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Amazon to invest another $4B in Anthropic

cnbc.com

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Re: Amazon to invest another $4B in Anthropic

#201

Post by dymk »

999900000999 wrote: post #108
rtsil wrote: post #49

Earlier quoted context omitted.

> 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.

Normal people aren't paying for LLMs. If they ever do Apple and Google will offer it as a service built into your phone . For example, you could say ok Google call that restaurant me and My girlfriend had our first date at 5 years ago, set up something nice so I can propose. And I guess Google Gemini ( or whatever it's called at this point), Will hire a band, some photographers, and maybe even a therapist just in cas…

But why hire a therapist when Gemini is there to talk to?

Re: Github Copilot: IME it's already behind. I finally gave Cursor a try after seeing it brought up so often, and its suggestions and refactors are leagues ahead of what Copilot can do.

Re: Amazon to invest another $4B in Anthropic

#203

Post by joseda-hg »

andresgottlieb wrote: post #180
gcanko wrote: post #176

Earlier quoted context omitted.

Exactly my experience as well. Like Sonnet can help me in 90% of the cases but there are some specific edge cases where it struggles that o1 can solve in an instant. I kinda hate it because of having to pay for both of them.

You should check out Librechat. You can connect different models to it and, instead of paying for both subscriptions, just buy credits for each API.

How does the cost compare?

Re: Amazon to invest another $4B in Anthropic

#204

Post by cruffle_duffle »

andresgottlieb wrote: post #180
gcanko wrote: post #176

Earlier quoted context omitted.

Exactly my experience as well. Like Sonnet can help me in 90% of the cases but there are some specific edge cases where it struggles that o1 can solve in an instant. I kinda hate it because of having to pay for both of them.

You should check out Librechat. You can connect different models to it and, instead of paying for both subscriptions, just buy credits for each API.

> just buy credits for each API

I’ve always considered doing that but do you come out ahead cost wise?

Re: Amazon to invest another $4B in Anthropic

#205

Post by hehehheh »

paxys wrote: post #125
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.

Which use case do you think benefits more regular customers around the world?

Which use case generates more revenue? (Genuine question. It could be the restaurants but how to monitize)

Re: Amazon to invest another $4B in Anthropic

#206

Post by hehehheh »

mef wrote: post #56
swyx wrote: post #10

Earlier quoted context omitted.

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."

whether cash or credit, it's all going right back to AWS

This is great for creative accounting. AWS now has 4bn in equity and 4bn in additional sales.

Re: Amazon to invest another $4B in Anthropic

#207

Post by guptadagger »

johnisgood wrote: post #182

I much prefer Claude over ChatGPT, based on my experience using both extensively. Claude understands me significantly better and seems to "know" my intentions with much greater ease. For example, when I request the full file, it provides it without any issues or unnecessary reiterations (ChatGPT fails after me repeatedly instructing it to), often confirming my request with a brief summary beforehand, but nothing more…

Speaking of ChatGPT getting worse over time, it would be interesting to see ChatGPT be benchmarked continuously to see how it performs over time (and the results published somewhere publically).

Even local variations would be interesting

Re: Amazon to invest another $4B in Anthropic

#208

Post by hehehheh »

lucianbr wrote: post #126
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.

So it's a $2.4B investment, announced as $4B. Significantly less, still a huge investment. I look forward to the moment the sunk cost fallacy shows up. "We've invested $20B into this, and nothing yet. Shall we invest $4B more? Maybe it will actually return something this time." That will be fun.

It could be the anthropic models makes bedrock attractive and profitable and more importantly medium term competitive against azure. It seems worth it.

Re: Amazon to invest another $4B in Anthropic

#209

Post by TimTheTinker »

johnisgood wrote: post #182

I much prefer Claude over ChatGPT, based on my experience using both extensively. Claude understands me significantly better and seems to "know" my intentions with much greater ease. For example, when I request the full file, it provides it without any issues or unnecessary reiterations (ChatGPT fails after me repeatedly instructing it to), often confirming my request with a brief summary beforehand, but nothing more…

Claude also more readily corrects me or answers "no" to a question (when the answer should be "no").

Re: Amazon to invest another $4B in Anthropic

#210

Post by dartos »

surgical_fire wrote: post #164
dartos wrote: post #149

Earlier quoted context omitted.

I don’t know if that makes it a scam. I think you’re putting the cart before the horse. Big cloud providers will push anything that would make them money. That’s just what marketing is. AI was exciting long before big cloud providers even existed. Once it was clear that a product could be made, they started marketing it and selling the compute needed. What’s the scam?

Crypto was exciting too. And metaverse. And VR. And voice assistants. Et cetera and so forth. All those things would change the world, and nothing would ever be the same, and would disrupt everything. Except they wouldn't and they didn't. The scam is that those companies don't want to be seen as mature companies, they need to justify valuations of growth companies, forever. So something must always go into the hype p…

I think AI isn’t the same as crypto or metaverse.

The LLMs and image generation models have obvious utility. They’re not AGI or anything wild like that, but they are legitimately useful, unlike crypto.

VR didn’t fail, it just wasn’t viral. Current VR platforms are still young. The internet commercially failed in 2001, but look at it now.

Crypto the industry, imo, is a big pyramid scheme. The technology has some interesting properties, but the industry is scammy for sure.

Metaverse wasn’t even an industry, it was a buzzword for MMOs during a time when everyone was locked at home. Not really interesting.

I don’t think it’s wise to lump every market boom together. Not everything is a scam.

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