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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

#361

Post by ahartmetz »

prabubio wrote: post #345
0xcafefood wrote: post #299

Earlier quoted context omitted.

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.

You are stating generalities when more specific information is easily available.

Google has AI infrastructure that it has created itself as well as competitive models, demonstrating technical competence in not-legacy-at-all areas, plus a track record of technical excellence in many areas both practical and research-heavy. So yes, technical competence is definitely an advantage for Google.

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

#362

Post by asdff »

mrtksn wrote: post #360
asdff wrote: post #355

Earlier quoted context omitted.

Kind of funny you say it is capital concentration that blocks innovation then praise anthropic, when we are in a thread about them concentrating capital. And not only have these companies concentrated capital, and mindshare in the mass media, they have concentrated talent. You have to wonder how often they hire talent just to keep them out of the market for other upstart companies to potentially use, like with no act…

No need to be pedantic about it, obviously you need capital concentration to do stuff. The difference is what this stuff is, in Apple and Google's case its even more from the same but for Anthropic its this new thing. The gist is, world beating(in profit and market cap terms) tech giants who made their money with innovation are now just the roadblocks to innovation. If succeeds, Anthropic will eventually be like that…

>The contemporary US is able to concentrate wealth but not able to turn it into innovation or life quality improvements as efficiently as EU or China, since they are getting better outcomes with less.

This is a really interesting thought. I wonder why this is, fundamentally? You'd think people are people and the elite here would be much like the elite in europe or china. Maybe in china there is some sense of pride or competition among the elite for uplifting the populace these days? Kind of like when vanderbilt, carnegie, and rockefeller felt compelled to invest into things like colleges and other civic institutions to build up their personal clout. Seems here the main drive is to squeeze our population for what little it has left in its pocket vs actually improve standards of living or anything like that. Standard of living when you remove the internet (which arguably doesn't even contribute to standard of living as it is used for mindless leisure by most), is basically the same as it has been in the US since about the 70s or even a little earlier. Arguably worse considering the bog standard two kid, two car, four bed nuclear home setup is increasingly unaffordable in more places across the country.

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

#363

Post by mrtksn »

asdff wrote: post #362
mrtksn wrote: post #360

Earlier quoted context omitted.

No need to be pedantic about it, obviously you need capital concentration to do stuff. The difference is what this stuff is, in Apple and Google's case its even more from the same but for Anthropic its this new thing. The gist is, world beating(in profit and market cap terms) tech giants who made their money with innovation are now just the roadblocks to innovation. If succeeds, Anthropic will eventually be like that…

>The contemporary US is able to concentrate wealth but not able to turn it into innovation or life quality improvements as efficiently as EU or China, since they are getting better outcomes with less. This is a really interesting thought. I wonder why this is, fundamentally? You'd think people are people and the elite here would be much like the elite in europe or china. Maybe in china there is some sense of pride or…

My guess is that US KPI's are about concentrating even more wealth when in China and EU they aim to improve other measures on societal level.

Obviously a US individual with control over large wealth concentration can choose to do something else with it, i.e. Elon Musk choose to fight trans people or Peter Thiel choose to fight nations states. In China and EU, wealth is more communal therefore those who have control over it can buy a yacht and a mansion but can't choose to dismantle nation states to start new forms of government therefore the regime change is separate thing from use of the resources therefore resources are used to in a more communal mindset which itself can be slow on innovation when no obvious pressing needs or can be inefficient when the communities can't agree on a vision.

In Europe you do the regime change through political means and violence, check out how many regime changes occurred in Europe in the last 100 years and how many politicians were toppled/imprisoned or killed.

It just that life flows differently, not necessarily one is superior to another IMHO. They all have strong sides and weaknesses and US is currently facing its weaknesses after a long period of strength and this is happening because some people won the game and its very hard to restart the game in the American system since the winners can be colossal and as a result immovable.

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

#364

Post by tarsinge »

Ancalagon wrote: post #57
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.

how does any startup beat an incumbent?

When the incumbent shoot themselves in the foot. Google and Microsoft are consultancy driven bureaucracies with abysmal product culture. At best Google will be the one providing the back end, but it’s very unlikely to me they’ll win the end user product space.

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

#365

Post by seanhunter »

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.

Strange as it may seem, there was a time when people asked “how will google be able to compete against the likes of aol, who are able to spend $x per year”

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

#366

Post by ido »

TimTheTinker wrote: post #273
mcny wrote: post #272

Earlier quoted context omitted.

I very much wanted Google Plus to succeed. Circles was a great idea in my opinion. Google Plus profiles could be the personal home page for the rest of us but of course, Google being Google... That being said, tying bonuses for the whole company on the success of Google+ was too much even for me.

I very much wanted Google Wave to succeed. It seemed like a really cool way to communicate. I guess we sort of got it with Slack though

I used and liked both wave and + and much prefered if we had them today instead of facebook, twitter, etc

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

#367

Post by SilverBirch »

xp84 wrote: post #127
Traster wrote: post #73

Earlier quoted context omitted.

Well there's a good reason that OpenAI partnered up with Microsoft. The calculation is that the established big techs - Amazon, Apple, Microsoft, Google, Meta are all going to be significantly impacted by AI so it's not unreasonable to look at Anthropic at 10% of their market cap as a reasonable value. Would it be worth Apple to bring Anthropic in house? They failed to deliver AI themselves, they know the risks of be…

> they know the risks of being dependent on Google I wouldn't argue it's that risky. Look at their past entanglements: 1. Google Default Search Bribe - brings in $20B a year for literally doing nothing 2. Google Maps: Google let them build their own custom app using Google's backend, and it worked fine all the way up until Apple chose to exit that arrangement actually I can't think of any others, but is there an exam…

Yes, but look at the counter side of it, Apple were hitched to Intel's wagon for CPUs and their laptop line got slowly demolished until Apple had to take over the task themselves (admittedly with expertise they'd largely already developed with the iPhone, which similarly came in house from places like Imagination Tech).

Tim Apple is famous for very few things but

> We believe that we need to own and control the primary technologies behind the products we make

If AI is as big as we think it will be, Apple thinks they need to own it.

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

#368

Post by sumedh »

thewebguyd wrote: post #77
kingkawn wrote: post #70

Earlier quoted context omitted.

This was the same argument made for Google Wave and Google+ and both completely tanked

The tech behind wave eventually made its way into Google docs though and pioneered collaborative document editing, so wasn't a complete failure even though the product itself was killed. No comment on Google+, Google has a storied history of failure on any kind of social media/chat type products. Where Google wins is just simply having enough money to outlive anyone else. As the saying goes "the market can remain irr…

> made its way into Google docs

Google didnt make it though, they bought a startup which did it and integrated their tech.

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

#369

Post by port11 »

timmmmmmay wrote: post #58
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.

Google fucks up 90% of their products, why do you think Gemini is in the 10%?

0% interest to defend Big Don’t Be Evil, but success rates for most businesses, new or existing, are low. Succeeding at 10% of their ventures isn’t that bad, considering they add up to the trillions of dollars of valuation for big G.

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

#370

Post by merlindru »

strange_quark wrote: post #56
matt3210 wrote: post #48

Oh dang, no wonder they’re auto coding so much garbage in public (crap c compiler, crap browser, crap salesforce).

The timing of the Claude Code guerilla marketing campaign that seems to have started around new years is now making much more sense.

how is this guerilla marketing?
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