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I find it crazy that Google considers Anthropic to be worth almost 10% of Google itself (350B valuation mentioned in the article). Anthropic gets traction but h
by bluecalm 6mo ago
I find it crazy that Google considers Anthropic to be worth almost 10% of Google itself (350B valuation mentioned in the article). Anthropic gets traction but has no moat, no infrastructure and relatively small team working for it. I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it.
- siva7 6mo ago25% ;)
- GoToRO 6mo agothe moat is the tool itself. You understand this after you start using it.
- sumedh 6mo ago> You understand this after you start using it. Its just amazing people that people talk about Anthropic and have never used it.
- conradkay 6mo ago> I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it Nah, see Meta
- chpatrick 6mo agoI think the very smart people already work at Google and the 40B buys some of the rest.
- hellohello2 6mo agoIMO: you are correct, which is why the valuation is only 350B and not significantly more.
- Lihh27 6mo agocheaper than finding out their own 40B internal project has no users in two years.