Anthropic Announces Claude Opus 4, Sonnet 4

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00:00Ed, tell us a little bit more about these products. What will they do?

00:03Well, they're just like highly more capable, much bigger models, and they're late.

00:07Anthropic has been working on this for a long time.

00:10And why what Mike Krieger said is important, that it's available now,

00:14is because Amazon, as an example, has poured so much money into Anthropic.

00:18In this race between OpenAI, Anthropic, XAI, that's the level that they're talking at.

00:23And so commercially, literally selling enterprise access to the latest generation models,

00:28that they are available for developers to use is really substantive and of note.

00:33Got it, got it. You mentioned Amazon.

00:35What other companies are tied to Anthropic in terms of who else is likely to be a customer here?

00:41Well, they have a lot of enterprise customers.

00:43So where Anthropic did differently to OpenAI, they didn't go after the consumer.

00:47They didn't go after me on my phone.

00:48They wanted software companies, other computer science companies,

00:52to sign basically broader SaaS or enterprise contracts.

00:55And there is evidence that they've done well with that.

00:57But it's incredibly capital-intensive to make a model at this scale.

01:01And that's why it's important it's late,

01:02because no matter how much money they're making in the enterprise,

01:05they're burning through cash, which is why I'm sure Amazon's watching closely.