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Anthropic taps IPO lawyers as it races OpenAI to go public

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

#101

Post by jermaustin1 »

antiloper wrote: post #54
michaelbuckbee wrote: post #22

Earlier quoted context omitted.

Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.

> It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books. Interesting, I tried it with the chatbot widget on my city government's page, and it worked as well. I wonder if someone has already made an openrouter-esque service that can connect claude code to this network of chat widgets. There are enough of them to spread yo…

A childhood internet friend of mine did something similar to that but for sending SMSes for free using the telco websites' built in SMS forms. He even had a website with how much he saved his users, at least until the telcos shut him down.

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

#102

Post by raldi »

JosephjackJR wrote: post #3
rvz wrote: post #2

> In a statement, an Anthropic spokesperson said: “We have not made any decisions about when, or even whether, to go public.” They are going public.

[flagged]

Offtopic, but how do you get the special X to show up when you type “50–100×”?

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

#103

Post by [deleted] »

nbardy wrote: post #49
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…

Why are you assuming Anthropic is for sale? They have a clear path to profitability, booming growth, and a massive and mission driven founding team. They could make more money keeping control of the company and have control.

[deleted]

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

#104

Post by WJW »

ekropotin wrote: post #45
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…

Maybe Anthropic simply don’t want to be acquired

You understand that doing an IPO is quite literally selling big chunks of yourself to the highest bidder, right?

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

#105

Post by oldpersonintx2 »

tapoxi wrote: post #92
JohnnyMarcone wrote: post #79

Earlier quoted context omitted.

What do you mean by pure play? Claude code alone is 1B revenue. It's not just the API they make money on. https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...

But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.

[dead]

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

#106

Post by nerevarthelame »

dkdcio wrote: post #95
Lionga wrote: post #72

Earlier quoted context omitted.

Dario Amodei gives of strong Adam Neumann vibes. He claimed "AI will replace 90% of developers within 6 months" about a year ago...

that’s not what he claimed, just to be clear. I’m too lazy to look up the full quote but not lazy enough to not comment this is A) out of context B) mis-phrased as to entirely misconstrue the already taken-out-of-context quote I think it was also back in March, not a year ago

https://www.businessinsider.com/anthropic-ceo-ai-90-percent-... (March 2025):

>"I think we will be there in three to six months, where AI is writing 90% of the code. And then, in 12 months, we may be in a world where AI is writing essentially all of the code," Amodei said at a Council of Foreign Relations event on Monday.

>Amodei said software developers would still have a role to play in the near term. This is because humans will have to feed the AI models with design features and conditions, he said.

>"But on the other hand, I think that eventually all those little islands will get picked off by AI systems. And then, we will eventually reach the point where the AIs can do everything that humans can. And I think that will happen in every industry," Amodei said.

I think it's a silly and poorly defined claim.

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

#107

Post by somebodythere »

hbosch wrote: post #42
michaelbuckbee wrote: post #22

Earlier quoted context omitted.

Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.

Are you sure? While Amazon doesn't own a "true" frontier model they have their own foundation model called Nova. I assume if Amazon was using Claude's latest models to power it's AI tools, such as Alexa+ or Rufus, they would be much better than they currently are. I assume if their consumer facing AI is using Claude at all it would be a Sonnet or Haiku model from 1+ versions back simply due to cost.

Rufus is a Claude Haiku, yes.

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

#108

Post by apercu »

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…

Hence the need to cash out.

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

#109

Post by apercu »

tapoxi wrote: post #92
JohnnyMarcone wrote: post #79

Earlier quoted context omitted.

What do you mean by pure play? Claude code alone is 1B revenue. It's not just the API they make money on. https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...

But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.

And, if your revenue is $1B but your costs are $2B it only lasts until the music stops....

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

#110

Post by wqaatwt »

JohnnyMarcone wrote: post #79
disgruntledphd2 wrote: post #66

Earlier quoted context omitted.

> They have a clear path to profitability I'd love to see evidence for such a thing, because it's not clear to me at all that this is the case. I personally think they're the best of the model providers but not sure if any foundation model companies (pure play) have a path to profitability.

What do you mean by pure play? Claude code alone is 1B revenue. It's not just the API they make money on. https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...

Which is not a lot at all compared to their cost and especially the valuation discussed here.
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