111–120 of 322 posts
That S1 is gonna make for a fun read. It'll make Adam Neumann blush.
Dario Amodei gives of strong Adam Neumann vibes. He claimed "AI will replace 90% of developers within 6 months" about a year ago...
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…
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.
From a perspective of "how do we monetize AI chatbots", an easy thing about this usage context is that the consumer is already expecting and wanting product recommendations.
(If you saw this behavior with ChatGPT, it wouldn't go down as well, until you were conditioned to expect it, and there were no alternatives.)
Earlier quoted context omitted.
Just how much of the market do retail investors control? I thought they were a drop in the bucket. Also, is there a way to know how much of the total volume of shares is being traded now? If I kept hyping my company (successfully), and drove the share price from $10 to $1000, thanks to retail hype, I could 100x the value of my company lets say from $100m to $10B, while the amount of money actually changing hands woul…
When you add in money managed on behalf of retail investors it gets big fast, thinking indexed funds, pensions etc. they are not immune, and ETFs by definition need to participate
> ETFs by definition need to participate
You meant to say "index funds". There are many different kinds of ETFs.
Earlier quoted context omitted.
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?
Does this mean that Anthropic has more than reached AGI, seeing as OpenAI has officially defined "AGI" as any AI that manages to create more than a hectocorn's worth (100 unicorns, or $100B) in economic value?
That S1 is gonna make for a fun read. It'll make Adam Neumann blush.
Dario Amodei gives of strong Adam Neumann vibes. He claimed "AI will replace 90% of developers within 6 months" about a year ago...
Earlier quoted context omitted.
> Cursor had won the developer market from the previous winner copilot It’s a fair point, but the counter-point is that back then these tools were ide plugins you could code up in a weekend. Ie closer to a consumer app. Now Claude Code is a somewhat mature enterprise platform with plenty of integrations that you’d need to chase too. And long-term enterprise sales contracts you’d need to sell into. Ie much more like a…
I'm not sure what is the advantage of Cursor ? It's just a VS Code plugin that sends queries to LLMs, why is it valued so much ? It's quite basic. Is there some sort of unlimited plan that people take advantage of ?