Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Anthropic raises $13B Series F

anthropic.com

Post reply on HN
Print view View original

431–440 of 661 posts

Re: Anthropic raises $13B Series F

#431

Post by tick_tock_tick »

giancarlostoro wrote: post #131
yieldcrv wrote: post #113

Earlier quoted context omitted.

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

Nobody wants to make a commercial NSFW model that then suffers a jailbreak... for what is the most illegal NSFW content.

It's going to be really weird when huge swaths of the internet are illegal to visit outside the USA because you keep running into that kind of AI generate "content".

Re: Anthropic raises $13B Series F

#432

Post by utyop22 »

aqme28 wrote: post #33
tinyhouse wrote: post #20

Earlier quoted context omitted.

This is the fastest-growing company by revenue, jumping from $1B to $3B in just five months. Hitting $10B is only a matter of time, which would put its valuation at a reasonable ~18x sales multiple. It doesn't even matter where we are in the AI hype cycle - AI adoption will keep increasing, it's not even a question at this point. From a technical perspective, they manage to attract top talent - Google / OpenAI lose a…

I thought ~20x or so was a good baseline earnings multiple. I have no idea what makes sense as a revenue multiple but I bet it would be a lot lower than that. Edit: After looking it up, normal P/Sales ratios are on the order of about 1. They vary from like .2 to 8 depending on industry.

You're comparing the value of equity to firm earnings? Lol. I don't really bother calling out most financial stuff on here since I can't be bothered but come on.

Its not internally consistent, at all.

Re: Anthropic raises $13B Series F

#433

Post by tick_tock_tick »

simianwords wrote: post #364
baq wrote: post #362

Earlier quoted context omitted.

in some jurisdictions generating a swastika or a hammer and sickle is illegal. that said, I'm sure you can imagine that the really illegal, truly, positively sickening and immoral stuff is children-adjacent and you can be 100% sure there are sociopaths doing training runs for the broken people who'll buy the weights.

Is it illegal to use mspaint to generate similar vile things?

Most of Europe doesn't really have free speech, frankly most of the world doesn't. Privileges like making mspaint drawings of nearly whatever you want is pretty uniquely American.

Re: Anthropic raises $13B Series F

#434

Post by nightski »

crawshaw wrote: post #418
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…

> All the innovation is coming "top-down" from very well funded companies - many of them tech incumbents The model leaders here are OpenAI and Anthropic, two new companies. In the programming space, the next leaders are Qwen and DeepSeek. The one incumbent is Google who trails all four for my workloads. In the DevTools space, a new startup, Cursor, has muscled in on Microsoft's space. This is all capital heavy, yes,…

At what point is OpenAI not considered new? It's a few months from being a decade old with 3,000 employees and $60B in funding.

Re: Anthropic raises $13B Series F

#435

Post by lexandstuff »

crawshaw wrote: post #418
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…

> All the innovation is coming "top-down" from very well funded companies - many of them tech incumbents The model leaders here are OpenAI and Anthropic, two new companies. In the programming space, the next leaders are Qwen and DeepSeek. The one incumbent is Google who trails all four for my workloads. In the DevTools space, a new startup, Cursor, has muscled in on Microsoft's space. This is all capital heavy, yes,…

And all of those companies except for Google are entirely dependant on NVIDIA who are the real winners here.

Re: Anthropic raises $13B Series F

#436

Post by tick_tock_tick »

jayd16 wrote: post #225
wmf wrote: post #124

Earlier quoted context omitted.

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.

You need a 100+gigs ram and a top of the line GPU to run legacy models at home. Maybe if you push it that setup will let you handle 2 people maybe 3 people. You think anyone is going to make money on that vs $20 a month to anthropic?

Re: Anthropic raises $13B Series F

#437

Post by fshr »

nightski wrote: post #434
crawshaw wrote: post #418

Earlier quoted context omitted.

> All the innovation is coming "top-down" from very well funded companies - many of them tech incumbents The model leaders here are OpenAI and Anthropic, two new companies. In the programming space, the next leaders are Qwen and DeepSeek. The one incumbent is Google who trails all four for my workloads. In the DevTools space, a new startup, Cursor, has muscled in on Microsoft's space. This is all capital heavy, yes,…

At what point is OpenAI not considered new? It's a few months from being a decade old with 3,000 employees and $60B in funding.

Well, compare them to Microsoft: 50 years old with 228,000 employees and $282 billion in revenue.

Re: Anthropic raises $13B Series F

#438

Post by tick_tock_tick »

pnt12 wrote: post #423
xpe wrote: post #222

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…

I mean, this sounds like survivor bias in action? Google also bought Motorola for 12 billion and Microsoft bought Nokia for 7 billion. Those weren't success cases. Or more similarly, WeWork got 12B from investor and isn't doing well (hell, bankrupt, according to Wikipedia).

> Google also bought Motorola for 12 billion and Microsoft bought Nokia for 7 billion. Those weren't success cases.

A lot of that was patent acquisition rather than trying to run those businesses so it's hard to say a success or not.

Re: Anthropic raises $13B Series F

#439

Post by cindyllm »

kaashif wrote: post #428
Davidzheng wrote: post #306

Earlier quoted context omitted.

the human brain can't run off a nuclear power plant b/c it was too hard for evolution to figure out, but we figured it out. No reason running on nuclear power plant won't give much higher intelligence.

But if we could drink a bottle of oil and become 10x smarter for 1 hour, it would be really cool. There just wasn't any use for that in the savannah, or indeed many bottles of oil.

[dead]

Re: Anthropic raises $13B Series F

#440

Post by jjmarr »

xp84 wrote: post #361
Zigurd wrote: post #120

Earlier quoted context omitted.

To make a similar comparison, Alphabet's Waymo has AV's that actually work. But they're not capturing 80% of Tesla's valuation.

Don't those cost like $400,000 a piece to outfit, though? I mean this with tremendous respect because I think they're the only ones doing it "right," I feel like Waymo is kind of 'bruteforcing' autonomous driving using money. There's an inherent limit to the impact of a technology (and thus its long-term value) based on its cost, and even stipulating that Waymo has solved it in general, I think a valuation should be…

Historically speaking there was an 80 year period in which transporting mined, natural, lake ice from the US Northeast/Norway around the world was economically competitive with ice machines depending on local market conditions.

Machine ice became competitive in India and Australia in the 1850s, but it took until the start of World War 1 (1914) for artificial ice production to surpass natural in America. And the industry only disappeared when every household could buy a refrigerator.

Self-driving doesn't have to scale globally to be economically viable as a technology. It could already be viable at $400k in HCOL areas with perfect weather (i.e. California, Austin, and other places they operate).

Post reply on HN