201–210 of 322 posts
This seems contrary to their stated goal to prioritize AI safety. It is against the law to prioritize AI safety if you run a public company. You must prioritize profits for your shareholders.
Unless you're a benefit corp, this is true for private companies as well. Quick q - which of the AI companies are benefit corps?
Earlier quoted context omitted.
But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.
What was the moat in search?
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 get the feeling Amazon wants to be the shovel seller for the AI rush than be a frontier model lab. There is no moat in being a frontier model developer. A week, month, or a year later there will be a open source alternative which is about 95% as good for most tasks people care about.
Meanwhile I tap bankruptcy lawyers as I race Anthropic and OpenAI to stay solvent.
Earlier quoted context omitted.
But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.
What was the moat in search?
Just having far more user search queries and click data gives them a huge advantage.
Earlier quoted context omitted.
> They have a clear path to profitability I'd love to see evidence for such a thing, because it's not clear to me at all that this is the case. I personally think they're the best of the model providers but not sure if any foundation model companies (pure play) have a path to profitability.
What do you mean by pure play? Claude code alone is 1B revenue. It's not just the API they make money on. https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...
Are they profitable (no),
Is Claude Code even running at a marginal profit? (who knows)
Is the marginal profit large enough to pay for continued R&D to stay competitive (no)
Does Claude Code have a sustainable advantage over what Amazon, Microsoft and Google can do in this space using their incumbency advantage and actual profits and using their own infrastructure?
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…
Anthropic is a $1T company in the making (by 2030), already raised their last round at ~$200B valuation. Do you really think Amazon can acquire them? They already invested a lot of money in them and probably own at least 20% of Anthropic, which was the smartest thing Jassy did in a while. Not to mention, if Adobe wasn't allowed to buy Figma, do you think Amazon will be allowed to buy Anthropic? No way it's going to b…
https://medium.com/@Arakunrin/the-post-ipo-performance-of-y-...
> One thing you're right about - Anthropic isn't surviving - it's thriving. Probably the fastest growing revenue in history.
Growing revenue and losing money is not “thriving”
Earlier quoted context omitted.
I get the feeling Amazon wants to be the shovel seller for the AI rush than be a frontier model lab. There is no moat in being a frontier model developer. A week, month, or a year later there will be a open source alternative which is about 95% as good for most tasks people care about.
Haven't they invested hundreds of millions trying to train frontier models?
I am basing my observation on the noises they are making. They did put out a model called Nova but they are not drumming it up at all. The model page makes no claims of benchmarks or performance. There are no signs of them poaching talent. Their CEO has not been in the press singing praises about AI unlike every big tech CEO.
Maybe they have a skunk-works team on it but something tells me they are waiting for the paint to dry.
This seems contrary to their stated goal to prioritize AI safety. It is against the law to prioritize AI safety if you run a public company. You must prioritize profits for your shareholders.