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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

#841

Post by jdub »

TeMPOraL wrote: post #588
jdub wrote: post #207

Earlier quoted context omitted.

> Security is less or no concern [waits for chickens to come home to roost]

If security was the prime concern, there would be no chickens and no coop and no farm - people would still be living in caves. After all, outside is dangerous, and Grug Chief said, smart ass grugs with their smart ass ideas like fire or agriculture just invite complexity and create security vulnerabilities. After all (Grug Chief reminds us), the only truly secure computing system is an inert rock.

You're hearing "don't invent fire" but what's being said is "for fuck's sake, stop lighting fires in the cave".

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

#842

Post by tacet »

fc417fc802 wrote: post #538
Aeolun wrote: post #514

Earlier quoted context omitted.

> minimize loss of life this time around is (ironically enough) the rise of autonomous weapons systems I think that just means the relative civilian loss of life will increase once again.

What strategic merit is there in targeting civilians or life critical infrastructure in a fully automated battlebot scenario? Perhaps it's naive but I would expect stockpiles, datacenters, and any key infrastructure on which the local semiconductor fabrication depends to be the primary targets.

The aim of war is to make political change and gain control of opponent. it is much more valuable to capture datacenters, infra and semiconductor fabricaton than to destroy and rebuild it.

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

#843

Post by LittleBox »

pwinnski wrote: post #691
dominotw wrote: post #680

Earlier quoted context omitted.

what have you guys built exactly?

I kept asking this question last year, especially after that initial METR report showing people believed themselves to be faster when they were slower. Then I decided to dive in feet-first for a few weeks so that nobody could say I hadn't tried all I could. At work, what I see happening is that tickets that would have lingered in a backlog "forever" are getting done. Ideas that would have come up in conversation but…

I went through a similar journey. That and having read all the other experienced engineers’ anecdotes I think the current consensus is that it can boost productivity and does so for a lot of people but that vibe coding still remains unviable in a lot of situations.

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

#844

Post by da_grift_shift »

dsecurity49 wrote: post #635

"Google investing $40B in Anthropic while also competing against them is the most Silicon Valley thing I've ever seen. These companies will fund their own competition just to make sure they have a seat at the table when it wins. Also $800B valuation for a company that hasn't IPO'd yet?? We are so cooked."

>"Google investing $40B in Anthropic while also competing against them is the most Silicon Valley thing I've ever seen. These companies will fund their own competition just to make sure they have a seat at the table when it wins. Also $800B valuation for a company that hasn't IPO'd yet?? We are so cooked."

Who are you quoting?

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

#845

Post by aurareturn »

auto wrote: post #734
aurareturn wrote: post #632

Earlier quoted context omitted.

If it gets you so much value for $100/month and Anthropic still claims they have 50%+ gross margins, why do you think we are 100% in a bubble? Doesn’t make any sense.

Because I don’t believe 50% gross margins at face value, as being discussed in this thread I think the economics of all of these things are far more complex than that. For what it’s worth, I haven’t staked my investment portfolio on there being a bubble, I’m just preparing for the worst and doing as much work as I can with Claude before a potential massive rug pull happens.

Have you seen Dario's interview where he talks about gross margins and profitability for Anthropic?

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

#846

Post by LtWorf »

aenis wrote: post #760
elliotec wrote: post #495

Earlier quoted context omitted.

Forgive my ignorance, but what exactly is the vast difference? Who's doing more of what, or whatever you're implying? And how do you quantify this?

The people who use AI to the maximum learn more. A neutral hobbyist on a $20 budget will build something and immediately bump into quotas. Its not going to be an enjoyable experience. A negatively predisposed pro who only dabbles in AI gets to the first disappointment, smiles, and thinks "yeah, about what i expected" and quits. To learn those new tools one needs to not be stingy. Invest as much as needed into tokens,…

And it's not a waste of money because?

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

#847

Post by agentbc9000 »

TranquilMarmot wrote: post #755
agentbc9000 wrote: post #752

this wont stop the pay per token system being forced onto its users - lets see how much you'll be prepared to pay? Powerusers paying $15/$40 per day?

Where I work we have people who are well past $40/day of Claude usage.

Chinese models bro $2 per million tokens - yes i am playing with some of these models

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

#848

Post by tasuki »

consumer451 wrote: post #329
ManuelKiessling wrote: post #278

Earlier quoted context omitted.

Would you mind sharing what you can and want about how the sausage is made? I would love to hear concrete cases where actual leverage is measurable. I‘m asking in good faith, not to attack your standpoint.

I would happily do so on a 1:1, private level. See bio for contact.

Wouldn't it be more efficient on a 1:n level here in the comments? Or are you happy to do a 1:1 with all of us?

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

#849

Post by lotsofpulp »

HappMacDonald wrote: post #836
lotsofpulp wrote: post #612

Earlier quoted context omitted.

Those are private gambling businesses akin to a casino, not publicly listed businesses subject to the aforementioned regulations.

GP said: > there was a dramatic increase in regulations for banks (of all kinds) and if I can deposit funds, make "investments" (gambling or not.. to me most stock investments are gambling anyway since they pay out in dividends based on quarterly profits) and withdraw money, that is at it's core a bank. However, in these and many other cases they are now effectively unregulated ones. Partly because the executive bran…

>and if I can deposit funds, make "investments", and withdraw money, that is at it's core a bank.

Not according to pretty much all countries. When a depositor is making investments, that is called a brokerage, not a bank. But these gambling websites are not making investments either.

Also, with the transition to digital currency, banks don't really have the same purpose anymore of storing and guaranteeing people's access to their money, now that money is entries in a digital ledger and there is no risk of losing the money (outside of political risks where someone edits the database). They have been obviated, but the system persists.

>most stock investments are gambling anyway since they pay out in dividends based on quarterly profits

This is not true, publicly listed companies' boards regularly choose to vary dividend amounts based on longer term cash flow, and you will be sorely disappointed if you are expecting dividends to land in your account as a function of quarterly profits.

And how do you expect a business to work if it did not vary dividends? No business knows the future, and dividends are the same as owners paying themselves a profit, so if owners do not know how much profit there will be in the future, how can dividends be a "known" quantity? They have to be based on profits, they literally are the owners distributing the profit amongst themselves

Any venture in life is gambling, just like people exploring the oceans and traversing continents without knowing what was ahead of them was gambling. But that is a different type of gambling than risking money with no effect on the outcome such as on the aforementioned gambling websites and casinos.

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

#850

Post by hdndjsbbs »

layoric wrote: post #351
hdndjsbbs wrote: post #232

Earlier quoted context omitted.

My team has also adopted this - it's much easier to add another layer than to refine or simplify what exists. We have AI skills to help us debug microservices that call microservices that have circular dependencies. This was possible before but someone would maybe notice the insane spaghetti. Now it's just "we'll fix it with another layer of noodles".

Are you concerned this will just lead to coupling everywhere like microservices tend to do?

Oh the "micro services" are all coupled. To test anything you have to deploy a constellation of interdependent services with redundant DBs, each generating new IDs for the same underlying resource.
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