Amazon to invest another $4B in Anthropic • Hacker News Board

Re: Amazon to invest another $4B in Anthropic

#31

Post by fariszr » Fri, Nov 22, 2024, 5:32 PM UTC

n2d4 wrote: post #28

fariszr wrote: post #20

This makes sense in the grand scheme of things. Anthropic used to be in the Google camp, but DeepMind seems to have picked up speed lately, with new “Experimental” Gemini Models beating everyone, while AWS doesn't have anything on the cutting edge of AI. Hopefully this helps Anthropic to fix their abysmal rate limits.

> Anthropic used to be in the Google camp I don't think Anthropic took any allegiances here. Amazon already invested $4B last year (Google invested $2B).

AFAIK they used Gcloud to run their models.

Re: Amazon to invest another $4B in Anthropic

#32

Post by mistrial9 » Fri, Nov 22, 2024, 5:32 PM UTC

swyx wrote: post #10

maxclark wrote: post #4

Is this really a $4B investment, or credits on AWS? AWS margins are close to 40%, so the real cost of this "investment" would be way less than the press release.

https://techcrunch.com/2024/11/22/anthropic-raises-an-additi... > "This new CASH infusion brings Amazon’s total investment in Anthropic to $8 billion while maintaining the tech giant’s position as a minority investor, Anthropic said."

ok but how much cash, really.. looks ambiguous.

ps- plenty of people turning a blind eye towards rampant valuation inflation and "big words" statements on deals. Where is the grounding on the same dollars that are used at a grocery store? The whole thing is fodder for instability in a big way IMHO

Re: Amazon to invest another $4B in Anthropic

#33

Post by whatshisface » Fri, Nov 22, 2024, 5:34 PM UTC

raverbashing wrote: post #19

whatshisface wrote: post #12

Earlier quoted context omitted.

This explanation makes no sense, I could be AWS' biggest customer if they wanted to pay me for it. Something a little closer could be that the big tech companies wanted to acquire outside LLMs, not quite realizing that spending $1B on training only puts you $1B ahead.

Yes but Amazon is not making extra money with you being their biggest customer With Anthropic yes

Anthropic is getting $4B in investment in a year where their revenue was about $850M. Even if Amazon had bought them outright for that much, they would not be ahead. The fact that everybody keeps repeating the claim that Amazon is "making money" makes this appear like some kind of scam.

Re: Amazon to invest another $4B in Anthropic

#34

Post by noirbot » Fri, Nov 22, 2024, 5:34 PM UTC

uneekname wrote: post #27

As someone who doesn't really follow the LLM space closely, I have been consistently turning to Anthropic when I want to use an LLM (usually to work through coding problems) Beside Sonnet impressing me, I like Anthropic because there's less of an "icky" factor compared to OpenAI or even Google. I don't know how much better Anthropic actually is, but I don't think I'm the only one who chooses based on my perception of…

Yea, even if they're practically as bad, there's value in not having someone like Altman who's out there saying things about how many jobs he's excited to make obsolete and how much of the creative work of the world is worthless.

Re: Amazon to invest another $4B in Anthropic

#35

Post by staticman2 » Fri, Nov 22, 2024, 5:35 PM UTC

dragonwriter wrote: post #29

staticman2 wrote: post #21

Earlier quoted context omitted.

The Guardrails on Claude Sonnet 3.5 API are not stricter than Openai's guardrails in my experience. More specifically, if you access the models via API or third party services like Poe or Perplexity the guardrails are not stricter than GPT4o. I've never subscribed to Claude.ai so can't comment on that. I have no experience with Claud.ai vs ChatGPT but it's clear the underlying model has no issue with guardrails and t…

> The Guardrails on Claude Sonnet 3.5 API are not stricter than Openai’s guardrails in my experience. Both Gemini and Claude (via the API) have substantially tighter guardrails around recitation (producing output matching data from their training set) than OpenAI, which I ran into when testing an image text-extraction-and-document-formatting toolchain against all three. Both Claude and Gemini gave refusals on text ex…

I just asked GPT4o to recognize a cartoon character (I accessed it via Perplexity) and it told me it isn't able to do that, while Claude Sonnet happily identified the character, so this might vary by use case or even by prompt.

Re: Amazon to invest another $4B in Anthropic

#36

Post by newfocogi » Fri, Nov 22, 2024, 5:36 PM UTC

OceanBreeze77 wrote: post #18

swyx wrote: post #8

related coverage - https://www.anthropic.com/news/anthropic-amazon-trainium - https://www.aboutamazon.com/news/aws/amazon-invests-addition... - https://techcrunch.com/2024/11/22/anthropic-raises-an-additi...

What's the difference between trainium and the AWS bedrock offering?

AWS Trainium is a machine learning chip designed by AWS to accelerate training deep learning models. AWS Bedrock is a fully managed service that allows developers to build and scale generative AI applications using foundation models from various providers.

Trainium == Silicon (looks like Anthropic has agreed to use it)

Bedrock == AWS Service for LLMs behind APIs (you can use Anthropic models through AWS here)

Re: Amazon to invest another $4B in Anthropic

#37

Post by peppertree » Fri, Nov 22, 2024, 5:36 PM UTC

Anthropic should double down on the strategy of being the better code generator. No I don't need an AI agent to call the restaurant for me. Win the developers over and the rest will follow.

Re: Amazon to invest another $4B in Anthropic

#38

Post by msp26 » Fri, Nov 22, 2024, 5:39 PM UTC

dragonwriter wrote: post #29

staticman2 wrote: post #21

Earlier quoted context omitted.

The Guardrails on Claude Sonnet 3.5 API are not stricter than Openai's guardrails in my experience. More specifically, if you access the models via API or third party services like Poe or Perplexity the guardrails are not stricter than GPT4o. I've never subscribed to Claude.ai so can't comment on that. I have no experience with Claud.ai vs ChatGPT but it's clear the underlying model has no issue with guardrails and t…

> The Guardrails on Claude Sonnet 3.5 API are not stricter than Openai’s guardrails in my experience. Both Gemini and Claude (via the API) have substantially tighter guardrails around recitation (producing output matching data from their training set) than OpenAI, which I ran into when testing an image text-extraction-and-document-formatting toolchain against all three. Both Claude and Gemini gave refusals on text ex…

I've had a situation where Claude (Sonnet 3.5) refused to translate song lyrics because of safety/copyright bullshit. It worked in a new chat where I mentioned that it was a pre 1900s poem.

Re: Amazon to invest another $4B in Anthropic

#39

Post by ianmcgowan » Fri, Nov 22, 2024, 5:42 PM UTC

peppertree wrote: post #37

Anthropic should double down on the strategy of being the better code generator. No I don't need an AI agent to call the restaurant for me. Win the developers over and the rest will follow.

I mean, look at Linux and Firefox!

Re: Amazon to invest another $4B in Anthropic

#40

Post by valbaca » Fri, Nov 22, 2024, 5:42 PM UTC

uneekname wrote: post #27

As someone who doesn't really follow the LLM space closely, I have been consistently turning to Anthropic when I want to use an LLM (usually to work through coding problems) Beside Sonnet impressing me, I like Anthropic because there's less of an "icky" factor compared to OpenAI or even Google. I don't know how much better Anthropic actually is, but I don't think I'm the only one who chooses based on my perception of…

> or even Google

> Last year, Google committed to invest $2 billion in Anthropic, after previously confirming it had taken a 10% stake in the startup alongside a large cloud contract between the two companies.