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Anthropic’s $5B, 4-year plan to take on OpenAI

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Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#151

Post by m3kw9 »

rsp1984 wrote: post #37

AI models are in a race to the bottom and everybody inside Anthropic knows it. Besides OpenAI, with billions to spend plus a partnership with MS, there's also Google, Apple, Meta and Amazon who can afford to run losses on AI for years without blinking an eye. And if that wasn't enough the Open Source world is releasing new models almost weekly now, for free. Anthropic is putting on a big show to convince gullible inv…

The best models will always be closely guarded and have the best outputs, it’s the watered down models that are fighting for scraps.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#152

Post by crop_rotation »

alberth wrote: post #98

Google invested $400M into Anthropic https://news.ycombinator.com/item?id=34663438 Investors include: - Eric Schmidt (former Google CEO/Chairman), Series A - Sam Bankman-Fried, lead investor in Series B - Caroline Ellison, Series B https://news.ycombinator.com/item?id=34664963

[flagged]

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#153

Post by simonster »

seydor wrote: post #73
naillo wrote: post #61

Earlier quoted context omitted.

The counter argument is that it's a growing market where any early entrants will be lifted with the tide and can probably yield enough profit from spillover hype for investors to make their investments back.

I can already run gpt4xalpaca on my PC, a model that is not-bad-at-all and is completely uncensored (i.e. does things that chatGPT can't do). I think it's true that LLMs are racing to the bottom and will be even more once they can fit as a peripheral to every computer. whoever is investing in this to monopolize has not thought it through

Imagine you're a tech company that pays software engineers $200K/year. There is a free open-source coding model that can double their productivity, but a commercial solution yields a 2.1x productivity improvement for $5000 annually per developer. Which do you pick?

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#154

Post by iandanforth »

truetraveller wrote: post #104
rvz wrote: post #60

Earlier quoted context omitted.

Correct. Stability.ai (Stable Diffusion), Apple (Won't be surprising to see them announce on-device LLMs with Apple Silicon support), Meta (LLaMa), etc are already at the bottom and at the finish line with their AI models given for free. O̶p̶e̶n̶AI.com will eventually have to raise their prices which is bad news for businesses not making enough money and still are sitting on their APIs as O̶p̶e̶n̶AI.com themselves ar…

Aside: I love the O̶p̶e̶n̶AI.com thing. I got caught off guard at least twice!

Wow I didn't know ai.com redirects to chat.openai.com. How long has it been doing that?

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#155

Post by pixl97 »

itissid wrote: post #28

> billions of dollars over the next 18 months Is most of that money for hiring people to tag/label/comment on data and the data center costs?

Datacenter costs. With the models getting better the cost of data tagging is moving from a human dominated cost to a compute cost.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#156

Post by comboy »

alexb_ wrote: post #35

If someone released a chatGPT/characterAI with NSFW content enabled it would eat into a big share of their users (and for characterAI, maybe take all of them). Seriously, look into what people are posting about when it comes to characterAI, and it's 80% "here's how to get around NSFW filters". Unsure why nobody is taking this very very obvious hole in AI tech.

What's with the NSFW need? I'd understand if this is some image generator, but here? Is it some sexting, "romance", or is NSFW about something else altogether?

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#157

Post by pixl97 »

rwmj wrote: post #18

Is there a large barrier to entry? I thought that the costs of training, while large, were only a few million so not insurmountable, and the technology is pretty well understood. If this is true it's hard to understand what they'd need $300 million for, and also if there's no moat why they would command a "billions" valuation.

>Is there a large barrier to entry?

Go ask Nvidia for a pile of A/H100's and see what the wait time is.

Also the cost of previous training was only on text, next gen models are multi-modal and will drive up costs much higher.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#158

Post by wittenbunk »

lelanthran wrote: post #134
dpflan wrote: post #110

Earlier quoted context omitted.

This is hilarious to me, in that the disgruntled departure just did a 180… how long until the next disgruntled spin-out for higher reasons chases the dollar too…

> This is hilarious to me, in that the disgruntled departure just did a 180… how long until the next disgruntled spin-out for higher reasons chases the dollar too… The cynic in me wants to ask "What makes you think his departure was because of an anti-commercialisation position?" My take (probably just as wrong as everybody's else take) is that he saw the huge commercialisation potential and realised that he could ma…

If you look read the parent comment in this thread you'd get an answer...

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#159

Post by cubefox »

ptsneves wrote: post #71
Taywee wrote: post #41

Earlier quoted context omitted.

Does it seems silly to anybody else to even call these GPUs? That's a GPU minus the G.

Very much absurd. A user above posted GPGPU, which I guess stands for General Purpose Graphics Processing Unit. In the beginnings of computation these kinds of cards were called accelerators. Dedicated consumer sound cards were a thing, the venerable SoundBlaster. I really would like an AI-Blaster coming out.

There is actually ML hardware that is not based on GPU technology: it's called TPU (Tensor processing unit) but only Google uses it. I guess it is easier to repurpose existing technology even if a specialized approach is more efficient in theory.

Re: Anthropic’s $5B, 4-year plan to take on OpenAI

#160

Post by ttul »

ethbr0 wrote: post #108
seydor wrote: post #73

Earlier quoted context omitted.

I can already run gpt4xalpaca on my PC, a model that is not-bad-at-all and is completely uncensored (i.e. does things that chatGPT can't do). I think it's true that LLMs are racing to the bottom and will be even more once they can fit as a peripheral to every computer. whoever is investing in this to monopolize has not thought it through

This is a repeat of the early GPU era. It's not the software or hardware that will "win" the race, it's who delivers the packaged end user capability (or centralizes and grabs most of the value along the chain). And end user capability is comprised of hardware + software + connectivity + standardized APIs for building software on top + integration into existing systems. If I were Nvidia, I'd be smiling. They've been…

Nvidia: just as the sun starts setting on crypto mining, the foundation model boom begins. And in the background of it all, gaming grows without end.
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