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Anthropic's IPO prospectus shows AI vision, surging costs

143 points · 150 comments · 6thbit

2ss · 1790639528 · focus · HN ↗
2 things can be true:
-LLMs profoundly change society -The LLM business is mangled in terms of ROIC vs CoC
Such a business already exists - airlines.
This nuance is what many here refuse/find difficult to understand.
1. CoolestBeans · 1790641225 · focus · HN ↗
  Well said, the technology can be transformative while being structurally challenging to build a viable business around.
  1. runarberg · 1790642134 · focus · HN ↗
    But the technology also doesn’t have to be transformative either. I for one am not convinced.
    The two things being true may as well be: LLM will not be transformative and the LLM business is mangled in terms of ROIC vs CoC.
    In fact given the behavior of AI companies, I actually consider it more likely then not that the effects of the technology is severely over-hyped. I for one do not trust the words of the people who mangle their business in terms of ROIC and CoC. Why should I?
    CoolestBeans · 1790644081 · focus · HN ↗
    Yeah I'm not sure where I stand. It does seem like the industry keeps throwing in new hype cycles just as sentiment is about to turn on the last one. But I also can't deny some results are remarkable.

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