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I’ve joined Anthropic

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Re: I’ve joined Anthropic

#221
post #183
post #8

Karpathy is talented and to me he always seemed like someone who would be against building something like skynet. Anthropic is lucky to have him.

If you look at his recent content, I think he's gotten LLM Psychosis unfortunately

Hypothetically you take the leading expert of a field and say "they believe in their own field too much - far more than I do as a layman - and therefore surely must have psychosis."

Why should I trust that your assessment is correct? Is it likely to ever be correct in the case of a doctor/mechanical engineer/athlete/economist/whatever? So why do so many people insist that an incredibly intelligent AI researcher has fallen into some obvious trap?

Re: I’ve joined Anthropic

#223
post #127

We are in the early stages of AI. Anthropic is Altavista and OpenAI is AskJeeves or something. 10-20 years from now the scene will be unrecognizable and all of this will be inconsequential but at the same time it is the fondation on which tomorrow is built.

Google is much better positioned long term with their TPUs and separate enormous revenue from advertising.

Not so sure on the advertising front. B2C is now mostly social media, and Google doesn't own any. That's why the pivoted hard to YouTube shorts to try and capture that segment, but it is nowhere near TikTok or Instagram. Case in point, Meta's advertising revenue is predicted to surpass Google's this year.

Re: I’ve joined Anthropic

#224

Anthropic is on a roll: - best harness overall (well maybe until like a month ago when gpt5.5 and codex came out) - acquires bun - acquires stainless for SDKs - deal with Elon for compute - karpathy what else did I miss?

they invented MCP, Skills, made these standards open so anyone could build the harness around them.

MCP is barely an invention. It's a fuzzy spec detailing a pretty obvious design pattern.

Re: I’ve joined Anthropic

#225

I have been impressed by some of his work, especially on the vulgarisation and simplification. Excellent communicator and engineer. But I am a bit more skeptical about his taste and vision. Leaving OpenAI to work for Elon Musk was a poor move, and AFAIK his work on CV at Tesla did not bring anything groundbreaking, unfortunately probably the opposite (the bet on camera-only driven system did not pay off) and his talk…

> the bet on camera-only driven system did not pay off

This is a pretty unsubstantiated claim. Tesla is now launching robotaxis at a fraction of the cost of Waymos, in part because they don't need all the Lidar.

Re: I’ve joined Anthropic

#226

Earlier quoted context omitted.

OpenAI seems to be dumping a LOT of money into marketing on social media at least.

To be fair, Mythos is probably one of the most significant marketing pushes in the industry in both impact and investment. I am sure there is an element of reality in it's capabilities, but there's also a significant amount of "We don't have the compute to handle this at scale", and "look look, we have the best model. It's so good that you can't even compare it to other models. That is how good we are."

I’m noticing a real disconnect in the user base about this

The Claude maximalists that can never see any wrong in anything and the users that care about actual capability

These guys are going to be in for a rude awakening when the Chinese are steamrolling us with data centers you can see from space and better models, Amodei will tell you that himself

Re: I’ve joined Anthropic

#227

Earlier quoted context omitted.

Which funds?

Searching “invest $10[0]k into USA index funds low fees”, the Vanguard funds that come up! (Vanguard sounds a little special, maybe they do good marketing. Ah, per Wiki: “Vanguard is owned by the funds managed by the company and is therefore owned by its customers.”) Looking familiar: VTI or VOO, VTSAX or VFIAX

you might consider VXUS for int'l / hardware exposure (20-40% of total)

Re: I’ve joined Anthropic

#228
Anyone else fearing Anthropic more and more each day? Not from a perspective that they are doing so well, but rather that it's like an industry tornado, sucking up and destroying everything in it's path.

Re: I’ve joined Anthropic

#230

Anyone else fearing Anthropic more and more each day? Not from a perspective that they are doing so well, but rather that it's like an industry tornado, sucking up and destroying everything in it's path.

Name three things they destroyed?
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