That deal is a win-win for Google. If they develop a better coding model than Anthropic and beat them at coding, then they win. If they don’t, they still win by making a ton of money from Anthropic long term.
replyWell, it's a lose for Google if all the money disappears into thin air - but I agree that it's mostly upsides for them because of how (relatively) small the investment is for this much upside.
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replyYou think the company that just gave 40B to Anthropic isn’t the winner? Interesting.
replyWas Microsoft the winner based on their 50B investment in OpenAI?
replyIf OpenAI had won the enterprise race, then maybe?
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