Google plans to invest up to $40B in Anthropic • Hacker News Board

Re: Google plans to invest up to $40B in Anthropic

#141

Post by JumpCrisscross » Fri, Apr 24, 2026, 9:38 PM UTC

Forgeties79 wrote: post #40

lovich wrote: post #32

Earlier quoted context omitted.

He thinks you insulted his daddy somehow and is having a temper tantrum about it.

I feel like there should be a rule on any forum that if somebody non-ironically uses “TDS” they should just get permabanned by a bot with no explanation.

> they should just get permabanned by a bot with no explanation

I really like HN's system of flagging versus banning. Like, I genuinely mapped TDS to Trump Derangement Syndrome, something I wasn't doing before because I thought it was a joke versus something his supporters thought of seriously.

Re: Google plans to invest up to $40B in Anthropic

#142

Post by _puk » Fri, Apr 24, 2026, 9:39 PM UTC

ipaddr wrote: post #113

ai-x wrote: post #99

Earlier quoted context omitted.

Did you add Google, Meta, Apple, Amazon in that because more people consume from these firms than Ford

His neighbour isn't spending $60,000 on all of those together

Count the Fords on the street.

Now count the Amazon deliveries in a year on said same street. And next year, and the year after, and.. however long one keeps a Ford these days..

It's quite a scary thought exercise.

Re: Google plans to invest up to $40B in Anthropic

#143

Post by pcurve » Fri, Apr 24, 2026, 9:40 PM UTC

dwayne_dibley wrote: post #101

$40B. Numbers mean nothing anymore

Yup. You can actually buy several European airlines with that kind of money.

For example, you can buy KLM Air france for less than $3B.

It is a profitable business that does $30B in sales and $1B in profit. (and has been profitable since for the past 4-5 years)

Re: Google plans to invest up to $40B in Anthropic

#144

Post by er2d » Fri, Apr 24, 2026, 9:42 PM UTC

JumpCrisscross wrote: post #14

It’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.

"(And how competently Dario has played his hand.)"

lol hes barely done anything, but sometimes that is all that's necessary when a bozo opponent is hell-bent on screwing things up. He didn't get fired the first time for no reason.

Re: Google plans to invest up to $40B in Anthropic

#145

Post by nyc_data_geek1 » Fri, Apr 24, 2026, 9:44 PM UTC

nostromo wrote: post #111

zaphar wrote: post #62

Earlier quoted context omitted.

Google does have a sort of temporary moat. They have a much better hardware supply line story than anyone else and the revenue to maintain that edge indefinitely.

Running AI at a loss long enough to kill the competition would run afoul of antitrust laws. Even more so since they’re bundling their AI products with their search monopoly. Although I doubt this will stop them if they think it’s advantageous…

Who's going to enforce antitrust laws in this environment, pray tell?

Re: Google plans to invest up to $40B in Anthropic

#146

Post by nimchimpsky » Fri, Apr 24, 2026, 9:45 PM UTC

throwawaytea wrote: post #45

If you added up all the major AI valuations, it's apparently worth more than products Americans constantly buy and rely on for their main life. So either AI is going to be involved in every Americans life to a large degree, and paying real money for, or these valuations are insanely wrong.

[dead]

Re: Google plans to invest up to $40B in Anthropic

#147

Post by zakisaad » Fri, Apr 24, 2026, 9:46 PM UTC

consumer451 wrote: post #104

It is very difficult for me to see any amount of money being thrown at Anthropic as a bad idea. The amount of new revenue that I am personally able to create for my clients, using Claude models for dev, and Claude models inside the insanely agile products delivered, is astounding. If I was not currently experiencing this myself, and someone told me that this was possible, I would be calling them names.

You could say the same about Codex (and other tooling). Opus as a model is market leading (trading blows with the greatest that OpenAI is peddling), but there will be a reckoning when open weight models are good enough - and I'd argue we are almost there with some of the latest releases. If you hook up the latest OpenAI models to something like OpenCode, its a taste of what an open harness with a powerful model (outside of a providers ecosystem) will be able to offer developers in the future.

Re: Google plans to invest up to $40B in Anthropic

#148

Post by cromka » Fri, Apr 24, 2026, 9:47 PM UTC

Anyone else has an increasing feeling that all the AI hype is turning into a "Dot-Com Bubble x 2008 Credit Default Swaps" collab?

Re: Google plans to invest up to $40B in Anthropic

#149

Post by _puk » Fri, Apr 24, 2026, 9:48 PM UTC

bmurphy1976 wrote: post #24

palmotea wrote: post #7

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.

There's always three: Google buys Anthropic. Microsoft buys Open AI (or vice versa depending on how things go). SpaceGrok buys Cursor, limps along in 3rd place. Meta is the last man standing, get's stuck with Oracle, dies. And then hopefully some open source models save us from this nightmare before China commadatises everything. Edit: I forgot Amazon. Who knows what they will do. They're the wildcard anyway.

OpenAI buying Microsoft.. I honestly think I'd like to see that.

Anything to invigorate the desktop.

Microsoft buying OpenAI.. 10 minutes later it's rebranded Copilot.. and.. nothing much changes in the world. Oh, except all the AI improvements are around Enterprise governance.

Re: Google plans to invest up to $40B in Anthropic

#150

Post by SJC_Hacker » Fri, Apr 24, 2026, 9:49 PM UTC

er2d wrote: post #139

Bewelge wrote: post #131

Earlier quoted context omitted.

I thought that these type of antitrust laws are in no way enforced anymore in the tech industry. And that it's been that way for decades. I mean the sheer existence of Google shows that right? What about Maps, Mail, Books... basically everything apart from Search? Why would an AI Mode as one category of Search results be any different? They're not actively promoting Gemini in those search results. They're simply augm…

Yes anti-trust is very much theatre nowadays. As long it further's American interests globally - monopoly is fine. Other countries need to take notice and start picking winners nationally in order to compete with the large American big tech firms.

TSMC ?

Airbus ?