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Anthropic is expanding to Colossus2. Will use GB200

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Re: Anthropic is expanding to Colossus2. Will use GB200

#281
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.

xAI is a dead company; you don't sell compute if you're growing.

More promising is that cursor is training a model using it.

Re: Anthropic is expanding to Colossus2. Will use GB200

#282
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.

> space compute Heard anybody remotely competent about space talk the topic? It's pretty much a literal laugh every time.

Some of the proposals are laughable, some of the example calculations are. The idea of running AI training sounds extremely challenging. But the idea of inference in space doesn't seem absurd

The power budget of a starlink v2 mini satellite is estimated at around 20kW based on the known solar panel size. That also matches what a satellite of that size would roughly dissipate without dedicated radiators, using just some heat pipes to spread the heat evenly over the satellite's surface. There is nothing fundamentally preventing you from taking the same satellite design, remove most of the comms payload and instead put 15kW of GPUs there. Or about 10 GB200 including the CPUs, networking, etc that you need along with the GPUs

Now, do the economics work out for $300k worth of compute for each satellite, in an environment where maintenance is impossible and degradation will be higher than on the ground? Probably not right now, but in a couple years they might

Re: Anthropic is expanding to Colossus2. Will use GB200

#283

Earlier quoted context omitted.

But if the US isn’t the first to put an AI on the moon, we’ll lose the AI space race!

Mr. President, we must not allow a mine-shaft gap!

To this day still my favorite line in the movie. It really just punctuates the whole thing

Re: Anthropic is expanding to Colossus2. Will use GB200

#284

Earlier quoted context omitted.

> space compute Heard anybody remotely competent about space talk the topic? It's pretty much a literal laugh every time.

While I agree with you on the merit of the idea, rockets that can take off and then land vertically without damage were also laughable pre-SpaceX.

NASA had literally done it. It was never laughable, just thought to be an incredibly difficult engineering challenge.

I think compute in space suffers less from being "impossible" and more from being "impractical". It is plenty easy to put compute in space. It is just still silly expensive and by the time your equipment makes up the cost of putting it in space, it will be well out of date.

Re: Anthropic is expanding to Colossus2. Will use GB200

#285
post #173

Earlier quoted context omitted.

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 be…

I don't think it'd have much of an effect on the story, outside of background stuff like the Animatrix, it's just an interesting little fact about why the world is the way it is. Shooting and hitting things in slo mo is still the core either way.

Re: Anthropic is expanding to Colossus2. Will use GB200

#286

Earlier quoted context omitted.

1) The situation you described would be covered under the contract between Anthropic and xAI, and that any violation of that would be subject to financial penalties and legal proceedings. The US has a robust corporate legal system, and disputes do get resolved through the court system, although in a slow and costly manner. The contract can stipulate a penalty at a high enough amount to discourage this behavior. 2) Ou…

> There is no reason do this, because there are far better ways to exfiltrate data from Anthropic models. Chinese companies are already doing this at an industrial scale where they are reselling Claude tokens for 10-20% of the cost while retaining the data to train their own models. I think you missed the part where Anthropic stopped displaying their thinking tokens over the past few months, and instead now provides…

At this scale thinking tokens don't matter anymore.

In Feb Anthropic called out three Chinese labs for "distillation attacks", but a lab missing in their post actually had most Claude generated tokens among all Chinese labs in their midtrain data :p

Re: Anthropic is expanding to Colossus2. Will use GB200

#287
post #95

Earlier quoted context omitted.

FWIW, SpaceX (parent company of xAI) has an option to acquire Cursor for $60B that expires 7 days after their imminent IPO.

Do people still use Cursor? My company’s leadership has been clear that Cursor was cool for a hot minute but you Should Not be using it anymore

It’s a very fractured and heterogeneous landscape where your own perspective will be warped by your personal experience.

Anthropic has a lot of the market share and dominates the mind share, but each of Codex, Devin, Cursor, Claude, et al have significantly more market usage than they had 6 months ago and each are likely still growing very quickly based on publicly-reported information.

Re: Anthropic is expanding to Colossus2. Will use GB200

#289

Earlier quoted context omitted.

It is absolutely baffling to me how frequently I hear people talk about this around me. There is no way this is happening anytime in the near future.

You don't have to actually have an orbiting datacenter for the idea to work. You just have to convince enough people. Once you've done that, you can claim that regional regulations don't apply to your data because the data is in orbit. Its not like somebody is gonna go up there and catch you in the lie. Out-of-regulatory-reach is what they'll actually be selling. It can be on earth, it just has to be sufficiently hid…

I don't think that's the purpose and if it is, it's obviously trivially solvable. The US can and does simply assert jurisdiction all over the globe. There's no reason it can't or wouldn't extend that to orbit.

That conversation goes like this:

US: Stop doing that thing with your data center

X: It's in space, you can't tell us what to do

US: Yes we can

X: or

Re: Anthropic is expanding to Colossus2. Will use GB200

#290

Earlier quoted context omitted.

1) The situation you described would be covered under the contract between Anthropic and xAI, and that any violation of that would be subject to financial penalties and legal proceedings. The US has a robust corporate legal system, and disputes do get resolved through the court system, although in a slow and costly manner. The contract can stipulate a penalty at a high enough amount to discourage this behavior. 2) Ou…

> There is no reason do this, because there are far better ways to exfiltrate data from Anthropic models. Chinese companies are already doing this at an industrial scale where they are reselling Claude tokens for 10-20% of the cost while retaining the data to train their own models. I think you missed the part where Anthropic stopped displaying their thinking tokens over the past few months, and instead now provides…

Incidentally, Claude started the "Summarized Thinking" bullshit around a year ago.

Deepseek kept its pace of improvement nonetheless.

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