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Google plans to invest up to $40B in Anthropic

bloomberg.com

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

#261

Post by anon84873628 »

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?

To me it is more like software consultant speak than AI booster speak. And it is not exactly surprising that the people in a particular subculture all talk similarly.

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

#264

Post by sumedh »

jeffbee wrote: post #76
pupppet wrote: post #36

Earlier quoted context omitted.

I wonder if Google regrets publishing that article on transformers.

Urs used to talk (internally) about not publishing "industry-enabling papers" which is why most Google infrastructure papers were describing something that had already been turned off, or was already in the process of being replaced by the next system (GFS, Vitess, etc). The things that did get published were either considered not key advantages, that other companies simply cannot do, things that other companies woul…

So Google allowed publishing the Attention paper because they didn't understand its value.

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

#265

Post by SpicyLemonZest »

Jagerbizzle wrote: post #246
andriy_koval wrote: post #220

Earlier quoted context omitted.

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.

In some sense, sure. There’s a lot of processes that weren’t previously needed, because sloppy people who couldn’t or wouldn’t think things through were mostly incapable of producing PRs that passed all the existing tests.

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

#266

Post by uncivilized »

blueblisters wrote: post #218
cromka wrote: 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?

I feel the same until I’m reminded I’m paying Anthropic $100 every month for something that’s indispensable to me now and would probably pay a lot more. Very inelastic demand as long as competition is low at the frontier.

Are you paying that, or is your work paying for it?

If you’re using it for personal work, why is $100 worth it?

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

#267

Post by mrandish »

33MHz-i486 wrote: post #55

I think the subtext of the last few weeks is the Anthropic was becoming severely capacity constrained (or approaching that). They seem to have had to sign two somewhat adverse contracts with Amazon and Google in short succession. suddenly model quality is back up again.

> suddenly model quality is back up again.

I agree about the core motivation behind these deals, however I'm skeptical as to how "suddenly" we'll see substantial improvements. Despite their size, I'd be surprised if Google or Amazon had uncommitted chunks of Anthropic-scale, top-tier AI compute sitting around waiting to be activated.

They're already over-subscribed and waiting for new data centers (and power plants) to come online. I suspect Anthropic will get a modest amount of new capacity right away with more added over coming quarters. These two deals don't change the total amount of AI compute available on planet Earth over the next 18 months. Anthropic parting with high-value equity has now made them the new highest bidder for an already over-bid resource. I suspect the net impact will be Amazon & Google pushing prices even higher on everyone else as they reallocate compute to their new top whale.

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

#268

Post by 2ndorderthought »

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]

No problems at all except, unauthorized access to a model they were claiming was a weapon and couldn't be released to the public and having their cli code leaked in the last two weeks. Everything's just fine

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

#269

Post by serf »

casey2 wrote: post #235
Jagerbizzle wrote: post #197

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?

>Such as?

it's crazy that the experiences are still so wildly varying that we get people that use this strategy as a 'valid' gotcha.

AI works for the vast majority of nowhere-near-the-edge CS work -- you know, all the stuff the majority of people have to do every day.

I don't touch any kind of SQL manually anymore. I don't touch iptables or UFW. I don't touch polkit, dbus, or any other human-hostile IPC anymore. I don't write cron jobs, or system unit files. I query for documentation rather than slogging through a stupid web wiki or equivalent. a decent LLM model does it all with fairly easy 5-10 word prompts.

ever do real work with a mic and speech-to-text? It's 50x'd by LLM support. Gone are the days of saying "H T T P COLON FORWARD SLASH FORWARD SLASH W W W".

this isn't some untested frontier land anymore. People that embrace it find it really empowering except on the edges, and even those state-of-the-art edge people are using it to do the crap work.

This whole "Yeah, well let me see the proof!" ostrich-head-in-the-sand thing works about as long as it takes for everyone to make you eat their dust.

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

#270

Post by sumedh »

GoToRO wrote: post #203
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.

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

> You understand this after you start using it.

Its just amazing people that people talk about Anthropic and have never used it.

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