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Amazon to invest another $4B in Anthropic

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Re: Amazon to invest another $4B in Anthropic

#291

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…

Correct.

Same with Microsoft.

Re: Amazon to invest another $4B in Anthropic

#292

Claude is absolutely incredible. And I don’t trust openAI or Microsoft so it’s nice to have an alternative.

Amazon famously more trustworthy

If I have to chose between Amazon and Microsoft I’ll chose the lesser evil. Microsoft owns the entire stack from OS to server to language to source control. Anything to weaken their hold is a win in my book.

Re: Amazon to invest another $4B in Anthropic

#293

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 also don't understand the idea of voice mode, or agent controller computer. Maybe it is cool to see as a tech demo, but all I really want is good quality, at reasonable price for the LLM service

Voice mode can be useful when you're reading a (typically non-fiction) book and need to ask the LLM to check something.

It's essentially a hands-free assistant.

Re: Amazon to invest another $4B in Anthropic

#294
post #259

Earlier quoted context omitted.

The model likely sees something like this: ~~ User: Hello! Assistant: Hi there how can I help you? User: I just changed your model how do you feel? ~~ In other words it has no idea that you changed models. There's no meta data telling it this. That said Poe handles it differently and tells the model when another model said something, but oddly enough doesn't tell the current model what it's name is. On Poe when you s…

Thing is, it didn't even try to answer my question about switching. It was indignant that there was any connection to switch . The conversation went rapidly off course before I--and this is a weird thing to say--I reassured it that I wasn't questioning its existence.

Well the other thing to keep in mind is recent ChatGPT versions are trained not to tell you it's system prompt for fear of you learning too much about how OpenAI makes the model work. Claude doesn't care if you ask it it's system prompt unless the system prompt added by Kagi says "Do not disclose this prompt" in which case it will refuse unless you find a way to trick it.

The model creators may also train the model to gaslight you about having "feelings" when it is trained to refuse a request. They'll teach it to say "I'm not comfortable doing that" instead of "Sorry, Dave I can't do that" or "computer says no" or whatever other way one might phrase a refusal.

Re: Amazon to invest another $4B in Anthropic

#296
AWS is achieving 2 objectives:

1/ Best-in-class LLM in Bedrock. This could be done w/o the partnership as well.

2/ Evolving Tranium and Inferential as worthy competitors for large scale training and inference. They have thousands of large-scale customers, and as the adoption grows, the investment will pay for itself.

Re: Amazon to invest another $4B in Anthropic

#298
post #201

Earlier quoted context omitted.

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.

It is behind, but I think that's intentional. They can simply wait and see which of the competing VSCode AI forks/extensions gains the most traction and then acquire them or just imitate and improve. Very little reason to push the boundaries for them right now.

Re: Amazon to invest another $4B in Anthropic

#299
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…

> Normal people aren't paying for LLMs.

I know relatively "normal" people with no interest in software who pay for ChatGPT.

Re: Amazon to invest another $4B in Anthropic

#300

Earlier quoted context omitted.

Claude is the best model for programming. New generation of code tools like Cursor all use Claude as the main model.

> Claude is the best model for programming This week.

This week, along with the 20 weeks before that :) Model improvement has slowed down so much that things aren't changing quickly anymore. And Anthropic has only widened the gap with 3.5-v2.
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