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Anthropic acquires Bun

bun.com

421–430 of 1001 posts

Re: Anthropic acquires Bun

#421
post #245

Quote from the CEO of Anthropic in March 2025: "I think we'll be there in three to six months where AI is writing 90% of the code and then in 12 months we may be in a world where AI is writing essentially all of the code"

Why didn't they just use AI to write their own Bun instead of wasting 8-9 figures on this company? Makes no sense.

Because 90% is not 100%.

Re: Anthropic acquires Bun

#422
post #143

Sounds like the goal is to bundle up Bun with Claude Code insanely tightly, to the point where it doesn't matter if you have nodejs installed locally, but also they can optimize key things for Claude Code's Bun runtime as needed. It's a brilliant acquisition, and bun stays open source, which allows it to continue to grow, to Anthropics benefit and everyone else's.

A nice start would probably be for Claude Code to stop trying to use npm when it detects a bun lockfile and vice versa...

I just ln bun to npm, npx, and node. This has the added benefit of letting ts_ls and various other tools work without requiring me to have both node and bun installed locally.

Re: Anthropic acquires Bun

#423
post #390

This reads more like Anthropic wanted to hire Jarred and Jarred wants to work with AI rather than build a Saas product around bun. I doubt it has anything to do with what is best for bun the project. Considering bun always seemed to value performance more than all else, the only real way for them to continue pursuing that value would be to move into the actual js engine design. This seems like a good pivot for Jarred…

It doesn't read like that to me at all. This reads to me like Anthropic realizing that they have $1bn in annual revenue from Claude Code that's dependent on Bun, and acquiring Bun is a great and comparatively cheap way to remove any risk from that dependency.

This argument doesn’t make much sense to me. Claude Code, like any product, presumably has dozens of external dependencies. What’s so special about Bun specifically that motivated an acquisition?

Re: Anthropic acquires Bun

#424
post #390

This reads more like Anthropic wanted to hire Jarred and Jarred wants to work with AI rather than build a Saas product around bun. I doubt it has anything to do with what is best for bun the project. Considering bun always seemed to value performance more than all else, the only real way for them to continue pursuing that value would be to move into the actual js engine design. This seems like a good pivot for Jarred…

It doesn't read like that to me at all. This reads to me like Anthropic realizing that they have $1bn in annual revenue from Claude Code that's dependent on Bun, and acquiring Bun is a great and comparatively cheap way to remove any risk from that dependency.

[deleted]

Re: Anthropic acquires Bun

#425
post #190

Earlier quoted context omitted.

If that was genuinely happening here - Anthropic were selling inference for less than the power and data center costs needed to serve those tokens - it would indeed be a very bad sign for their health. I don't think they're doing that. Estimates I've seen have their inference margin at ~60% - there's one from Morgan Stanley in this article, for example: https://www.businessinsider.com/amazon-anthropic-billions-cl...

>The bank's analysts then assumed Anthropic gross profit margins of 60%, and estimated that 75% of related costs are spent on AWS cloud services. Not estimate, assumption.

Those are estimates. Notice they didn’t assume 0% or a million %. They chose numbers that are a plausible approximation of the true unknown values, also known as an estimate.

Re: Anthropic acquires Bun

#426
post #390

This reads more like Anthropic wanted to hire Jarred and Jarred wants to work with AI rather than build a Saas product around bun. I doubt it has anything to do with what is best for bun the project. Considering bun always seemed to value performance more than all else, the only real way for them to continue pursuing that value would be to move into the actual js engine design. This seems like a good pivot for Jarred…

It doesn't read like that to me at all. This reads to me like Anthropic realizing that they have $1bn in annual revenue from Claude Code that's dependent on Bun, and acquiring Bun is a great and comparatively cheap way to remove any risk from that dependency.

I haven't had any issue moving projects between node, bun, and deno for years. I don't agree that the risk of bun failing as a company affects anthropic at all. Bun has a permissible license that anthropic could fork from, anthropic likely knew that oven had a long runway and isn't in immediate danger, and switching to a new js cli tool is not the huge lift most people think it is in 2025. Why pay for something you are already getting for free and can expect to keep getting for free for at least four years, and buy for less if it fails later?

Re: Anthropic acquires Bun

#427
post #190

Earlier quoted context omitted.

If that was genuinely happening here - Anthropic were selling inference for less than the power and data center costs needed to serve those tokens - it would indeed be a very bad sign for their health. I don't think they're doing that. Estimates I've seen have their inference margin at ~60% - there's one from Morgan Stanley in this article, for example: https://www.businessinsider.com/amazon-anthropic-billions-cl...

They had pretty drastic price cuts on Opus 4.5. It's possible they're now selling inference at a loss to gain market share, or at least that their margins are much lower. Dario claims that all their previous models were profitable (even after accounting for research costs), but it's unclear that there's a path to keeping their previous margins and expanding revenue as fast or faster than their costs (each model has b…

I sure hope serving Opus 4.5 at the current cost is sustainable. It’s the first model I can actually use for serious work.

Re: Anthropic acquires Bun

#428

As someone who have been using Deno for the last few years, is there anything that Bun does better? Bun seems to use a different runtime (JSC) which is less tested than V8, which makes me assume it might perform worse in real-world tasks (maybe not anymore?). The last time I checked Bun's source code, it was... quite messy and spaghetti-like, plus Zig doesn't really offer many safety features, so it's not that hard t…

I tried several times to port Node projects to Deno. Each time compatibility had "improved" but I still didn't have a working build after a few days of effort. I don't know how Deno is today. I switched to Bun and porting went a lot smoother. Philosophically, I like that Bun sees Node compatibility as an obvious top priority. Deno sees it as a grudging necessity after losing the fight to do things differently.

Which makes sense given that a big impetus for Deno's existence was the creator of Node/Deno (Ryan Dahl) wanting to correct things he viewed as design mistakes in Node.

Re: Anthropic acquires Bun

#429
post #196

Earlier quoted context omitted.

But how is another company that is also VC backed and losing money providing stability for Bun? How long before we hear about “Our Amazing Journey”? On the other hand, I would rather see someone like Bun have a successful exit where the founders seem to have started out with a passion project, got funding, built something out they were excited about and then exit than yet another AI company by non technical founders…

The real risk is not that Anthropic will run out of money, but that they will change their strategy to something that isn't Bun-based, and supporting Bun won't make sense for them any more.

Is there anything you’d need from bun in the future that can’t be done by forking it?

Re: Anthropic acquires Bun

#430
post #361

I work on Bun. Happy to answer any questions

Hi Jarred, I contributed to Bun one time for SQLite. I've a question about the licensing. Will each contributor continue to retain their copyright, or will a CLA be introduced? Thanks

With Bun's existing OSS license and contribution model, all contributors retain their copyright and Bun retains the license to use those contributions. An acquisition of this kind cannot change the terms under which prior contributions were made without explicit agreement from all contributors. If Bun did switch to a CLA in the future, just like with any OSS project, that would only impact future contributions made after that CLA went into effect and it depends entirely on the terms established in that hypothetical CLA.
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