Anthropic has filed for an initial public offering that is set to value the Claude maker at more than $1tn
exit scam
>>108958125That's what an IPO is yes. The reason Anthropic and SpaceX are getting media attention is because the NASDAQ changed their rules specifically to make it easier for these two companies to get a lot more money from a lot more people faster. They are bypassing the normal one-year probation periods and going straight into everyone's retirement funds at valuations that have not had time to float on the market. Or in other words, they get as much money as they decide, no questions asked.
>>108958250boomers funding agi is only useful thing they'll have done in their lives, even if it means they die destitute
So whats the bottleneck in AI right now?Talent? Compute?Power?Data? All of the above?
>>108958267>So whats the bottleneck in AI right now?Use case
>>108958267architecture. gradient descent will never be intelligent.
>>108958267From my birds eye view of this industry, I think its talent. I've been following elons moves very closely ever since he bought twitter, and his decision to make grok shorty after was something I expected to happen. However now at this point elon seems to be putting his finger in every single pie, almost wildly. For instance, right now he has a deal where he can buy cursor for 60bn dollars if their partnership with SpacexAI, formerly xAI formerly Twitter's algorithm department, goes well. Dude literally wants to buy a shitty coding agent wrapper thats a literal fork of VScode either because he thinks harvesting bot written code and feeding it back into the machine is somehow useful, or, he's too retarded and incompetent to hire new devs to make his own clone of VScode. He also has this thing where the past few years he only thinks about AI in terms of power deployment, and he has this new plan to put all of his datacenters in space. But he never ever talks about how much compute, how many operations a second his gigaclusters could do.You'd think people like elon, or even openAI, with the massive datacenters and sheer amount of compute they have under their belt, would try and claim some records for fastest supercomputer or largest cluster. and they never do.The bottleneck is talent, and the talent we need is competent CEOs that actually understand the needs of AI as a technology and dont focus on AI as a marketing squeeze.
>>108958125yep same as openAI, making quick money before the fall
Valuation In Ameribabwe dollars btw.
>>108958258>boomers funding agiboomers holding the bag*
>>108958267talent, cheap components, and power.there's no more data, see what ilya says about this.we need better architectures that make use of already available data, cheaper compute or cheaper to run architectures, and power.also, "compute" as in wait for data centers doesn't cut it. this isn't the internet and cisco building pipes. two thirds of a data center cost is the gpus which have to replaced fully every ~3 years.
funny how 4.8 is worse than 4.7 which was worse than 4.6free improvement age is over, theyre jumping ship
>>108958324cursor buy out is elon's last ditch effort to be competitivehis whole team left, heavyweight researchers have their own labs, no one wants to go near the toxic waste dump that is grokexcept for cursor that is. they see the writing on the wall.without a frontier coding model ,the other labs will kill their business so the arrangement with elon is mutually beneficial - they get paid and exit - elon gets a coding finetune and a bunch of logs.anyone with talent will get out of there after getting paid though.the datacenters in space is just elon-slop to pump his ipo - the spacex numbers without insane projections for AI revenue make it a lot less attractive.openai's been weirdly quiet about their mythos equivalent.there was a short period talking about spud and then nothing - probably holding it back for their own ipo.>>108958436>cost is the gpus which have to replaced fully every ~3 years.h100s are 3.5 years old and are more expensive to rent than ever before. this short lifecycle shit is a meme - these things will run till they're scrap
>>108958125I thought this was the case with reddit but their stock is higher than everscares me, the jewish circular economy is too strong now at this point, no exit, only growth
>>108958267Compute, every coding agent is bottle necked by compute. Bottlenecks are due to not being able to print more computes for cheap, not being able to build data centers fast enough (too many NIMBY), not being able to use power (by self generation on site or through grid). As majority of the society has said you cannot use the grid, they have to build their own power, and yet, the same society is trying to stop them from building more power. US has flatlined on power generation for the last ~40+ years. China is building ~100 nuclear power plants a year.
