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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

#471

Earlier quoted context omitted.

Revenue, but what about profit? Google can be cash positive but I’m not sure Anthropic can be the same.

What about it? It took Twitter 10 years before it was profitable [1]. I'd guess that Anthropic will be one of the companies left standing when it's all said and done, assuming nothing catastrophic happens. [1]: https://en.wikipedia.org/wiki/Twitter,_Inc.#Funding

I did the math. Twitter was down $1.3 billion over 10 years.

Anthropic lost $5.2 billion last year. So they are 40x better at spending investor money than Twitter.

Hard to call Twitter the archetype for Anthropic.

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

#473

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.

As someone who thought Google+ doomed facebook, because of Gmail accounts and everyone with Google as their homepage already, I learned not to overestimate Google’s abilities.

Right! There's maybe a bit of subconscious act of rebellion from users who are actually against monopoly added to it :)

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

#474
post #191

Earlier quoted context omitted.

In retrospect, it is wild how good/successful google was 17-20 years ago!

Few years ago, we had Google Bard, the ancestor of Gemini, which was supposed to be an AI LLM, and when you right-clicked the page, it was a fake page with hardcoded sentences in a .js file...

> was supposed to be an AI LLM

Are you claiming Bard wasn't an LLM???

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

#476

Earlier quoted context omitted.

>OSS will be sufficient for most businesses Only for well defined tasks. There's not really a practical upper bound. We will keep throwing more complex tasks at it to the extent that it can handle them. Like if you just need fancy OCR, then a specific model will probably suffice, but there will be an appetite for human- or superhuman-level intelligence that never gets tired and has no rights.

K2.5 run on your own gear is an Orca tube away from 4.5, R4 will be stronger. The gap is growing and the second derivative is positive. They don't catch up until it saturates.

> run on your own gear

Where does that fall within the range of Mac Studio, Nvidia 4090, H100?

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