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Amazon will invest up to $4B in Anthropic

anthropic.com

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Re: Amazon will invest up to $4B in Anthropic

#211

Post by TrapLord_Rhodo »

cmcaleer wrote: post #99
dharma1 wrote: post #92

Earlier quoted context omitted.

Could be made whole even? Hasn’t majority of the 8b lost by FTX been recovered by now - maybe this is enough to fill the remaining gap (on some timeframe)

Probably a little ambitious. Claims trading is currently priced at ~35c on the dollar[0], which isn't great but certainly better than what claims were trading at to begin with (~10c on the dollar). [0]: https://claims-market.com/pricing

There seems to be a huge gap between bid and ask there (40%!!). That's a huge arb. I wonder what the liquidity is like for these claims.

Re: Amazon will invest up to $4B in Anthropic

#213

Post by swyx »

nickelbob wrote: post #184
swamp40 wrote: post #180

Earlier quoted context omitted.

> aren’t that many killer products You've got to be kidding me. Maybe for text. But what about video training neural nets? I could list killer products for days.

Please do - not trying to be snarky, just legitimately interested.

each of these are known >$100m opportunities:

Generative Text for writing - Jasper AI going 0 to $75m ARR in 2 years

Generative Art for non-artists - Midjourney/Stable Diffusion

Copilot for knowledge workers - both GitHub’s Copilot X and “Copilot for X”

Conversational AI UX - ChatGPT / Bing Chat, with a long tail of Doc QA startups

(shameless plug from https://www.latent.space/p/agents)

Re: Amazon will invest up to $4B in Anthropic

#214

Post by ternaus »

alberth wrote: post #31

For 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?

Google invested 1B to Lyft, but Lyft used AWS for cloud compute. (I left Lyft in 2021, could be different now)

Investment department and cloud compute departments are very different entities and if the investment to Antropic was not a part of the Google cloud expansion strategy moving to a new cloud is such a pain, that noone will do it.

Opposite example is Kaggle. Google bought it as a marketing tool for Google Cloud => all the years since acquisition Kaggle team worked on adding differnt Google Cloud features to the platform

Re: Amazon will invest up to $4B in Anthropic

#215

Post by quickthrower2 »

liveoneggs wrote: post #142
Tempest1981 wrote: post #60

Earlier quoted context omitted.

Would love to see AI impact education. Help "left-behind" students catch up.

The purpose of AI is to replace any hope of employment those students had.

BS jobs will fill the void. They have to, unless we move away from capitalism to a star trek style world.

Re: Amazon will invest up to $4B in Anthropic

#217

Post by zht »

joshuamorton wrote: post #209
NikolaNovak wrote: post #172

Earlier quoted context omitted.

I think that's true and Google cloud as such is unlikely to completely vanish (it may or may not morph significantly and any given service or price isn't necessarily safe) Still, for proper context, google reader may be small but google stadia was big by any scale, with significant datacentre investment, dedicated consumer hardware, exclusive publishing deals, marketing campaigns, etc. And 10 years isn't as long as i…

Stadia existed for a total of 3 years. And downsized significantly after only two. Google cloud (it's earliest form anyway) launched in 2008. It's older than Drive and Photos. In a year or two, there will be Google employees younger than Cloud is.

Google is hiring 15 year olds?

Re: Amazon will invest up to $4B in Anthropic

#218

Post by [deleted] »

alberth wrote: post #31

For 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?

[deleted]

Re: Amazon will invest up to $4B in Anthropic

#219

Post by jsnell »

jedberg wrote: post #182
cnj wrote: post #163

Earlier quoted context omitted.

> Google Cloud boosted its operating profits to $395 million for the second quarter From https://www.geekwire.com/2023/google-cloud-posts-second-stra... Yes, Google has killed a lot of products... but none of those ever came anywhere close to turning such a profit!

Google includes the income from paid Gmail accounts in their cloud revenue. From all accounts, that is all of the profit and in fact it generates more profit that offsets the cloud losses.

Do you have a reference to some of those "all accounts"? Doesn't need to be all of them, just a couple of the most credible ones would be great.

Re: Amazon will invest up to $4B in Anthropic

#220

Post by riku_iki »

kaibee wrote: post #147
brooksbp wrote: post #111

Earlier quoted context omitted.

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?" ...

What was the point of feeding Google all my location history data if it can't even figure out which Wegmans I go to?

google assistant is probably still not Bard powered, so it just means someone didn't coded some rule: user asked "closest one" -> locate user location -> locate home depot closest to that location
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