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
chpatrick • today at 2:07 AM
I think the very smart people already work at Google and the 40B buys some of the rest.
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
hellohello2 • today at 5:45 AM
IMO: you are correct, which is why the valuation is only 350B and not significantly more.
the moat is the tool itself. You understand this after you start using it.