Anthropic raises $13B Series F

Post by giancarlostoro » Tue, Sep 02, 2025, 5:01 PM UTC

yieldcrv wrote: post #113

duxup wrote: post #34

Earlier quoted context omitted.

It's not clear to me that each new generation of models is going to be "that" much better vs cost. Anecdotally moving from model to model I'm not seeing huge changes in many use cases. I can just pick an older model and often I can't tell the difference... Video seems to be moving forward fast from what I can tell, but it sounds like the back end cost of compute there is skyrocketing with it raising other questions.

Locally run video models that are just as good as today’s closed models are going to be the watershed moment The companies doing foundational video models have stakeholders that don’t want to be associated with what people really want to generate But they are pushing the space forward and the uncensored and unrestricted video model is coming

Post by jononor » Tue, Sep 02, 2025, 5:02 PM UTC

DebtDeflation wrote: post #89

llamasushi wrote: post #22

The compute moat is getting absolutely insane. We're basically at the point where you need a small country's GDP just to stay in the game for one more generation of models. What gets me is that this isn't even a software moat anymore - it's literally just whoever can get their hands on enough GPUs and power infrastructure. TSMC and the power companies are the real kingmakers here. You can have all the talent in the w…

The wildest part is that the frontier models have a lifespan of 6 months or so. I don't see how it's sustainable to keep throwing this kind of money at training new models that will be obsolete in the blink of an eye. Unless you believe that AGI is truly just a few model generations away and once achieved it's game over for everyone but the winner. I don't.

Post by triceratops » Tue, Sep 02, 2025, 5:02 PM UTC

paulpauper wrote: post #19

ealexhudson wrote: post #14

Earlier quoted context omitted.

The trustee's reports on FTX's internal processes were damning. Even they had held their Anthropic on the way up, who's to say their internal FTT ledger and black holes in the Alameda books would not have eclipsed that? The issue wasn't that crypto markets in general were down at that point; the issue was they were doing frauds.

the frauds were stopped by Sam going to jail. There was still money left by liquidating, which in hindsight was a very poor timing.

Post by xpe » Tue, Sep 02, 2025, 5:02 PM UTC

IshKebab wrote: post #109

ACCount37 wrote: post #70

Earlier quoted context omitted.

If I had a dime for every time I see this kind of hot take, I'd be able to buy an H200 with that. A man looks at economics. Understands nothing. Thinks it must be all fake and made up. He must be so smart for seeing it through!

It is all fake and made up, and the numbers are detached from the real world, but it's not like the market doesn't know that. Btw there's a decentish board game called Modern Art based around the pricing of art with no intrinsic value.

Post by xnx » Tue, Sep 02, 2025, 5:03 PM UTC

ACCount37 wrote: post #123

duxup wrote: post #34

Earlier quoted context omitted.

It's not clear to me that each new generation of models is going to be "that" much better vs cost. Anecdotally moving from model to model I'm not seeing huge changes in many use cases. I can just pick an older model and often I can't tell the difference... Video seems to be moving forward fast from what I can tell, but it sounds like the back end cost of compute there is skyrocketing with it raising other questions.

The raw model scale is not increasing by much lately. AI companies are constrained by what fits in this generation of hardware, and waiting for the next generation to become available. Models that are much larger than the current frontier are still too expensive to train, and far too expensive to serve them en masse. In the meanwhile, "better data", "better training methods" and "more training compute" are the main w…