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That was precisely my thought on seeing the news. I did not know about Google's existing entanglements with anthropic, but it seemed like a clear message - Do not panic on the money, do the work.
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"Do not panic on the money, do the work." - sorry what do you mean by that?
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If you look at their recent actions, they all seem financial as if they have become the monopoly already and can do anything. Maybe it is driven by fear of going bankrupt

Example. Them doing a AB test where they remove Claude CLI from the 20$ pro plan ... they rolled it back now. Other rate limits where they publicly double your quota at NON peak times but lower it during peak quietly. These are tacky and signs of panic.

One such issue is experimentation. But when you see back to back issues, it looks odd.

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To me it seems clear a long time ago that senior leadership at Anthropic are getting high on their own supply.
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> Google existentially needs AI for advertising.

What's the explanation behind this? I am sure they use AI in their ad network (matching web sites with ad offerings, maybe generating ads automatically), but is there more to it?

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I know AI companies are selling ad training into the models so the models know about your product. I'm not sure if that is what they were referring to, but it could be related.
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