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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

#202

Earlier quoted context omitted.

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.

Just wait a month, Opus 4.8 will comprehend it for sure.

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

#203

I find it crazy that Google considers Anthropic to be worth almost 10% of Google itself (350B valuation mentioned in the article). Anthropic gets traction but has no moat, no infrastructure and relatively small team working for it. I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it.

the moat is the tool itself. You understand this after you start using it.

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

#204
post #178

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 ?

I’m not them but we have vastly improved our internal pipeline monitoring/triage/root cause/etc by having a new system that basically its whole purpose is to hook into all of our other systems and consolidate it under a single view with an emphasis on shortening the amount of time it takes to triage and refine issues.

This will have previously been too ambitious to ever scope but we’ve been able to build essentially all of it in just two months. Since it sits on top of our other systems and acts as more of a window/pass through control pane, the fact that it’s vibe coded poses little risk since we still have all the existing infrastructure under it if something goes awry.

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

#206
It feels like Anthropic is everybody's insurance policy against someone else winning the AI race. So you have Amazon, Google, Microsoft basically every major tech company pushing their own tech hard but simultaneously ensuring they have a survival level stake in Anthropic if they can't build or acquire their way to stay at frontier level performance themselves.

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

#207

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.

AI is truly perfect for internal tooling. Security is less or no concern, bugs are more acceptable, performance / scalability rarely a concern. Quickest way to get things done, and speed up production development, MVP development etc.

> Security is less or no concern

[waits for chickens to come home to roost]

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

#208

Earlier quoted context omitted.

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.

honest recommendation: nuke and pave after analyzing (w/ AI of course) where it went horribly wrong.

it's trivial to reimplement a better solution.

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

#209

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.

Accusing someone of TDS for anything short of complete subservience to Trump is a thought terminating sentence they use to protect their fragile egos and to try and darvo their way out of any legitimate position.

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

#210
post #148

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

It's an actual bubble specific to AI. This investment is just another example of the bubble. Pre-2008, all the investment would be coming from banks. Post-2008, all the investment came from VCs... but VCs got tapped out, so AI companies went to bigger private capital. They tapped out all the private capital. So now they're making the rounds, making deals with any corporations left with tens/hundreds of billions in ca…

Which big deals have fallen through?
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