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by misswaterfairy 36 days ago
> Dario Amodei and Elon Musk worked out a sweetheart deal, which they - framed as a “ramp-up,” - that allowed Anthropic to artificially depress its costs. I also question how much of a ramp-up there really was, or what Anthropic’s actual compute constraints were, because it immediately loosened rate limits for Claude subscribers on announcing the deal, meaning that it immediately started having higher inference costs, which…somehow led to it making a higher profit? Or did Musk — as literally described in its S-1 — have SpaceX charge Anthropic less for two specific months to make the numbers look better?

Given xAI is struggling and seemingly that Musk has sold compute capacity to Anthropic, what's the play here? To screw with OpenAI's IPO?

> Let me speak directly and with more empathy than usual: if you want Anthropic to win, you should be just as skeptical of these numbers as I am. You should want to smash my face in the tarmac with the most crystal-clear, impossible-to-argue with numbers, bereft of asterisks or discounts from suppliers or obfuscated accounting metrics.

Love Ed or Hate Ed, he has a point.

2 comments

> To screw with OpenAI's IPO?

That's actually a very interesting idea. At least it could be a cherry on a cake given he lost the lawsuit with OpenAI.

that feels like the opposite of "empathy" to me. why would i, a reader of better offline, care about a corporation "winning" something, whatever it is? he really is becoming more like idk bill o'reilly or rush limbaugh with every successive "successful" post to me. maybe they should hire him at the new infowars. if nothing else, he knows how to do pr