What happens to Cohere with this announcement? Seems the music has stopped and there is no hyperscaler left. Oracle?
Amazon will invest up to $4B in Anthropic
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Re: Amazon will invest up to $4B in Anthropic
#152For those who don’t know, Anthropic has an interesting list of investors: - Eric Schmidt (former Google CEO/Chairman), Series A - Sam Bankman-Fried (FTX), lead investor in Series B - Caroline Ellison (FTX), Series B - Google, Series C https://www.crunchbase.com/organization/anthropic/company_fi... ——— Question: why isn’t Anthropic using Google Cloud, given who their past investors include?
>Question: why isn’t Anthropic using Google Cloud, given who their past investors include? They also have a fiduciary duty to their other investors, and going all-in on Google cloud would be a pretty big risk (relative to other cloud providers) given the uncertainty about whether it'll still exist in 5-10 years.
Why wouldn't google cloud exist in 5-10 years? The scale of the project isn't the same as google reader or of their other cancelled projects.
Re: Amazon will invest up to $4B in Anthropic
#153Earlier quoted context omitted.
Why would an investment ever be "returned"? Because of its investment, FTX owns shares in Anthropic. In bankruptcy, those shares will be sold in some form to new investors in exchange for cash, at whatever the current value is. Just like any other asset. In theory, I suppose that new investor could be Anthropic itself doing a stock buyback, but that would be extremely unusual. Buybacks are for mature companies with e…
> Why would an investment ever be "returned"? Because the money used for the investment was stolen.
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Re: Amazon will invest up to $4B in Anthropic
#154Earlier quoted context omitted.
Why would an investment ever be "returned"? Because of its investment, FTX owns shares in Anthropic. In bankruptcy, those shares will be sold in some form to new investors in exchange for cash, at whatever the current value is. Just like any other asset. In theory, I suppose that new investor could be Anthropic itself doing a stock buyback, but that would be extremely unusual. Buybacks are for mature companies with e…
> Why would an investment ever be "returned"? Because the money used for the investment was stolen.
Let's say for sake of argument the investment by FTX was made at a valuation of $1B and Anthropic is now worth $10B.
Could Anthropic now say, "Oh no, that money was stolen, the investment was never valid, we're returning every last cent." and essentially do a huge share buyback at a steep discount to current valuation?
Re: Amazon will invest up to $4B in Anthropic
#155Earlier quoted context omitted.
They are basically the only direct competitor to OA.
Google Deepmind exists. All 3 are trying to build a generalist AI agent, as opposed to the more specialised models of say CharacterAI or inflection.
Sure, they're all competing labs, but Deepmind isn't a competitor for a product offering. Anthropic is quite analogous to OpenAI because they have an API you can pay for an a chatbot product you can use.
Re: Amazon will invest up to $4B in Anthropic
#156I've been using the claude model over the past months and I have to say I usually prefer it over ChatGPT. Some things that impressed me particular are: * It can often give you working urls of images related to your query. (e.g. give me some images to use with this blog paragraph). * It can list relevant publications corresponding to paragraphs, chatgpt often halucinates new papers but claude consistenly gives highly…
ChatGPT 3.5 or 4? The difference between them is much more massive than "0.5" appears to suggest
Re: Amazon will invest up to $4B in Anthropic
#157Almost every paragraph has 2 references to 'safety'. At some point it feels a bit redundant, we get it.
They're probably trying to tune a language model.
Re: Amazon will invest up to $4B in Anthropic
#158Still waiting for my Claude keys
How long?
Re: Amazon will invest up to $4B in Anthropic
#159If this means alexa isn't a pet rock that can only reliably set timers, good for them.
I'm still waiting for the day Google Assistant can answer "what time does Home Depot open in the morning?" GA: "I found 3 locations, which one?" Me: "The closest one" GA: "I found 3 locations, which one?" ...
This reads like a sad variation of the traveling salesman problem.
Re: Amazon will invest up to $4B in Anthropic
#160Earlier quoted context omitted.
It could mean they use Google cloud services other than GPU/TPU, like Google Oauth, etc.
Possible but would be pretty misleading stat if so. It sounded to me like statement meant it was for generative AI needs. I know midjourney uses TPUs but for training but don't really know who the other generative AI unicorns are besides OpenAI.
They're listed here:
https://techblog.comsoc.org/2023/06/18/generative-ai-unicorn...
Anthropic, Cohere, HuggingFace, Lightricks, Runway, Jasper, Replit, Inflection, Adept, Character.ai, Stability.ai, Glean.