Google plans to invest up to $40B in Anthropic
bloomberg.com
Google plans to invest up to $40B in Anthropic
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Re: Google plans to invest up to $40B in Anthropic
#2> Google is committing $10 billion now in cash at a $350 billion valuation and will invest a further $30 billion if Anthropic meets performance targets, the report said.
How much of this goes back to Google as cloud spend?
Re: Google plans to invest up to $40B in Anthropic
#3> Google is committing $10 billion now in cash at a $350 billion valuation and will invest a further $30 billion if Anthropic meets performance targets, the report said. How much of this goes back to Google as cloud spend?
Google investing $40bn in a company that competes directly with Gemini is one of those moves that only makes sense if you think of it as buying compute customers, not backing a competitor. Anthropic pays Google for TPUs and Cloud services, a big chunk of this investment surely has to flow right back to Google.
Re: Google plans to invest up to $40B in Anthropic
#4Hopefully this money means more compute infrastructure to help Anthropic counter the efficiency changes that have created this perceived downtrend in claude quality.
Re: Google plans to invest up to $40B in Anthropic
#5So $40B in google cloud credits in return for % in equity.
Didn't Amazon AWS do the same recently?
Re: Google plans to invest up to $40B in Anthropic
#6[dead]
Re: Google plans to invest up to $40B in Anthropic
#7Hopefully this money means more compute infrastructure to help Anthropic counter the efficiency changes that have created this perceived downtrend in claude quality.
The puzzling thing is why Google would try to help with that. Aren't they competitors? Wouldn't they want their competitor to have problems?
It's more understanding for Amazon or Microsoft to make such an investment, because they're not as competitive in the model space.
Re: Google plans to invest up to $40B in Anthropic
#8Hopefully this money means more compute infrastructure to help Anthropic counter the efficiency changes that have created this perceived downtrend in claude quality.
The puzzling thing is why Google would try to help with that. Aren't they competitors? Wouldn't they want their competitor to have problems? It's more understanding for Amazon or Microsoft to make such an investment, because they're not as competitive in the model space.
What if Google can't compete? They don't want to be left behind and all this money being throw around is just nonsense anyway.
Re: Google plans to invest up to $40B in Anthropic
#9They just announced their new chip, and they are the ones created transformers yet investing this amount in a competitor?
I don’t know what to make of it
Re: Google plans to invest up to $40B in Anthropic
#10At this point if you have cash or compute credits laying around in the tens of billions, better to hedge your bets than to find out the winner that took all was not you.