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Anthropic expands partnership with Google and Broadcom for next-gen compute

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Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#91

Post by aurareturn »

zozbot234 wrote: post #28
teaearlgraycold wrote: post #6

Earlier quoted context omitted.

Because that’s the limiting factor

There's at least a decent argument to be made that the limiting factor is actually the physical silicon itself (at least at cutting-edge nodes) not really the power. This actually gives AI labs an incentive to run those specific chips somewhat cooler, because high device temperatures and high input voltages (which you need to push frequencies higher) might severely impact a modern chip's reliability over time.

Power is the limiting layer above physical chips. You can add more chips and them at lower clock or add more efficient chips later on, but you can't really change the power of a data center easily.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#92

Post by ori_b »

xvector wrote: post #49
FridgeSeal wrote: post #40

Earlier quoted context omitted.

The issue people have isn’t some interpretation of scaling laws, it’s whether the planet’s ecology is goi g to be able to sustain this endeavour. I shouldn’t have to say this out loud, but if the environment collapses, we will die, and no amount of “just a bit more scaling bro, just think of the gains” will matter.

People's voluntary dietary choices cause far more suffering and ecological damage than AI, and for much less return or economic output. But you tell people to switch to plant based foods and they lose their shit.

Yes. There's more than one thing that needs to change if we're going to make it through this.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#94

Post by aurareturn »

bdangubic wrote: post #89
aurareturn wrote: post #88

Earlier quoted context omitted.

The moat is in: 1. Opus and Sonnet. 2. Compute capacity. Anthropic has much more of it than your average coding startup. 3. The developing ecosystem around Claude Code.

none of the three are even remote moat

You're right and the your reasoning is great. Anthropic should fold and give up their $30 billion ARR just announced in the OP. Shut it all down, no moat here.

/s

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#96

Post by refulgentis »

nsomaru wrote: post #84
AlphaSite wrote: post #78

Earlier quoted context omitted.

I think for the same model wall time is probably a more intuitive metric; at the end of the day what you’re doing is renting GPU time slices. Large outputs dominate compute time so are more expensive. IMO input and output token counts are actually still a bad metric since they linearise non linear cost increases and I suspect we’ll see another change in the future where they bucket by context length. XL output contex…

They already bucket when context goes above 200k

No longer

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#97

Post by teaearlgraycold »

mikert89 wrote: post #86
teaearlgraycold wrote: post #77

Earlier quoted context omitted.

Well diffusers are trained unsupervised on raw pictures. I don't know how they train multi-modal LLMs on images, but yes obviously they are consuming other media than just text. I don't think, but would be happy to be corrected, that models glean much of their "knowledge" from non-textual training data.

you couldnt be more wrong

Please tell me more. When I ask an LLM a question, and get a text response, can that response incorporate non-textual information from visual training data?

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#98

Post by kaoD »

holografix wrote: post #87

I don’t understand Claude Code’s moat here. What can it do that opencode can’t or couldn’t fairly easily implement?

Code is not the moat, it's the gateway drug to their subscription (hence why they just locked other harnesses from using their subscription).

And the subscription is not Anthropic's moat either since it's likely heavily subsidized. They're just using it to acquire customers.

The moat is locking you into Anthropic's model particularities (extended thinking, getting you into their "mindset", etc.)

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#99

Post by javchz »

ai-x wrote: post #46
ketzo wrote: post #41

$19B -> $30B annualized revenue in a month ? Feels like the lede is buried here!

[flagged]

AI being a bubble it's not mutually exclusive of being a real and useful technology and the existence of non-snake oil companies.

Cisco was a bubble in the dot com crash, despite being a company that provide real value and profit, just not at the level of the crazy expectations from the time.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#100

Post by kubb »

strongpigeon wrote: post #79
ketzo wrote: post #41

$19B -> $30B annualized revenue in a month ? Feels like the lede is buried here!

All of big tech (except Google obviously) is pushing hard for Claude Code internally. I’m talking “you all have unlimited tokens and we’re going to have a leaderboard of who used the most” kind of push.

It’s the crudeness of available management methods at play. Quite exposing for the profession, really (remember lines of code as measure of productivity?).
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