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Anthropic taps IPO lawyers as it races OpenAI to go public

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Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#221

Post by tshaddox »

HarHarVeryFunny wrote: post #16

It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…

> It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point).

Or, as a slight variation of that, they think the underlying technology will always be quickly commoditized and that no one will ever be able to maintain much of a moat.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#222

Post by jacquesm »

HarHarVeryFunny wrote: post #16

It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…

Bezos is playing it smart: sell shovels to all of the gold diggers. If he partners with one of the gold diggers he won't be able to sell shovels to the remainder.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#223

Post by sunir »

WJW wrote: post #104
ekropotin wrote: post #45

Earlier quoted context omitted.

Maybe Anthropic simply don’t want to be acquired

You understand that doing an IPO is quite literally selling big chunks of yourself to the highest bidder, right?

Not necessarily controlling stakes.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#225

Post by stlava »

kordlessagain wrote: post #44
HarHarVeryFunny wrote: post #16

It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…

After watching The Thinking Game documentary, maybe Amazon has little appetite for "research" companies that don't actually solve real world problems, like Deepseek did.

The movie seems like a fluff piece when you find out what has transpired at DeepMind subsequently with slowing down publishing material to “selling out to product” which the founder was hell bent against in the documentary.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#226

Post by parliament32 »

nostrademons wrote: post #131
boh wrote: post #125

Honestly these IPOs are likely to kill the market. Once the necessary disclosures are out, and the worse-case math people are assuming turns out to have been way more optimistic than the actual truth, the entire market is likely crashing since the money is so spread out. So far there has been zero good news from an investment perspective out of LLM centered companies outside of what are ultimately just complex financ…

If they get into the S&P 500 at a $300B market cap that puts them at #30, just behind Coca-Cola. They'll make up about half a percent of the index and then will have a ready supply of price-insensitive buyers in the form of everybody who puts their retirement fund into an index fund on autopilot.

You need to be profitable for S&P 500 inclusion.

> The sum of the most recent four consecutive quarters’ Generally Accepted Accounting Principles (GAAP) earnings (net income excluding discontinued operations) should be positive as should the most recent quarter.

https://www.spglobal.com/spdji/en/documents/methodologies/me...

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#227

Post by Spooky23 »

epiccoleman wrote: post #160
tapoxi wrote: post #92

Earlier quoted context omitted.

But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.

I think Claude Code is the moat (though I definitely recognize it's a pretty shallow moat). I don't want to switch to Codex or whatever the Gemini CLI is, I like Claude Code and I've gotten used to how it works. Again, I know that's a shallow moat - agents just aren't that complex from a pure code perspective, and there are already tools that you can use to proxy Claude Code's requests out to different models. But at…

Google Code assist is pretty good. I had it create a pretty comprehensive inventory tracking app within the quota that you get with the $25 google plan.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#228

Post by deaux »

hbosch wrote: post #42
michaelbuckbee wrote: post #22

Earlier quoted context omitted.

Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.

Are you sure? While Amazon doesn't own a "true" frontier model they have their own foundation model called Nova. I assume if Amazon was using Claude's latest models to power it's AI tools, such as Alexa+ or Rufus, they would be much better than they currently are. I assume if their consumer facing AI is using Claude at all it would be a Sonnet or Haiku model from 1+ versions back simply due to cost.

Nova 2 came out today so not clear how good it is yet, but Nova 1 was entirely uncompetitive.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#230

Post by Cheer2171 »

chollida1 wrote: post #138
torginus wrote: post #37

Earlier quoted context omitted.

Just how much of the market do retail investors control? I thought they were a drop in the bucket. Also, is there a way to know how much of the total volume of shares is being traded now? If I kept hyping my company (successfully), and drove the share price from $10 to $1000, thanks to retail hype, I could 100x the value of my company lets say from $100m to $10B, while the amount of money actually changing hands woul…

Retail has gotten alot bigger lately( last 10 years and mostly since covid) and alot more "organized". Goldman puts out their retail reports weekly that show retail is 20% of trading in alot of names and higher in alot of the meme stock names. They used to be so tiny due to $50/trade fees, but with the advent of all the free money in the system since covid and GenZ feeling like real estate won't be their path to free…

That is 20% of trading volume, a lot of which is day/week trading, which goes up the more they buy and sell to each other. This does not mean 20% of their assets under management are retail. The "voice" of the retail market is still tiny, it is only because institutional investors are betting with each other off what reddit is going to do that things actually move.
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