AI Supremacy

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The Rise of Anthropic powered by AWS
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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?

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Michael Spencer
Nov 26, 2024
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The Rise of Anthropic powered by AWS
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Hey Everyone,

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

Graph showing our subscriber list climbing recently past the milestone of one hundred thousands free readers.

This Newsletters enters 100k Club

Thanks for the support, we have raced past 100k subscribers in nearly 3 years of activity.

  • Our post and guide on NotebookLM has gotten over 250 shares so it has been well received. You can expect more AI tool guides from us.

  • I made a list of the 30+ “Starter Packs” around AI on Bluesky if you are interested in the comments of this post. Follow me on Bluesky for more insights and resources like this.

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.

No alt text provided for this image

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

Tabnine and Anthropic logo lockup

Hume AI creates emotionally intelligent voice interactions with Claude

Hume + Anthropic logo lockup

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.

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.
By Michael Spencer

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Enterprise Spend in Generative AI set to Increase in 2025

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