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▲ epistasis 3 hours ago

Could you explain what the joke is? It's very good advice, and should be followed. Also consistent with the beliefs that Anthropic's leadership has demonstrated.

They might be very wrong, but they undoubtedly believe what they wrote and what they put in the S1

▲robwwilliams 3 hours ago | parent | next [-]

I think the joke is that E. Holmes probably used variants of this cliche.

▲anonymous908213 3 hours ago | parent | prev | next [-]

There has not been a company that has overpromised and underdelivered as strongly as Anthropic in the history of humanity. They literally talk about their chatbots being conscious, model welfare, blah blah blah. Whether or not they believe their marketing is one thing, but it is nonetheless a fact that they market themselves as having created life.

▲guitarlimeo 3 hours ago | parent [-]

This is exactly what I meant. Weird that you're being downvoted.

▲willy_k 3 hours ago | parent | prev [-]

“Beleive” in the sense that Tom Cruise believes in the cosmic DC8?

Anthropic [employees] huffing their own koolaid fumes aside, it’s extremely difficult to believe the claims that these mega valuations are substantiated on (*one* company somehow assuming a meaningful fraction of global research and production)

▲epistasis 3 hours ago | parent [-]

Look there's largely diversified customer base paying them at rates snd growth that justify the valuations.

Unless "cosmic DC8" (whatever that is) has S1 with data thus string, what possible comparison could there be?

These financials are very very strong. They alleviated many doubts I had about Anthropic's viability (namely I wasn't sure training+experiments could fit in the compute budget and keep them profitable).

We have the numbers right here. Comparisons to Scientology and Elizabeth Holmes are more similar to Scientology than what we see in the S1.

▲1ejeje 3 hours ago | parent [-]

No it’s not - both the customers of hyperscalers and frontier labs are highly concentrated.

▲epistasis 2 hours ago | parent [-]

Their distribution channels are concentrated, at 47% of revenue going through AWS or GCP.

But the top two customers are 12%, which is less customer concentration than I would have expected