Google plans to invest up to $40B in Anthropic • Hacker News Board

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

#231

Post by SpicyLemonZest » Fri, Apr 24, 2026, 10:37 PM UTC

slopinthebag wrote: post #212

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.

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?

It's like insane hype marketing speak because that is genuinely the difference from what it was like to develop software 6 months ago. You see many people using the same language, often in comments that are otherwise stylistically quite different, because many people are experiencing the same thing.

I get that it's tedious to sit on tech forums listening to an endless stream of people insisting that suchandsuch technology is world-changing. Many people and probably most people who say that are wrong. But sometimes the world really does change.

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

#232

Post by hdndjsbbs » Fri, Apr 24, 2026, 10:37 PM UTC

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…

My team has also adopted this - it's much easier to add another layer than to refine or simplify what exists. We have AI skills to help us debug microservices that call microservices that have circular dependencies.

This was possible before but someone would maybe notice the insane spaghetti. Now it's just "we'll fix it with another layer of noodles".

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

#233

Post by bakugo » Fri, Apr 24, 2026, 10:37 PM UTC

Jagerbizzle wrote: post #162

an0malous wrote: post #153

Earlier quoted context omitted.

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.

I guess that's one way to tout a technology as revolutionary without actually needing to provide any proof of it. Just say you're using it for "internal tooling" and "unannounced projects", that way nobody can look at them and notice they're indistinguishable from the slop that clogs up Show HN nowadays.

It's better than the "here's my code, it a giant pile of spaghetti but only luddites care about code quality and maintainability anyway" method, at least.

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

#234

Post by LPisGood » Fri, Apr 24, 2026, 10:37 PM UTC

jdub wrote: post #207

BloondAndDoom wrote: post #176

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]

When attackers can move laterally through everything because every internal tool leaks credentials and data there will be issues.

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

#235

Post by casey2 » Fri, Apr 24, 2026, 10:38 PM UTC

Jagerbizzle wrote: post #197

msy wrote: post #185

Earlier quoted context omitted.

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.

Such as?

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

#236

Post by dzhiurgis » Fri, Apr 24, 2026, 10:38 PM UTC

aucisson_masque wrote: post #223

Is anthropic really that good when you got deepseel V4 that has a fraction of the cost and works just as good ?

I think their cli still leading for some reason.

Not sure if it’s going to be good enough to replace IDEs with neatly integrated superior models.

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

#237

Post by mkl » Fri, Apr 24, 2026, 10:39 PM UTC

siva7 wrote: post #134

bluecalm wrote: post #109

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.

25% ;)

No, Google's market cap is $4.1T, over 10 times $350B.

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

#238

Post by [deleted] » Fri, Apr 24, 2026, 10:41 PM UTC

BloondAndDoom wrote: post #176

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.

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.

[deleted]

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

#239

Post by redanddead » Fri, Apr 24, 2026, 10:42 PM UTC

nostromo wrote: post #118

JumpCrisscross wrote: post #68

Earlier quoted context omitted.

If AI is commoditising, who is Bahrain and who are the Saudis?

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 it centrally globally makes a lot of sense, just like connecting airports

Saudi will host the biggest data centers in the world

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

#240

Post by dpark » Fri, Apr 24, 2026, 10:42 PM UTC

er2d wrote: post #189

msy wrote: post #185

Earlier quoted context omitted.

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…

Im convinced none of these people have any training in corporate finance. For if they did they'd realise they were wasting money. I guess you gotta look busy. But the stick will come when the shareholders look at the income statement and ask... So I see an increase in operating expenses. Let me go calculate the ROIC. Hm its lower, what to do? Oh I know, lets fire the people who caused this (it wont be the C-Suite or…

Do you really think companies have started spending millions on tokens and no one from finance has been involved?

You could argue that all the spending is wasted (doubtless some is), but insisting that the decision is being made in complete ignorance of financial concerns reeks of that “everyone’s dumb but me” energy.