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Anthropic raises $30B in Series G funding at $380B post-money valuation

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Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#321

Post by milleramp »

akersten wrote: post #239
pragmatic wrote: post #224

Earlier quoted context omitted.

How in the world would you have thought that? Genuinely curious. It was obviously DOA and waaaayyy outside G'scompetence.

So is Gemini tbh. It's the only agent I've used that gets itself stuck in ridiculous loops repeating "ok. I'm done. I'm ready to commit the changes. There are no bugs. I'm done." Google somehow manages to fumble the easiest layups. I think Anthropic et al have a real chance here.

Maybe it's incentive is to 'close the ticket' as fast as possible.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#322

Post by nradov »

reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

Work smarter, not harder: find an innovation that makes LLM computation an order of magnitude more efficient. Easier said than done, of course, but vastly more efficient biological systems provide an existence proof that this is possible in principle. DeepSeek already showed how it's possible to get good results with limited resources.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#323

Post by King-Aaron »

reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

These companies are operating outside of "normal" economics. They seem to be fed money against all rational valuations because it is a Manhattan project - the US needs to 'beat' the Chinese with this and as such these companies will probably not be allowed to fold.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#324

Post by ramshanker »

reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

At least xAI now has a revenue generation backer. SpaceX.

Others must pull up their revenue number.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#325

Post by el_nahual »

ramshanker wrote: post #324
reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

At least xAI now has a revenue generation backer. SpaceX. Others must pull up their revenue number.

SpaceX makes 16B in revenue per year, with 7B in ebitda (which doesn't account for the cost of rockets)... so assume what, 3B in free cash flow per year? And that's being generous.

That's about what Google creates in free cash every 2 weeks.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#326

Post by randerson »

BobbyTables2 wrote: post #298
akersten wrote: post #239

Earlier quoted context omitted.

So is Gemini tbh. It's the only agent I've used that gets itself stuck in ridiculous loops repeating "ok. I'm done. I'm ready to commit the changes. There are no bugs. I'm done." Google somehow manages to fumble the easiest layups. I think Anthropic et al have a real chance here.

Indeed. The stupid AI on Google’s search page is so bad, I really wonder why the released it publicly. Makes CoPilot look like something from a Sci-Fi movie.

I think they had no choice but to release that AI before it was ready for prime time. Their search traffic started dropping after ChatGPT came out, and they risked not looking like a serious player in AI.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#327

Post by fooey »

reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

it's a race of parallel discoveries sprinting towards commoditization and indistinguishably

any real breakthrough will be instantaneously reverse engineered and replicated

none of the not-googles can win, because there is no win state

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#328

Post by bad_haircut72 »

sekai wrote: post #162
davnicwil wrote: post #128

Earlier quoted context omitted.

well, it's basically existential, so the incentive is there to not only get it very right but also to limit the delta with how right anyone else gets it. The same can't really be said of the long tail of products Google have done. Look to GCP as an example. It had to be done, with similar competitive dynamics, it was done very well. Look to Android as another.

> well, it's basically existential, so the incentive is there to not only get it very right but also to limit the delta with how right anyone else gets it. The same can't really be said of the long tail of products Google have done. I've yet to see anything that threatens Google's ad monopoly.

The threat to Google is that browsers themselves get displaced.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#329

Post by stephenhuey »

BobbyTables2 wrote: post #298
akersten wrote: post #239

Earlier quoted context omitted.

So is Gemini tbh. It's the only agent I've used that gets itself stuck in ridiculous loops repeating "ok. I'm done. I'm ready to commit the changes. There are no bugs. I'm done." Google somehow manages to fumble the easiest layups. I think Anthropic et al have a real chance here.

Indeed. The stupid AI on Google’s search page is so bad, I really wonder why the released it publicly. Makes CoPilot look like something from a Sci-Fi movie.

A couple months ago things were different. Try their stronger models. Gemini recently saved me from a needle in a haystack problem with buildpacks and Linux dependencies for a 14-year-old B2B SaaS app that I was solving a major problem for, and Gemini figured out the solution quickly after I worked on it for hours with Claude Code. I know it's just one story where Gemini won, and I have really enjoyed using Claude Code, but Google is having some success with the serious effort they're putting into this fight.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#330

Post by randerson »

el_nahual wrote: post #325
ramshanker wrote: post #324

Earlier quoted context omitted.

At least xAI now has a revenue generation backer. SpaceX. Others must pull up their revenue number.

SpaceX makes 16B in revenue per year, with 7B in ebitda (which doesn't account for the cost of rockets)... so assume what, 3B in free cash flow per year? And that's being generous. That's about what Google creates in free cash every 2 weeks.

SpaceX can also raise their prices for government launches to pretty much anything and still get business, because they are essentially a monopoly.
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