Feb. 12 at 10:33 PM
$GOOG $GOOGL And DE Shaw Ventures just invested in Anthropic in a round of 30 billion $.
Anyone who knows anything about DE Shaw knows that they don’t invest willy nilly like normal VC firms. Only in deep tech capable of revolutionizing their industries.
Both their hedge fund and VC arms are God tier in financial worlds.
This is again, bullish Google - for multiple reasons :
1. Anthropic’s revenue shows that CapEx is working better than even expected.
2. Google’s investment in Anthropic will likely balloon further.
3. Google’s own model - Gemini - is better than Anthropic’s best in every benchmark as of today, but even otherwise - is a much better, yet cheaper day to day model with Vision.