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What Anthropic is doing requires way more resources than what the Chinese labs are doing. So their complaint is that they do 95% of the work and the Chinese labs do the last 5% and call it their own.

An argument can be made that Anthropic is also only doing the last 5% of the work (because the content they are training on was the other 95%) but that's a bit more philosophical.

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But the analogy still holds.

The original authors of all the text, creators of the media and developers of the software did far more work than Anthropic.


Yeah, the whole thing seems like a human centipede of rug pulling. Probably the same as it's always been. Curating AI knowledge should be something that we put our best researchers towards, but realistically I think we wind up with 2-3 highly biased nationalistic models that are constantly copying off each other's notes.

Thanks, that’s the nature of any business. Founders see a way to take existing knowledge and expertise, combine it in some novel or interesting way, and produce a new product

Napster was a fantastic and disruptive product, the likes of which arguably has no equal to this day. But eventually the hammer came down from the courts and it was replaced by streaming services like Netflix, which pay to license materials from their creators.

This is a rubbish lossy statement. And reductionist to the point of nothing has meaning.

Did Anthropic put work in? Yes. Did they derive their value from Humanity being open with knowledge then try to sell it back? Also yes.

Did they even steal the tech? Also yes.


Ai should fall under libraries not mega corporate tech houses. They are our existing knowledge repositories.

But if you take it deeper, didn't most of those authors rely on the work of others? Most of human knowledge is small advancements of things we already knew. Often by reorganizing what we already knew.

Is that not what the foundation models are? A new reorganization of existing knowledge?


Yes this is all true.

So then the problem is that Anthropic seems hypocritical when they knowingly insert themselves into this chain, and then complain about people down-chain from them.

To remedy the negative impressions (if they even care to do so) they should do 1 of 2 things: 1) stop complaining about it 2) stop distilling other people's work


It's hypocritical and we shouldn't listen to their bullshit but I wouldn't expect anything else from them.

This generation of frontier models is "good enough." At some point, the Chinese labs will get to where the Americans are right now, they'll race to the bottom, and we will actually see what proliferation of AI looks like.

If Anthropic wants to be a trillion dollar company, they need to make revenue like Google or Apple do. Both of them have near monopolies, Anthropic is only getting further and further away as time goes on.

Of course they're gonna complain until they either figure out a better plan or accept a new valuation which is high but not spectacular.


They insert themselves into this chain for profit and complain about it. I really think that adds a thick layer to the hypocrisy that people, or at least me, feel is especially distasteful.

No LLM products would exist without the avalanche of largely non-consensual use of IP to create them, full stop. Any of these companies doing this and then turning around and complaining when their IP is "breached" are going to met with a chorus of tiny violins.


quite the leap from “authors rely on the work of others” to vacuuming up the sum total of digitized knowledge to tune some matrices

Often people ignore scale. N=1 is OK, therefore, N=1billion is OK. Same flawed argument as: "It's OK for one police officer to watch one street corner for the purpose of observing crime; therefore it's equally OK to have cameras recording every street corner in the city 24/7, for all purposes. Same thing!"

It is an ancient practice, that when a human creates something, other humans will observe it and learn from it. Every group of humans living together has practiced this in some form for tens of thousands of years if not longer. Even animals do it. It's a natural assumption when making any form of art.

It is not a natural assumption that someone will digitize the artwork and use it to adjust a couple thousand matrix coefficients in a complex computer program. To most people that seems like copying with extra steps. The brain may in some ways resemble a computer, but what sets it apart is that we have always lived with brains. Everything a human does has already anticipated the presence of other brains, while etched circuits on ultrapure silicon crystals are something new.


not at that scale though

It’s a few corporations stealing work from others, to sell it back to us. That’s it.

But it's selling it back to us cheaper and with more utility. That's not something to sneeze at.

Don't forget the mothers of all those original authors, as well as everyone who labored to build and sustain the societies which produced writers.

