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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

#191

Post by consumer451 »

zakisaad wrote: post #147
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 (outs…

I know there are multiple paths at this, thank the computing gods.

If we get to an end-state of monopoly/duopoly at this game, then we are truly screwed.

I was just stating my current use and revenue path. Anthropic has insane velocity, in April of 2026.

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

#192

Post by psadauskas »

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 spending a ton of tokens because it insists on manually correcting code that fails the linter, despite the instructions in the AGENTS.md to run the linter with autocorrect.

And also because the Plan agent generates a huge plan, asks me a couple yes/no questions with an obvious answer, and then regenerates the entire plan again. Then the Build agent gets confused anyway and does something else, and I have to round-trip about 5 times with that full context each time.

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

#193

Post by andriy_koval »

hellisothers wrote: post #171
Jagerbizzle wrote: post #162

Earlier quoted context omitted.

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.

Same and it is working really well (I say contra to most individual reporting).

I have some coworker who says something similar, he vibe coded tons of cryptic code, which indeed solves some problem though could be way more compact and well structured. Now it is hitting complexity limitation, since llm now cant comprehend it, and human cant comprehend it by large a margin.

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

#194

Post by ambicapter »

JumpCrisscross wrote: post #167
bpye wrote: post #156

Earlier quoted context omitted.

> 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…

Would you want more wattage per kg for a better radiator?

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

#195

Post by TimTheTinker »

se4u wrote: post #178
Jagerbizzle wrote: post #162

Earlier quoted context omitted.

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.

I'd be interested to learn what kind of internal tooling are you improving ?

Personally, a static analysis PR check to catch some types of preventable runtime production errors in application code

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

#196

Post by maplethorpe »

senordevnyc wrote: post #125
iLoveOncall wrote: post #121

Earlier quoted context omitted.

Run-rate revenue is not ARR. For all we know they could have a revenue of $100 and claim a run-rate revenue of $30B. Given the fact that both Altman and Amodei are pathological liars, there's absolutely no reason to believe that Anthropic has $30B ARR.

For all we know they could have a revenue of $100 and claim a run-rate revenue of $30B. Can you explain how that’d work? What would the $30B figure be based on if they only have $100 in revenue?

If you make a hundred dollars in 0.1 seconds, you could say your annualized revenue is $100 / 0.1 * 60 * 60 * 24 * 365 = -$30 billion.

That said, most people would use a monthly or quarterly period to estimate ARR. I'm not sure what Anthropic used. Probably monthly.

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

#197

Post by Jagerbizzle »

msy wrote: post #185
Jagerbizzle wrote: post #162

Earlier quoted context omitted.

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.

We suddenly have a proliferation of new internal tools and resources, nearly all of which are barely functional and largely useless with no discernible impact on the overall business trajectory but sure do seem to help come promo time. Barely an hour goes by without a new 4-page document about something that that everyone is apparently ment to read, digest and respond to, despite its 'author' having done none of thos…

I'm sorry to hear that you have people abusing their new superpowers.

I run a team and am spending my time/tokens on serious pain points.

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

#198

Post by Forgeties79 »

JumpCrisscross wrote: post #141
Forgeties79 wrote: post #40

Earlier quoted context omitted.

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.

I think we’d all be better off ignorant of it tbh

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

#199

Post by data-ottawa »

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.

It takes me 6 minutes minimum to get a response in the last 3 days, I don’t think model capacity is better.

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

#200

Post by Jagerbizzle »

se4u wrote: post #178
Jagerbizzle wrote: post #162

Earlier quoted context omitted.

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.

I'd be interested to learn what kind of internal tooling are you improving ?

We've had a lot of complaints about our review processes, time to submit, etc, and a lot of that boils down to tools no one has time to improve.

It's now trivial to fix these problems while still doing our day jobs -- shipping a product.

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