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Google plans to invest up to $40B in Anthropic

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Re: Google plans to invest up to $40B in Anthropic

#641

Post by 2ndorderthought »

datavirtue wrote: post #622
2ndorderthought wrote: post #580

Earlier quoted context omitted.

Google search has gone way down hill after they nerfed it and then did nothing to prevent the flood of AI slop seo websites. So unfortunately, instead of sharing links everyone now gets sent to the inefficient text generator that hallucinates nonsense and will color the average summary of a topic by whoever trained it and your most recent chat history instead.

I haven't run a Google search in two years. Your comment just made me realize that. Doing a Google search is like trying to watch cable after being on YouTube for years.

I use different search engines than Google. They have similar issues, but some are better at ignoring the slop.

I just cannot justify the environmental impact and surveillance of using LLMs for everything. I prefer to summarize recent information myself. LLMs are not particularly good at it.

Funny thing about the cable analogy. Ever since all streaming providers have started cranking up prices and still forcing users to see hundreds of ads my family has been buying second hand dvds. So we have regressed from streaming to right after cable. I know one family that went back to cable, they do still watch YouTubes here and there but they got sick of it.

Re: Google plans to invest up to $40B in Anthropic

#642

Post by zahlman »

fireflash38 wrote: post #621
ordinaryradical wrote: post #59

It feels like the market is full Wiley Coyote on frontier model makers, and I like Anthropic's B2B business model. But all progress points to a commodification of foundation models--Google first named it as "we have no moat, neither does anyone else." So there must be some secondary play driving this, right? Hardware sales? Hedging for search ad revenue? Still feels mispriced. I think asset inflation leaves too much…

I don't get why people are so gung-ho about these companies having a moat. As a user and a consumer, I don't want them to have a moat. Moat means pseudo-monopoly. That is the exact opposite of what we want. Only the investors and owners want a moat, to keep others out. So what they're doing? They're competing. Good.

> I don't get why people are so gung-ho about these companies having a moat.

Because they are investors, VCs, or startup founders who hope to establish their own moats.

Users and consumers can get a lot of useful information from HN, but it's important to keep the local demographics in mind.

Re: Google plans to invest up to $40B in Anthropic

#643

Post by dgb23 »

bojan wrote: post #609
mattbrewsbytes wrote: post #344

Earlier quoted context omitted.

Reciprocal agreements aren't new, sometimes they're used to gain access to a market the other party already has established a foothold in for other industry segments. These companies operate in the same general industry: tech/internet so it could be complementary services they are each after. So far both of these companies have shown they suck at support so we know that's not it. It could be that it might help Anthro…

I agree those results ate handy, but I had several occasions where they turned out to be completely wrong. 95% correctness rate is not good enough.

LLMs have a lot of issues with facts, because they are probabilistic and you typically only get one answer per query instead of multiple covering a larger space.

However, they are still useful in these cases if you know the above and use their output as a starting point to think and ask questions.

Re: Google plans to invest up to $40B in Anthropic

#644

Post by amelius »

an0malous wrote: post #153
tiffanyh wrote: post #116

Earlier quoted context omitted.

That’s what’s needed when you go from $9B in ARR … to $30B in ARR literally just one quarter later . That kind of insane growth & demand is unprecedented at that scale. https://www.anthropic.com/news/google-broadcom-partnership-c...

What is all this AI doing? People are spending 10’s to 100’s of billions and no service or technology seems better or cheaper. Everything is more expensive and worse.

Yes but help is on the way. I have asked my OpenClaw agent to build a new RAM factory.

Re: Google plans to invest up to $40B in Anthropic

#645

Post by zahlman »

blueblisters wrote: post #218
cromka wrote: post #148

Anyone else has an increasing feeling that all the AI hype is turning into a "Dot-Com Bubble x 2008 Credit Default Swaps" collab?

I feel the same until I’m reminded I’m paying Anthropic $100 every month for something that’s indispensable to me now and would probably pay a lot more. Very inelastic demand as long as competition is low at the frontier.

Would it still be indispensable to you if you weren't in this industry?

Re: Google plans to invest up to $40B in Anthropic

#646

Post by zrn900 »

skybrian wrote: post #276

Context: a few weeks ago, Anthropic signed a deal to buy "multiple gigawatts of next-generation TPU capacity" from Google and Broadcom [1]. There have been several previous deals, too. Some people call this sort of thing a "circular deal", but perhaps a better way to think of it is as a very large-scale version of vendor financing? The simple version of vendor financing is when a vendor gives a retailer time to pay f…

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Re: Google plans to invest up to $40B in Anthropic

#647

Post by renticulous »

skybrian wrote: post #276

Context: a few weeks ago, Anthropic signed a deal to buy "multiple gigawatts of next-generation TPU capacity" from Google and Broadcom [1]. There have been several previous deals, too. Some people call this sort of thing a "circular deal", but perhaps a better way to think of it is as a very large-scale version of vendor financing? The simple version of vendor financing is when a vendor gives a retailer time to pay f…

Google already knows Anthropic is a good investment. Google owns the chrome browser and they already know from traffic data how well Anthropic is doing. This is similar to how Mark Zuckerberg came to know Instagram is a good deal.

Re: Google plans to invest up to $40B in Anthropic

#648

Post by SlinkyOnStairs »

fallat wrote: post #633
SlinkyOnStairs wrote: post #581

Earlier quoted context omitted.

It won't get that far. It's physically impossible to build out the datacenters required for the "AI is actually good and we have mass layoffs" scenario. This Anthropic investment is spurred on because they've already hit a brick wall with capacity. $40B goes a long way, but not for datacenters where nearly every single component and service is now backordered. Even if you could build the DC, the power connection won'…

We pretty much already had the layoffs, at least that's my perception. The next level of layoffs is probably still 25 years out.

There's layoffs, certainly.

But all the economic indicators suggest those are "bad economy" layoffs dressed up as "AI" layoffs to keep the shareholders happy.

Re: Google plans to invest up to $40B in Anthropic

#650

Post by zrn900 »

consumer451 wrote: post #104

It is very difficult for me to see any amount of money being thrown at Anthropic as a bad idea. The amount of new revenue that I am personally able to create for my clients, using Claude models for dev, and Claude models inside the insanely agile products delivered, is astounding. If I was not currently experiencing this myself, and someone told me that this was possible, I would be calling them names.

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