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palmotea • yesterday at 7:34 PM • 5 replies • view on HN

The puzzling thing is why Google would try to help with that. Aren't they competitors? Wouldn't they want their competitor to have problems?

It's more understanding for Amazon or Microsoft to make such an investment, because they're not as competitive in the model space.

Replies

bmurphy1976 • yesterday at 8:31 PM

There's always three:

   Google buys Anthropic.
   Microsoft buys Open AI (or vice versa depending on how things go).
   SpaceGrok buys Cursor, limps along in 3rd place.
   Meta is the last man standing, get's stuck with Oracle, dies.
And then hopefully some open source models save us from this nightmare before China commadatises everything.

Edit: I forgot Amazon. Who knows what they will do. They're the wildcard anyway.

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mchusma • yesterday at 8:26 PM

Google owned 14ish percent of Anthropic before this investment, so presumably this could bring it up to as much as 25%?

michelb • yesterday at 8:25 PM

Deepmind is heavily using Claude. This could help secure computing power.

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morelikeborelax • yesterday at 7:44 PM

What if Google can't compete? They don't want to be left behind and all this money being throw around is just nonsense anyway.

infecto • yesterday at 8:43 PM

Google was already an investor in Anthropic but I don’t think they are truly competitors in this space.