So close to being the first kilocorn. A unicorn = 1 billion, this is almost 1k.
Anthropic raises $65B in Series H funding at $965B post-money valuation
31–40 of 458 posts
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#32Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
I’m not so sure. We only need to look at Uber’s example of companies realizing they’re spending way too much and trying to rein it in. Claude has excellent revenue but it is highly dependent on very rich technology companies continuing to spend lavishly without seeing returns. The music will stop at some point and Anthropic will be hit the hardest. OpenAI may have less revenue but it is distributed across many, many…
I think it's somewhat guaranteed that the music will at least die down a little bit. We saw this with cloud companies being bitten by cloud cost optimization initiatives. I can't imagine we won't see the same with AI, especially as the workforce stops trying to tokenmaxx to save their role.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#33Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
I’m not so sure. We only need to look at Uber’s example of companies realizing they’re spending way too much and trying to rein it in. Claude has excellent revenue but it is highly dependent on very rich technology companies continuing to spend lavishly without seeing returns. The music will stop at some point and Anthropic will be hit the hardest. OpenAI may have less revenue but it is distributed across many, many…
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Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#34[flagged]
you also can't write openai without a pen
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#35Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
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Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#36Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
How? OpenAI and Antrophic are basically the Big 2 racing away at light speed; the others who can't get near them are perhaps shaky & vulnerable. And sure, there's a garden full of those.
Because the market almost certainly can’t support two foundation model labs given the increasingly little difference across models and the massive sums of cash required to keep it all going. There is no big 2, just a race to survive and be the big 1.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#37Earlier quoted context omitted.
I’m not so sure. We only need to look at Uber’s example of companies realizing they’re spending way too much and trying to rein it in. Claude has excellent revenue but it is highly dependent on very rich technology companies continuing to spend lavishly without seeing returns. The music will stop at some point and Anthropic will be hit the hardest. OpenAI may have less revenue but it is distributed across many, many…
Every week there's at least one post on the HN front page bitching about API errors from Claude because Anthropic doesn't have enough serving capacity. I really don't see any signs they're "spending too much", the actual evidence on the ground seems to be exactly the opposite: constant exasperation that they're not spending enough.
What he means is the customers realizing they are spending too much on Anthropic.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#38Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#39Earlier quoted context omitted.
I’m not so sure. We only need to look at Uber’s example of companies realizing they’re spending way too much and trying to rein it in. Claude has excellent revenue but it is highly dependent on very rich technology companies continuing to spend lavishly without seeing returns. The music will stop at some point and Anthropic will be hit the hardest. OpenAI may have less revenue but it is distributed across many, many…
I think it's somewhat guaranteed that the music will at least die down a little bit. We saw this with cloud companies being bitten by cloud cost optimization initiatives. I can't imagine we won't see the same with AI, especially as the workforce stops trying to tokenmaxx to save their role.
If you look at the adoption curve of Claude, I don't think we have reached anything near peak.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#40Earlier quoted context omitted.
I’m not so sure. We only need to look at Uber’s example of companies realizing they’re spending way too much and trying to rein it in. Claude has excellent revenue but it is highly dependent on very rich technology companies continuing to spend lavishly without seeing returns. The music will stop at some point and Anthropic will be hit the hardest. OpenAI may have less revenue but it is distributed across many, many…
Every week there's at least one post on the HN front page bitching about API errors from Claude because Anthropic doesn't have enough serving capacity. I really don't see any signs they're "spending too much", the actual evidence on the ground seems to be exactly the opposite: constant exasperation that they're not spending enough.
I mean Anthropic’s customers are spending too much on Claude. Anthropic’s customers are encouraging tokenmaxxing amongst their employees; measuring employees by token usage. That’s great for Anthropic’s short term revenue numbers but terrible long term because at some point companies will realize tokenmaxxing is not good. OpenAI is much less exposed to tokenmaxxing, which is a good thing.