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Amazon to invest another $4B in Anthropic

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Re: Amazon to invest another $4B in Anthropic

#42

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!

Legendary comment, bravo

Re: Amazon to invest another $4B in Anthropic

#43

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…

Personally, I find companies with names like "Anthropic" to be inherently icky too. Anthropic means "human," and if a company must remind me it is made of/by/for humans, it always feels less so. E.g.

The Browser Company of New York is a group of friendly humans...

Second, generative AI is machine generated; if there's any "making" of the training content, Anthropic didn't do it. Kind of like how OpenAI isn't open, the name doesn't match the product.

Re: Amazon to invest another $4B in Anthropic

#45
post #34

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.

I don’t think he ever said or even implied any percentage of ‘creative work of the world is worthless’?

A lot less valuable then what artists may have desired or aspired to at the time of creation, sure, but definitely with some value.

Re: Amazon to invest another $4B in Anthropic

#46
post #34

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.

or that 'AI is going to solve all of physics' or that 'AI is going to clone his brain by 2027' .

PG famously called him 'Michael jordan of listening' , i would say he is 'Michael jordan of bullshitting'

Re: Amazon to invest another $4B in Anthropic

#47
post #9

Curious if anyone knows the logistics of these cloud provider/AI company deals. In this case, it seems like the terms of the deal mean that Anthropic ends up spending most of the investment on AWS to pay for training. Does anthropic basically get at cost pricing on AWS? If Amazon has any margin on their pricing, it seems like this $4B investment ends up costing them a lot less, and this is a nice way to turn a cap ex…

Yes exactly. This was the brilliance of the original MSFT investment into OpenAI. It was an investment in Azure scaling its AI training infra, but roundabout through a massive customer (exactly what you’d want as a design partner) and getting equity. I’m sure Anthropic negotiated a great deal on their largest cost center, while Amazon gets a huge customer to build out their system with.

That’s honestly one of the hardest things in engineering — identifying not just a customer to drive requirements, but a knowledgeable customer who can drive good requirements that work for a broader user base and can drive further expansion. Anthropic seems ideal for that, plus they act as a service/API provider on AWS.

Re: Amazon to invest another $4B in Anthropic

#48

> Amazon Web Services will also become Anthropic’s “primary cloud and training partner,” according to a blog post. From now on, Anthropic will use AWS Trainium and Inferentia chips to train and deploy its largest AI models. I suspect that's worth more than $4B in the long term? I'm not familiar with the costs, though.

I’ve been impressed with the AI assisted tooling for the various monitoring systems in Azure at least. Of course this is mainly because those tools are so ridiculously hard to use that I basically can’t for a lot of things. The AI does it impressively well though.

I’d assume there is a big benefit to having AI assisted resource generation for cloud vendors. Our developers often have to mess around with things that we really, really, shouldn’t in Azure because operations lacks the resources and knowledge. Technically we’ve outsourced it, but most requests take 3 months and get done wrong… if an AI could generate our network settings from a global policy that would be excellent. Hell if it could handle all our resource generation they would be so much useless time wasted because our organisation views “IT” as HRs uncharming cost center cousin.

Re: Amazon to invest another $4B in Anthropic

#49

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.

> Win the developers over and the rest will follow.

Will they really? Anecdotal evidence, but nobody I know in real life knows about Claude (other than it's an ordinary first name). And they all use or at least know about ChatGPT. None of them are software engineers of course. But the corporate deciders aren't software engineers either.

Re: Amazon to invest another $4B in Anthropic

#50
post #38

Earlier quoted context omitted.

> 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.

I've translated hundreds of pages of novel text via Sonnet 3.5. But I did it where I have system prompt access and tell it to act as a translator.
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