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Anthropic taps IPO lawyers as it races OpenAI to go public

ft.com

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Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#11

Post by milowata »

pu_pe wrote: post #5
JosephjackJR wrote: post #3

Earlier quoted context omitted.

[flagged]

The optimistic view is that Anthropic is one of about four labs in the world capable of generating truly state-of-the-art models. Also, Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. The problem as I see it is that neither of those things are significant moats. Both OpenAI and Google have far better branding and a much larger user base, and Google also h…

The missing piece here is Anthropic is not playing the same game. Consumer branding and larger user base are concerns for OpenAI vs Google. Personal chatbot/companion/ search isn’t their focus.

Anthropic is going for the enterprise and for developers. They have scooped up more of the enterprise API market than either Google or OpenAI, and almost half the developer market. Those big, long contracts and integration into developer workflows can end up as pretty strong moats.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#12

Post by pragmatic »

blitzar wrote: post #10
pu_pe wrote: post #5

Earlier quoted context omitted.

The optimistic view is that Anthropic is one of about four labs in the world capable of generating truly state-of-the-art models. Also, Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. The problem as I see it is that neither of those things are significant moats. Both OpenAI and Google have far better branding and a much larger user base, and Google also h…

> Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. I am old enough (> 1 year old) to remember when Cursor had won the developer market from the previous winner copilot. Google or Apple should have locked down Anthropic.

If they had, they would have killed it.

Google should be stomping everyone else but it's ad addiction in search will hold it back. Innovators dilemma...

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#13

Post by bionhoward »

blitzar wrote: post #10
pu_pe wrote: post #5

Earlier quoted context omitted.

The optimistic view is that Anthropic is one of about four labs in the world capable of generating truly state-of-the-art models. Also, Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. The problem as I see it is that neither of those things are significant moats. Both OpenAI and Google have far better branding and a much larger user base, and Google also h…

> Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. I am old enough (> 1 year old) to remember when Cursor had won the developer market from the previous winner copilot. Google or Apple should have locked down Anthropic.

Cursor still wins over Claude Code because Cursor has privacy mode

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#14

Post by SOLAR_FIELDS »

pu_pe wrote: post #5
JosephjackJR wrote: post #3

Earlier quoted context omitted.

[flagged]

The optimistic view is that Anthropic is one of about four labs in the world capable of generating truly state-of-the-art models. Also, Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. The problem as I see it is that neither of those things are significant moats. Both OpenAI and Google have far better branding and a much larger user base, and Google also h…

most of the secret sauce of Claude Code is visible to the world anyway, in the form of the minified JavaScript bundle they send. If you’re ever wondering about its inner workings you can simply ask it to deminify itself

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#15

Post by SOLAR_FIELDS »

pu_pe wrote: post #5
JosephjackJR wrote: post #3

Earlier quoted context omitted.

[flagged]

The optimistic view is that Anthropic is one of about four labs in the world capable of generating truly state-of-the-art models. Also, Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. The problem as I see it is that neither of those things are significant moats. Both OpenAI and Google have far better branding and a much larger user base, and Google also h…

Most of the secret sauce of Claude Code is visible to the world anyway, in the form of the minified JavaScript bundle they send. If you’re ever wondering about its inner workings you can simply ask it to deminify itself

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#16

Post by HarHarVeryFunny »

It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model.

It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point).

I don't see the pure "AI" plays like OpenAI and Anthropic able to survive as independent companies when they are competing against the likes of Google, and with Microsoft and Amazon happy to serve whatever future model comes along.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#18

Post by bombcar »

Havoc wrote: post #17

Retail investors yoloing into AI at peak bubble vibes sounds about right

This is the real note - if the company was truly valuable, they wouldn't IPO, they'd get slurped up by someone big.

Modern IPOs are mainly dumping on retail and index investors.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#19

Post by hyperbovine »

HarHarVeryFunny wrote: post #16

It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…

LOL of course they don't want to own Anthropic, else they themselves would be responsible for coming up with the $10s of billions in Monopoly money that Anthropic has committed to pay AMZN for compute in the next few years. Better to take an impressive looking stake and leave some other idiot holding the buck.
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