Eric Anderson

Investing in data/cloud infra @ScaleVP. Host Previously PM @GoogleCloud, @AWScloud. Member @Ch_JesusChrist.

[Eric Anderson @ericmand]

Instead of advertising 8GBs of RAM they should just say 200 Chrome tabs. That's how you sell a computer.

[Eric Anderson @ericmand]

If you think anthropic falls because people choose open source... is that because it's open or because it's cheaper? If the former what is the business model that keeps the better models coming? If it's the latter, is it simply that open cloud operators are just accepting lower margins than anthropic?

[Eric Anderson @ericmand]

15% of $AMZN's mkt cap is their stake in Anthropic

[Eric Anderson @ericmand]

Multi month!

[humans& @humansand]

No one changes the world alone
Introducing Ampersand - the first model built for us. Ampersand is a collaborator trained to help people achieve their individual and collective goals. In multi-month simulations, users collaborating with Ampersand accomplished more than with Fable and other frontier models
Available to everyone through our API

[Eric Anderson @ericmand]

These providers rely on a layer of GPU operators. Unsurprisingly, those are booming as well. Modal alone has added 14 GPU operators (75% of its supplier base) in the last 6 months. That's all I'll say about them. This thread is all about the inference providers- I'll do an analysis on the GPU operators soon

[Eric Anderson @ericmand]

Who is moving to open models and how?
I analyzed docs from 2600 companies: and yes, it is happening and fast...

[Eric Anderson @ericmand]

Who are they using to run those models? I didn't expect to see so Groq top the list. Baseten, Fireworks and Modal are right behind. In a two week period, Baseten added 6 customers (jumping ahead of Fireworks) and OpenRouter added 5 (double in a month!)

[Eric Anderson @ericmand]

@edi_sf I saw that on a different property yesterday but isn't strange they name it after the product instead of the company?

[Eric Anderson @ericmand]

Only one of these can be true, which is it?

Anthropic/OpenAI have unsustainably poor unit economics on inference

They charge 10x the cost of an open source model on an inference cloud

[Eric Anderson @ericmand]

@scalevp @Sabina_Smith_ One of the best I've ever worked with!

[Eric Anderson @ericmand]

Congrats to @brexHQ on the brexit!

[Eric Anderson @ericmand]

series L!

[Eric Anderson @ericmand]

You can stumble into great markets, but you only get to also be the leader in the new thing (AI) 30 years later if you are good and intentional

[Eric Anderson @ericmand]

It's easy to look at Google's success in terms of fortunate-monopoly, but you'd discount how fantastic they have been at retaining top talent. At any other company, Jeff Dean would have left long ago. From Day 1 Sergey and team not only innovated on product, but on talent retention (remember all the perks!) and it still resonates.

[Yuchen Jin @Yuchenj_UW]

Sergey Brin on the genius of Jeff Dean.

He credits Jeff’s early obsession with neural networks, back when they were “telling cats from dogs”, as the spark for everything.

TPU was Jeff’s idea. He calculated that if users spoke to Google for just three minutes a day, Google would have to double its CPU data centers. Instead of buying more CPUs, Jeff decided to build a new chip for AI.

What’s fascinating is that when AI was not as big as today, when it can only “tell cats from dogs,” Larry and Sergey were like, “Cool, let’s make a custom chip for it.”

That’s a huge show of confidence in deep tech and top-tier technical talent. It makes Google the only AI company that has the top models, top chips, and top data centers.

[Eric Anderson @ericmand]

@edi_sf gotta love the focus

[Eric Anderson @ericmand]

how do people sleep at night with all the products that could be built

[Eric Anderson @ericmand]

Google's stock price is highly correlated with @sundarpichai's rate of tweeting

[Sundar Pichai @sundarpichai]

iykyk