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Amazon to invest another $4B in Anthropic

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Re: Amazon to invest another $4B in Anthropic

#301
post #6

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.

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

#303
post #301

Earlier 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.

It's worth enough to customers to make a best effort.

Re: Amazon to invest another $4B in Anthropic

#305

Earlier 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.

> Amazon doesn’t have an AI story.

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

#306
post #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.

Every single person I know who pays for an LLM is a developer who pays for Claude because of coding ability

Re: Amazon to invest another $4B in Anthropic

#307

Earlier 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.

> chose between Amazon and Microsoft... the lesser evil

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

#308

Claude 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.

I can cross the street and get a new FREE SIM with a number from the shop. all i have to do is put some money on it to activate it, like $1 ...

Re: Amazon to invest another $4B in Anthropic

#309

Earlier 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?

I've been using Claude 3.5 over API for about 4 months on $100 of credit. I use it fairly extensively, on mobile and my laptop, and I expected to run out of credit ages ago. However, I am careful to keep chats fairly short as it's long chats that eat up the credit.

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

#310

I 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…

Why don't you use the API with LibreChat instead?
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