Thread

1. ryanschaefer · 1790190580 · focus · HN ↗

   I’m confused why AI companies are using agents in-house for this type of research instead of partnering externally.

   I guess the improvement loop is tighter and they have more control over how discoveries can be used for marketing?

   But, in my mind, it begins to feel like they are setting themselves up to be “everything” companies instead of focusing on their core product…

   1. jackb4040 · 1790191960 · focus · HN ↗

      A chatbot for cancer researchers to talk to is worth single-digit billions at most. Anthropic is already valued at over a trillion dollars, on the premise that they can replace the majority of jobs in most knowledge industries. All the announcements about hacking / math problems / biological science are meant to create the impression that that strategy works and is repeatable across industries.

      1. user43928 · 1790239078 · focus · HN ↗

         The global GDP is on the order of $120T, consequently a few percentage points of productivity improvements correspond to vast sums yearly.

         I don't think replacing the majority of jobs in knowledge is priced in at a 1T valuation.

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