Anthropic’s $5B, 4-year plan to take on OpenAI

Re:Anthropic’s $5B, 4-year plan to take on OpenAI by brookst on Tuesday April 11, 2023 @09:17AM (#35524707)

That’s an argument, but I don’t buy it. Models are a commodity. You don’t get VC valuations and returns from raising $5B for a grain startup.

The application of AI to business problems will be lucrative, but the models are just a tool and the money will come from the domain-specific data (i.e. user and business data), which Microsoft, Google, and even Meta are positioned for. Having a slightly better model but no customer data or domain expertise doesn’t seem like a great recipe.

Then again it’s AI, so there’s more uncertainty than the commodity market. Maybe Anthropic will surprise and I’ll be as wrong about this as I was about OS/2 being the future. But I’m very skeptical.

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Re:Anthropic’s $5B, 4-year plan to take on OpenAI by jerrre on Tuesday April 11, 2023 @09:25AM (#35524801)

I don't think the grain market is growing as fast as the AI market

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Re:Anthropic’s $5B, 4-year plan to take on OpenAI by aunty_helen on Tuesday April 11, 2023 @09:34AM (#35524915)

Don’t confuse the ai market with the foundational llm model market.

Think of LLMs as the understanding component in the brain, once you can understand instructions and what actions need to happen from those instruction you’re done.

The rest is integrations, the arms legs and eyes of langchain. Then memory and knowledge from semantic search, vector databases and input token limits.

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Re:Anthropic’s $5B, 4-year plan to take on OpenAI by ukuina on Tuesday April 11, 2023 @10:53PM (#35534462)

This is the real answer.

The LLM is but the core of the entire ecosystem. Just like how MLOps is 99% of the work, choosing an LLM is 1% of the effort in the final product.

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