It's a little weird. I work for Google, but I spend way more time helping get Anthropic serving and running than anything to do with Gemini.
Google plans to invest up to $40B in Anthropic
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Re: Google plans to invest up to $40B in Anthropic
#82Earlier quoted context omitted.
Anthropics erratic behavior is going to get Google regulated. This is "don't rock the boat" money. Google existentially needs AI for advertising.
> Google existentially needs AI for advertising. What's the explanation behind this? I am sure they use AI in their ad network (matching web sites with ad offerings, maybe generating ads automatically), but is there more to it?
I know AI companies are selling ad training into the models so the models know about your product. I'm not sure if that is what they were referring to, but it could be related.
Re: Google plans to invest up to $40B in Anthropic
#83Earlier quoted context omitted.
What backfired? Ant's recent rise has little to none to do with retail subscribers, it is Claude Code with Opus 4.5+, followed by their Mythos stunt I would say the flood of $20 Claude Subscribers due to news cycle backfired on them, now everyone is getting worse outputs and exposed their shortage on compute, which they can't fix anytime soon. Pretty much everyone I know has both cc and codex now, just because how un…
> What backfired? I think it was psychological to a degree. For many consumers OpenAI, or at least ChatGPT was AI. The controversy was enough for folks to be introduced to competitors in the AI space and suddenly OpenAI's success felt a lot less inevitable. I agree with OP though that this won't actually be the cause of OpenAI's downfall, should it happen. But I still think it's an interesting inflection point.
> controversy was enough for folks to be introduced to competitors
This is my suspicion. Consumers hadn’t previously heard of Anthropic and Claude. Now they had, particularly in cities.
> this won't actually be the cause of OpenAI's downfall, should it happen. But I still think it's an interesting inflection point
Also agree. Hence why I said “I don’t think” the fight is “the ultimate cause.”
Re: Google plans to invest up to $40B in Anthropic
#84>> $10 billion now ... another $30 billion to follow if Anthropic hits certain performance targets...
Re: Google plans to invest up to $40B in Anthropic
#85Earlier quoted context omitted.
There is more supply than demand flat to OpenAI’s recent raise. That’s simply not the case for Anthropic, at last raise or at comparable valuations.
Citation? Were you working on the deal?
Can’t speak to citations, unfortunately, but if you have a banker or broker with secondary flow right now, ask them which they can get you more of and at what valuation: OpenAI or Anthropic.
Re: Google plans to invest up to $40B in Anthropic
#86my take is Anthropic needs a large cash infusion since it's the one of the popular model providers. if it runs of out of cash - then it's bad for the whole industry. same as OpenAI. so all players - will provide cash & compute to keep them going.
> if it runs of out of cash - then it's bad for the whole industry.
Why? I don’t think we would suffer if anthropic disappeared tomorrow
Re: Google plans to invest up to $40B in Anthropic
#87It's a little weird. I work for Google, but I spend way more time helping get Anthropic serving and running than anything to do with Gemini.
This is a good strategy. Internal competition between Gemini and GCP.
Re: Google plans to invest up to $40B in Anthropic
#88I think the subtext of the last few weeks is the Anthropic was becoming severely capacity constrained (or approaching that). They seem to have had to sign two somewhat adverse contracts with Amazon and Google in short succession. suddenly model quality is back up again.
Well to a certain extent it also blunts competition, Gemini is less of a threat if their main investor is also backing Anthropic. The issue is when the pyramid scheme collapses...
Re: Google plans to invest up to $40B in Anthropic
#89Google seems to own a bit of everyone.
Re: Google plans to invest up to $40B in Anthropic
#90Earlier quoted context omitted.
> If tpu's actually breakout as a viable alternative over the next few years Why haven't they broken out yet, I wonder, if they're more efficient for inference and LLM costs are now weighted towards inference over training?
You essentially have to run in google to use them and that probably limits their ability to breakout. Anthropic might be doing this deal as a way to shore up their supply chain and cost of both inference and training by leveraging Google's hardware and chip manufacturing expertise.
Several customers like Citadel, run TPUs in their own datacenters (closer to Exchanges)