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Anthropic's IPO prospectus shows AI vision, surging costs

143 points · 150 comments · 6thbit

  1. 2ss · · 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 · · focus · HN ↗
      Well said, the technology can be transformative while being structurally challenging to build a viable business around.
      1. runarberg · · 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?

        1. CookieCrisp · · focus · HN ↗
          LLM's are already transformative. I get thinking it isn't going to solve all the world problems, but, companies throughout the entire world are already using it at enormous numbers. Transformative means it changes the world, it already has. It does not mean it changes your life.
          1. runarberg · · focus · HN ↗
            By this metric then leaded gasoline and the Deep water horizon oil spill, and Reagan era deregulations were also transformative, so was the Apollo mission, the SETI program and even Eurovision. Arguably Alchemy was also transformative even though it was unsuccessful, because the scientific funding that went into various attempts led into many vital discoveries.

            If this the criteria we are using form something being transformative, then being transformative is truly unremarkable in this context, to the point of being a distraction.

            1. CookieCrisp · · focus · HN ↗
              I just will never understand how you all can have your head so deep in the sand.
              1. archagon · · focus · HN ↗
                Attempting to understand perspectives that feel alien to you will be good for your personal growth. (Try asking your LLM.)
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