It all comes full circle with chinese models being available free for all humanity to use

Beautiful, right?

Kinda agree statistical modeling relies on all the hard work, effort, passion and risk taken from just about everybody.

To a degree. The human produced knowledge is the product of all humanity (no human is an island).

A comparable idea could be that an encyclopedia or maths book is only distilling the things that other people did, and how dare they sell them. But the "only" is doing quite a bit of work. LLMs do not just spawn into existence. There is a body of work that they feed on, and then there is also very attributable work they do around and on top of that. All labs are struggling around the first order question: Is it okay to use prior work like this? The second order issue is still entirely reasonable to separately have and enforce rules about.


All the text and so on had unrealized potential. Without Anthropic et al it would remain unrealized.

It’s like FTL. Until someone realizes it, it’s just talk.


He didn’t say it was an analogy. He said both are distillation.

SOTA models cost hundreds of millions to train. Did creating the contents of the text corpus they were trained on really cost an equivalent of 20x as much (~10 billions)? I honestly don’t know, but I could imagine it having been significantly less.

This isn’t meant as a moral argument, just musing about the relative cost comparison.


If you look at movies alone that would easily surpass 10s of billions. The cost of most books is probably more nebulous, but books, research, and more all have time and money spent to create them. I would guess the corpus of all media from the 20th century on would be minimally in the hundreds of billions of dollars.

LLMs aren’t trained on movies, though.

Image/video models are, but those weren’t the topic.


Given they ingested basically the whole internet and then some, you cannot possibly be serious when you mean it's worth less than 10 billions.

The totality of the content on internet is worth several orders of magnitude more.


The argument wasn’t about how much it’s worth, but about how much it cost to create. These are very different things.

do you also count eg published results of very expensive physics experiments? because once the costs of things like these are taken into account, we are way over 10 billions.

Why? Are we doing labor theory of value now?

I would argue that producing the complete written corpus on which they at least intend to train (even if some is still out of reach) cost literally everything to produce.

And the monetary cost doesn't even register when weighed against the blood, sweat and tears that went into capturing the authentic experiences of real human beings, whose honest expressions are now at least in some cases getting hoovered up, ingested, and then destroyed for all eternity, for fear that this specific work is the rounding error that might give an equally immoral competitor the edge in the bicycle-riding flamingo race that is currently consuming an absurd amount of the world's creativity and attention.


Simple math:

A training set of 15 trillion tokens is 10 trillion words.

A penny a word is cheaper than the cheapest beginner freelance writer.

That makes a training set of 10 trillion words cost $100B.

Lots of assumptions there for sure, but we're certainly in the ballpark you are describing.


How much did you get paid to write this?

I asked Claude to estimate the cumulative salaries of US only journalists over the last hundred years:

$500B for all kinds including TV and online

$300B for newsrooms including all staff

$140B for newsroom reporters only

So yeah, I think the price of the information ingested is way higher than training costs


Yes, Easily, and by multiple orders of magnitude.

I suspect so. It is a lot of data. You're looking at essentially all publicly available (and some non public) intellectual work.

Yes, duh! Human output across the millennia is worth much more than whatever is being invested in frontier labs.

How is this even a question.


They are solving unsolved math problems right now, so probably soon or very soon their output will be more valuable than all human recorded knowledge.

What do you think mathematicians were doing for centuries before LLMs?

And also, humans have been doing a lot more work than just mathematics...


Pre vaccination smallpox killed hundreds of millions of people just in the twentieth century [0], the knowledge that allowed for the creation of just that vaccine is worth hundreds trillions of dollars in humans lives, let alone all of `the knowledge and experiences those people were involved in.

The knowledge that created the Haber-Bosch process [1] helps to sustain the majority of the world's populous, add another five hundred trillion dollars for that just to start with.

The creation of the printing press and all written information that allowed it to be built provided dissemination of knowledge beyond the ultra wealthy and is worth a non-finite amount of money.

