alt Hacker NewsAnthropic reportedly preparing for $300B IPO
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That S1 is gonna make for a fun read. It'll make Adam Neumann blush.
I love claude, but looking at google it seems like it will just be a matter of time before Google/Gemini will be a better product. Just looking at how much Google have improved their AI game the last couple months. I'm putting my money on google, I assume the reason they are doing an IPO right now is to be able to cash in on the investment before google surpasses them.
It's a hot take, I know :D
I was thinking this is going to happen because last night I got an email about them fixing how they collect sales taxes. Having been part of a couple of IPO/acquisitions, I thought to myself: "Nobody cares about sales taxes until they need to IPO or sell."
It could be smart for them to get in now with so much talk of a bubble or potential stock market correction.
Retail investors yoloing into AI at peak bubble vibes sounds about right
> In a statement, an Anthropic spokesperson said: “We have not made any decisions about when, or even whether, to go public.”
They are going public.
AGI will become IPO and everyone will forget and move on.
Okay, let’s see you guys get passed the inference costs disclosure. According to WSJ it is enough to kill the frontier shop business model. It’s one of the biggest things blocking OpenAI
https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-a...
This seems contrary to their stated goal to prioritize AI safety.
It is against the law to prioritize AI safety if you run a public company. You must prioritize profits for your shareholders.
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model.
It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point).
I don't see the pure "AI" plays like OpenAI and Anthropic able to survive as independent companies when they are competing against the likes of Google, and with Microsoft and Amazon happy to serve whatever future model comes along.