Re:Google Plans to Invest Up to $40B in Anthropic
by grafmax on Saturday April 25, 2026 @10:22AM
(#47901763)
There is a giant capital outlay required to produce a competitive model. Joe Schmo can’t jump into this market. Best he could do would be to ingratiate himself to an existing funding cartel. The moat surrounding a handful of market participants is billions of dollars wide.
There’s competition now among the American companies (who have a head start in this space) as always happens as the professional oligopolists try to manufacture their footholds in the new market.
Nor is it cynical to objectively appraise the interests and economics at play. People aren’t playing circular financing games out of the goodness of their hearts.
Re:Google Plans to Invest Up to $40B in Anthropic
by mike_hearn on Saturday April 25, 2026 @09:51AM
(#47901562)
Nvidia clearly has competition, that's what this deal with Google is about (TPUs).
But generally speaking, AI is currently pretty competitive and robust. Straightforward business model where users pay money and select the best deal are central. Market power is relatively dispersed.
So... Idk. Nvidia doesn't have competition. But Intel didn't have much competition either, and they drive the Moore's law bus for a long time.
Hardware has been less prone to enshitification. Maybe it's because the demand curve for compute doesn't have natural limits. Drive down price, and demand grows by enough that the total market grows.