Earlier quoted context omitted.
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.
Google plans to invest up to $40B in Anthropic
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Re: Google plans to invest up to $40B in Anthropic
#32Re: Google plans to invest up to $40B in Anthropic
#33"The Alphabet subsidiary is committing to invest $10 billion now, at a $350 billion valuation for Anthropic, with another $30 billion to follow if Anthropic hits certain performance targets, according to Anthropic." this is insane. on the secondary market the valuation is 2-3x that. what gives?
Re: Google plans to invest up to $40B in Anthropic
#34"The Alphabet subsidiary is committing to invest $10 billion now, at a $350 billion valuation for Anthropic, with another $30 billion to follow if Anthropic hits certain performance targets, according to Anthropic." this is insane. on the secondary market the valuation is 2-3x that. what gives?
Re: Google plans to invest up to $40B in Anthropic
#35I consider them competitors… This reminds me of Microsoft in 1997 investing $150 million in Apple, saving it from near bankruptcy
The tech is great but valuations are out of control. It's cheaper to keep valuations high through these circular financing deals, rather than to allow for any deflation.
Re: Google plans to invest up to $40B in Anthropic
#36They 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
Re: Google plans to invest up to $40B in Anthropic
#37I consider them competitors… This reminds me of Microsoft in 1997 investing $150 million in Apple, saving it from near bankruptcy
anthropic is the anchor external customer of tpu's and nvidia is worth more than all of google. If tpu's actually breakout as a viable alternative over the next few years for multiple clients the business could easily be worth as much as search, maybe more.
Re: Google plans to invest up to $40B in Anthropic
#38I consider them competitors… This reminds me of Microsoft in 1997 investing $150 million in Apple, saving it from near bankruptcy
Re: Google plans to invest up to $40B in Anthropic
#39I consider them competitors… This reminds me of Microsoft in 1997 investing $150 million in Apple, saving it from near bankruptcy
Re: Google plans to invest up to $40B in Anthropic
#40Earlier quoted context omitted.
> your TDS Wat?
He thinks you insulted his daddy somehow and is having a temper tantrum about it.