It would have been a huge black mark on the record of both if they couldn't manage to put the deal together.

If you gave anthropic 10b cash they couldn't get chips in the 0-6mo timeframe at scale. Anthropic is suffering reputational damage due to choices they have to make around capacity constraints.

Google, AWS, and Azure are the only people who can help them so they hold the cards, thus the good terms.

anthropic is the anchor external customer of tpu's and nvidia is worth more than all of google. If tpu's actually breakout as a viable alternative over the next few years for multiple clients the business could easily be worth as much as search, maybe more.

There's really no immediate solution to this other than letting the price float or limiting users as capacity is built out this gets better.

its naive to think they would have stayed on a 'western' stack.

Most of the time 'losing' isn't making a bad choice its being put in a situation where you have no good choices.

they're growing at high teens % a year and have record profits and a centi-billionaire has complete control. whats going on there is gross, even compared to the finance world of yearly culling of the bottom few % its gross.

There are a few US companies that crossed beyond the carelessness of us work culture to flat out hostile and metas one of them.

its very clear that theres money or influence exchanging hands behind the scenes with certain content creators, the information, and openai.

the suburbs around new york are some of the richest in the world. Scardsale, every town near the ct border, rye, huge parts of li, montclair nj and the towns around it.

the average household net worth in westchester which is a huge county is $1m, thats on the same tier as wealthy parts of any major city.

Sames true of the suburban sprawl of the bay area and dc.

america has a wealth per adult of 551,350 germany has a wealth per adult of 256,180

if you exclude the top 10 highest wealth holders in each country its 543,385 vs 252,811.

america's a rich country compared most other countries its also got huge wealth in equality because its top .001% is something that doesn't exist anywhere else

its true of gpt5, its true of why antigravity rate limits, and its true of claude.

there is no possible action thats not user hostile when you dont have enough compute. You either reject customers which is hostile and kills your companies growth or you do the best you can with what you have.

its not like these companies under built, they're building as fast as they can.

Over the past few years we have seen it operate with impunity over multiple countries. It astounding to me that in the 12 day war and the iran conflict there hasn't been issues from maintance alone.

We dont know how well the F35 holds up against patriots or s400's, but what we do know for certain is that against virtually everything else it unstopable.

More so when you realize the us has 600 and is making another 200 a year, and in a real war, you would lose some but theres rough parity between the number of s400 systems that exist, and the number of f35s that exist, and all those s400's will never be in teh same war or same place.

skills that teach the agent how to pipe data, build requests, trace them through a system and datasources, then update code based on those results are a step function improvement in development.

ai has fundamentally changed how productive i am working on a 10m line codebase, and i'd guess less than 5% of that is due to code gen thats intended to go to prod. Nearly all of it is the ability to rapidly build tools and toolchains to test and verify what i'm doing.