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Anthropic raises $13B Series F

(www.anthropic.com)
585 points meetpateltech | 14 comments | 02 Sep 25 16:04 UTC | HN request time: 0.001s | source | bottom
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llamasushi ◴[02 Sep 25 16:29 UTC] No.45105325[source]▶
The compute moat is getting absolutely insane. We're basically at the point where you need a small country's GDP just to stay in the game for one more generation of models.

What gets me is that this isn't even a software moat anymore - it's literally just whoever can get their hands on enough GPUs and power infrastructure. TSMC and the power companies are the real kingmakers here. You can have all the talent in the world but if you can't get 100k H100s and a dedicated power plant, you're out.

Wonder how much of this $13B is just prepaying for compute vs actual opex. If it's mostly compute, we're watching something weird happen - like the privatization of Manhattan Project-scale infrastructure. Except instead of enriching uranium we're computing gradient descents lol

The wildest part is we might look back at this as cheap. GPT-4 training was what, $100M? GPT-5/Opus-4 class probably $1B+? At this rate GPT-7 will need its own sovereign wealth fund

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duxup ◴[02 Sep 25 16:33 UTC] No.45105396[source]▶
It's not clear to me that each new generation of models is going to be "that" much better vs cost.

Anecdotally moving from model to model I'm not seeing huge changes in many use cases. I can just pick an older model and often I can't tell the difference...

Video seems to be moving forward fast from what I can tell, but it sounds like the back end cost of compute there is skyrocketing with it raising other questions.

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1. yieldcrv ◴[02 Sep 25 16:55 UTC] No.45105746[source]▶
Locally run video models that are just as good as today’s closed models are going to be the watershed moment

The companies doing foundational video models have stakeholders that don’t want to be associated with what people really want to generate

But they are pushing the space forward and the uncensored and unrestricted video model is coming

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2. giancarlostoro ◴[02 Sep 25 17:01 UTC] No.45105817[source]▶
Nobody wants to make a commercial NSFW model that then suffers a jailbreak... for what is the most illegal NSFW content.
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3. lynx97 ◴[02 Sep 25 17:06 UTC] No.45105903[source]▶
Maybe. The question is, will legislation be fast enough? Maybe, if people keep going for politician porn: https://www.theguardian.com/world/2025/aug/28/outrage-in-ita...
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4. kaashif ◴[02 Sep 25 17:28 UTC] No.45106260[source]▶
Well considering it has been possible to produce similar doctored images for decades at this point, I think we can conclude legislation has not been fast enough.

That article is nothing to do with AI, really.

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5. yieldcrv ◴[02 Sep 25 17:50 UTC] No.45106602[source]▶
Thats the thing, what’s “illegal” will challenge our whole society when it comes do dynamically generated real interactive avatars that are new humans

When it comes to sexually explicit content in general with adults, all of our laws rely on the human actor existing

FOSTA and SESTA is related to user generated content of humans, for example. They rely on making sure an actual human isnt being exploited and burdening everyone with that enforcement. When everyone can just say “thats AI” nobody’s going to care and platforms will be willing to take that risk of it being true again - or a new hit platform will. That kind of content currently Doesnt exist in large quantities yet, until a video model ungimped can generate it.

Concerns about trafficking only rely on actual humans not entirely new avatars

regarding children there are more restrictions that may already cover this, there is a large market for just adult looking characters though and worries about underage can be tackled independently. or be found entirely futile. not my problem, focus on what you can control. this is whats coming though.

people already dont mind parasocial relationships with generative AI and already pay for that, just add nudity

6. simianwords ◴[02 Sep 25 18:53 UTC] No.45107433[source]▶
Why is this illegal btw? I mean whats stopping an AI company from releasing a proper NSFW model? I hope it doesn't happen but I want to know what prevents them from doing it now.
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7. yieldcrv ◴[02 Sep 25 19:08 UTC] No.45107631{3}[source]▶
and people focus way too much much on superimposed images instead of completely new digital avatars, which is what’s already taking off now
8. baq ◴[02 Sep 25 19:45 UTC] No.45108094{3}[source]▶
in some jurisdictions generating a swastika or a hammer and sickle is illegal.

that said, I'm sure you can imagine that the really illegal, truly, positively sickening and immoral stuff is children-adjacent and you can be 100% sure there are sociopaths doing training runs for the broken people who'll buy the weights.

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9. simianwords ◴[02 Sep 25 19:49 UTC] No.45108137{4}[source]▶
Is it illegal to use mspaint to generate similar vile things?
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10. Majromax ◴[02 Sep 25 20:33 UTC] No.45108643{5}[source]▶
Not in the United States, but it is illegal in some jurisdictions.

Additionally, the entire "payment processors leaning on Steam" thing shows that it might be very difficult to monetize a model that's known for generating extremely controversial content. Without monetization, it would be hard for any company to support the training (and potential release) of an unshackled enterprise-grade model.

11. tick_tock_tick ◴[02 Sep 25 22:16 UTC] No.45109826[source]▶
It's going to be really weird when huge swaths of the internet are illegal to visit outside the USA because you keep running into that kind of AI generate "content".
12. tick_tock_tick ◴[02 Sep 25 22:17 UTC] No.45109834{5}[source]▶
Most of Europe doesn't really have free speech, frankly most of the world doesn't. Privileges like making mspaint drawings of nearly whatever you want is pretty uniquely American.
13. xenobeb ◴[02 Sep 25 23:07 UTC] No.45110285[source]▶
The problem is the video models are only impressive in news stories about the video models. When you actually try to use them you can see how the marketing is playing to people's imagination because they are such a massive disappointment.
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14. xnx ◴[02 Sep 25 23:25 UTC] No.45110422[source]▶
Not my experience. Have you used Veo 3?