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Anthropic raises $13B Series F

(www.anthropic.com)
585 points meetpateltech | 1 comments | 02 Sep 25 16:04 UTC | HN request time: 0.206s | source
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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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1. SilverElfin ◴[02 Sep 25 18:46 UTC] No.45107347[source]▶
The other problem is that big companies can take a loss and starve out any competition. They already make a ton of money from various monopolies. And they do not have the distraction of needing to find funding continuously. They can just keep selling these services at a loss until they’re the only ones left. That’s leaving aside the advantages they have elsewhere - like all the data only they can access for training. For example, it is unfair that Google can use YouTube data, but no one else can. How can that be fair competition? And they can also survive copyright lawsuits with their money. And so on.