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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

#481

Post by hattmall »

dpark wrote: post #240
er2d wrote: post #189

Earlier quoted context omitted.

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.

There is a difference to just noticing and attributing it to and recognizing negative financial outcomes. Right now for most companies they are still adjusting to declining inflation. Their bottom lines are doing quite well because consumer price inflation is much stickier than supply inflation. We are coming off of one of the quickest and largest supply lead inflationary cycles. It may not be immediately apparent for many companies that new expenditures are a drag on profitability.

The real thing to look at is whether or not the future outlook for company AI spend is heading up or down?

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

#482

Post by JambalayaJimbo »

ttul wrote: post #359
barnabee wrote: post #254

Earlier quoted context omitted.

Where I work: - Development velocity is very noticeably much higher across the board. Quality is not obviously worse, but it's LLM assisted, not vibe coding (except for experiments and internal tools). - Things that would have been tactically built with TypeScript are now Rust apps. - Things that would have been small Python scripts are full web apps and dashboards. - Vibe coding (with Claude Desktop, nobody is using…

This sounds like my office, but we're a bit more tilted toward Codex. I personally use Claude Cowork for drudge-admin work, GPT 5.5-Pro for several big research tasks daily, and the LLMs munge on each other's slop all day as I try my best to wrap my head around what has been produced and get it into our document repository -- all the while being conscious that the enormous volume of stuff I'm producing is a bit overw…

Didn’t got 5.5 just come out lol. Am I just reading slop on this website?

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

#483

Post by Petersipoi »

jayd16 wrote: post #400
Petersipoi wrote: post #318

Earlier quoted context omitted.

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.

For the most part, we did, actually. We had plenty of energy and computer until AI came along.

Energy will get fully solved eventually. To think otherwise is to bet against humanities ability to innovate, which I don't think is ever a wise bet.

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

#484

Post by dakolli »

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.

another llm user exhibiting the behavior of a gambling addict "That table is cold this week" "that machine is't hot, you wont win on it" Every month llm users are coming up with reasons why they think the model is under preforming from some occulted reasoning only they perceive. Maybe you're just frying your brain by using llms the way you do.

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

#485

Post by camdenreslink »

am17an wrote: post #453
barnabee wrote: post #254

Earlier quoted context omitted.

Where I work: - Development velocity is very noticeably much higher across the board. Quality is not obviously worse, but it's LLM assisted, not vibe coding (except for experiments and internal tools). - Things that would have been tactically built with TypeScript are now Rust apps. - Things that would have been small Python scripts are full web apps and dashboards. - Vibe coding (with Claude Desktop, nobody is using…

Sounds exhausting. Are your revenue numbers up?

I am also curious about the correlation between more PRs getting merged faster and actual business outcomes.

My impression has always been it's more important the build the correct thing (what the customer needs/wants) rather than more stuff faster.

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

#486

Post by Daishiman »

shimman wrote: post #449
Daishiman wrote: post #448

Earlier quoted context omitted.

If it's useless that's a you problem. I've been building CRUDs that would have taken me a month to get perfectly right in the span of 4-5 days which save an enormous number of human tech support hours.

Sorry man but the software world is littered with CRUD apps, they are called CRUD apps for a reason. They're basically the mass assembled stamped L-bracket of the software world. CRUD apps have also had template generators for like 30 years now too. Still useless in the sense that if you died tomorrow and your app was forgotten in a week the world will still carry on. As it should. Utterly useless in pushing humanity…

The software industry's value proposition for the vast majority of businesses running the world lies in CRUD apps that properly capture business requirements. That's infinitely more relevant in insurance, pharma, banking and logistics than any technological breakthrough of the past 25 years.

Your rant just shows you don't understand why people pay for software.

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

#489

Post by camdenreslink »

Daishiman wrote: post #447
CoolThings wrote: post #410

Earlier quoted context omitted.

>> a dashboard that tells you when licenses and certs are close to expiring Or, Excel > Data > Sort > by the Date column. No dashboard needed, no app needed.

Why are you ignoring the fact that grabbing data from heterogeneous sources, combining it and presenting it is generally never a trivial task? This is exactly what LLMs are good for.

If you are using an LLM to actually fetch that data, combine it, and present it to you in an ad hoc way (like you run the same prompt every month or something), I wouldn't trust that at all. It still hallucinates, invents things and takes short cuts too often.

If you are using an LLM to create an application to grab data from heterogeneous sources, combine it and present it, that is much better, but could also basically be the excel spreadsheet they are describing.

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