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Anthropic raises $13B Series F

(www.anthropic.com)
585 points meetpateltech | 4 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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xpe ◴[02 Sep 25 17:08 UTC] No.45105933[source]▶
> Everyone knows how to build these models now, it just takes a ton of cash to do it.

This ignores differential quality, efficiency, partnerships, and lots more.

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1. utyop22 ◴[03 Sep 25 15:23 UTC] No.45116883[source]▶
Maybe in enterprise.

But in the consumer market segment, for most cases, its all about who is cheapest (free preferably) - aside from the few loonies who care about personality.

The true lasting economic benefits within enterprise are yet to play out. The trade off between faster code production vs poorer maintained code is yet to play out.

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2. xpe ◴[03 Sep 25 20:46 UTC] No.45120232[source]▶
> But in the consumer market segment, for most cases, its all about who is cheapest (free preferably) - aside from the few loonies who care about personality.

On what basis do you know this? Or more like your personal impression — based on asking how many people? Your friends?

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3. utyop22 ◴[03 Sep 25 21:13 UTC] No.45120455[source]▶
I have a wide ranging sample of folks I've spoken to and observed their usage.
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4. xpe ◴[04 Sep 25 22:16 UTC] No.45132862{3}[source]▶
>10? >33? >100? >333?

Just informal conversations? Or surveys of some kind? I’m genuinely curious. After studying statistics and research design, I have learned to be very cautious at what I conclude.

I often talk with various people outside of my usual peer and work groups, but I wouldn’t know how to get anything close to an unbiased take given the social constraints. Maybe I would notice large shifts over time.

Observation: LLMs are pretty new in the scheme of things and information diffusion seems pretty different across age groups, geographies, and professions. This makes it pretty hard to even be confident that one knows how to collect good data.