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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

#861

Earlier quoted context omitted.

Not even that. It's not based on actual sales in, for example, the past month. It's based on an expected continuous growth based on the growth of the past month (or whatever period you pick). It's a forecast.

I have never heard of SaaS companies reporting ARR like this.

Yeah this is not ARR but run rate revenue. when i was doing SASS we always used ARR, not run rate, but it seems to be a thing

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

#862
post #424

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.

Same with Codex and very soon with open source & local models. Training great models (for coding and similar tasks) seems to be a question of scale and not much more. It is likely that 99% of the value created by Anthropic / OpenAI / friends will go the end user. Which is great news.

I agree. It's not trendy to have much appreciation for capitalism these days, but it's hard to ignore that the fierce competition in this space seems like it's going to result in commoditized productivity gains for the masses rather than monopolistic/oligopolistic extraction. At least for the near future.

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

#863

Alternative to archive.ph Text-only, no CAPTCHA, no Javascript, no DDoS on blogger, no geo-blocking x=https://www.bloomberg.com/news/articles/2026-04-24/google-plans-to-invest-up-to-40-billion-in-anthropic echo url=$x|curl -K/dev/stdin \ |egrep -o "(type\":\"paragraph)|(type\":\"text\",\"value\":\"[^\"]+)" \ |sed '/Read More:/{N;d;};s/type\":\"paragraph/ /;s/.\{22\}//' \ |sed '1s/^/ /' > 1.htm firefox ./1.htm

Q: How many special characters, e.g., operators, whitespace or keywords, are in variable x

A: Zero

https://man.netbsd.org/sh.1

"Quoting

Quoting is used to remove the special meaning of certain characters or words to the shell, such as operators, whitespace, or keywords."

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

#864
post #74

I wonder what happens to the “Gemini enterprise”. Will it do a Google plus or Google wave ?

Gemini seems more tailored towards information retrieval and product integration (including Android and even iOS via Apple's deal). Google may reckon they can't (yet) reconcile their vision of Gemini with the raw coding performance of Claude and Codex.

They have recently added Veo and family and pretty much everything under Vertex branding to Gemini enterprise

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

#865
post #852
post #597

Earlier quoted context omitted.

The cost being reduced is the cost of your labour. Tokens are only getting more expensive.

Did you mean less expensive? https://pricepertoken.com/trends#frontier-pricing

No I mean more expensive, i.e. you're consuming vastly more tokens.

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

#866
post #583

Earlier quoted context omitted.

I've got two max 20 plans and totally get value from it.

How does that work? Are you using separate accounts? Do you just max out one of them and then switch to the other one? We need to run a SotA coding agent basically 24/7 uninterrupted and so far we didn’t find an easy solution for this (you can get provisioned TPUs for Gemini on GCP but it costs a fortune). Surely that’s possible for under $5k a month? $10k?

Different accounts, different computers. I prompt both at one.

I have a lot of deep/long running skills that eat tokens, and my process is plan>implement>review/fix loop

So I can have anywhere from 6-12 agents going at a time.

With one account I got limited often.

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

#867

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.

You‘ve got mail.

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

#868
post #825
post #759

Earlier quoted context omitted.

In a word, bottlenecks moved. What I see in my backyard: coding now takes significantly less time, but its just coding. Before one gets to building there are squabbles between business and product people. Testing takes just as much as it used to. Since nice to haves are easy to add and product people begin to take it for granted, the product cycles don't get shorter. Give it time. Right now its just coding, but proce…

Absolute delusion. The best people can not only envision products but also possess great judgement without needing data. For AI to even come close it would need an insane amount of data that is nuanced and subtle - by the the time the AI has obtained all the necessary data and made sense of it the human is long gone working on something else.

But these people will age out and juniors do not get hired. “Good judgment comes from experience, and experience comes from bad judgment.” and all that.

Is LLM going to invent its own languages that no average programmer will understand? As in "I don't need your C++ human, I will rewrite your fart app in ClaudASM and you will like it". These are naive questions, but I can't visualize how all of this will unfold.

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