>Luddites betting against technology.When Henry Ford went public you also thought cars were a scam.
>>108959104At the time, they were. Cars were fucking awful for most people until the late 50s. Cars in 1913 were more like electric cars in 2013 than typical cars in 2026.
>>108959119> Cars in 1913 were more like electric cars in 2013 than typical cars in 2026.Tell that to WW1.Using a horse in war was guaranteed suicide against armoured cars and later the tank.
>>108958117How does the average chud get in on the IPO
>>108959096Most retarded comment of the thread award. Congrats.
Bros... It's over, I didn't make it in time. The permanent undersclass awaits me.
>>108958250I don't understand how this is legal
>>108959074The jewish circular cartel economy is the only thing that keeps those rats going it will never disappear in fact it will keep making things worse for the goyim until they own nothing and be happy.
>>108959214The vast majority of the branch of the executive branch of the US government whom executes laws no longer exists or is packed with kakistrocratic sycophants personally paid off by the CEO. It isn't legal. But.
>>108959119were you alive in the great depression or are you just making shit up?I think if cars were so awful back then, so many model Ts wouldn't have survived
>>108958125Never has there been a more FPBP
how do i make money from this
>>108958441Well at least all the retarded shilling will end since there will be no more budget for it
>>108958267Ideas.Nobody cares about the cost, and it's being largely subsidized by investments anyway, nobody is being rate limited.What's happening though is a bunch of companies that were bound more by their ideas of what they could actually do or provide. The narrative in some places has been that they want to build everything but only have so much engineering time, but that's not true, engineering was almost always scaling to whatever business wanted.The thing creating a perceived bottleneck is that in the past because there was perceived effort and cost required to build things, people were selective with what they chose to build. In the before times, everything people wanted was still getting built. Now, all that stuff is still getting built, but all these legacy companies are also trying to get all their engineers to also build everything else that can possibly come to mind without any thought about whether it is a real product, useful, or can fit into the business. Once that stops, and people start aiming AI effectively at problems rather than scattershotting it all over the place, things will settle down. But the companies that succeed in this landscape are going to be small and lean, the legacy companies of hundreds and thousands of employees don't work anymore because the compounding communication issues are overshadowed by the speedup in development given by AI.Think of it in terms of the adage "If you want to go fast go alone, if you want to go far go together". That's a spectrum, but with manual development you needed some critical mass of developers to reach the base line to go far enough to be a real, proper billion dollar company (unless you're a scam). With AI, you still need that, and the bigger you are the more devs you'll need and the slower you'll go. It's inevitable. BUT what AI has done is shift that critical mass point WAY down, maybe even to 10% of what it was.
>>108959167By tokenmaxxing until then while they treat their users well to juice up their numbers.
>>108958125>>108958250wrong, anthropic only plans to freely float like 5% of its stock. the big investors of anthropic such as amazon and google need anthropic to actually use amazon's and google's datacenters.
Is this ultimately intended to be b2b?
>>108961051>trust me my dad works at AI
>>108961821uh? nta but it seems obvious that spacex and anthropic are ipooing at values that due to waivers guarantee their inclusion index funds like two weeks after launch as long as their stocks don't crater, and their unusually small initial floats make it virtually impossible for them to crater before that happens and they get these institutional investments. it's smart, shouldn't be allowed, but I used to wonder when a way to shake down passive index funds would be found, and it looks like it has been found, rip all my investments, or to the moon with them, I don't know anymore, all I know is that this introduces way more volatility in what should be boring investments than should be allowed.
>>108961051>anthropic only plans to freely float like 5% of its stockthat's the main part of the pump scheme dude. normally it's 60-90%. it drastically increases valuation due to artificial scarcity on the 5% of shares floating around that then gets multiplied by 20 even though if more stock was listed it wouldn't all go for that high.
>>108959288kek
>>108958117>1 trillionHoly shit it's true. We are in a fucking bubble. I'm so sorry schizos for not listening to you, it's true. Holy shit.
