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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

#391

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.

It takes me 6 minutes minimum to get a response in the last 3 days, I don’t think model capacity is better.

It seems like they shifted heavily to prioritizing enterprise users. Starting in the last day or two I started getting much faster responses on an enterprise plan.

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

#392
post #170

Earlier quoted context omitted.

If Anthropic disappeared tomorrow due to running out of cash it would cause a great panic, no?

For who? A bunch of financiers that gamble with pension funds? The real panic is when they IPO and force 401Ks to buy into it.

You're so naive. It's all a big game of domino.

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

#393
post #209

Earlier quoted context omitted.

Accusing someone of TDS for anything short of complete subservience to Trump is a thought terminating sentence they use to protect their fragile egos and to try and darvo their way out of any legitimate position.

I just can’t imagine reacting that way in the name of someone I don’t even know, let alone a politician.

Its a cult. They are beyond reason at this point and working entirely off of emotions and now view the entire movement as part of their personality. That leads to feeling like they, personally, are being attacked whenever their leader is criticized.

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

#394
From a comment below:

> My main job isn't writing code but I try to keep Claude Code and OpenCode busy and churning away on something as close to 100% of the time as I can without getting in the way of my other priorities

I’ve seen many people say this the past few weeks i.e that their daily job now is no longer coding and has flipped to being a full Claude Feeder making sure its always churning.

As someone who uses Claude Code daily, I still find myself reading code and thinking more vs just shoveling coal as fast as I can into the Claude steam train. Am I doing things wrong?

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

#395

Earlier quoted context omitted.

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?

I’ve been a copilot and ChatGPT subscriber for probably close to two years now, give or take a couple of months, and I had a trusted friend telling me for months to give Claude a try.

It took about two weeks of really running it through its paces, and constantly slamming against the limit on it to convince me I had to upgrade to at least the 100/month sub, and at this point I wouldn’t blink to bump that to the 200/month if necessary.

I 100% believe we’re in a bubble, and that this level of compute isn’t sustainable at this price point, but for as long as I have it, I’m going to run it at the redline.

I’m a solo dev working on a project that I’ve just gone full-time on, after about 1.5 years of part time work. It’s a codebase that I laid the groundwork in, and has very well established systems, standards, and constraints.

The work I’m using Claude to do is the exact work I would be doing myself, but it does it at somewhere in the neighborhood of 5-10x the pace I could have. I don’t know that I could get the same rate of production if I managed a team of 2-3 programmers. Right now, it’s literally almost perfect at taking my iterative suggestions, and implementing them at that accelerated pace.

Honestly the hardest part is dealing with the fact that at the end of the day, I have to understand this codebase perfectly (solo dev and all that), so I have to take in changes to it that are also 5-10x the rate my normal intuition would. But, again, the plus side is that it’s implementing them essentially exactly as I would have, as it has ~20k lines of code that I wrote to use as an example.

If I were to hire even one other programmer, I’d be paying well north of 5k/month, and I’d not only be managing a super computer programmer tool, but an actual human being as well. $100/month might as well be free comparatively.

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

#396

Earlier quoted context omitted.

Do you mean as in there will be no happy ending / reset and no another century of prosperity?

I mean as in living through the industrial revolution would have been wild. So whether we have an AI revolution or an AI bubble it's bound to be a roller coaster. And that's without accounting for the various wars (and resultant economic impacts) that are already in progress. A large part of what drove the meat grinder of WWI was (very approximately) the various actors repeatedly misjudging the overall situation and…

Bubble or revolution - not a dichotomy.

Bubbles like the AI bubble are a game theoretic outcome of a revolution. Many players invest heavily to avoid losing, but as a whole the market over invests. This leads to a bubble.

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

#397
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…

We had a coworker vibecode an internal tool, do a bunch of marketing to the company at how incredible it is. Then got hired somewhere else.

I just went and deleted it because it's completely broken at every edge case and half of the happy paths too.

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

#398

Earlier quoted context omitted.

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 techn…

> 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. It's tedious because the insistence doesn't seem to be matched by much observable change.

There's substantial observable change pointing towards a universal software development speedup in the neighborhood of 2x. Much of it is internal company metrics, simply because it's meaningless in most enterprise contexts to count how much software is released. Things you can count, like the number of phone apps published, show the same pattern: https://techcrunch.com/2026/04/18/the-app-store-is-booming-a...

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

#399
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…

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".

That's so interesting because where I work, the push was to "add one more API" to existing services, turning them into near monoliths for the sake of deployment and access. Still a mess of util and helper functions recursively calling each other, but at least it's one binary in one container.

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

#400

Earlier quoted context omitted.

You’re paying the subsidized cost. Those margins will shrink once the real bill comes due. I really think everyone will look back at this time as the golden area of cheap AI. We are already seeing the costs (and restrictions/limits) creep up with the Western models.

I think the opposite. AI will get cheaper as models become more efficient and we solve the datacenter/energy problem. I bet 10 years from now AI, that is way better than what we have today, will be close to free.

Just like how cloud costs got cheaper and we solved the datacenter/energy problem over the past 10 years.
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