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Comment by epistasis

19 hours ago

Could you explain what the joke is? It's very good advice, and should be followed. Also consistent with the beliefs that Anthropic's leadership has demonstrated.

They might be very wrong, but they undoubtedly believe what they wrote and what they put in the S1

12 comments

epistasis

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anonymous908213  18 hours ago

There has not been a company that has overpromised and underdelivered as strongly as Anthropic in the history of humanity. They literally talk about their chatbots being conscious, model welfare, blah blah blah. Whether or not they believe their marketing is one thing, but it is nonetheless a fact that they market themselves as having created life.

  • epistasis  14 hours ago

    OK, let's say that they actually are marketing themselves as having "Created life" (which is not anything that I have seen anywhere).

    How does that "life creation" promise affect anything with the topic of the post, which is the financial valuation of the company?

    Does that increase the financial valuation of the company? Expose risks in the S-1 that they haven't properly accounted for?

    I don't read many Anthropic blog posts, but usually it's about a model release, interpretability research, or similar, and I haven't seen any of this marketing that you have. That said, they did somehow spend $2B on sales in the last quarter, almost 10x what it was in the prior quarter, and I don't get exposed to advertising anywhere; is this something that's getting played on TV? Billboards? Somewhere else?

    • anonymous908213  14 hours ago

      > affect anything with the topic of the post

      The topic of this subthread, which you replied to, was about the sheer absurdity of this statement: "This is in fact very similar to one of Anthropic's guiding principles: underpromise and overdeliver."

      That's it. Whatever you're going on about with financial valuations and S-1 risk is completely irrelevant to what you were replying to, because I was not making any kind of claim about those.

      3 replies →

willy_k  18 hours ago

“Beleive” in the sense that Tom Cruise believes in the cosmic DC8?

Anthropic [employees] huffing their own koolaid fumes aside, it’s extremely difficult to believe the claims that these mega valuations are substantiated on (*one* company somehow assuming a meaningful fraction of global research and production)

  • epistasis  18 hours ago

    Look there's largely diversified customer base paying them at rates snd growth that justify the valuations.

    Unless "cosmic DC8" (whatever that is) has S1 with data thus string, what possible comparison could there be?

    These financials are very very strong. They alleviated many doubts I had about Anthropic's viability (namely I wasn't sure training+experiments could fit in the compute budget and keep them profitable).

    We have the numbers right here. Comparisons to Scientology and Elizabeth Holmes are more similar to Scientology than what we see in the S1.