Is the G for Grand Theft?
Anthropic raises $30B in Series G funding at $380B post-money valuation
341–350 of 476 posts
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#342Is G for Grand Theft?
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#343Great, they can pay me the $60k they owe me for pirating my books...
No, no didn't you hear? If they were to actually play by the rules, then there wouldn't be an industry! /$
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#344Earlier quoted context omitted.
> Theoretically Apple can spend just as much. What are the outcomes though? All those giants have their own business that are established and profitable. Ah! Well, if we put aside "The Innovator's Dilemma" and pick up Reis and Trout's "marketing Warfare," we get the answer. Apple does have an existing business, but investing in AI does not cannibalize it. They can throw money at it, try to find a way to make it work…
I'm very curious if they're going to ditch Google by providing on-device search. A monthly Open Crawl is under 100 terabytes, and if you clean that down to raw text and deduplicate and maybe pick out what you don't care about, the dataset might already fit onto my iPhone. They could do a lot without making a network call and reach out to a server for anything the device doesn't have, but a lot of user queries might n…
I was hopeful for on-device AI too but any AI processing so far sucks up the battery, heats up the phone and most importantly isn't even nearly good enough. Without a breakthrough in battery, chips or the models and algorithms the way forward is thin clients that connect to some servers close to a solar farm or nuclear energy plant.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#345Earlier 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.
Google's product management and discipline are absolute horsesh*t. But they have a moat and its extreme technical competence. They own their infra from the hardware (custom ASICs, their own data centers, global intranet, etc.) all the way up to the models and product platforms to deploy it in. To the extent that making LLMs work to solve real world problems is a technical problem, landing Gemini is absolutely in Goog…
without modern product moat, legacy products and infrastructure is useless. It's like Microsoft saying I have excel, Azure and CoPilot.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#346Earlier quoted context omitted.
> more food Yeah, so I don't want to be a Debbie Downer, but as a European who visited the US, your food is definitely not something I would use as an example of your QoL.
You went to the wrong parts and ate the wrong things. I used to live in Paris for a spell and the food here in San Francisco is better. California has some of the freshest and best local produce in the world. If you eat at real restaurants (not McD), and intentionally buy fresh food (which is available at normal grocery stores too) then you're getting great quality food. I think there is much better access to a varie…
In the current age everyone can eat everything everywhere, apparently there are even people who fly their bread everyday from France to New York. So when we talk about food in some place, its usually about the general practices and not the possibilities.
For example the food in London is shitty even if you can find some of the best restaurants there. The problem with London is that you can't fit those restaurants into your daily routine, the default is a sad meal deal from Tesco or something.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#347Absolutely wild valuation given their lack of a moat isn't it?
Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code These are all moats.
Ah yes the 6m months of product development that’s mostly vibe coded. However will anyone build something better?
It wouldn’t be surprising at all if in 2 months everyone has moved on to another harness. In fact I think it’s more likely than not
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#348Earlier quoted context omitted.
You went to the wrong parts and ate the wrong things. I used to live in Paris for a spell and the food here in San Francisco is better. California has some of the freshest and best local produce in the world. If you eat at real restaurants (not McD), and intentionally buy fresh food (which is available at normal grocery stores too) then you're getting great quality food. I think there is much better access to a varie…
In the current age everyone can eat everything everywhere, apparently there are even people who fly their bread everyday from France to New York. So when we talk about food in some place, its usually about the general practices and not the possibilities. For example the food in London is shitty even if you can find some of the best restaurants there. The problem with London is that you can't fit those restaurants int…
Yes and unlike London, the default in many parts of America are great.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#349Earlier quoted context omitted.
Does it matter? Microsoft won by default with Teams because it actually turns out no one cares about chat or even has a choice in it: employees use whatever the company picks.
The world, other than the US, runs on WhatsApp. Business, support and payments are done there. So people do care.
If you're going to say "other than the US" then you've got to say at a minimum "other than the US and China", but really "other than the US and China and Japan and Korea and Taiwan and Thailand and Russia and most of Central Asia".
Only mentioning the US is wildly americentric even by HN standards.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#350Earlier quoted context omitted.
Google built ten different chat products, how did that go?
Does it matter? Microsoft won by default with Teams because it actually turns out no one cares about chat or even has a choice in it: employees use whatever the company picks.
No one uses Teams for personal use. LLMs are used daily for personal use by hundreds of millions of people at this point.