Comment by stephc_int13
19 hours ago
My opinion about this is that Google see it as a way to weaken OpenAI, and few other side benefits, including the option to acquire Anthropic.
And it may very well be bad news for OpenAI.
19 hours ago
My opinion about this is that Google see it as a way to weaken OpenAI, and few other side benefits, including the option to acquire Anthropic.
And it may very well be bad news for OpenAI.
Also to weaken NVIDIA
if I had a dollar for every company that is trying to “weaken NVIDIA” I’d richer than Elon
Not possible anymore unless Anthropic collapses and goes on a multi-year decline.
They're worth $1 trillion in private market. If they IPO today, I'm willing to bet my house that the hype will drive them to $2 trillion market cap or 50% of Google's marketcap.
OpenAI and Anthropic will be the biggest IPOs ever - bigger than SpaceX. That's my prediction.
> including the option to acquire Anthropic.
I have feeling that Dario is not the type of man who would want to be acquired and then have Google's CEO telling him what to do.
That boat has sailed off. Not even Google has the cash to buy a company valued at almost a trillion dollars.
Valued at a trillion by basically, no one who would actually invest anywhere close to that
Bring them to public market and I’d bet my house it will shoot up to $2t on first day.
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Maybe, I think there is a lot of uncertainty about valuations of AI labs in the near to medium future.
OpenAI crashing would be good news and bad news for Anthropic investors.
You don't have to buy companies with cash.
It'd be funny if Google offered 750m in stock + cash just to see what happened... :D
The drama on HN alone would last for days. Twitter would implode in on itself.
That’d be a bargain for Anthropic. They’re growing 10x each year and could reach $100b+ in revenue by end of 2026.
OpenAI was created to counter the threat of Google controlling a possible AGI. What if we still end up in the same state in the end? Both Anthropic and OpenAI have abandoned any pretense of altruism at this point and find themselves overwhelmed bythe forces of capitalism.
Find themselves overwhelmed by?
They are the forces of capitalism embodied.
"All that is solid melts into air"
This makes 19th century mechanization look like the paleolithic, but it's the same fundamental force.