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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

#221

Post by pixl97 »

nostrademons wrote: post #204
nibab wrote: post #199

Earlier quoted context omitted.

There really isn’t a product in text or other modalities that shows me this is a $1T dollar market in 10 yrs (as the valuations would imply). To play devils advocate, even if there were some killer products, value capture seems particularly tricky. There just aren’t any business models that could sustain a market mass of this size. Lots of cool demos and productivity software (mind you with a very narrow definition o…

Generative AI is very good at spewing bullshit. Unfortunately, the upper echelons of society run on bullshit. And so that's exactly why generative AI is revolutionary. The killer app is in separating dumb billionaires from their billions, just like crypto's killer app was. And just like crypto eventually filtered down to separating dumb retail investors from their thousands, generative AI may eventually filter down t…

>A more logical solution might be to not run society on bullshit

And this is why you're poor. In fact, depending on your definition of bullshit, if you did not run society on bullshit there wouldn't be billionaires at all. Once you reach the level of technology that can provide for everyone, what need is there to make more?

>The reasonable man adapts himself to the world; the unreasonable one persists to adapt the world to himself. Therefore all progress depends on the unreasonable man.

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

#223

Post by xmprt »

divo6 wrote: post #37

So does anyone know how this works out with Googles investment a few months back?: Announcement "Anthropic Partners with Google Cloud" Feb 3, 2023 - https://www.anthropic.com/index/anthropic-partners-with-goog... "...Anthropic, an AI safety and research company, has selected Google Cloud as its cloud provider. The partnership is designed so that the companies can co-develop AI computing systems; Anthropic will levera…

I don't see the word exclusive anywhere in that press release so in all likelihood they'll be using both providers, just in different capacities.

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

#224

Post by milesward »

badrequest wrote: post #198
iandanforth wrote: post #183

FWIW I can't build OpenAI into our product without huge headaches around privacy policies and getting additional customer consent. I can build Amazon services into our products because Amazon is a trusted vendor and we use an AWS stack already. Because Anthropic / Claude is available via Amazon Bedrock, they have a significant advantage in any company that's already using AWS. If you're on Azure, OpenAI has that adva…

You can enter a DPA (data processing agreement) with OpenAI that forbids subsequent training on submitted content.

And I… believe that?

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

#225

Post by malfist »

brooksbp wrote: post #111
baq wrote: post #3

If 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?" ...

Like what type of input where they expecting here?

Alexa does the same thing talking to smart devices.

Me: Alexa, turn of the loft lights

Alexa: A few things share the name "loft" which one did you mean?

Me: Can you list them?

Alexa: I did not find a device named "can you list them loft"

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

#226

Post by benced »

badrequest wrote: post #198
iandanforth wrote: post #183

FWIW I can't build OpenAI into our product without huge headaches around privacy policies and getting additional customer consent. I can build Amazon services into our products because Amazon is a trusted vendor and we use an AWS stack already. Because Anthropic / Claude is available via Amazon Bedrock, they have a significant advantage in any company that's already using AWS. If you're on Azure, OpenAI has that adva…

You can enter a DPA (data processing agreement) with OpenAI that forbids subsequent training on submitted content.

Yes, that involves getting lawyers involved which is the aforementioned headache.

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

#227

Post by janalsncm »

nostrademons wrote: post #204
nibab wrote: post #199

Earlier quoted context omitted.

There really isn’t a product in text or other modalities that shows me this is a $1T dollar market in 10 yrs (as the valuations would imply). To play devils advocate, even if there were some killer products, value capture seems particularly tricky. There just aren’t any business models that could sustain a market mass of this size. Lots of cool demos and productivity software (mind you with a very narrow definition o…

Generative AI is very good at spewing bullshit. Unfortunately, the upper echelons of society run on bullshit. And so that's exactly why generative AI is revolutionary. The killer app is in separating dumb billionaires from their billions, just like crypto's killer app was. And just like crypto eventually filtered down to separating dumb retail investors from their thousands, generative AI may eventually filter down t…

From personal experience, I’ve saved hundreds of hours with ChatGPT already. It can piece together large neural nets in PyTorch that would take me an hour or more to get right, or annoying pieces of code which I don’t feel like correlating the disparate pieces of online info for. Of course I will review it and unit test it to make sure it works, but I honestly make more mistakes integrating it in my larger project than ChatGPT does in the code itself. And this is on the free version.

There are limitations of course but I’ve been impressed more often than not.

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

#228

Post by umeshunni »

ac29 wrote: post #148
crazygringo wrote: post #128

Earlier 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.

As a very crude analogy, if someone got access to my brokerage account and used to money in that to buy a Ferrari and got caught, do I get my money back or get the Ferrari (and presumably have to sell it)?

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

#229

Post by janalsncm »

swamp40 wrote: post #180
nibab wrote: post #168

Several things to note here: Amazon as a corporate investor - Of course a lot of this is a futures contract on cloud compute. This indicates how much the leadership here thinks the compute will be problem. Money comes way cheaper outside of the big cloud providers (they also know the importance of compute and pull their leverage). This is not a sure bet. While true AGI is probably sitting behind a huge amount of comp…

> 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.

ChatGPT is the killer product for text. It has rough edges, but in a lot of cases it is far better than Google. Maybe it won’t kill Google but it will hurt. If you think it hallucinates too much, well I have bad news for you about the future of content on the open internet too.

I’m pretty bearish on all of the other ChatGPT API call apps: I don’t see how limiting ChatGPT to a specific use case is adding value for me.

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

#230

Post by janalsncm »

milesward wrote: post #224
badrequest wrote: post #198

Earlier quoted context omitted.

You can enter a DPA (data processing agreement) with OpenAI that forbids subsequent training on submitted content.

And I… believe that?

Is there a reason to believe Amazon is more trustworthy than OpenAI?
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