>>108963131Yeah that's nonsense. Actually he is very good for Zion.
>>108963178
>>108959288>US government whom executes laws no longer existsI've been saying this for years now. Specially when it comes to right to repair or anything with open source or consumer protections. No one does anything at all. Even in the 90s/80s people fought against microsoft now days nothing zip.
>>108959205>we‘ll be living in a cyberpunk world, but without any of the cool shit and just the despair and sufferingWow thanks I love it boomers !
>>108959214It's literally legal when Jews suck infant penis and you're stuck on this?
>>108958117Anyone else going to try buying it when it goes public, inevitably booms and then selling a week later?
>>108963513just gamble at a casino. It's roughly the same idea without the tax headaches
>>108963576not really, IPO has way better odds and same tax issues
>>108963576>without the tax headachesidiot
>>108965921gambling has zero tax issues
>>108963513I don't think that's how it's going to work. They're rushing these IPOs into the Nasdaq, which means any index fund (like most people's 401k retirement plans) will be forced into buying it.They're setting themselves up so that politicians can argue for their bailout because otherwise people's retirements are hurt.
>>108965991the only reason you think this is either you're not from america or the casino you go to has been witholding and paying your income taxes for you
>>108966011>Yes, Americans are required by law to pay taxes on all gambling winnings. The IRS considers gambling income (including cash, lotteries, and non-cash prizes like cars or trips) fully taxable.wtfthat is absurd
>>108966023how can they even find out
>>108958267They’ve run out of Reddit posts to copy from
It will be incredibly funny when a new Carrington event hits and fries all compute on earth
>>108966032>casino reports it so they don't get dicked>
>>108966129common mistake.It won't really affect any individual electronic device, but it would rape the internet and power grid infrastructure
>>108958117money is truly not real
>>108961974>artificial scarcitynonsense, you need to consider the price.5% of $1 trillion is $50 billion. $50 billion the biggest IPO ever by value. it's the opposite of scarcity.
>>108961851s&p 500 allocation is float adjusted, i.e. the allocation is based on the market cap of the floated shares, not the total market cap.anthropic float is ~5% at ipo, and at a $1T valuation that's $50B in floated shares.Anthropic will be ~0.072% of the index. it's nothing.
>>108966032how do you know your own laws yourself you retard???
>>108966275its a hell of a lot of indexif you translate that percentage into time, thats an entire 7 hours out of a years worth. There are so many other smaller companies that would kill to have so much pump and carry
>>108966717what? calm down
>>108958267suprisingly, retards. I really thought that we are doomed but normies are rejecting slop in the end
>>108966764I accept your full admittance of defeat and retardation, thank you.
>>108958117I would value it at around Six Gorillion Dollah.
>>108958414So bored will get fucked by this too?
>>108966851k
>>108958125Feels late for that. Everyone knows the bubble is coming. They should have done this 2 years ago but they got greedy and wanted to keep "growing"
>>108966863>>108958117Line will go up. People will get rich. Where do I sign up?
>>108958277ckeck'd
>>108958125I did my exit scam too (exported all my chats, deleted them + unsubbed from anthropic)get fucked Dario !!!
>>108967005>>108967041Short-sighted take. This goes way beyond money.The goal is to have an AI they control that tells people what to think and how to run the machines. And people who are too stupid to do either without AI help (thus pulling up the ladder indefinitely = until inbreeding destroys the ruling class enclave). Will they make boomers pay for it with their pension? 100% and its kind of funny.This is an attempt of the ruling class (only cucks call em 'elites') to actually become better than everyone by bringing the common man down. The bubble is just getting started.
>>108967905Of course it's about money. Every man and their dog is trying to figure out how to make money from AI. Floating it on the stock market just further legitimises it even though they still haven't got a clue how to make money besides charging for tokens (good luck with that buddy, people don't like it).
>>108966011Since when do you have to pay income taxes when you lose money?
