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Anthropic raises $13B Series F

anthropic.com

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Re: Anthropic raises $13B Series F

#331

Post by dpe82 »

AlexandrB wrote: post #309
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 whole LLM era is horrible. All the innovation is coming "top-down" from very well funded companies - many of them tech incumbents, so you know the monetization is going to be awful. Since the models are expensive to run it's all subscription priced and has to run in the cloud where the user has no control. The hype is insane, and so usage is being pushed by C-suite folks who have no idea whether it's actually ben…

In a previous generation, the enabler of all our computer tech innovation was the incredible pace of compute growth due to Moore's Law, which was also "top-down" from very well-funded companies since designing and building cutting edge chips was (and still is) very, very expensive. The hype was insane, and decisions about what chip features to build were made largely on the basis of existing vendor relationships. Those companies benefited, but so did the rest of us. History rhymes.

Re: Anthropic raises $13B Series F

#332

Post by koakuma-chan »

beAbU wrote: post #324
koakuma-chan wrote: post #253

Earlier quoted context omitted.

> lol What do you mean lol? Isn't that awesome ? Feel free to share if you think that isn't awesome. I personally don't think there is enough information here to tell if that is awesome or satire, but it is interesting how usually things like this are considered awesome, but this particular one is deemed satire.

The post borders on turbo encabulatoe levels of insanity. It makes zero sense. What does the product do?

> What does the product do?

I think this is like ChatGPT, but it generates "inner monologue" in the background, and the "inner monologue" is then added to the context, and this "addresses" "sycophancy, attention deficits, and inconsistent prioritization"

Re: Anthropic raises $13B Series F

#333

Post by naiv »

jjangkke wrote: post #56

well i really hope they will use some of this money to compete with codex and release something quick chat gpt 5 in codex is really good so much that i stopped used claude code altogether cheaper too made me realize nobody has moat, coders especially will just go to whoever provides best bang for their buck.

Same. We all moved to codex in the past weeks not looking back at our cancelled Max20 subscriptions.

But who knows what will be to best tool/model to use in October.

Re: Anthropic raises $13B Series F

#334

Post by AlexandrB »

simianwords wrote: post #315
AlexandrB wrote: post #309

Earlier quoted context omitted.

The whole LLM era is horrible. All the innovation is coming "top-down" from very well funded companies - many of them tech incumbents, so you know the monetization is going to be awful. Since the models are expensive to run it's all subscription priced and has to run in the cloud where the user has no control. The hype is insane, and so usage is being pushed by C-suite folks who have no idea whether it's actually ben…

This is very pessimistic take. Where else do you think the innovation would come from? Take cloud for example - where did the innovation come from? It was from the top. I have no idea how you came to the conclusion that this implies monetization is going to be awful. How do you know models are expensive to run? They have gone down in price repeatedly in the last 2 years. Why do you assume it has to run in the cloud w…

> I have no idea how you came to the conclusion that this implies monetization is going to be awful.

Because cloud monetization was awful. It's either endless subscription pricing or ads (or both). Cloud is a terrible counter-example because it started many awful trends that strip consumer rights. For example "forever" plans that get yoinked when the vendor decides they don't like their old business model and want to charge more.

Re: Anthropic raises $13B Series F

#335

Post by psychoslave »

Razengan wrote: post #221
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-…

Yeah, no hate for kung fu here, but maybe learning to better communicate together, act in ways that allows everyone to thrive in harmony and spread peace among all humanity might be a better thing to start incorporating, might not it?

Re: Anthropic raises $13B Series F

#336

Post by dmschulman »

dpe82 wrote: post #331
AlexandrB wrote: post #309

Earlier quoted context omitted.

The whole LLM era is horrible. All the innovation is coming "top-down" from very well funded companies - many of them tech incumbents, so you know the monetization is going to be awful. Since the models are expensive to run it's all subscription priced and has to run in the cloud where the user has no control. The hype is insane, and so usage is being pushed by C-suite folks who have no idea whether it's actually ben…

In a previous generation, the enabler of all our computer tech innovation was the incredible pace of compute growth due to Moore's Law, which was also "top-down" from very well-funded companies since designing and building cutting edge chips was (and still is) very, very expensive. The hype was insane, and decisions about what chip features to build were made largely on the basis of existing vendor relationships. Tho…

Eh, if this is true then IBM and Intel would still be the kings of the hill. Plenty of companies came from the bottom up out of nothing during the 90s and 2000s to build multi-billion dollar companies that are still dominate the market today. Many of those companies struggled for investment and grew over a long timeframe.

The argument is something like that is not really possible anymore given the absurd upfront investments we're seeing existing AI companies need in order to further their offerings.

Re: Anthropic raises $13B Series F

#337

Post by ants_everywhere »

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…

> 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.

I'm curious to hear from experts how much this is true if interpreted literally. I definitely see that having hardware is a necessary condition. But is it also a sufficient condition these days? ... as in is there currently no measurable advantage to having in-house AI training and research expertise?

Not to say that OP meant it literally. It's just a good segue to a question I've been wondering about.

Re: Anthropic raises $13B Series F

#338

Post by yieldcrv »

kaashif wrote: post #218
lynx97 wrote: post #148

Earlier quoted context omitted.

Maybe. The question is, will legislation be fast enough? Maybe, if people keep going for politician porn: https://www.theguardian.com/world/2025/aug/28/outrage-in-ita...

Well considering it has been possible to produce similar doctored images for decades at this point, I think we can conclude legislation has not been fast enough. That article is nothing to do with AI, really.

and people focus way too much much on superimposed images instead of completely new digital avatars, which is what’s already taking off now

Re: Anthropic raises $13B Series F

#339

Post by simianwords »

AlexandrB wrote: post #334
simianwords wrote: post #315

Earlier quoted context omitted.

This is very pessimistic take. Where else do you think the innovation would come from? Take cloud for example - where did the innovation come from? It was from the top. I have no idea how you came to the conclusion that this implies monetization is going to be awful. How do you know models are expensive to run? They have gone down in price repeatedly in the last 2 years. Why do you assume it has to run in the cloud w…

> I have no idea how you came to the conclusion that this implies monetization is going to be awful. Because cloud monetization was awful. It's either endless subscription pricing or ads (or both). Cloud is a terrible counter-example because it started many awful trends that strip consumer rights. For example "forever" plans that get yoinked when the vendor decides they don't like their old business model and want to…

Vast majority of cloud users use AWS, GCP and Azure which have metered billing. I'm not sure what you are talking about.
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