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Amazon to invest another $4B in Anthropic

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Re: Amazon to invest another $4B in Anthropic

#131

Post by ctoth »

derefr wrote: post #83
mossTechnician wrote: post #43

Earlier quoted context omitted.

Personally, I find companies with names like "Anthropic" to be inherently icky too. Anthropic means "human," and if a company must remind me it is made of/by/for humans, it always feels less so. E.g. The Browser Company of New York is a group of friendly humans... Second, generative AI is machine generated; if there's any "making" of the training content, Anthropic didn't do it. Kind of like how OpenAI isn't open, th…

> Anthropic means "human," and if a company must remind me it is made of/by/for humans Why do you think that that's their intended reading? I had assumed the name was implying "we're going to be an AGI company eventually; we want to make AI that acts like a human ." > if there's any "making" of the training content, Anthropic didn't do it This is incorrect. First-gen LLM base models were made largely of raw Internet…

I read Anthropic as eluding to the Anthropic Principle as well as the doomsday argument and related memeplex[0] mixed with human-centric or about humans. Lovely naming IMHO.

[0]: https://www.scottaaronson.com/democritus/lec17.html

Re: Amazon to invest another $4B in Anthropic

#132

Post by Seattle3503 »

sbuttgereit wrote: post #77
cainxinth wrote: post #54

They certainly need the money. The Pro service has been running in limited mode all week due to being over capacity. It defaults to “concise” mode during high capacity but Pro users can select to put it back into “Full Response.” But I can tell the quality drops even when you do that, and it fails and brings up error messages more commonly. They don’t have enough compute to go around.

Hmmm... I wonder if this is why some of the results I've gotten over the past few days have been pretty bad. It's easy to dismiss poor results on LLM quality variance from prompt to prompt vs. something like this where the quality is actively degraded without notification. I can't say this is in fact what I'm experience, but it was noticeable enough I'm going to check.

This is one reason closed models suck. You can't tell if the bad responses are due to something you are doing, or if the company you are paying to generate the responses is cutting corners and looking for efficiencies, eg by reducing the number of bits. It is a black box.

Re: Amazon to invest another $4B in Anthropic

#133

Post by vineyardmike »

surgical_fire wrote: post #62
vineyardmike wrote: post #58

Earlier quoted context omitted.

Go look at earnings reports for big tech companies. AI is definitely driving incremental revenue. Apple is definitely on the AI bandwagon, they just have a different business model and they’re very disciplined. Apple tends not to increase research and investment costs faster than revenue growth. You’ll also notice rumors that they’re lowering their self driving car and VR research goals.

> Go look at earnings reports for big tech companies. AI is definitely driving incremental revenue. Yes. Which proves my point.

Google Cloud revenue up 35% thanks to AI products [1,4,5]. Azure sales by a similar amount (but only 12% was AI products [2]. AWS is up too [3].

In so glad your point was that it’s not a scam, and there are billions of dollars in real sales occurring at a variety of companies. It’s amazing what publicly traded companies disclose if we only bother to read it. I’m glad we’re all not in the contrarian bubble where we have to hate anything with hype.

1. https://technologymagazine.com/articles/how-ai-surged-google...

2. https://siliconangle.com/2024/10/30/microsofts-ai-bet-pays-o...

3. https://www.ciodive.com/news/AWS-cloud-revenue-growth-AI-dem...

4. https://www.reuters.com/technology/google-parent-alphabet-be...

5. https://fortune.com/2024/10/29/google-q3-earnings-alphabet-s...

Re: Amazon to invest another $4B in Anthropic

#134

Post by bambax »

peppertree wrote: post #37

Anthropic should double down on the strategy of being the better code generator. No I don't need an AI agent to call the restaurant for me. Win the developers over and the rest will follow.

In my experience*, for coding, Sonnet is miles above any model by OpenAI, as well as Gemini. They're all far from perfect, but Sonnet actually "gets" what you're asking, and tries to help when it fails, while the others wander around and often produce dismal code.

* Said experience is mostly via OpenRouter, so it may not reflect the absolute latest developments of the models. But there at least, the difference is huge.

Re: Amazon to invest another $4B in Anthropic

#135

Post by bambax »

staticman2 wrote: post #73
rtsil wrote: post #49

Earlier quoted context omitted.

> Win the developers over and the rest will follow. Will they really? Anecdotal evidence, but nobody I know in real life knows about Claude (other than it's an ordinary first name). And they all use or at least know about ChatGPT. None of them are software engineers of course. But the corporate deciders aren't software engineers either.

Most people I know in real life have certainly heard of ChatGPT but don't pay for it. I think someone enthusiastic enough to pay for the subscription is more likely to be willing to try a rival service, but that's not most people. Usually when these services are ready to grow they offer a month or more free to try, at least that's what Google has been doing with their Gemini bundle.

When used via OpenRouter (or the like?) the costs are ridiculously low and you have immediate access to 200+ models that you can compare seamlessly.

Re: Amazon to invest another $4B in Anthropic

#136

Post by steveBK123 »

Some of these investments sound big in absolute terms.. However not that big considering the scale of the investor AND that many of these investors are also vendors.

MSFT/AMZN/NVDA investing in AI firms that then use their clouds/chips/whatever is an interesting circular investment.

Re: Amazon to invest another $4B in Anthropic

#137

Post by dgfitz »

steveBK123 wrote: post #136

Some of these investments sound big in absolute terms.. However not that big considering the scale of the investor AND that many of these investors are also vendors. MSFT/AMZN/NVDA investing in AI firms that then use their clouds/chips/whatever is an interesting circular investment.

Four thousand million dollars. That’s a lot of money.

Re: Amazon to invest another $4B in Anthropic

#139

Post by surgical_fire »

vineyardmike wrote: post #133
surgical_fire wrote: post #62

Earlier quoted context omitted.

> Go look at earnings reports for big tech companies. AI is definitely driving incremental revenue. Yes. Which proves my point.

Google Cloud revenue up 35% thanks to AI products [1,4,5]. Azure sales by a similar amount (but only 12% was AI products [2]. AWS is up too [3]. In so glad your point was that it’s not a scam, and there are billions of dollars in real sales occurring at a variety of companies. It’s amazing what publicly traded companies disclose if we only bother to read it. I’m glad we’re all not in the contrarian bubble where we ha…

> In so glad your point was that it’s not a scam

Except it sort of is. It needs AI to be hyped and propped up, so that all those silly companies spending in GCP can continue to do so for a wee bit longer.

Re: Amazon to invest another $4B in Anthropic

#140

Post by surgical_fire »

herval wrote: post #100
surgical_fire wrote: post #52

Earlier quoted context omitted.

It appears to be a scam because it sort of is. AI needs to be propped up because the bug tech cloud providers they depend on need AI to be a thing to justify their valuations. Tech is going through a bit of a slump where all things being hyped a few years ago sort of died down (crypto? VR? Voice assistants? Metaverse?). Nobody gets very hyped about any of those nowadays. I am probably forgetting a couple of hyped thi…

Trivia: not sure if you’re aware, but there’s billion dollar companies in all these spaces you claim “nobody cares about”. Every single stock broker in the US trades crypto now. Omniverse earns Nvidia a ton of money, Apple earned a billion dollars with a clunky v1 and Meta is selling more and more Quests every half.

Yeah. Was not really a world changer as it was claimed to be during hype cycle.

Billion dollar valuation for a conpany in a given space is not as impressive as you think it is. Do I need to mention some high profile companies with stellar valuations that are sort of a joke now? We can work together on this ;)

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