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Anthropic raises $30B in Series G funding at $380B post-money valuation

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Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#271

Post by kasey_junk »

c7b wrote: post #192
mrtksn wrote: post #96

Earlier quoted context omitted.

Theoretically Apple can spend just as much. What are the outcomes though? All those giants have their own business that are established and profitable. It’s the new kids in the block that will make the difference. You know those lists on twitter about how many companies US has in top 10 and are presented as a win? Those are actually lists of capital concentrations blocking innovation. It looks like US is winning but…

> Theoretically Apple can spend just as much. What are the outcomes though? The GP was talking about Google specifically, and their outcomes on AI are nothing to scoff at. They had a rocky late start, but they seem to have gotten over that. Their models are now very much competitive with the startups. And it's not just that have more money to spend. They probably have more training data than anyone in the world, and…

Google didn’t have a late start, they invented the tech, had bespoke hardware in place that supported it and have money to spend.

I don’t have any idea what comes next but Google and Microsoft look bad right now because they can’t execute a product strategy.

My personal bias is that either ms or Google or both will land just fine after it all shakes out but they started with a lead and are now playing catch up.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#272

Post by mcny »

abraxas wrote: post #241
pragmatic wrote: post #224

Earlier quoted context omitted.

How in the world would you have thought that? Genuinely curious. It was obviously DOA and waaaayyy outside G'scompetence.

I thought it was a far superior UI to facebook when it launched. I tried to use it but the gravity of the network effect was too strong on facebook's side. In the end I'd rather if both had failed. Although one can argue that they actually did. But that's another story.

I very much wanted Google Plus to succeed. Circles was a great idea in my opinion. Google Plus profiles could be the personal home page for the rest of us but of course, Google being Google...

That being said, tying bonuses for the whole company on the success of Google+ was too much even for me.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#273

Post by TimTheTinker »

mcny wrote: post #272
abraxas wrote: post #241

Earlier quoted context omitted.

I thought it was a far superior UI to facebook when it launched. I tried to use it but the gravity of the network effect was too strong on facebook's side. In the end I'd rather if both had failed. Although one can argue that they actually did. But that's another story.

I very much wanted Google Plus to succeed. Circles was a great idea in my opinion. Google Plus profiles could be the personal home page for the rest of us but of course, Google being Google... That being said, tying bonuses for the whole company on the success of Google+ was too much even for me.

I very much wanted Google Wave to succeed. It seemed like a really cool way to communicate.

I guess we sort of got it with Slack though

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#274

Post by bdangubic »

JackSlateur wrote: post #138
xvector wrote: post #111

Earlier quoted context omitted.

OTOH my company spends well into the $hundreds/user/day on Claude.

They are insane

up to 5 paid max CC accounts per dev currently, can request (and easily get approved) for more if needed

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#276

Post by mountainriver »

davnicwil wrote: post #128
timmmmmmay wrote: post #58

Earlier quoted context omitted.

Google fucks up 90% of their products, why do you think Gemini is in the 10%?

well, it's basically existential, so the incentive is there to not only get it very right but also to limit the delta with how right anyone else gets it. The same can't really be said of the long tail of products Google have done. Look to GCP as an example. It had to be done, with similar competitive dynamics, it was done very well. Look to Android as another.

You must not know the stories of why GCP came to be.

It was an idea from the creators of Kubernetes and the execs at Google fought it the whole way

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#277

Post by camdenreslink »

vessenes wrote: post #227
lotsofpulp wrote: post #129

Earlier quoted context omitted.

Their overall margin is negative.

No, it’s not. This is a dangerous perspective, usually held by engineers who think that accounting doesn’t matter and don’t understand it. You MUST accrue the lifetime value of the assets against the capital expense (R&D in this case) to determine the answer to this question. The company (until this announcement) had raised $17B and has a $14B revenue rate with 60% operating margin. It is only negative on margin if y…

What is the lifetime value of an individual pretraining run, and what is the cost to do it? Whether it is a net positive seems to still be an open question.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#278

Post by wongarsu »

2OEH8eoCRo0 wrote: post #95
Hamuko wrote: post #84

Earlier quoted context omitted.

I think the idea is to reduce labor costs by replacing the human workers.

I haven't used it to replace workers though, only to replace Google search. My company is pushing copilot but it's only $16/user/mo. Hardly lucrative and no moat.

Start Claude Code in a big repo, give it a bug report and ask it to come up with a fix, and watch it do hours of work in minutes. It doesn't have 100% success rate, but its ability to navigate code bases and understand how different parts play together has become seriously impressive

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#279

Post by qudat »

tyre wrote: post #19
IshKebab wrote: post #7

Absolutely wild valuation given their lack of a moat isn't it?

Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code These are all moats.

Have you tried qwen3-coder-next? Model moats are going bye bye

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#280

Post by wcummings »

mrtksn wrote: post #96
reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

Theoretically Apple can spend just as much. What are the outcomes though? All those giants have their own business that are established and profitable. It’s the new kids in the block that will make the difference. You know those lists on twitter about how many companies US has in top 10 and are presented as a win? Those are actually lists of capital concentrations blocking innovation. It looks like US is winning but…

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