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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

#221
post #185

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…

Without good management AI is just a new way to make terrible work in unprecedented quantities.

With good management you will get great work faster.

The distinguishing feature between organisations competing in the AI era is process. AI can automate a lot of the work but the human side owns process. If it’s no good everything collapses. Functional companies become hyper functional while dysfunctional companies will collapse.

Bad ideas used to be warded off by workers who in some shape or form of malicious compliance just would slow down and redirect the work while advocating for better solutions.

That can’t happen as much anymore as your manager or CEO can vibe code stuff and throw it down the pipeline for the workers to fix.

If you have bad processes your company will die, or shrivel or stagnate at best. Companies with good process will beat you.

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

#222

It feels like the market is full Wiley Coyote on frontier model makers, and I like Anthropic's B2B business model. But all progress points to a commodification of foundation models--Google first named it as "we have no moat, neither does anyone else." So there must be some secondary play driving this, right? Hardware sales? Hedging for search ad revenue? Still feels mispriced. I think asset inflation leaves too much…

YouTube is a kind of moat for Google.

Interesting. Wanna expand?

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

#224

It feels like the market is full Wiley Coyote on frontier model makers, and I like Anthropic's B2B business model. But all progress points to a commodification of foundation models--Google first named it as "we have no moat, neither does anyone else." So there must be some secondary play driving this, right? Hardware sales? Hedging for search ad revenue? Still feels mispriced. I think asset inflation leaves too much…

We have no moat could be a bad assessment. First, the models have personalities, and that matters. I like talking Claude better. OpenAI is really different from Grok. The ai models are an extension of the main concern of the company they’re in.

Also those personalities, quirks and choices accumulate. A lot of people talk about using Claude Code and Codex for different things. This is 100% my experience. Some people make better models, but on the top 3, there are often differences that are fixed only by switching between them. If I feel the need to switch between them, then there are significant enough differences and those differences will accumulate.

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

#225
post #207

Earlier quoted context omitted.

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]

Doesn't take long until someone has the bright idea to pipe customer tickets directly into the poorly written internal tool

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

#226

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.

Why do AI boosters like yourself all have the same writing style? Was the comment AI generated? It's like insane hype marketing speak. "insanely agile products delivered" like huh?

> Why do AI boosters like yourself...

I believe that I am more of an AI realist. The agentic dev tools are really helping me out, but if I could wave a magic wand to make AI go away for a hundred years, I would do it.

I really hope that we can all laugh at how wrong I was.

However, I believe that the horrors will likely outweigh the benefits. Our global society/political systems are not ready for Stasi as a Service, mass unemployment, or any of this impending crap storm.

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

#228

Earlier quoted context omitted.

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.

Yeah, but $200 a month is not a sustainable price.

Seems they are growing and model is overloaded. I suspect they’ll raise the prices.

$1k for a lot of developers here is totally worth it.

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

#229

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.

Why do AI boosters like yourself all have the same writing style? Was the comment AI generated? It's like insane hype marketing speak. "insanely agile products delivered" like huh?

I'll trust someone who has an account since 2018 vs 71 days ago. Especially when your name already indicates you're biased.

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

#230
post #129

My opinion about this is that Google see it as a way to weaken OpenAI, and few other side benefits, including the option to acquire Anthropic. And it may very well be bad news for OpenAI.

That boat has sailed off. Not even Google has the cash to buy a company valued at almost a trillion dollars.

You don't have to buy companies with cash.
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