epistasis

Gotta make sure those pensioners are raking in more money per year than the people actually in their prime working years take home...

The M6 version is also cheaper than the M5 Max by a significant amount. I wouldn't be surprised if the M6 could keep up on LLM prefill (compute bound), but the memory bandwidth means that decode is going to be a lot slower, most likely?

Small improvements don't get much accolades. And for the most part, the UX is so good that most changes tend to be neutral or for the worse. And when you're really attached to something and there's on an unnecessary change, it feels almost like betrayal!

I, for one, prefer Apple products because they sweat the small stuff more than the other options, and when they have put in effort to make things worse it's kind of infuriating.

I do a bit of desktop Linux work too, and it's OK, but hard to complain when it's all open source volunteer work! Windows is so terrible that I wouldn't even know where to start. What's the point? There's nobody at Microsoft that even gives a damn.

I wonder if this is from not trying to get maximum performance, and instead focusing on efficiency? But I've noticed this too. I definitely prefer the Air form factor over larger models as the primary benefit, but the durability seems to be a big benefit too. Fewer ports, thinner shell that seals tighter and can't flex as much due to the curved metal instead of flat surfaces... everything about it just seems like a better design.

I'm loving my M1 Macbook Air still, and only a few weeks away from six years of use Sometimes it lags a bit when I'm running a macOS VM, and all the coding agent VMs, so I'm kind of interested in going to 32GB of RAM, but honestly this computer is still faster than any of my laptops that came before, even with the visual atrocity of Liquid Glass.

I'll go and look at this new box, drool a little, and realize that I'd get more personal utility from donating $3k (or whatever the trade in delta is) to a charity than upgrading my computer.

I complain at Claude all the time, but do not submit feedback becuase of this exact reason, and because I knew it I assumed everyone knew it...

It's a subthread where commentary about the IPO was assumed to be a joke.

I'm really baffled that you think that Anthropic has been promising the creation of life! Even if it's not meant to have anything to do with this subthread or post.

OK, let's say that they actually are marketing themselves as having "Created life" (which is not anything that I have seen anywhere).

How does that "life creation" promise affect anything with the topic of the post, which is the financial valuation of the company?

Does that increase the financial valuation of the company? Expose risks in the S-1 that they haven't properly accounted for?

I don't read many Anthropic blog posts, but usually it's about a model release, interpretability research, or similar, and I haven't seen any of this marketing that you have. That said, they did somehow spend $2B on sales in the last quarter, almost 10x what it was in the prior quarter, and I don't get exposed to advertising anywhere; is this something that's getting played on TV? Billboards? Somewhere else?

A supply shortage reveals the inherent value.

A supply abundance reveals the inherent cost.

Their distribution channels are concentrated, at 47% of revenue going through AWS or GCP.

But the top two customers are 12%, which is less customer concentration than I would have expected

Look there's largely diversified customer base paying them at rates snd growth that justify the valuations.

Unless "cosmic DC8" (whatever that is) has S1 with data thus string, what possible comparison could there be?

These financials are very very strong. They alleviated many doubts I had about Anthropic's viability (namely I wasn't sure training+experiments could fit in the compute budget and keep them profitable).

We have the numbers right here. Comparisons to Scientology and Elizabeth Holmes are more similar to Scientology than what we see in the S1.

Could you explain what the joke is? It's very good advice, and should be followed. Also consistent with the beliefs that Anthropic's leadership has demonstrated.

They might be very wrong, but they undoubtedly believe what they wrote and what they put in the S1

Yeah the fab shortage is really keeping lifetimes long, far longer than in the past.

I've brought my old GTX 1070 out of retirement for for some molecular dynamics these days because its "free" except for eh electricity and have Ben pleasantly surprised at what it can get done chugging along in the background. I'm considering buying some more, as it's kind of a steal in pricing.

Lately the drones have been flowing the other direction, from Russian factories to Iran.