alt Hacker NewsI find it crazy that Google considers Anthropic to be worth almost 10% of Google itself (350B valuation mentioned in the article). Anthropic gets traction but has no moat, no infrastructure and relatively small team working for it. I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it.
Replies
conradkay • yesterday at 10:18 PM
> I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it
Nah, see Meta
GoToRO • yesterday at 10:14 PM
the moat is the tool itself. You understand this after you start using it.
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I think the very smart people already work at Google and the 40B buys some of the rest.