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I much prefer Claude over ChatGPT, based on my experience using both extensively. Claude understands me significantly better and seems to "know" my intentions with much greater ease. For example, when I request the full file, it provides it without any issues or unnecessary reiterations (ChatGPT fails after me repeatedly instructing it to), often confirming my request with a brief summary beforehand, but nothing more. Additionally, Claude frequently asks clarifying questions to better understand my goals, something I have noticed ChatGPT never did. I have found it quite amazing that it does that.

So... as long as this money helps them improve their LLM even more, I am all up for it.

My main issue is quickly being rate-limited in relatively long chats, making me wait 4 hours despite having a subscription for Pro. Recently I have noticed some other related issues, too. More money could help with these issues, too.

To the developers: keep up the excellent work and may you continue striving for improvement. I feel like ChatGPT is worse now than it was half a year ago, I hope this will not happen to Claude.

They certainly need the money. The Pro service has been running in limited mode all week due to being over capacity. It defaults to “concise” mode during high capacity but Pro users can select to put it back into “Full Response.” But I can tell the quality drops even when you do that, and it fails and brings up error messages more commonly. They don’t have enough compute to go around.

Curious if anyone knows the logistics of these cloud provider/AI company deals. In this case, it seems like the terms of the deal mean that Anthropic ends up spending most of the investment on AWS to pay for training.

Does anthropic basically get at cost pricing on AWS? If Amazon has any margin on their pricing, it seems like this $4B investment ends up costing them a lot less, and this is a nice way to turn a cap ex investment into AWS revenue.

I had to switch from Pro to Teams plan and pay 150 USD for 5 accounts because the Pro plan has gotten unusable. It will allow me to ask a dozen or so questions and then will block me for hours because of „high capacity.“ I don’t need five accounts, one for 40 USD would be totally fine if it would allow me to work uninterrupted for a couple of hours.

All in all Claude is magic. It feels like having ten assistants at my fingertip. And for that even 100 USD is worth paying.

I think Claude is actually superior to ChatGPT and needs more recognition. So good news, I guess

its a better experience, prints out token responses faster, and doesn't randomly 'disconnect' or whatever ChatGPT does

I hope they're also cooking up some cool features and can handle capacity

Anthropic should double down on the strategy of being the better code generator. No I don't need an AI agent to call the restaurant for me. Win the developers over and the rest will follow.

The status pages of OpenAI and Anthropic are in stark contrast and that mirrors my experience. Love Anthropic for code and its Projects feature, but OpenAI is still way ahead on voice and reliability.

Anthropic gets a lot of it's business via AWS Bedrock so it's fair to say that Amazon probably has reasonable insight into how the Claude usage is growing that makes them confident in this investment

So we have

Microsoft -> OpenAI (& Inflection AI) Google -> Gemini (and a bit of Anthropic) Amazon -> Anthropic Meta -> Llama

Is big tech good for the startup ecosystem, or are they monopolies eating everything (or both?). To be fair to Google and Meta they came up with a lot of the stuff in the first place, and aren't just buying the competition.

I love Claude 3.5 sonnet and their UI is top notch especially for coding, recently though they have been facing capacity issues especially during weekdays correlating with working hours. Have tried Qwen2.5 coder 32B and it's very good and close to Claude 3.5 in my coding cases.

This makes sense in the grand scheme of things. Anthropic used to be in the Google camp, but DeepMind seems to have picked up speed lately, with new “Experimental” Gemini Models beating everyone, while AWS doesn't have anything on the cutting edge of AI.

Hopefully this helps Anthropic to fix their abysmal rate limits.

> Amazon Web Services will also become Anthropic’s “primary cloud and training partner,” according to a blog post. From now on, Anthropic will use AWS Trainium and Inferentia chips to train and deploy its largest AI models.

I suspect that's worth more than $4B in the long term? I'm not familiar with the costs, though.

I've been playing with Alibaba's Qwen 2.5 model and I've had it claim to be Claude. (Though it usually claims to be Llama, and it seems to think it's a literal llama, i.e. it identifies as an animal, "among other things".)

If they are over capacity, does that mean they have significant revenue?

McAfee like investing

Some of these investments sound big in absolute terms.. However not that big considering the scale of the investor AND that many of these investors are also vendors.

MSFT/AMZN/NVDA investing in AI firms that then use their clouds/chips/whatever is an interesting circular investment.

Can someone with familiarity in rounds close to this size speak to their terms?

For instance: i imagine a significant part of this will be “paid” as AWS credits and is not going to be reflected as a balance in a bank account transfer.

Does anyone know how they are going to make money and turn a profit one day?

Gotta protect those H100s from rusting

They certainly need the money, not sure how many users will pay for monthly subscription.

I' m not sure how they make it back. The guardrails in place are extremely strict. The only people who seem to use it are a subset of developers who are unhappy with OpenAI. With Bard popping up free everywhere taking away much of the general user crowd and OpenAI offering the mini model always free and limited image generation / expensive model. Then you have to do it yourself crowd with llama. What is their target market? Governments? Amazon companies?There free their offers 10 queries and half of them need to be used to get around filters I don't see this positioned well for general customers.

I know that if Nvidia did this lots of people on twitter would be screaming about fraud and self-dealing.

what does this say about their internal teams working on the same thing?

Anthropic will be the winner here, zero doubts in my mind. They have leapfrogged head and shoulders above OpenAI over the last year. Who'd have thought a business predicated entirely on keeping the ~1000 people on earth qualified to work on this stuff happy would go downhill once they failed at that.

AWS is just playing copycat with msft. They rarely have any good original ideas. Other than IaaS and online retail.

related coverage

- https://www.anthropic.com/news/anthropic-amazon-trainium

- https://www.aboutamazon.com/news/aws/amazon-invests-addition...

- https://techcrunch.com/2024/11/22/anthropic-raises-an-additi...

As someone who doesn't really follow the LLM space closely, I have been consistently turning to Anthropic when I want to use an LLM (usually to work through coding problems)

Beside Sonnet impressing me, I like Anthropic because there's less of an "icky" factor compared to OpenAI or even Google. I don't know how much better Anthropic actually is, but I don't think I'm the only one who chooses based on my perception of the company's values and social responsibility.

Rival? They kick you out after a few messages and ask you to come back later. Gpt doesn't do that

> Amazon does not have a seat on Anthropic’s board.

Insane

Great move. The value to easily deploying content, code, anything digital to AWS is immense.

Is this really a $4B investment, or credits on AWS?

AWS margins are close to 40%, so the real cost of this "investment" would be way less than the press release.