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rvz 4 hours ago

He will be back at Google after the Anthropic IPO.

Seems like everyone here is easily fooled by the Anthropic hype. After the IPO, Anthropic won't be like the daycare it is today.

Their main competitors are the chinese labs which are racing all their prices down close to $0.

uejfiweun 3 hours ago | parent [-]

Can you go into a bit more detail about what exactly it is that you are predicting? This is interesting, and definitely cuts against the grain that the rest of these comments are going with.

3 hours ago | parent | next [-]
[deleted]
CamperBob2 3 hours ago | parent | prev | next [-]

A lot depends on whether the z.ai CEO, who just released the first freely-available Opus-class model weights, is blowing smoke when he claims he's less than a year away from achieving Fable-level performance.

If he walks the talk, I really do not understand how either OpenAI or Anthropic is going to justify the twelve-digit valuations they are hoping for. They will just be some people who bought a domain name and rented some GPUs.

theturtletalks 3 hours ago | parent | prev [-]

Seems like what Shazeer did with Character AI. He started it and then Google licensed to bring him and some of the team back after some time.

Not a bad playbook. If you’re important to the company, leave and start your own company. Then play the M&A game and you can clean up nicely.

uejfiweun 3 hours ago | parent [-]

I'm just not sure that Google, or anyone for that matter, really has the capital to do that with Anthropic. This is a near trillion dollar company.