Comment by thayne
1 day ago
The only reason I can see is because Amazon wanted something like this to happen. But I'm not sure what Amazon would gain from that, since they don't have their own competing frontier models.
1 day ago
The only reason I can see is because Amazon wanted something like this to happen. But I'm not sure what Amazon would gain from that, since they don't have their own competing frontier models.
Of course, Amazon wanted this to happen.
They own 20% of Anthropic.
Anthropic bleeds cash. They have to raise capital.
There are only 2 ways: an IPO or follow-ons from existing investors.
If the IPO gets delayed because of these restrictions, Anthropic will be forced to raise more capital from existing investors.
And existing investors (Amazon) will end up owning more of Anthropic at a cheaper valuation.
That assumes that this results in the IPO getting delayed long enough for Anthropic to need another private funding round, and that Anthropic won't be upset enough about this that they won't let Amazon invest more.
There's a much simpler explanation: Amazon's business is selling cloud services. Amazon is constantly under threat of attack and anything that disturbs the balance between attackers and defenders is bad for Amazon. Amazon also needs to keep their AWS customers safe.
This is Amazon prioritizing their 100% stake in AWS over their 20% stake in Anthropic. It's also possible that Amazon knows things that are not public.
The fact that Amazon is willing to report this despite owning shares in Anthropic and being close to a liquidation event points to whatever they found being actually serious.
Why would they have launched Fable on Bedrock if they knew they were going to be shutting it down a day later?
I'm just stating facts:
- Amazon's CEO knew what he was doing and the possible consequences
- Anthropic must raise cash, and there are only 2 ways: an IPO or follow-ons
- If the IPO is blocked, existing investors will be able to increase their stake on Anthropic at a very attractive lower valuation
- Amazon has 20% of Anthropic: so, they benefit from it
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They would have no internally/externally defensible justification to stop the launch as they are partners/part-owners of Anthropic. They would have to let the rank-and-file keep moving on the Fable launch.
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My guess is that they liked the status quo with Project Glasswing and didn't want Fable to be public, especially if anyone is jailbreaking it into Mythos and using it for cyber
But then it backfired spectacularly and now it seems they can't use Mythos currently
This is either a complete own goal by Amazon… a play to consolidate compute/model access.
Will Chinese models be allowed on the market… at all? Will startups be banned from training models of equivalent capacity?
At this point would I be outsourcing my knowledge work or would I be entering self-exile?
...Not to mention that they're investors in Anthropic.
Did it cross your mind that Amazon cares about the security of the United States and reported the jailbreak to protect it?