LLM's are cool math, but they are less than a rounding error in comparison to even the tiniest sliver of human knowledge and technological output.

[0] https://pubmed.ncbi.nlm.nih.gov/35143880/ [1] https://cen.acs.org/food/agriculture/The-industrialization-H...


this is the sort of brain rot thought that you have in a dorm room the day you are introduced to Econ

“bro like, what if we could price the sum total of human knowledge? That wouldn’t be that much, right?”


I get that angle but it’s a weak argument as Anthropic is doing the same to others. Also while there’s certainly a lot of computing power needed to do what Anthropic does, it’s increasingly clear there isn’t much secret sauce involved. Everyone knows how do to the core work it’s just a question of who wants to burn billions on compute to do it.

Anthropic’s anger here seems mostly rooted in their annoyance that this exposes they don’t really have core IP that’s not just easily replicated. And that’s clearly a problem for a deeply unprofitable company trying to convince people they’re worth $2 trillion.


> What Anthropic is doing requires way more resources than what the Chinese labs are doing.

Oh that’s very sad.

Meanwhile Anthropic made a product from the work effort of millions of people without compensating them, sell that product on tap and unless I am mistaken do not even have their competitors’ cover of having released any sort of meaningful open weights model.

They have taken from culture (including very specifically their most direct customers’ specific culture — our culture), turned it into a machine to make themselves rich, appear likely to predicate their valuation on permanently removing people from the workforce, then want to dump themselves onto pensions funds and ordinary savers to carry the bag.

It is, I agree, philosophical, because karma is a philosophy as well as a bitch.


And the communal work of humanity is orders of magnitude more work than what anthropic pays for their scraping of content. I got no check from them for my contributions

Indeed, if it isn't a crime to train on humanity's data, it isn't a crime to train on capitalism arranged frontier LLM provider models. Is that bad for shareholders and capitalism? Meh, sounds like a suboptimal socioeconomic systems issue. Burn up all the capital the unsophisticated are willing to provide. “We are selling to willing buyers at the current fair market price.”

With my apologies to Brewster Kahle, "Universal Access to All Knowledge."

https://www.youtube.com/watch?v=RV_ALlJGU_c


I have far less of a problem with the Chinese models if they even do this because they are making their models free, whereas the large Western LLM providers throw out a few bits but not their main work product. So not only are they hypocritical, I'm pretty sure that if the Chinese models were not released into the wild they would be making less noise.

Oh yeah, totally agree, I'd even rather pay those building the Chinese models if I didn't think I'd get thrown into a US gulag for felony contempt of business model.

This feels like a straw man argument. The parent comment didn't say it was a crime

I use crime in the broad sense of "You shouldn't be allowed to do that" in this context. If you have a better word to capture that thought, let me know, I'll make the edit ("frowned upon" perhaps?). I don't have strong feelings other than "hah AI companies aren't going to be able to create a moat to capture the value they want to capture because we can collectively keep pulling it out of their models in perpetuity through ever improving model distillation methodologies". This is no different than Uber and DoorDash using VC dollars to subsidize services until they try to turn the knob to profitability once they've captured the market, except in this case, there are mechanisms to exfiltrate the model value into open models that can be distributed at very small marginal cost. They can never gate the golden goose money printer, they can only complain it isn't fair they aren't able to.

"The Spice must flow."


Bubble pop bubble pop

Isn't it better for planet? By not doing the wasteful transformation work again

Absolutely. I'm not taking a side here, I'm just pointing out why Anthropic might have a valid complaint.

That complaint is invalidated by the argument of tu quoque. Complaining about something they are doing themselves.

Distillation doesn't "grab 95% of lab's work", that's ridiculous. At best it's tiny icing on top of the cake that's already there. It's not even necessarily done on a better model (e.g. GLM 4.7 distilled Gemini 2.5, a weaker model), I'm pretty sure A\ and OAI could do (or even do) the same with greater efficiency since they have access to logits, weights, and internal state of open models.

