to me, in that the disgruntled departure just did a 180… how long until the next disgruntled spin-out for higher reasons chases the dollar too…

> This is hilarious to me, in that the disgruntled departure just did a 180… how long until the next disgruntled spin-out for higher reasons chases the dollar too… The cynic in me wants to ask "What makes you think his departure was because of an anti-commercialisation position?" My take (probably just as wrong as everybody's else take) is that he saw the huge commercialisation potential and realised that he could ma…

It’s pretty clear, the words say he was anti, then the company he helped create apparently has marketing material all about being commercialization. Unless he leaves tomorrow for the same reasons it is quite hard to disbelieve that “cash rules everything around me”.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#194

Post by robertlagrant »

nickpp wrote: post #185
robertlagrant wrote: post #172

Earlier quoted context omitted.

You're conflating capitalism and greed. Plenty of greedy people in non-capitalist systems.

> Plenty of greedy people in non-capitalist systems. Totally agreed. But I am not placing any moral value on either greed or capitalism. I would think, however, that capitalists would not ignore such an obvious profit center as the sex industry. Thus my bafflement.

> I would think, however, that capitalists would not ignore such an obvious profit center as the sex industry

Because you're conflating capitalism and greed. Capitalism doesn't mean "do anything for money". It means "as much as possible, people get to decide among themselves how to allocate their money and time". Some of them will invest in anything, just as people in non-capitalist countries. Most will only invest in certain things.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#195

Post by hbbio »

emptysongglass wrote: post #127
hbbio wrote: post #30

Earlier quoted context omitted.

They also funded 2 competitors to AWS, just to make sure we own cloud computing. Two is always better than one, right, by ensuring they'll compete with each other. Another bright idea was to let both projects be managed by large reputable French corporations that everybody trusts. With no software DNA. How come did both fail? Edit: One of the largest European provider today, OVH, who existed at the time and was alrea…

Scaleway is actually fantastic for what it's worth. You can get extremely cheap K8s clusters and most things a startup would need.

Another private company.

The two heavily subsidized projects were:

- https://en.wikipedia.org/wiki/Cloudwatt

- https://login.numergy.com/login?service=https%3A%2F%2Fwww.nu...

For the one still "live", details include French URL names :)

Edit: A Google Translate of the home page. Close your eyes, imagine a homepage highlighting the essence of cloud computing:

Your Numergy space Access the administration of your virtual machines.

Secure connection Username Password Forgot your password ?

Administration of your VMs Administer your virtual machines in real time, monitor their activity, your bandwidth consumption and the use of your storage spaces.

Changing your personal information Access the customer area and modify your personal information in just a few clicks: surname, first name, address.

Securing your data Remember to change your password regularly to maintain an optimal level of security.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#196

Post by fauxpause_ »

carlmr wrote: post #168
RandomLensman wrote: post #145

Earlier quoted context omitted.

It is not clear if (i) a lot of the surplus will be captured by the AI providers and (ii) that the impact will be anywhere as big as people now guess/want it to be. Making a bet on the future is fine, of course.

My question would also be what kind of insight McKinsey can provide here. What, if anything, do they know about AI that we don't know?

We’ve got a lot of data scientist talent but I wouldn’t put a lot of stock in this particular estimate. If McK is gonna produce a novel insight it’s usually derived from having the input of many businesses across an industry and experience looking at their problems. It’s hard to imagine this one isn’t more or less made up due to the number of assumptions required.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#197

Post by f6v »

seydor wrote: post #73
naillo wrote: post #61

Earlier quoted context omitted.

The counter argument is that it's a growing market where any early entrants will be lifted with the tide and can probably yield enough profit from spillover hype for investors to make their investments back.

I can already run gpt4xalpaca on my PC, a model that is not-bad-at-all and is completely uncensored (i.e. does things that chatGPT can't do). I think it's true that LLMs are racing to the bottom and will be even more once they can fit as a peripheral to every computer. whoever is investing in this to monopolize has not thought it through

> I can already run gpt4xalpaca on my PC

You can also run your stack on a single VPS instead of cloud, gimp instead of photoshop, open street maps instead of Google maps, etc.

There will always be companies who can benefit from a technology, but want it as a service. In addition, there will be a lot fine-tuning of LLMs for the the specific use case. It looks like OpenAI is focusing a lot on incorporating feedback into their product. That’s something you won’t get with open-source models.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#198

Post by robertlagrant »

mschild wrote: post #188
robertlagrant wrote: post #175

Earlier quoted context omitted.

> This is not an argument for crypto, it's an argument for better regulations so that processors don't make up their own rules. Better (which I assume is your euphemism for "more") regulation isn't neceesarily the answer, or even particularly the answer. Do you want to force payment processors to do work they don't want to do? Isn't there a word for that?

Not necessarily more. Better in this context means clearer and enforced. PayPal is the prime example where it's operating very similar to a bank. You have an account with a balance and can send and receive money, but it doesn't see itself as a bank and in many countries doesn't have a bank license. At least in part this is done to avoid the regulatory work that comes with it. I absolutely want to force payment proces…

> it's operating very similar to a bank

We might be talking at cross purposes; I'm not sure! How is it like a bank?

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#200

Post by fauxpause_ »

seydor wrote: post #192
wokwokwok wrote: post #165

Earlier quoted context omitted.

It’s astonishing to me that people seem to believe the llama models are “just as good” as the large models these companies are building, and most people are only using the 7B model, because that’s all their hardware can support. …I mean, “not-bad-at-all” depends on your context. For doing mean real work (ie. not porn or spam) these tiny models suck. Yup, even the refined ones with the “good training data”. They’re to…

gpt4xalpaca is 13B

[flagged]
Post reply on HN