Google plans to invest up to $40B in Anthropic
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Re: Google plans to invest up to $40B in Anthropic
#12They just announced their new chip, and they are the ones created transformers yet investing this amount in a competitor? I don’t know what to make of it
Given that anthropic is probably paying it all back to them in compute bills, they may not be giving them anything.
Re: Google plans to invest up to $40B in Anthropic
#13At this point if you have cash or compute credits laying around in the tens of billions, better to hedge your bets than to find out the winner that took all was not you.
Unless none of the current crop of AI companies is “the winner,” either because a newcomer appears or the craze fizzles… in which case have $40B in the bank seems superior.
Re: Google plans to invest up to $40B in Anthropic
#14It’s pretty wild how badly Altman siding with Hegseth has backfired. (And how competently Dario has played his hand.)
I don’t think that’s the ultimate cause of the turnaround in fortunes. But it strikes me, at least from the investor and potentially urban-consumer perspectives, as a pivotal moment in both companies’ fortunes.
Re: Google plans to invest up to $40B in Anthropic
#15It’s pretty wild how badly Altman siding with Hegseth has backfired. (And how competently Dario has played his hand.) I don’t think that’s the ultimate cause of the turnaround in fortunes. But it strikes me, at least from the investor and potentially urban-consumer perspectives, as a pivotal moment in both companies’ fortunes.
Alphabet makes $30 billion profit per quarter.
Re: Google plans to invest up to $40B in Anthropic
#16It’s pretty wild how badly Altman siding with Hegseth has backfired. (And how competently Dario has played his hand.) I don’t think that’s the ultimate cause of the turnaround in fortunes. But it strikes me, at least from the investor and potentially urban-consumer perspectives, as a pivotal moment in both companies’ fortunes.
Alphabet makes $30 billion profit per quarter.
Which means they can allow themselves to blast money left and right? Its still a big investment.
Re: Google plans to invest up to $40B in Anthropic
#17Hopefully this money means more compute infrastructure to help Anthropic counter the efficiency changes that have created this perceived downtrend in claude quality.
The puzzling thing is why Google would try to help with that. Aren't they competitors? Wouldn't they want their competitor to have problems? It's more understanding for Amazon or Microsoft to make such an investment, because they're not as competitive in the model space.
Deepmind is heavily using Claude. This could help secure computing power.
Re: Google plans to invest up to $40B in Anthropic
#18Hopefully this money means more compute infrastructure to help Anthropic counter the efficiency changes that have created this perceived downtrend in claude quality.
The puzzling thing is why Google would try to help with that. Aren't they competitors? Wouldn't they want their competitor to have problems? It's more understanding for Amazon or Microsoft to make such an investment, because they're not as competitive in the model space.
Google owned 14ish percent of Anthropic before this investment, so presumably this could bring it up to as much as 25%?
Re: Google plans to invest up to $40B in Anthropic
#19Re: Google plans to invest up to $40B in Anthropic
#20It’s pretty wild how badly Altman siding with Hegseth has backfired. (And how competently Dario has played his hand.) I don’t think that’s the ultimate cause of the turnaround in fortunes. But it strikes me, at least from the investor and potentially urban-consumer perspectives, as a pivotal moment in both companies’ fortunes.
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