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Anthropic taps IPO lawyers as it races OpenAI to go public

ft.com

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

#271

Post by deaux »

esafak wrote: post #262
deaux wrote: post #228

Earlier quoted context omitted.

Nova 2 came out today so not clear how good it is yet, but Nova 1 was entirely uncompetitive.

Supposedly competitive with Haiku 4.5, GPT 5 Mini and Gemini 2.5 Flash: https://aws.amazon.com/blogs/aws/introducing-amazon-nova-2-l...

Looks less "intelligent" to me, just a lot more trained on agentic (multi-turn tool) use so it greatly outperforms the others on the benches where that helps while lagging elsewhere. They also released bigger models, where "Pro" is supposedly competitive with 4.5 Sonnet. Lite is priced the same as 2.5 Flash, Pro as GPT 5.1. We'll definitely do some comparative testing on Nova 2 Lite vs 2.5 Flash, but not expecting much.

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

#272

Post by fragmede »

disgruntledphd2 wrote: post #69
ac29 wrote: post #57

Earlier quoted context omitted.

Inference costs aren't a problem, selling inference is almost certainly profitable. The problem is that its (probably) not profitable enough to cover the training and other R&D costs.

Don't forget all the other costs of their business, like paying sales and solutions people (expensive, not going away any time soon).

Wait, I thought AI was gonna put us all out of jobs tho.

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

#273

Post by Jimmc414 »

deaux wrote: post #228
hbosch wrote: post #42

Earlier quoted context omitted.

Are you sure? While Amazon doesn't own a "true" frontier model they have their own foundation model called Nova. I assume if Amazon was using Claude's latest models to power it's AI tools, such as Alexa+ or Rufus, they would be much better than they currently are. I assume if their consumer facing AI is using Claude at all it would be a Sonnet or Haiku model from 1+ versions back simply due to cost.

Nova 2 came out today so not clear how good it is yet, but Nova 1 was entirely uncompetitive.

Claude 2.0 was laughably bad. I remember wondering why any investor would be funding them to compete against OpenAI. Today I cancelled my ChatGPT Pro because Claude Max does everything I need it to.

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

#274

Post by fragmede »

rvnx wrote: post #91
theptip wrote: post #62

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 ?

Fun fact! You can use the word "just" in front of anything to make is sound trivial. Isn't planet Earth just one of eight planets in the Solar System? What's the big deal? Isn't Google just a website? Take out the word "just" and think on it a little. In this case, maybe there's something to that?

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

#275

Post by 6510 »

neilv wrote: post #112
michaelbuckbee wrote: post #22

Earlier quoted context omitted.

Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.

> It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books. From a perspective of "how do we monetize AI chatbots", an easy thing about this usage context is that the consumer is already expecting and wanting product recommendations. (If you saw this behavior with ChatGPT, it wouldn't go down as well, until you were conditi…

There are really impressive marketing/advertisement formulas to be had. I wont share mine but I'm sure there are many ways to go step by step from not-customers to customers where each step has a known monetary value. If an LLM does something impressive in one of the steps you also know what it is worth.

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

#276

Post by vasco »

beambot wrote: post #266
Waterluvian wrote: post #250

Earlier quoted context omitted.

Yeah. I bet there’s a win-win in the details where it gets to sound like a lot of investment for both parties to look good but really wasn’t actually much real risk. Like if I offered you $8 billion in soft serve ice cream so long as you keep bringing birthday parties to my bowling alley. The moment the music stops and the parents want their children back, it’s not like I’m out $8 billion.

Echoes of Enron-style accounting "tricks"...

Amazon gave away datacenter time share in exchange for stock in a startup. That has nothing to do with electricity futures and private credit revolvers.

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

#277

Post by rhubarbtree »

HarHarVeryFunny wrote: post #16

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…

Before posting this, did you know anything about the cap table of anthropic?

Hard to buy a company that is part-owned by your competitors.

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

#278

Post by s1gsegv »

blitz_skull wrote: post #265
xnx wrote: post #242

Earlier quoted context omitted.

> because it's simply the best/most consistent coding assistant AI Have you used Gemini 3?

Is it really that much better than Claude? Claude has been my daily driver for a couple years now and I imagine if Gemini was THAT much better, I would’ve heard about it by now.

I haven’t had a chance to use it for code yet but now that Opus 4.5 and Gemini 3 Pro came out I started throwing side by side queries at both and Gemini has been consistently more accurate and useful. A bit of a shame because I find Gemini’s style to be a bit annoying.

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

#279

Post by disgruntledphd2 »

fragmede wrote: post #272
disgruntledphd2 wrote: post #69

Earlier quoted context omitted.

Don't forget all the other costs of their business, like paying sales and solutions people (expensive, not going away any time soon).

Wait, I thought AI was gonna put us all out of jobs tho.

If that does happen, salespeople will be the last to go.

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

#280

Post by blitzar »

turnsout wrote: post #61
jklinger410 wrote: post #53

Earlier quoted context omitted.

Amazon and Microsoft are protecting themselves from the bubble.

Yes, repackaging and reselling AI is a starkly better business than creating frontier models

Finding a use for Ai will be an even better business.
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