Earlier quoted context omitted.
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?
Creating stakeholder value
Google plans to invest up to $40B in Anthropic
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Re: Google plans to invest up to $40B in Anthropic
#242If 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.
there are plenty of people who basically believe this is the end of the human economy - there will be nothing left that isn't done by AI in the future. Even the bits left that humans do will be human facades on AI driven activity (like your hairdresser will be viewing you through AI powered glasses using AI powered scissors etc). So from that point of view you can indeed look at it as the entire value of the economy…
That is ultimately where it is headed and has been headed for over 100 years now.
The question is when will we get there.
If the answer is tomorrow, money means nothing and none of these investments matter. If the answer is 30 years, well lots of money to be made up until the inflection point of machines being able to design, build, and repair themselves.
Re: Google plans to invest up to $40B in Anthropic
#243Earlier 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.
the fact!?
I mean.. kinda everything about Mythos for example? Anthropic has a good product, but they also pretty consistently say some stupid ass shit if you're being generous, and blatant lies if you aren't
Re: Google plans to invest up to $40B in Anthropic
#244Earlier quoted context omitted.
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,…
Getting in on the astounding action before the world turns to shit.
Who could call me a starry-eyed idealist? I have invested in bunkers.
Re: Google plans to invest up to $40B in Anthropic
#245Earlier quoted context omitted.
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.
I've had an account for a while too, and I do think that that GP comment has a style typical of "AI boosters" -- breathless, big on hyperbole, and low on detail.
To the GP: I'd like some details of these "insanely agile products". Is this insane agility reflected by your customers saying that they have a better, faster, more reliable product? How are you measuring this?
Re: Google plans to invest up to $40B in Anthropic
#246Earlier quoted context omitted.
honest recommendation: nuke and pave after analyzing (w/ AI of course) where it went horribly wrong. it's trivial to reimplement a better solution.
Its a bit of workspace politics, I would need to call that guy out to tell that he is not hyper-performer, but just pushed lots of low quality code which will produce lots of negative impact in a long term. 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.
It sounds like you might have some larger process problems if someone can just inject a bunch of vibe-coded slop into critical workflows while more discerning eyes are dubious of the quality/reliability etc.
Re: Google plans to invest up to $40B in Anthropic
#247Earlier 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.
Cable TV begs to differ. I grew up working poor and plenty of people around me dumped a lot of money into cable TV subscriptions, and $120 back in the late 90s is $240 now.
Computer costs keep collapsing. Image and audio generation is turned out to be less computer intensive than text (lol).
First company to launch 24/7 customized streaming AI slop wins!
Re: Google plans to invest up to $40B in Anthropic
#248Earlier 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]
> [waits for chickens to come home to roost]
"We are writing down X billions over 4 years, and have cancel several ambitious programs related to our AI experiments. We were following standard practice in the industry, so [shareholders] can't blame us for these chickens coming to roost. If everyone is guilty, is anyone really guilty?"
Re: Google plans to invest up to $40B in Anthropic
#249My 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.
It'd be funny if Google offered 750m in stock + cash just to see what happened... :D
The drama on HN alone would last for days. Twitter would implode in on itself.
Re: Google plans to invest up to $40B in Anthropic
#250Earlier quoted context omitted.
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?
I answered this in a different comment below, but a lot of the friction is around the amount of time it takes to test/review/submit etc, and a lot of this is centered around tooling that no one has had the time to improve, perf problems in clunky processes that have been around longer than anyone individual, and other things of this nature. Addressing these issues is now approachable and doable in one's "spare time".