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A comment on Google Plans to Invest Up to $40B in Anthropic. Parent comment

Re:Google Plans to Invest Up to $40B in Anthropic by Saline9515 on Saturday April 25, 2026 @12:51PM (#47902792)
Moonshot (Kimi) and Deepseek trained their model on chinese GPU, with little capital, and are raising now at around 20b$ valuations.

Their latest models are arguably comparable to frontier ones. It is obvious that the valuations of the US companies are totally surreal now.

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Re:Google Plans to Invest Up to $40B in Anthropic by SirMaster on Saturday April 25, 2026 @02:48PM (#47903599)
Apparently it's not obvious by evidence of the investment in them and stock value.
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Re:Google Plans to Invest Up to $40B in Anthropic by rhizome on Saturday April 25, 2026 @03:19PM (#47903812)
Because everybody is playing the same game?
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Re:Google Plans to Invest Up to $40B in Anthropic by Saline9515 on Saturday April 25, 2026 @05:31PM (#47904696)
Kimi and Deepseek are in China and don't have access to the US capital market.
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