>>108961051How is that even legal? I thought they had to float >50% of their stock to be accepted onto the stock exchanges.>>108958125fippity bippity>>108958250Calling it now, these shenanigans are gonna make 2008 look like a fun time. Do they never learn?
>>108967982>How is that even legal?The rules were altered for them. They don't need to show profitability for a given period of time either. Because reasons.
>>108958267Ironically, funding.All funding is being funneled in nothing except transformer-based LLMs. All other techs, all other direction, all other engineering is unfundable. Example: you want to build a logic layer that will allow LLMs to extract logic from user statements and large databases and use this to provide grounding? No fuck you, you're not getting a dollar. You want to train state space models (which have shown on reasonably large data to be far more efficient than transformers, particularly with long context and needle in haystack problems)? No fuck you, not transformer enough (it's why the only place you see them is as sublayers of transformer-based archs in things like qwen). You want to yet again train transformers on yet again infinite data like everyone else is doing? You have no moat or insight? Yes, please take all our money.It's not ideas, it absolutely in no way is talent (the talent is everywhere, it's just getting squandered at a level never seen before), it sure as fuck ain't compute or data.
>>108967603Well, that really showed them.
I have exposure to Anthropic through a private equity firm. How are we supposed to cash out if we don't go IPO? I'm genuinely asking.
>>108969848Same liquidity events as ever: acquisition, share buybacks.
>>108958117Your 401k will be dumped there, along with OpenAI and SpaceX. But remember: no crying in the casino!
>>108958125fpbpthis is how you know the AI bubble is popping soon
>>108959214It's plain corruption and you voted for this.
>>108969919so did you
>>108959165German logistics were 90% horse-based during WW2.
>>108958117Pop the bubble already!
>>108970269Germans attacked armored cars and tanks with horse carriages?
>>108969947I'm not a retarded American
>>108970489doesn't matter
>>108958267The biggest problem is without a doubt architecture. Everything else is details.
>>108967005Anthropic is at the max height right now. Nobody is talking about OpenAI anymore, while Claude is everywhere.OpenAI should have done their scam sooner. Anthropic is at the perfect spot.
>>108967905It makes it possible to change perceived reality itself.Currently they have the problem of people remembering things and past articles being accessible.If everybody gets his information by AI, they could simply change the system prompt and rewrite history in real time.Need a new narrative to push? Takes less than a minute!
>>108958267The end user.Monkey with hammer remains fundamentally a monkey
>>108959104>When Henry Ford went public you also thought cars were a scam.>As for profitability, Ford was in excellent financial shape. By the time of its IPO, Ford had earned approximately $27 billion in revenues in the preceding ten years, with annual sales growing from $1.5 billion in 1947 to over $4 billion in 1954. Over that same period, the company made a profit of $312.2 million.Retard-kun.
>>108958277>Use caseThat's clear actually - reduce workforce, eliminate having to pay salaries.
>>108967905Id does not go beyond money and corruption. Gov funds it because moving amounts of money that large delays the recession. Which is inevitable and possibly fatal.
>>108958117literally, the company who delays every single software release because "it's too dangerous for humanity" and is always just a marginal improvement over the last version.Those fuckers literally pay newspapers to talk about how what they are doing is too dangerous for humanity, so boomers fall for FOMO and invest in this crap.
wall street is fake and gay anyways it's all imaginary money>BUT THE MONEY IN YOUR BANK IS ALREADY IMAGINARY I'M VERY SMART AND LOVE SUCKING DICKNeato
>>108971067Has anyone crunched the numbers to see if an AI agent running for a full 8 hours shift answering customer questions is actually cheaper or more expensive than an entry level customer service rep?
>>108971819That's a good question. The company I work for fired the customer support team it had in the Philippines and replaced it with an AI chatbot this year. Those guys in the Philippines worked for peanuts, they weren't particularly good, but the company got the quality level it paid for. However, all customers got access to support, even if it was slow to respond so it was rather equal. Nowadays, the access to this AI chatbot requires a VIP account so only users with the highest subscription tier get some level of support. Everyone else gets no help whatsoever.
