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747 points porridgeraisin | 2 comments | | HN request time: 0.62s | source
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psychoslave ◴[] No.45062941[source]
What a surprise, a big corp collected large amount of personal data under some promises, and now reveals actually they will exploit it in completely unrelated manner.
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sigmoid10 ◴[] No.45062982[source]
The are valued at $170 Billion. Not quite the same as, but in same order of magnitude as OpenAI - while having only a single digit percent fraction of active users. They probably need to prepare for the eventual user data sellout, as it is becoming increasingly more obvious that none of the big players has a real and persistent tech leadership anymore. But millions and millions of users sharing their deepest thoughts and personal problems is gonna be worth infinitely more than all the average bot bullshit written on social media. That's also why Zuck is so incredibly desperate to get into the game. It's not about owning AI. It's about owning the world's thoughts and attention.
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Imustaskforhelp ◴[] No.45063158[source]
The last time my brother and I were discussing about anthropic, they were worth 90B$, and that was a month ago, he asked chatgpt in the middle of the conversation, either it was a sneaky sabotage from gpt or my memory is fuzzy but I thought that 90b$ was really underrated for anthropic given the scaleAi deal or windsurf/cursor deals.
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1. sigmoid10 ◴[] No.45063257[source]
>I thought that 90b$ was really underrated for anthropic

That was true when the tech leadership was an open question and it seemed like any one of the big players could make a breakthrough at any moment that would propel them to the top. Nowadays it has pattered out and the market is all about sustainable user growth. In that sense Anthropic is pretty overvalued, at least if you think that OpenAI's valuation is legit. And if you think OpenAI is overvalued, then Anthropic would be a no-go zone as an investor.

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2. Imustaskforhelp ◴[] No.45063708[source]
Note that it was before kimi k2 (I think) and as such back when anthropic was truly the best in class back then at coding and there wasn't any competition and every day on Hackernews would be filled about someone writin something about claude code.

And the underrated comparison was more towards the fact that I couldn't believe scaleAi's questionable accquisition by facebook and I still remember the conversation me and my brother were having which was, why doesn't facebook pay 2x, 3x the price of anthropic but buy anthropic instead of scaleAI itself

well I think the answer my brother told was that meta could buy it but anthropic is just not selling it