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Anthropic raises $13B Series F

(www.anthropic.com)
585 points meetpateltech | 3 comments | 02 Sep 25 16:04 UTC | HN request time: 0s | 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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Razengan ◴[02 Sep 25 17:30 UTC] No.45106285[source]▶
Barely 50 years ago computers used to cost a million dollars and were less powerful than your phone's SIM card.

> GPT-4 training was what, $100M? GPT-5/Opus-4 class probably $1B+?

Your brain? Basically free *(not counting time + food)

Disruption in this space will come from whomever can replicate analog neurons in a better way.

Maybe one day you'll be able to Matrix information directly into your brain and know kung-fu in an instant. Maybe we'll even have a Mentat social class.

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1. psychoslave ◴[02 Sep 25 19:06 UTC] No.45107617[source]▶
Yeah, no hate for kung fu here, but maybe learning to better communicate together, act in ways that allows everyone to thrive in harmony and spread peace among all humanity might be a better thing to start incorporating, might not it?
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2. Razengan ◴[03 Sep 25 14:08 UTC] No.45116002[source]▶
It's literally a scene from The Matrix.
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3. psychoslave ◴[03 Sep 25 19:51 UTC] No.45119768[source]▶
Yes it is. We can also maybe agree that the comment wasn't implying otherwise?

I mean, it's like the djin giving you three whishes, and not a single character will ask "what's the two best wishes I can do to (ensure mankind will reach perpetually best peaceful harmonious flourishing social dynamics forever| whatever goal the character might have as greatest hope)". When you have a instant perfect knowledge acquisition machine at disposal, the first thing to obviously understand is what the most important things to do to reach your goal.

The film didn't mention everything Neo learned like that though, just that he accumulate straight forward for many hours. Wouldn't be an action movie, certainly you would hope the character first words after such an impressive feat wouldn't be "I know kung fu".