I' m not sure how they make it back. The guardrails in place are extremely strict. The only people who seem to use it are a subset of developers who are unhappy with OpenAI. With Bard popping up free everywhere taking away much of the general user crowd and OpenAI offering the mini model always free and limited image generation / expensive model. Then you have to do it yourself crowd with llama. What is their target…
With Claude on Bedrock I can use LLMs in production without sending customer data to the US. And if you're already on AWS it's super easy to onboard wrt. auth and billing and compliance.
Amazon to invest another $4B in Anthropic
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Re: Amazon to invest another $4B in Anthropic
#302Claude is absolutely incredible. And I don’t trust openAI or Microsoft so it’s nice to have an alternative.
Re: Amazon to invest another $4B in Anthropic
#303Earlier quoted context omitted.
With Claude on Bedrock I can use LLMs in production without sending customer data to the US. And if you're already on AWS it's super easy to onboard wrt. auth and billing and compliance.
If you're using Bedrock you're still subject to the CLOUD act/FISA meaning the whole angle of "not sending customer data to the US" isn't worth very much.
Re: Amazon to invest another $4B in Anthropic
#304How much of that is converted back into AWS credits?
Re: Amazon to invest another $4B in Anthropic
#305Earlier quoted context omitted.
The difference between things you'd say like "it's true that..." and "the market will associate..." basically is the definition of a scam.
It’s not a scam at all. Amazon doesn’t have an AI story. So they invest in Anthropic, get a lot of that money back as revenue that seeds demand. Their customers now have an incentive to do AI in AWS. That drives more revenue for AWS.
A quibble: AWS _does_ have an AI story (which i was originally dismissive of): Bedrock as a common interface and platform to access your model of choice, plus niceties for fine tuning/embeddings/customization etc. Unlike say Azure theyre not betting on _a_ implementation. Theyre betting that competition/results between models will trend towards parity with limited fundamental differentiation. Its a bet on enterprises wanting the _functionality_ more generally and being able to ramp up that usage via AWS spend.
WRT titan my view is that its 1) production r&d to stay “in the game” 2) a path towards commoditization and lower structural costs, which companies will need if these capabilities are going to stick/have roi in low cost transactions.
Re: Amazon to invest another $4B in Anthropic
#306Anthropic 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
#307Earlier quoted context omitted.
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.
A hard question. If you focusing purely on tech, probably Microsoft. But overall evil in the world? With their union busting and abuse of workers, Amazon, I'd say.
Re: Amazon to invest another $4B in Anthropic
#308Claude is absolutely incredible. And I don’t trust openAI or Microsoft so it’s nice to have an alternative.
I will start using Claude the day they stop asking me for my mobile number.
Re: Amazon to invest another $4B in Anthropic
#309Earlier quoted context omitted.
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?
So I'd say it depends. For my use case it's about even but the API provides better functionality.
Re: Amazon to invest another $4B in Anthropic
#310I had to switch from Pro to Teams plan and pay 150 USD for 5 accounts because the Pro plan has gotten unusable. It will allow me to ask a dozen or so questions and then will block me for hours because of „high capacity.“ I don’t need five accounts, one for 40 USD would be totally fine if it would allow me to work uninterrupted for a couple of hours. All in all Claude is magic. It feels like having ten assistants at m…