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Google plans to invest up to $40B in Anthropic

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

#161

Post by dzhiurgis »

throwawaytea wrote: post #70
JumpCrisscross wrote: post #56

Earlier quoted context omitted.

> it's apparently worth more than products Americans constantly buy and rely on for their main life What are you counting in this category?

There are countless examples, but let's say Ford. Worth $150 billion, $50 billion not counting debt. My neighbors just gave Ford $60k. It'll be a while until my neighbor gives Anthropic $60k.

At 20 year depreciation it’s $250 a month. Close to Anthropic’s $200 model. IMHO at this point a lot of developers would rather walk than code manually.

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

#162

Post by Jagerbizzle »

an0malous wrote: post #153
tiffanyh wrote: post #116

Earlier quoted context omitted.

That’s what’s needed when you go from $9B in ARR … to $30B in ARR literally just one quarter later . That kind of insane growth & demand is unprecedented at that scale. https://www.anthropic.com/news/google-broadcom-partnership-c...

What is all this AI doing? People are spending 10’s to 100’s of billions and no service or technology seems better or cheaper. Everything is more expensive and worse.

I'm burning an insane number of tokens 8-12 hours a day for the dramatic improvement of some internal tooling at a big tech company. Using it heavily for an unannounced future project as well.

I presume I'm not the only one.

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

#163

Post by xtracto »

an0malous wrote: post #153
tiffanyh wrote: post #116

Earlier quoted context omitted.

That’s what’s needed when you go from $9B in ARR … to $30B in ARR literally just one quarter later . That kind of insane growth & demand is unprecedented at that scale. https://www.anthropic.com/news/google-broadcom-partnership-c...

What is all this AI doing? People are spending 10’s to 100’s of billions and no service or technology seems better or cheaper. Everything is more expensive and worse.

Haven't you seen all the layoffs? Ive been subscribed to r/layoffs for 5+ years, and since a couple of months ago, it's been crazy noisy.

My hypothesis is that companies dont want to offer cheaper nor better services. Only want to cut costs and keep the revenue for investors.

I other news, TQQQ is pretty high!

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

#165

Post by Sol- »

33MHz-i486 wrote: post #55

I 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.

Perhaps the adversity of the contracts cancels out with their sudden success and increase in valuation and it ends up a wash compared to the counterfactual scenario where they would have speculated on high growth early on.

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

#166

Post by hayd »

pcurve wrote: post #143
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)

"$30B in sales and $1B in profit."

This margin seems terrible.

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

#167

Post by JumpCrisscross »

bpye wrote: post #156
nostromo wrote: post #118

Earlier quoted context omitted.

The company with the access to cheap and plentiful energy and the real estate to build data centers will be Saudi Arabia in your analogy. This is why SpaceX could be a dark horse in this race. Putting compute in space is expensive but so is building a data center in the US.

> Putting compute in space is expensive but so is building a data center in the US. You know what's also really hard in a vacuum? Dissipating heat.

> You know what's also really hard in a vacuum? Dissipating heat

Correct. The economics of space-based DCs comes down to permitting delays versus radiator mass.

At ISS-weight radiators (12 to 15 W/kg (EDIT: kg/kW)), you need almost decade-long delays on the ground (or 10+ percent interest rates) to make lifting worthwhile. Get down to current state-of-the-art in the 5 to 10 W/kg (EDIT: kg/kW) range, however, and you only need permiting delays of 2 to 3 years.

If there is a game-changing start-up waiting to be built, it's in someone commercialising a better vacuum-rated radiator.

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

#168

Post by er2d »

SJC_Hacker wrote: post #150
er2d wrote: post #139

Earlier quoted context omitted.

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 ?

Are you claiming they are tech firms in the manner of a Apple, Google etc?

lol

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

#169

Post by enraged_camel »

karmasimida wrote: post #43
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.

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…

>> followed by their Mythos stunt

"Stunt", eh?

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

#170

Post by goolz »

sdevonoes wrote: post #86
dzonga wrote: post #72

my 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

If Anthropic disappeared tomorrow due to running out of cash it would cause a great panic, no?
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