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

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

#251

Regardless, Anthropic is doing some cool research,for example I think this paper is pretty interesting. A Mathematical Framework for Transformer Circuits: https://www.anthropic.com/index/a-mathematical-framework-for...

Also, I very much like their chatbots, Claude-instant and (paid) Claude+, which are available via Poe.com. But for some reasons, they do almost no marketing for it. Gpt-4 has better reasoning capabilities, but Claude+ is somehow "more pleasant" to talk to (my subjective impression), and it can also assemble the answer much quicker. Overall, I'd say Anthropic is very advanced already, but they prefer to be under radar.

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

#252
claude-instant-v1 is one of the "best kept secrets".

It is comperable in quality to gpt-3.5-turno, while being four times faster (!) and at half the price (!).

We just released a minimal python library PyLLMs [1] to simplify using various LLMs (openai, anthropic, AI21..) and as a part of that we designed a LLM benchmark. All open source.

[1] https://github.com/kagisearch/pyllms/tree/main#benchmarks

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

#253
post #225

It really puts into perspective how much of a meme economy we live in. I just read an article that says global lithium will be worth 15bn a year in 2030 when we're at peak battery demand. This company is planning to spend 1bn just this year in order to run some numbers through someone else's algorithm. People have given them 1bn in cash for that. Clearly it's all bullshit. There's no way they need that much and someb…

How is it bullshit lol. GPT4 is genuinely very expensive to train and run inference.

Could you provide a source for that claim? Other than the very long context model.

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

#254
post #185

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.

What you missing is that by chosing this obvious profit center they risk a much larger profit center because the backlash. It's not a moral thing, it's a calculated choice. That's why who takes this risks also charges a much higher fee to make up for the opprtunity cost in other areas.

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

#256
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…

Truth is, and this applies to all companies regardless of size, is that you don't have to be first, best, biggest, fastest, or most well-known in order to win market share that out-paces your investment. The AI pie is going to be very, very big. To estimate this size, let's take McKinseys rough estimates of job displacement (~30% of ~60% of jobs, ~20% of work) and use that to estimate the actualized [US, apologies] G…

PCs are hardware which have a minimum cost to be produced. Now do the same calculation for search engine or computing clouds.

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

#257
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…

Will fine tuned models be lucrative then?

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

#258
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…

Truth is, and this applies to all companies regardless of size, is that you don't have to be first, best, biggest, fastest, or most well-known in order to win market share that out-paces your investment. The AI pie is going to be very, very big. To estimate this size, let's take McKinseys rough estimates of job displacement (~30% of ~60% of jobs, ~20% of work) and use that to estimate the actualized [US, apologies] G…

Can’t find this study, have a link?

> let's take McKinseys rough estimates of job displacement (~30% of ~60% of jobs, ~20% of work)

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

#259

Earlier quoted context omitted.

It is amazing that in the year 2023, where things are possible that were science fiction until recently, we still rely on private payment processors, credit card companies, which extract fees for a service that doesn't have any technical necessity anymore. I think the reason is just inertia. They work well enough in most cases, and the fees aren't so high as to be painful, so there is little pressure to switch to som…

> switch to something more modern such as?

Crypto obviously solved this. If you remove the speculation idiocy that surrounds it, yes crypto does work as an anti-censorship currency.

Someone is going to mention flashbots or something. “See this specific example proves…”

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

#260

Earlier quoted context omitted.

There is a language with massive usage in the enterprise but with very few (if any) high quality code examples on the public internet. When given a broad task, GPT4 doesn’t just write incorrect code, it tries to do entire categories of things the language literally cannot do because of the ecosystem it runs inside. Claude does a much better job writing usable code, but more importantly it does NOT tell you to do thin…

GPT4 has built and deployed an entire SaaS for me in a week. I already have users. The edits required were minimal --- maybe one screw-up for every 100 lines of code --- and I learned a lot of better ways to do things.

Very interested was it CRUD? Are you building in public
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