>An argument can be made that Anthropic is also only doing the last 5% of the work (because the content they are training on was the other 95%) but that's a bit more philosophical.

How is this philosophical? They should release the unsupervised pretrains, at the very least.


But that’s not more philosophical. It’s a perfect parallel! Enormous amounts of work, vacuumed up and resold. What’s the difference? If it’s ok to vacuum up all the knowledge in the world, then that includes knowledge of how to use all that to power an LLM.

Wait, wasn’t 95% of the work creating the content in the first place?

No, it was closer to 99.99%.

Can you elaborate on why the second is “a bit more philosophical”?

I see absolutely no distinction between the two, aside from minor technical approaches to gathering the content.


Yeah, you need a lot of resources in order to waste a lot of resources. Look at codex and Claude code - these trillion dollar companies 'with top talent' cannot build what open code and pi/oh-my-pi have built in the open for free? Both codex and Claude code, are slow, buggy pieces of shit (and I say that as someone who still heavily uses both for work, moved to open code and pi for personal stuff). The reality is these companies mostly focus on marketing and market capture through, non-competitive means - their services and software are unreliable, buggy trash.

> but that's a bit more philosophical

It sounds exactly the same, not more philosophical to me, except one is more inconvenient.


It is kind of ironic that they scraped the web for publicly available data and used it freely to train their models and now their freely available models are being used to train other models.

Conventional wisdom is Google did all the groundwork with LLMs...

I'm overall pro-Anthropic and pro-banning open-weights AI, but I agree with the parent commenter; distilling Claude models is not that different from pretraining on web data. It's all basically the same sort of thing.

I think a good litmus test here would be if Anthropic were to not care about distilling their models when the distillers keep the resulting models closed-source and sell tokens via an API. If they cared only about security concerns and not about people profiting off of their work, then they should be publicly fine with this and only protest against it going into open-weights models.


Sounds more like a Western vs. Eastern outlook on innovation and how you accomplish it.

Deepmind was indirectly distilling Claude 3, XAI was doing this to other models (with Musk shrugging it off like something unremarkable, which it is), it has nothing to do with nebulous stereotypes like East, West, China this, America that. It's mostly Amodei and Altman screeching over this fact.

They spend 95% of the money, perhaps, but burning compute is not the same as doing the work.

I'm calling "work" here the conversion of energy to LLMs.

I think more energy was spent creating the original works than training the LLMs on them. Not just energy but blood, sweat, and tears as well.

Is hypocrisy a philosophy?

I mean, 95% of the work if you don't factor the work to create the training data in the first place...

also, the actual work is the _copyrighted material created by the world_.

Indeed! Basically all of human civilization up until this point

You are going to be surprised to hear how many resources were necessary to create all the data Anthropic is digesting

From one perspective, the 5% estimation is near-infinite orders of magnitude off, since they've trained on something approaching the sum-total of human knowledge.

> human knowledge

that's an interesting way to describe reddit posts


> An argument can be made that Anthropic is also only doing the last 5% of the work (because the content they are training on was the other 95%) but that's a bit more philosophical.

Actually, it's an interesting argument to make. How many labour-hours went into creating the training data Anthropic has collected? Probably multiple billions of hours. How many labour-hours did it take them to setup the datacenters, scrapers, and training algorithms? A few thousands hours?


Lol, no. The original authors of all the text Anthropic took in did 95% of the work, Anthropic did 4% of the work and the Chinese labs do the last 1%.

I'd split it at 99.98% original, 0.015% Anthropic, 0.005% Chinese, and that's being exceedingly generous to the AI companies, there should be several more 9s and 0s in there.

So Anthropic and other US AI companies... stole harder, and therefore deserve more?

> What Anthropic is doing requires way more resources than what the Chinese labs are doing.

And writing a book requires many more resources than what anthropic does


“We’re both thieves, Steve. We both stole from xerox. You’re just mad I got there first.”



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