It's an obvious partnership because Void Cloud was built on Cloudflare anyway, so having Cloudflare buying them directly just means that both companies don't need to carve out their own margin. Cloudflare is also happy to fund the work on Vite, Oxc, et al. while also having a more direct answer for Vercel and Next.js.
With all that said, I don't think we can extrapolate that their business wasn't doing well or that they couldn't have raised more money. Cloudflare probably just offered a good enough deal that it didn't make sense to try to grind it out.
What I really mean is that when M&A happens, it seems like a lot of people think the acquirer is the only one with any agency, and that's not true at all.
I don't think it's fair to consider writing an analysis (even a favorable one) about a topic as _shilling_ for it. It's not like he was pushing shitcoins or minting NFTs.
I have always been (and remain!) bearish on crypto but it absolutely was something that couldn't be ignored a few years ago. Even if you came to the conclusion that it was bunk, there was significant enough fervor that any technologist needed to reckon with their position on it.
For example, lots of engineers proclaimed very loudly that document databases would replace the RDBMs, or that GraphQL was the future of APIs. They were wrong, as it turned out, but only with the wisdom of hindsight.
We tried Chromebooks for our kids, and the instant I could buy Neos I did. It might just be that we're fully bought into the Apple ecosystem, but I had a hell of a time trying to get stuff like parental controls figured out on ChromeOS.
I agree, but he had to know he'd be asked the question, right? And he had to know that staring blankly and mumbling about the offer being on the website wouldn't suffice as an explanation. It's just mind-boggling behavior from the CEO of a public company.
I have absolutely no clue how you could watch the interview and come away with this conclusion. The purpose of an interview is to ask Socratic questions to allow the guest to talk about something of which they have intimate knowledge.
The CEO made it seem like he himself didn't know how the math for the offer worked, and even when presented multiple opportunities to correct that impression, he made no attempt to convince anyone otherwise.
The prevailing theory is that Anthropic doesn't have sufficient compute capacity to support Mythos at scale, which is the real reason it hasn't released.
This is absolutely true, but it's also difficult to square the legal restrictions around cannabis while alcohol is freely available (and significantly more dangerous and habit-forming), and nicotine use is on the rise again thanks to vapes and Zyn.
(To be clear, they're all drugs, and they should all be used responsibly if at all.)
I used to work in a suburban supermarket during high school and college, first as a cashier and then as a frontend supervisor and payroll clerk. We had a security booth where you could watch security cameras, and it was literally never manned. Tapes were changed, but they were there mostly in case someone would try to rob the place. Cashiers routinely rang their own lunch up either as 99 cents or as bananas. No one cared.
Supermarkets actually factor breakage, theft, and spoilage into their books as "shrink", which averages between 2-3% of sales. There's no detective building a case, biding their time to bring down the banana bandit.
Although, modern self-checkouts have cameras on the scanner with ML-powered item detection, and they will alert the attendant if you incorrectly scan something that's sold by weight. (I've done this before on accident, fat-fingering the wrong PLU.)
I would bet large sums of money that Apple is waiting to make a hardware play. When there's a sufficiently capable and intelligence-dense LLM, they will bake it into custom silicon and ship "the first MacBook with on-device AI, powered by our new I1 chip". Imagine Siri being powered by an LLM running entirely on-device at 10,000+ tokens/sec.
Most consumer tasks don't require a frontier model, and (beyond the app store) Apple isn't interested in being a channel through which a frontier model provider like OpenAI can sell subscriptions to their own model.
I don't disagree with your general premise that eventually it'll just be rewritten, but I have to push back on the idea that Anthropic will be acquired. Their most recent valuation was $380B, and even if they wanted to be acquired (which I doubt) essentially no company has the necessary capital.
Because LLMs are designed as emulators of actual human reasoning, it wouldn't surprise me if we discover that the things that make software easy for humans to reason about also make it easier for LLMs to reason about.
You're comparing apples to oranges there. Qwen 3.5 is a much larger model at 397B parameters vs. Gemma's 31B. Gemma will be better at answering simple questions and doing basic automation, and codegen won't be it's strong suit.
I would love to understand the thought process behind this. I'm sure it's a fun experiment, to see if it's possible and so on... but what tangible benefit could there be to burning tokens to spam comments on every post?
With all that said, I don't think we can extrapolate that their business wasn't doing well or that they couldn't have raised more money. Cloudflare probably just offered a good enough deal that it didn't make sense to try to grind it out.
What I really mean is that when M&A happens, it seems like a lot of people think the acquirer is the only one with any agency, and that's not true at all.