Anthropic reportedly preparing for $300B IPO

Re:Anthropic reportedly preparing for $300B IPO by tshaddox on Wednesday December 03, 2025 @06:30PM (#46141761)

> It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point).

Or, as a slight variation of that, they think the underlying technology will always be quickly commoditized and that no one will ever be able to maintain much of a moat.

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Re:Anthropic reportedly preparing for $300B IPO by r_lee on Wednesday December 03, 2025 @08:13PM (#46142610)

I think anyone sane will have had the same conclusion a long time ago.

It's a black box with input/output in text, thats not a very good moat.

especially given that Deepseek type events can happen because you can just train off of your competitors outputs

I've tried out Gemini 2.5/3 and it generally seems to suck for some reason, problems with lying/hallucinating and following instructions, but ever since Bard came out at first, I thought Google would have the best chances of winning since they have their own TPUs, YouTube (insane video/visual/audio data), Search (indexed pages), and their Cloud/DCs and they can stick it into Android/Search/Workspace.

meanwhile OpenAI has no existing business, they only have API/Subs as revenue, and they're utilizing Nvidia/AMD

I really wonder how things will look once this gold rush stabilizes

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