51–60 of 322 posts
This seems contrary to their stated goal to prioritize AI safety. It is against the law to prioritize AI safety if you run a public company. You must prioritize profits for your shareholders.
-google cofounders Larry Page and Sergey Brin
then came the dot com bubble.
> In a statement, an Anthropic spokesperson said: “We have not made any decisions about when, or even whether, to go public.” They are going public.
[flagged]
They charge higher costs than OpenAI and have faster growing API demand. They have great margins compared to the rest of the industry on inference.
Sure the revenue growth could stop but it hasn’t and there is no reason to think it will.
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.
Interesting, I tried it with the chatbot widget on my city government's page, and it worked as well.
I wonder if someone has already made an openrouter-esque service that can connect claude code to this network of chat widgets. There are enough of them to spread your messages out over to cover an entire claude pro subscription easily.
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
Earlier quoted context omitted.
> the gap to GPT-4o, Gemini 2 ... is shrinking fast Are you ... aware that OpenAI and Google have launched more recent models?
almost every single AI doomer i listen to hasnt updated any of their priors in the last 2 years. these people are completely unaware of what is actually happening at the frontier or how much progress has been made.
Okay, let’s see you guys get passed the inference costs disclosure. According to WSJ it is enough to kill the frontier shop business model. It’s one of the biggest things blocking OpenAI https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-a...
Okay, let’s see you guys get passed the inference costs disclosure. According to WSJ it is enough to kill the frontier shop business model. It’s one of the biggest things blocking OpenAI https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-a...
I am not aware of any frontier inference disclosures that put margins at less than 60%. Inference is profitable across the industry, full stop.
Historically R&D has been profitable for the frontier labs -- this is obscured because the emphasis on scaling the last five years has meant they just keep 10xing their R&D compute budget. But for each cycle of R&D, the results have returned more in inference margin than they cost in training compute. This is one major reason we keep seeing more spend on R&D - so far it has paid, in the form of helping a number of companies hit > $1bn in annual revenue faster than almost any companies in history have done so.
All that said, be cautious shorting these stocks when they go public.
This seems contrary to their stated goal to prioritize AI safety. It is against the law to prioritize AI safety if you run a public company. You must prioritize profits for your shareholders.
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
Same w/ Perplexity.