Anthropic raises $13B Series F • Hacker News Board

Re: Anthropic raises $13B Series F

#221

Post by Razengan » Tue, Sep 02, 2025, 5:30 PM UTC

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…

Barely 50 years ago computers used to cost a million dollars and were less powerful than your phone's SIM card.

> GPT-4 training was what, $100M? GPT-5/Opus-4 class probably $1B+?

Your brain? Basically free *(not counting time + food)

Disruption in this space will come from whomever can replicate analog neurons in a better way.

Maybe one day you'll be able to Matrix information directly into your brain and know kung-fu in an instant. Maybe we'll even have a Mentat social class.

Re: Anthropic raises $13B Series F

#222

Post by xpe » Tue, Sep 02, 2025, 5:30 PM UTC

Remember the YouTube acquisition? Many probably don’t since it was 2006. $1.65B. To many, it seemed bonkers.

Narrow point: In general, one person’s impression of what is crazy does not fare well against market-generated information.

Broader point: If you think you know more than the market, all other things equal, you’re probably wrong.

Lesson: Only searching for reasons why you are right is a fishing expedition.

If the investment levels are irrational, to what degree are they? How and why? How will it play out specifically? Predicting these accurately is hard.

Re: Anthropic raises $13B Series F

#223

Post by cellis » Tue, Sep 02, 2025, 5:30 PM UTC

jdoliner wrote: post #5

Every round Anthropic raises twists the knife deeper in SBF. If only he could have survived the downturn his Antropic investment alone probably could have papered over the other loses.

He'll get a pardon next election cycle.

Re: Anthropic raises $13B Series F

#224

Post by sidewndr46 » Tue, Sep 02, 2025, 5:30 PM UTC

jdoliner wrote: post #5

Every round Anthropic raises twists the knife deeper in SBF. If only he could have survived the downturn his Antropic investment alone probably could have papered over the other loses.

I'm pretty sure giving yourself a 1 billion dollar loan had something to do with his downfall. Not a failure to 'survive the downturn'.

Re: Anthropic raises $13B Series F

#225

Post by jayd16 » Tue, Sep 02, 2025, 5:30 PM UTC

wmf wrote: post #124

jayd16 wrote: post #83

Earlier quoted context omitted.

In this imaginary timeline where initial investments keep increasing this way, how long before we see a leak shutter a company? Once the model is out, no one would pay for it, right?

You can't run Claude on your PC; you need servers. Companies that have that kind of hardware are not going to touch a pirated model. And the next model will be out in a few months anyway.

If it was worth it, you'd see some easy self hostable package, no? And by definition, its profitable to self host or these AI companies are in trouble.

Re: Anthropic raises $13B Series F

#226

Post by bobsmooth » Tue, Sep 02, 2025, 5:31 PM UTC

vrt_ wrote: post #155

nradov wrote: post #53

Earlier quoted context omitted.

That's why wealthy investors connected to the AI industry are also throwing a lot of money into power generation startups, particularly fusion power. I doubt that any of them will actually deliver commercially viable fusion reactors but hope springs eternal.

Imagine solving energy as a side effect of this compute race. There's finally a reason for big money to be invested into energy infrastructure and innovation to solve a problem that can't be solved with traditional approaches.

I would trade the destruction of trustworthy information and images on the internet for clean fusion power. It's a steep cost but I think it's worth it.

Re: Anthropic raises $13B Series F

#227

Post by sidewndr46 » Tue, Sep 02, 2025, 5:32 PM UTC

arduanika wrote: post #217

sebzim4500 wrote: post #68

Earlier quoted context omitted.

Weren't they also a significant investor in FTX?

Yes. So they indirectly owned some Anthropic through the FTX bankruptcy. I kinda wonder whether they somehow opted to keep their Anthropic stake when the FTX estate sold. Or maybe they bought it at some other time.

was FTX actually liquidated? Last I read the lawyers were just busy paying themselves $500,000 a day

Re: Anthropic raises $13B Series F

#228

Post by edm0nd » Tue, Sep 02, 2025, 5:32 PM UTC

koakuma-chan wrote: post #52

perks_12 wrote: post #10

Earlier quoted context omitted.

Look at this post: https://x.com/NicoleSHsing/status/1961505968782774778 We're in a VC bubble; any project that mentions AI gets tons of money.

What's wrong with that post?

its some GPT wrapper app that has 100 downloads.

also if your founder has to use dozens of buzzwords when asked to describe what their app does and that still doesn't even explain it, its obviously just bs.

"Arcarae’s mission is to help humanity remember and unlock the power each individual holds within themself so they can bring into reality their unique, authentic expression of self without fear or compromise.

Our research endeavors are designed to support this mission via computationally modeling higher-order cognition and subjective internal world models."

lol

Re: Anthropic raises $13B Series F

#229

Post by Printerisreal » Tue, Sep 02, 2025, 5:33 PM UTC

nostrademons wrote: post #98

StopDisinfo910 wrote: post #37

Earlier quoted context omitted.

Alphabet 2024 revenue: 350 billions dollars Anthropic 2024 revenue: 1 billion dollars Unreasonable doesn’t even start to capture it. Anthropic being worth 10% of Alphabet is beyond insane.

I thought the same when choosing to invest in Intel rather than NVidia in 2022. At the time, Intel was worth $310B while NVidia was worth $650B, yet Intel's revenue was $80B/year while NVidia's was $25B. I was like "There's no way I'm paying 2x the price for 1/3 the revenue." Now, NVidia is worth $4T (a return of roughly 7x) on revenue of $165B, and Intel is worth $105B (a return of roughly -66%) on revenue of $53B.…

Investors are forward looking, except when it's micron in 2000.

Anthropic have several similiar competitors with actual real distribution and tech. Ones that can go 10x are underdogs like Google before IPO or Amazon, or Shopify etc. Anthropic current stock is beyond that. Investors no longer give any big opp. to public. They gain it via private funding

Re: Anthropic raises $13B Series F

#230

Post by 1970-01-01 » Tue, Sep 02, 2025, 5:35 PM UTC

Why are they bothering with billions of dollars when crypto coins already delivered, right on schedule, the new foundation of global currency? Why aren't these previous investors pouring all of their BTC into Anthropic as fast as possible? Isn't $183,000,000,000 a massive signal that this next leap for Silicon Valley will be as solid as their previous revolution?