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Anthropic raises $13B Series F

anthropic.com

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Re: Anthropic raises $13B Series F

#441

Post by Zigurd »

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…

That's like asking if it's better to launch on Falcon 9, or wait until Starship actually hits $100 a kilogram to orbit.

Re: Anthropic raises $13B Series F

#442

Post by tonymet »

i guess emissions, climate concerns , economics are all just out the window here?

My feeble uncle isn't allowed to buy a single lightbulb in his state yet , but burning terawatts for useless porn generators is where we are investing our engineering efforts.

Re: Anthropic raises $13B Series F

#444

Post by harmmonica »

not_the_fda wrote: post #312
ijidak wrote: post #203

Earlier quoted context omitted.

I think we underestimate the insane amount of idle cash the rich have. We know that the top 1% owns something like 80% of all resources, so they don't need that money. They can afford to burn a good chunk of global wealth so that they can have even more global wealth. Even at the current rates of insanity, the wealthy have spent a tiny fraction of their wealth on AI. Bezos could put up this $13 billion himself and re…

"This is a technology that could replace a sizable fraction of humamkind as a labor input." And if it does? What happens when a sizable fraction of humamkind is hungry and can't find work? It usually doesn't turn out so well for the rich.

Big question is whether it replaces and then doesn't create new opportunity to make up for those casualties. I'm not sold on this, but there's this part of me that actually believes LLM's or perhaps AI more broadly will enable vast numbers of people to do things that were formerly impossible for them to do because the cost was too great, or the thought of doing it too complex. Now those same things are not only accessible, but easy to access. I made a comment earlier today in the thread about Google's antitrust "win" where things I couldn't formerly have done without sizable and costly third-party professional help are now possible for near-zero cost and near-zero time. It really can radically empower folks. Not sure that's going to make up for all the job loss, but there is the possibility of real empowerment.

Re: Anthropic raises $13B Series F

#446

Post by UltraSane »

Workaccount2 wrote: post #248
UltraSane wrote: post #116

Earlier quoted context omitted.

A lot of the biggest data centers being built are also building behind the meter generation dedicated to them.

Which is mostly natural gas sadly.

Yep they are tapping directly into main pipelines.

Re: Anthropic raises $13B Series F

#447

Post by zmmmmm »

FinnLobsien wrote: post #18
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.

Always makes you wonder how many companies that are successes today could’ve had their SBF moment, but market conditions kept them afloat

It's a slightly different context, but Apple probably would have gone out of business if Microsoft hadn't needed them so badly to exist due to antitrust. Hard to imagine how different the world would have been now if that had happened.

Re: Anthropic raises $13B Series F

#448

Post by [deleted] »

babelfish wrote: post #363
sbarre wrote: post #322

Earlier quoted context omitted.

Maybe you don't want to share, but I'm scratching my head trying to think of something I would need to talk to Anthropic's customer service about that would be urgent and un-straightfoward enough to frustrate me to the point of using the term "abuse"..

Particularly since they seem to be complaining about service as a consumer, rather than an enterprise...

[deleted]

Re: Anthropic raises $13B Series F

#449

Post by xenobeb »

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

The problem is the video models are only impressive in news stories about the video models. When you actually try to use them you can see how the marketing is playing to people's imagination because they are such a massive disappointment.

Re: Anthropic raises $13B Series F

#450

Post by zmmmmm »

didip wrote: post #298

Everyone is so pessimistic about bubble bursting and money are simply catches on fire in this AI race… However, I remembered when Youtube was young. It was burning money every month on bandwidth. After selling out to Google, it took another decade to turned profit. But it did. And it achieved its end game. As the winner, it took all of the video hosting market. And Google reaped the entirety of that win. This AI race…

Youtube is fascinating to me because it never made any sense. At the time they were starting bandwidth was expensive. How the hell did they pay the bills for that? And then every single rational piece of logic said they would be sued to oblivion due to copyright violations. Logically, Youtube should have been impossible, but here it is.

I often think about that when trying to evaluate forward looking tech. Even though 99% of the time logic like that proves to be correct, it's also true that most of the time the winners in a race did that exactly because they defined some piece of the standard framework of logic that everybody else played by. Uber is similar - they shouldn't exist, they basically broke the law in most countries they moved into, brazenly violated all kinds of barriers that kept taxi industry completely entrenched for decades. But now they are dominating in most of these countries.

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