161–170 of 322 posts
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…
> 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.
One thing you're right about - Anthropic isn't surviving - it's thriving. Probably the fastest growing revenue in history.
Earlier quoted context omitted.
can you post the full quote then? He has posted what the rest of us read
I believe: > "and in 12 months, we might be in a world where the ai is writing essentially all of the code. But the programmer still needs to specify what are the conditions of what you're doing. What is the overall design decision. How we collaborate with other code that has been written. How do we have some common sense with whether this is a secure design or an insecure design. So as long as there are these small…
Earlier quoted context omitted.
Because of unprofitability? ARR and growth are very high, and margins are either good or can soon become good. Is the claim that coding agents can't be profitable?
> margins are either good or can soon become good. Their margins are negative and every increase in usage results in more cost. They have a whole leaderboard of people who pay $20 a month and then use $60,000 of compute. https://www.viberank.app
If you tell me to click the link, I did, but backed out because I thought you'd actually be willing to break it down here instead. I could also ask Claude about it I guess.
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 ?
Its a step up from copy-pasting from an llm.
But claude code is on another level.
I love claude, but looking at google it seems like it will just be a matter of time before Google/Gemini will be a better product. Just looking at how much Google have improved their AI game the last couple months. I'm putting my money on google, I assume the reason they are doing an IPO right now is to be able to cash in on the investment before google surpasses them. It's a hot take, I know :D
I love claude, but looking at google it seems like it will just be a matter of time before Google/Gemini will be a better product. Just looking at how much Google have improved their AI game the last couple months. I'm putting my money on google, I assume the reason they are doing an IPO right now is to be able to cash in on the investment before google surpasses them. It's a hot take, I know :D
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…
I think they’re waiting for bargain bin deals once the bubble collapses.
The market is too new for AI.
AI is unquestionably useful, but we don't have enough product categories.
We're in the "electric horse carriage" phase and the big research companies are pleading with businesses to adopt AI. The problem is you can't do that.
AI companies are asking you to AI, but they aren't telling you how or what it can do. That shouldn't be how things are sold. The use case should be overwhelmingly obvious.
It'll take a decade for AI native companies, workflows, UIs, and true synergies between UI and use case to spring up. And they won't be from generic research labs, but will instead marry the AI to the problem domain.
Open source AI that you can fine tune to the control surface is what will matter. Not one-size-fits-all APIs and chat interfaces.
ChatGPT and Sora are showing off what they think the future of image and video are. Meanwhile actual users like the insanely popular VFX YouTube channel are using crude tools like ComfyUI to adopt the models to their problems. And companies like Adobe are actual building the control plane. Their recent conference was on fire with UI+AI that makes sense for designers. Not some chat interface.
We're in the "AI" dialup era. The broadband/smartphone era is still ahead of us.
These companies and VCs thought they were going to mint new Googles and Amazons, but it's more than likely they were the WebVans whose carcasses pave the way.
I love claude, but looking at google it seems like it will just be a matter of time before Google/Gemini will be a better product. Just looking at how much Google have improved their AI game the last couple months. I'm putting my money on google, I assume the reason they are doing an IPO right now is to be able to cash in on the investment before google surpasses them. It's a hot take, I know :D
There have been multiple model generations now where Anthropic have proven that they're ahead of everyone with developing LLMs for coding - if anything the gap has broadened with Opus 4.5.