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Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

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Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#12
post #2

Given Amazon's fairly large equity stake in Anthropic, I really don't get their motivation. Anyone care to speculate?

I think it's just to hype Anthropic. Check it out, we have products so dangerous the government banned them, we must be so advanced. (Their competitors cannot make such a claim.)

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#13
post #2

Given Amazon's fairly large equity stake in Anthropic, I really don't get their motivation. Anyone care to speculate?

I think it's just to hype Anthropic. Check it out, we have products so dangerous the government banned them, we must be so advanced . (Their competitors cannot make such a claim.)

You think Dario called up Andy Jassy and told him "Hey, we're trying to get Fable banned, so can you please go talk to the government and tell them that they need to ban it"?

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#14
post #2

Given Amazon's fairly large equity stake in Anthropic, I really don't get their motivation. Anyone care to speculate?

Everyone is assuming this isn't a positive outcome for Anthropic. Think about the optics: everyone was shitting on Anthropic for silently downgrading Fable. Now that is forgotten, they have a chance to spend a week or two revising their approach, then will come out with a "Gov't approved" version and life goes on.

Most importantly, Anthropic has been too "uppity" and needed to be put in their place by the powers that be. Power hates disruption. Restrictions, control (and investment) are defenses against transformative tech. Amazon needs Anthropic to bend the knee for their investment to have long term value - the sooner the better.

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#15
post #4
post #3

Earlier quoted context omitted.

It's not ZDR so none of the megacorps are using it anyway. Microsoft already complained. If you can't use it then might as well get rid of it.

But Amazon has a fairly large equity position in Anthropic. Why mess with that?

> But Amazon has a fairly large equity position in Anthropic. Why mess with that?

Read the fine prints. None of these hyperscaler deals are $ for equity. It's some provide hosting, rentals etc. With how things are going they can just find another customer.

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#16
post #2

Given Amazon's fairly large equity stake in Anthropic, I really don't get their motivation. Anyone care to speculate?

It depends what the end goal may be.

If the end goal is that only regulated US companies can use Fable, that is a pretty good outcome for Amazon, and also for Jeff Bezos's new startup which aims to use AI to monopolize large industries that depend on advanced engineering in the physical world.

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#17
post #7

Amazon is a large Anthropic shareholder (>5% of the cap table). I think it’s impossible to interpret the actions of their executives here without considering this information.

I agree! The concerns must have been very serious indeed to overcome Amazon's strong incentives to not bring them up and let Anthropic keep pulling in the revenue from their new frontier model.

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#18
I feel obligated to ask: Is Jassy competent enough to argue for or against on anything here?

I am willing to accept he has chops with AWS ( or at least hope he understands what he manages ), but my recent encounters with executive class and AI left me kinda depressed in terms of what they are trying to project and what they, clearly, don't know.

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#19
post #9

One of the things that I have come to trust the least in journalism is any WSJ story that says "people familiar with the matter said" Can anyone find another source for this?

Why? Are there specific examples of WSJ reporting using unnamed sources that turned out to be false/misleading that led you to this conclusion? Unnamed sources carry some risks, sure, but it's obvious that few people would be willing to put their named to leaked info like this.

Re: Amazon CEO's talks with U.S. officials triggered crackdown on Anthropic models

#20

I feel obligated to ask: Is Jassy competent enough to argue for or against on anything here? I am willing to accept he has chops with AWS ( or at least hope he understands what he manages ), but my recent encounters with executive class and AI left me kinda depressed in terms of what they are trying to project and what they, clearly, don't know.

He has smart people working for him whom he can rely on.
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