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Anthropic taps IPO lawyers as it races OpenAI to go public

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251–260 of 322 posts

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#251
post #237

Earlier quoted context omitted.

Google are deep in the enshittification spiral and can't help themselves in kneecapping Gemini or imposing strict limits. Anthropic seem to atleast be a bit more customer centric.

Anthropic's incessant cuts to CC rate limits/quota on the Claude Pro plan have nearly pushed me to cancel. If anything they're far ahead of Google on the enshittification schedule (who still give out API keys for free Gemini usage and a free tier on Gemini CLI, although CLI is still pretty shaky unfortunately but that's a different issue). It also doesn't help that CC will stop working literally in the middle of a ta…

You make it sound like Google is giving out free usage out of the goodness of their hearts.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#252
post #235

I think people here on HN have a front seat perspective on the value of Anthropic & Claude because it's simply the best/most consistent coding assistant AI. I don't think there's a broad awareness of Anthropic's market edge at the moment, the IPO may be a good time to invest.

[deleted]

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#253

Earlier quoted context omitted.

And 12 months later Anthropic is listing 200 open positions for humans: https://www.anthropic.com/jobs

Of course they are. The two things aren’t contradictory at all, in fact one strongly implies the other. If AI is writing 90% of your code, that means the total contribution of a developer is 10× the code they would write without AI. This means you get way more value per developer, so why wouldn’t you keep hiring developers? This idea that “AI writes 90% of our code” means you don’t need developers seems to spring fro…

If AI is making developers (inside Anthropic or out) 10x more productive... where's all the software?

I'm not an LLM luddite, they are useful tools, but people with vested interests make a lot of claims that if they were true would result in a situation where we should already be seeing the signs of a giant software renaissance... and I just haven't seen that. Like, at all.

I see a lot more blogging and influncer peddling about how AI is going to change everything than I do any actual signs of AI changing much of anything.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#254
post #237

Earlier quoted context omitted.

Google are deep in the enshittification spiral and can't help themselves in kneecapping Gemini or imposing strict limits. Anthropic seem to atleast be a bit more customer centric.

Anthropic's incessant cuts to CC rate limits/quota on the Claude Pro plan have nearly pushed me to cancel. If anything they're far ahead of Google on the enshittification schedule (who still give out API keys for free Gemini usage and a free tier on Gemini CLI, although CLI is still pretty shaky unfortunately but that's a different issue). It also doesn't help that CC will stop working literally in the middle of a ta…

As with everything Google: if it's free, you're the product.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#256

Earlier quoted context omitted.

LOL of course they don't want to own Anthropic, else they themselves would be responsible for coming up with the $10s of billions in Monopoly money that Anthropic has committed to pay AMZN for compute in the next few years. Better to take an impressive looking stake and leave some other idiot holding the buck.

Isn't taking an impressive looking stake, in effect, leaving them holding the buck?

No! Anthropic goes bankrupt or at least teeters and Amazon buys for pennies

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#257

Earlier quoted context omitted.

Now I’m no big city spreadsheet man but I bet you “company that owes us billions went belly up” looks better on the books than “company we bought that owes us billions went belly up.”

It’s pretty crazy that Amazon’s $8B investment didn’t even get them a board seat. It’s basically a lot of cloud credits though. I bet both Google and Amazon invested in Anthropic at least partially to stress test and harden their own AI / GPU offerings. They now have a good showcase.

This is my thought too. They de-risked any other AI startup from choosing AWS as their platform. If the hype continues AWS will get their 30% margin on something growing like rocket emoji, if they don't at least they didn't miss the boat.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#258
post #115

Earlier quoted context omitted.

That was $100B in profits, not valuation.

Profits over what timeframe? Valuation is just the total sum of profit discounted for time and risk.

I think the idea was that it was the sum of all historical profits. Contrast that with valuation, which at best is about the expectation of future profits.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#259
post #72

Earlier quoted context omitted.

Dario Amodei gives of strong Adam Neumann vibes. He claimed "AI will replace 90% of developers within 6 months" about a year ago...

It was "writing 90% of the code", which seems to be pretty accurate, if not conservative, for those keeping up with the latest tools.

That's not even close. The keyboard is writing 100% of my code. They keyboard is not replacing me anytime soon.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#260
post #259

Earlier quoted context omitted.

It was "writing 90% of the code", which seems to be pretty accurate, if not conservative, for those keeping up with the latest tools.

That's not even close. The keyboard is writing 100% of my code. They keyboard is not replacing me anytime soon.

If you added up all the code written globally on Dec 3 2025, how much do you think was written by AI and how much was clacked out on a keyboard?
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