> SK Telecom has poured capital into Anthropic several times, including a $100 million investment in 2023 that coincided with the formation of a commercial partnership to develop an AI model tailored to the telecommunications industry.
> the White House asked Anthropic to revoke SK Telecom’s access to Mythos, according to a person close to the AI lab. The company immediately complied,
Lesson learned - don't invest in US companies
Their investment in the company and their ability to use the services are orthogonal.
I'm sure they're not happy about losing access to the model, but the amount of money they're going to make from their investment will more than make up for it.
The company having it's product market restricted will negatively impact their financial investment.
Also if you have an agreement with a company for them to provide you with a service, and investing in them is part of that deal, reneging on the service part still isn't okay.
> The company having it's product market restricted will negatively impact their financial investment.
Anthropic's services keep bumping into capacity limits even with Fable disabled.
Revenue is not a problem. This controversy has been good publicity for them: So powerful the government tried to block it!
> Also if you have an agreement with a company for them to provide you with a service, and investing in them is part of that deal, reneging on the service part still isn't okay.
Reneging on the deal implies Anthropic decided not to offer it. That wasn't the case. The government has temporarily restricted it.
>> the amount of money they're going to make from their investment will more than make up for it
Not if the USG locks models down to US citizens. The market will be too small and the model companies have already pumped in far too much money to limit their market to US citizens. Given that most big companies have a global presence they're going to need models that all of their employees can use. They're not going to deploy different products to different employees.
> The market will be too small
Don't count heads. Use tech spend per capita and wallet share.
Route the user to a different server based on the citizenship info set on their account? Yeah that'sway to hard for computers and computer programmers to do. There must be more than 100 countries out there! Computers can't possibly count that high.
I doubt the US government will be satisfied with allowing access to Fable if the user simply selects "USA" in the "citizenship" dropdown?
They aren't orthogonal.
If you invested in the company, you are a part owner.
If you are part owner, you deserve to have access to any company internals.
So i buy one share of stock in a company and now I have access to all the internals? Can i go onsite and demand meetings?
What do you think that due diligence is?
Its literally a company opening up its internals to reassure a potential investors about the tech.
Not if the company implodes...
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Could you please stop posting unsubstantive comments, flamebait, and snark? You've unfortunately been doing it repeatedly. It's not what this site is for, and destroys what it is for.
If you wouldn't mind reviewing https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful.
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> That's not the lesson. There's a tremendous amount of money to make on US investments.
Sure, but also, now suddenly you got cut from something and need to fight that fire, meanwhile you surely have other fires you'd much rather spend more effort on. That's not free either, and who knows how much they valued their use of Mythos.
The lesson is quite literally to avoid anything US until it has stabilized again, which will probably take a while, sadly.
What does that have to do with investment? OP didn't say "don't integrate American tech company products into your workflow".
Say what one will about the current state of America, it's still a solid place to dump money in hopes of returns.
Yeah, countries ruled at whim by unstable governments tends to not be great for "dump money in hopes of return" but who am I to stop anyone, make your own informed decision.
It’s got a fair way to fall.
All things are relative.
> America, it's still a solid place to dump money in hopes of returns.
https://youtube.com/watch?v=7dCB2U9lX48
Lesson learned become more knowledgeable and learn more about the open source models and start getting busy and learn how to use them, also collaborate with any European solution, forget about the US.