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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. throw0101a · · focus · HN ↗
      > -LLMs profoundly change society -The LLM business is mangled in terms of ROIC vs CoC

      People seem to have forgotten the bust in railroads and Internet (etc), even though those technologies were transformative:

      * <a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Technological_Revolutions_and_Financial_Capital" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Technological_Revolutions_and_...

      One thing I&#x27;m wonder about: previous busts left useful infrastructure behind (rail, fibre) that could still be used. If&#x2F;When the AI&#x2F;LLM companies go bust, what will be left over afterwards and how useful will it be?

      1. jedberg · · focus · HN ↗
        &gt; previous busts left useful infrastructure behind (rail, fibre) that could still be used. If&#x2F;When the AI&#x2F;LLM companies go bust, what will be left over afterwards and how useful will it be?

        Many many idle GPUs.

        1. bluecalm · · focus · HN ↗
          Hey, you can do a lot of fun and useful things with idle GPUs if the prices come down! Think of all the RAM as well.
          1. JesseTG · · focus · HN ↗
            Who will house and cool them?
            1. stockresearcher · · focus · HN ↗
              I’m pretty sure that when the railroads went bust that nobody pulled up the rails and put them somewhere else. And when the internet bust happened, they didn’t pull up all the dark fiber and lay it down somewhere else.

              I would bet that if all those GPUs go idle, they stay housed and cooled in the data center they were originally installed in, for better or for worse.

            2. [deleted] · · focus · HN ↗

              [deleted]

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