Selfish
https://huggingface.co/Anthropic
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None public yetAnthropic raises $65B in Series H funding at $965B post-money valuation
321–330 of 458 posts
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#322Earlier quoted context omitted.
Yeah, I think it is pretty obvious at this point that users have gotten over their skis a bit on the fixed rate plans. I suspect a lot of folks were playing around with agentic workflows on a $10-200/month plan and then started implementing them at their companies under enterprise accounts not realizing that API based billing would result in easily 10-100x the costs. Running hundreds of agents 24/7 is all fun and gam…
I'm really annoyed at github for only allowing export of a single month of usage. There were a lot of people (here included) that were absolutely abusing github - getting Opus to generate its own subagents for days on end with a single premium request. If THAT'S $3k/mo, I'm honestly not worried. I was just asking sonnet, 5.4, opus, in single agent session to fix a problem for 20 minutes...if THAT'S $3k/mo, then AI is…
I went digging and found this one - https://www.reddit.com/r/GithubCopilot/comments/1tbfkui/ill_... - billing $39.00, usage-based billing $5,851.77
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#323Earlier quoted context omitted.
ChatGPT is a word now. People may use Perplexity, or Google, or Grok to ask questions online. And later they tell you "ChatGPT told me this". It's a new "I googled in Yahoo".
> ChatGPT is a word now. Many people I know have started simply calling it "Chat". "I had Chat help me write this" (I didn't, I promise) They own "chat.com", I think OpenAI should pull the trigger and move to the shorter domain and finish the rebrand.
What are streamers going to call their audience now?
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#324Earlier quoted context omitted.
Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
How are they “not obligated to be truthful”? Lying to investors is literally a crime.
> How are they “not obligated to be truthful”? Lying to investors is literally a crime.
In the US?
Hahaha, that was a good one, buddy.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#325I’m sorry, H? How much farther down the alphabet do they plan to go before anyone gets any of that money back?
God, I wish I was waiting to get some of my money back from an earlier round in Anthropic.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#326Earlier quoted context omitted.
Yeup, no shortage of tech IPOs over the past five years that are now valued at like 5% of what they were after being dumped onto the market: ZoomInfo, Bumble, Gemini And many more that are 50% of what they were: Snowflake, Coinbase And many more that went back to private companies and then were sold off: Carbon Black, etc... I'm actually too lazy to go list out all of them. But employees, beware, of those gnarly lock…
Is there any sense in buying (out-of-the money) put options, to make sure you can taste some of that sweet lucre that your overlords are getting?
You're normally not allowed to trade derivatives during the IPO lockup period. Otherwise it would defeat the whole point.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#327Earlier quoted context omitted.
Tangential, but I'm partially surprised Anthropic hasn't released an image model, even something basic to complement their offering.
It doesn't really feel like an image model fits with the "theme" of Anthropic's products. I see Claude as much more of a productivity tool than say, ChatGPT, so if they were to release an image model, I would expect it to be useful for presentations etc. But, then the images need to be more like infographics, which are difficult for an image model to get right. On the other hand, they are much easier for a strong cod…
It's interesting. Until quite recently image models felt like toys, and Anthropic opting out seemed like a good decision to me. I feel like the "trained on stolen data" thing feels a lot more real with image models, since they so clearly compete with the artists whose work was used - so it felt aligned with Anthropic's image as the "more ethical" of the labs.
But then Nano Banana happened, and ChatGPT Images 2.0, and now image models aren't a toy any more - you can get real, useful work done with them.
Which is a problem for Anthropic, because companies that are buying a suite of AI tools for their employees may well value the ability to create usable posters, leaflets, and most importantly presentation slides.
Anthropic don't have anything to offer there, where Google and OpenAI have two of the best models anywhere.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#328Earlier quoted context omitted.
Collecting invoices is cash accounting, whereas revenue is realized only over the length of the contract and doesn’t care when the customer pays. (Of course sometimes you have a short-term contract including for professional services and such, but not to the point where a single day would likely be particularly inflated.)
For Anthropic in particular, that we're talking about, API token costs are revenue that is earned in real-time not on a contract - so hypothetically a giant spike in token use on an API use contract could spike revenue. But I don't think most expect that to randomly fluctuate enough to be material.
People building applications that use AI do have longer contracts. Not sure how the split is vs Claude Code etc.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#329Earlier quoted context omitted.
[flagged]
It’s becoming like the iPhone, once the software has access to “Claude”, everyone in the org wants it. Finance wants it for excel, marketing and design for image generation, compliance for working with documents. Sure it’s not software engineering rates, but it increases the user base beyond software developers.
Rings true in my org -- finance is a big consumer because all the software shops who do integration work with CRMs and ERPs are garbage and take forever to implement changes and via some clever prompting, you can obviate most of that work.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#330I’m sorry, H? How much farther down the alphabet do they plan to go before anyone gets any of that money back?
God, I wish I was waiting to get some of my money back from an earlier round in Anthropic.
The person who put the first log on the bonfire gets exactly the same amount of wood back as the person that put the last