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Amazon to invest another $4B in Anthropic

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Re: Amazon to invest another $4B in Anthropic

#61

Post by thisiscrazy2k »

apwell23 wrote: post #46
noirbot wrote: post #34

Earlier quoted context omitted.

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'

Unfortunately, that position is already held by Musk.

Re: Amazon to invest another $4B in Anthropic

#62

Post by surgical_fire »

vineyardmike wrote: post #58
surgical_fire wrote: post #52

Earlier quoted context omitted.

It appears to be a scam because it sort of is. AI needs to be propped up because the bug tech cloud providers they depend on need AI to be a thing to justify their valuations. Tech is going through a bit of a slump where all things being hyped a few years ago sort of died down (crypto? VR? Voice assistants? Metaverse?). Nobody gets very hyped about any of those nowadays. I am probably forgetting a couple of hyped thi…

Go look at earnings reports for big tech companies. AI is definitely driving incremental revenue. Apple is definitely on the AI bandwagon, they just have a different business model and they’re very disciplined. Apple tends not to increase research and investment costs faster than revenue growth. You’ll also notice rumors that they’re lowering their self driving car and VR research goals.

> Go look at earnings reports for big tech companies. AI is definitely driving incremental revenue.

Yes. Which proves my point.

Re: Amazon to invest another $4B in Anthropic

#63

Post by mediaman »

swyx wrote: post #22
jatins wrote: post #13

Anthropic gets a lot of it's business via AWS Bedrock so it's fair to say that Amazon probably has reasonable insight into how the Claude usage is growing that makes them confident in this investment

> gets a lot of it's business via AWS Bedrock can you quantify? any numbers, even guesstimates?

One source [1] puts it at 60-75% of revenue as third-party API, most of which is AWS.

[1]https://www.tanayj.com/p/openai-and-anthropic-revenue-breakd...

Re: Amazon to invest another $4B in Anthropic

#64

Post by peppertree »

ianmcgowan wrote: post #39
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!

Pretty sure most frontend developers use Chrome since it has better dev tools. And yes everyone uses Linux most just don't know it.

Re: Amazon to invest another $4B in Anthropic

#65

Post by [deleted] »

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…

[deleted]

Re: Amazon to invest another $4B in Anthropic

#68

Post by peppertree »

rtsil wrote: post #49
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.

> 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.

Consumers don't have to consciously choose Claude, just like most people don't know about Linux. But if they use an Android phone or ever use any web services they are using Linux.

Re: Amazon to invest another $4B in Anthropic

#69

Post by kdpsooo »

MichaelZuo wrote: post #45
noirbot wrote: post #34

Earlier quoted context omitted.

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.

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Re: Amazon to invest another $4B in Anthropic

#70

Post by kdpsooo »

apwell23 wrote: post #46
noirbot wrote: post #34

Earlier quoted context omitted.

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'

[dead]
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