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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: 0.001s | source
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code4tee ◴[02 Sep 25 16:42 UTC] No.45105551[source]▶
Impressive round but it seems unlikely this game can go on much longer before something implodes. Given the amount of cash you need to set of fire to stay relevant it’s becoming nearly impossible for all but a few players to stay competitive, but those players have yet to demonstrate a viable business model.

With all these models converging, the big players aren’t demonstrating a real technical innovation moat. Everyone knows how to build these models now, it just takes a ton of cash to do it.

This whole thing is turning into an expensive race to the bottom. Cool tech, but bad business. A lot of VC folks gonna lose their shirt in this space.

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1. criemen ◴[02 Sep 25 21:03 UTC] No.45109023[source]▶
I'm not so confident in that yet. If you look at the inference prices Anthropic charges (on the API) it's not a race to the bottom - they are asking for what I feel is a lot of money - yet people keep paying that.
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2. worldsayshi ◴[02 Sep 25 22:08 UTC] No.45109757[source]▶
Yeah, a collapse should only mean that training larger models become non viable right? Selling inference alone should still deliver profit.
3. cruffle_duffle ◴[03 Sep 25 14:53 UTC] No.45116524[source]▶
Their employers are paying that money. The jury is still out on how wisely that money is being spent.