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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. throw0101a · 1790680858 · 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://en.wikipedia.org/wiki/Technological_Revolutions_and_Financial_Capital" rel="nofollow">https://en.wikipedia.org/wiki/Technological_Revolutions_and_...
  One thing I'm wonder about: previous busts left useful infrastructure behind (rail, fibre) that could still be used. If/When the AI/LLM companies go bust, what will be left over afterwards and how useful will it be?
  1. jedberg · 1790705435 · focus · HN ↗
    > previous busts left useful infrastructure behind (rail, fibre) that could still be used. If/When the AI/LLM companies go bust, what will be left over afterwards and how useful will it be?
    Many many idle GPUs.
    throw0101a · 1790774394 · focus · HN ↗
    > Many many idle GPUs.
    Yes, but what use will they have? Rail lines and dark fibre could be used post-bust (and don't depreciate all that quickly).
    jedberg · 1790777947 · focus · HN ↗
    LLM technology will not go away. The premise here is that the foundation model companies will bust. So now there will be tons of idle GPU, where companies like AWS and Azure, or even Coreweave and Lambda, can pick them up for cheap and rent them out to people who want to run open source/open weight models.

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