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.

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hellohello2 11 minutes ago | parent | next [-]

IMO: you are correct, which is why the valuation is only 350B and not significantly more.

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chpatrick 4 hours ago | parent | prev | next [-]

I think the very smart people already work at Google and the 40B buys some of the rest.

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GoToRO 8 hours ago | parent | prev | next [-]

the moat is the tool itself. You understand this after you start using it.

	▲	sumedh 7 hours ago \| parent [-]
		> You understand this after you start using it. Its just amazing people that people talk about Anthropic and have never used it.

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conradkay 8 hours ago | parent | prev | next [-]

> 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

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siva7 8 hours ago | parent | prev [-]

25% ;)

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mkl 7 hours ago | parent [-]

No, Google's market cap is $4.1T, over 10 times $350B.

	▲	conradkay 3 hours ago \| parent [-]
		They mean Anthropic secondaries are trading at more than a trillion (allegedly)