321–330 of 383 posts
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
How do you know this
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Personally, I find companies with names like "Anthropic" to be inherently icky too. Anthropic means "human," and if a company must remind me it is made of/by/for humans, it always feels less so. E.g. The Browser Company of New York is a group of friendly humans... Second, generative AI is machine generated; if there's any "making" of the training content, Anthropic didn't do it. Kind of like how OpenAI isn't open, th…
> Anthropic means "human," and if a company must remind me it is made of/by/for humans Why do you think that that's their intended reading? I had assumed the name was implying "we're going to be an AGI company eventually; we want to make AI that acts like a human ." > if there's any "making" of the training content, Anthropic didn't do it This is incorrect. First-gen LLM base models were made largely of raw Internet…
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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…
A lot of folks here seem to look at AI through examples of YC companies apparently. Step back and look instead at the kind of projects technology consultancies are taking up instead - they are real world examples of AI applications, many of which don't even involve LLMs but other aspects such as TTS/STT, image generation, transcription, video editing, etc. Way too many freelancers have begun complaining about how their pipelines have been zilch in the past two years.
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But anthropic is currently on GCP.
Nope they have supported AWS deployments for a long time, and now even more of the spend will be on AWS. > Anthropic has raised an additional $4 billion from Amazon, and has agreed to train its flagship generative AI models primarily on Amazon Web Services (AWS), Amazon’s cloud computing division.
So we have Microsoft -> OpenAI (& Inflection AI) Google -> Gemini (and a bit of Anthropic) Amazon -> Anthropic Meta -> Llama Is big tech good for the startup ecosystem, or are they monopolies eating everything (or both?). To be fair to Google and Meta they came up with a lot of the stuff in the first place, and aren't just buying the competition.
Meta doesn’t buy competition?
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.
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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…
People are losing jobs because of AI. Like it or not, as imperfect as AI may be, AI is having a real world disruptive impact, however negative it may be. Customer service teams and call centers are already being affected by AI, and if they aren't being smart about it, being rendered obsolete. A lot of folks here seem to look at AI through examples of YC companies apparently. Step back and look instead at the kind of…
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…
Yes exactly. This was the brilliance of the original MSFT investment into OpenAI. It was an investment in Azure scaling its AI training infra, but roundabout through a massive customer (exactly what you’d want as a design partner) and getting equity. I’m sure Anthropic negotiated a great deal on their largest cost center, while Amazon gets a huge customer to build out their system with.
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> 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