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Anthropic is expanding to Colossus2. Will use GB200

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171–180 of 367 posts

Re: Anthropic is expanding to Colossus2. Will use GB200

#171
post #5

I though Claude is too woke. Musk has posted that at least 50 times in the last year. But booking outrageous rental fees as fake AI revenue ahead of the SpaceX IPO apparently takes precedence.

He posted that AI will kill everyone, then stopped when he started his own AI company.

He tried to steal the OpenAI charity, then started complaining about someone else stealing the OpenAI charity after he failed.

He attacks European democracies about free speech, but is a compliant little censor for Turkey, India and other non-European countries.

Re: Anthropic is expanding to Colossus2. Will use GB200

#172
post #161

Earlier quoted context omitted.

No, they’ve lost market share because they haven’t released a new product in years. Meanwhile China is releasing hundreds of excellent models into the European market which are better than Tesla’s.

That adds to it. But you are underestimating how much Europeans were/are shocked by Elon's Nazi salute and the DOGE fallout.

Pretty sure Americans hate him too. You can see Tesla new car staging lots full and the cars never move. They try to hide the Cybertruck lots.

Re: Anthropic is expanding to Colossus2. Will use GB200

#173
post #75

Earlier quoted context omitted.

Always felt like it would've made more sense if it was using part of the peoples' brains to do their computation, as super energy efficient computers.

I believe that was in the original script, and rewritten after some exec didn't understand how brains could be computers.

If it was indeed the original script, the reason they changed to batteries is maybe not because "some exec" is an idiot, but because it worked better from a storytelling perspective.

Even if treating people as batteries doesn't make much sense as we are pretty terrible power plants, the message is clear and impactful. It is common for movies to oversimplify things, because they want to avoid having the viewer from being distracted from the main plot. It is tricky, as being too obviously wrong can breaks the immersion. I think the people = batteries analogy is a good compromise. Brains = computers, while technically more plausible would add a layer of complexity that could be a bit too much for a 2h action movie.

Re: Anthropic is expanding to Colossus2. Will use GB200

#174
post #20

Very possible Elon is doing this to make give Anthropic better chances against OAI while he attempts to reshape xAI. Also possible he sees infra as the future of xAI if he really believes in the value of space compute. Hard to see this any of this as anything other than a bearish sign for Grok though.

That's very doubtful given recent news that Colossus is running at 11% capacity and has hundreds of thousands of idle GPUs. xAI acquired too many GPUs and currently doesn't have enough customers to use them. That's why they are making compute deals with Anthropic and Cursor. xAI is bleeding money and this compute deal with Anthropic will pay for all of xAI's capex ($25 billion) in 2 years.

> will pay for all of xAI's capex ($25 billion) in 2 years

This is a confusing framing; you pay down capex with profit not revenue, and there is presumably a high opex cost.

Re: Anthropic is expanding to Colossus2. Will use GB200

#176

Ok, maybe this question is a bit silly, but could it possibly be that Elon is doing this to steal Anthropic models secrets and using them to improve Grok?

No. Model weights are encrypted. Elon is doing this because Anthropic is desperate for compute, SpaceX needs to juice up its balance sheet before IPO, and xAI model team isn't competitive.

Re: Anthropic is expanding to Colossus2. Will use GB200

#177
post #137

Sigh. I’d hoped Anthropic would steer clear of blatantly unethical practices but here they go in bed with that guy and his horribly damaging data center.

Yes, quite a bad reputation hit for Anthropic to get in bed with Musk. Tesla lost half its marketshare in Europe because Elon is meddling in our democracy, is promoting right wing populist parties and supporting Trump in general.

Europe has a hugely shrinking demographic, and is actively decoupling from the United States. There's almost no innovation and you are making the mistake of getting in bed with China and constantly suing our tech companies.

Europe needs to focus more on Europe and less US politics.

Re: Anthropic is expanding to Colossus2. Will use GB200

#178

Here's a probably stupid question - if someone were unbounded by ethics and conceivably had enough power and connections to power to shield themselves from many consequences of their actions - and that person owned these DCs, could they in theory observe all the streams of tokens coming in and out of these models, and even exfiltrate copies of these models wholesale to have their own teams do what they will with them…

You could, but Grok is pretty high up there, it might not be "#1" but its definitely up there with the giants, people seem to overlook it. Gemini has a similar problem, it was #1 once, and it seems like Google isn't hell bent on chasing #1 they just want to keep iterating over time, they know they just need it to be "good enough" and they'll keep having repeat customers. If Elon REALLY wanted to do anything like that…

If I was training a top-tier model, having a competitors’ weights feels like it would be an excellent refining tool. As a user I find cross-model iteration to be a huge power-tool, and presumably the boffins can zero in on areas of relative strength and weakness and work out which area they want massive amounts of synthetic data from.

Re: Anthropic is expanding to Colossus2. Will use GB200

#179

Ok, maybe this question is a bit silly, but could it possibly be that Elon is doing this to steal Anthropic models secrets and using them to improve Grok?

SpaceX's data centre business is much more valuable than Grok, so this wouldn't make sense.

Re: Anthropic is expanding to Colossus2. Will use GB200

#180
post #81

Earlier quoted context omitted.

Grok is also tuned to align with Musk's personal beliefs. I wouldn't touch it with a 10 foot pole.

Opposed to all other models being the bastion of objectivity? Must be truly vindicating to have to hear other peoles opinions after decades in the silicon valley bubble.

Nobody ever said other models were bastions of objectivity. They only implied they weren't corrupted by Musk. Which is true, and which is good.
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