alt Hacker NewsAi labs look to be desperate to try and stave off the cooling hype that looks to be snowballing in the industry right now. These next few months are going to be crucial to their potential survival and future.
Its not surprising to me that this press release looks half-baked.
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How is the hype cooling? Opus 5.5 is doing most of my job
I actually don't think so.
I think Anthropic actually has enough revenue to function. I think they cover their compute obligations with revenue, I think they can probably cover reasonable salaries too.
I made some calculations earlier, but with 16.8B for Q3, what is the problem? 2.5B per annum should cover the necessary salaries. After that they have 64.7B. Compute obligations over the coming ten years are only 518B. 8x their their current revenue.
I think this is actually a stable business. Probably not compatible with a 2T valuation though, especially not at present interest rates.
Math and Computer Science have low costs to verify answers. Biology is high due to reagents and instrumentation costs.
That must be hard to say with a straight face. Over the last 4-6 months I think very few corporate developers have handwritten any code at all and the “intelligence” growth from one model to the next is very tangible.
After AI more or less “solved” large parts of mathematics overnight and literally broke the internet by uncovering decades-old PHP vulnerabilities, you still think this is a hype that’s cooling off?
To me, this mostly shows how much our baseline for what counts as “noteworthy” has shifted since ChatGPT came out. I’ve seen more disruptive events in the last couple of years than in the 30 before that.
What would it take to get you excited again? AI discovering that aliens exist?