211–220 of 868 posts
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.
Nah, see Meta
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.
It's like insane hype marketing speak. "insanely agile products delivered" like huh?
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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.
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.
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.
So from that point of view you can indeed look at it as the entire value of the economy should be invested into AI companies.
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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.
Another project I'm seeing in the same realm is taking an approved protocol and some study results and checking that the records of what was done match what they said they could do in the approved protocol. It can also make sure that surgical records have all the things they should have. This can help meet one of the requirements from the national accreditation organization to do "post approval monitoring".
Another way I've used it is to have it collate and compare a particular kind of policy across many institutions who transparently put their policies online. Seeing the commonality between the policies and where some excel helped me rewrite our policy.
This is work that just wasn't happening before or, more accurately, it was being spread over lots of people, and any improvement in efficiency or consistency is hard to measure.
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If I remember correctly, Microsoft allegedly did that for the very selfish reason of looking better in terms of being a monopoly.
Of course this is well known. Everything Microsoft does is for selfish capitalist reasons and everything Apple does is for altruistic philanthropic reasons.
Anyone else has an increasing feeling that all the AI hype is turning into a "Dot-Com Bubble x 2008 Credit Default Swaps" collab?
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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.
Also, I am not sure if it is trivial to implement. The code is injected into many scenarios and workflows, so replacement will be painful and risky if new solution break some edge case.