The Rise of Anthropic powered by AWS

A new world-state for AI in 2025 is coming. OpenAI and Anthopric look bought. What does that mean for the future of AI? A Unipolar frontier state to dominate the world?

Michael Spencer

Nov 26, 2024

∙ Paid

Hey Everyone,

This might be a short post today. Some little notes before we start:

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Amazon Keeps Anthropic in Frontier Model Lead

Amazon has agreed to invest another $4 billion in Anthropic, OpenAI’s biggest rival, even as their product feature timeline has accelerated. The new funding brings the tech giant’s total investment to $8 billion, though Amazon will retain its position as a “minority investor”.

Given Anthoripc’s considerable momentum in revenue generation via Enterprise AI services, this is a good deal for Amazon, though it means Anthropic will be using AWS Trainium 2 to train and deploy its largest foundation models.

Two years after ChatGPT went live, only a few frontier startups are capable of keeping up.

📈 The State of Generative AI in the Enterprise

Interesting report from Menlo Ventures that shows the evolution of Gen AI in companies from 2023 to 2024:

→ Uses cases: Code generation, chatbots, search, data, and meeting summarization are the top generative AI use cases in companies.

Code generation is really the key concern for Enterprise, and Anthropic’s Claude is still on top as of the end of 2024. The partnerships Anthropic is building now are going to scale well into 2025.

Read the Report

Tabnine solves developers' pain points and enhances productivity with Claude

Hume AI creates emotionally intelligent voice interactions with Claude

Semiconductor Things - AI Chip Newsletter

I have started a new Newsletter on the AI chip sector called Semiconductor Things™.

This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.
If that interests you, you’re welcome to sign-up as it has launched recently
Learn more. This is a rather lengthy summary of semiconductor news roundups that goes out about every 2 weeks.