Anthropic, every mention
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Verbatim, from the transcripts: the passages where Anthropic comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 0:49 Matteo Franceschetti Sometimes people say, oh, I'm at the final stage with Anthropic and Eight Sleep.
- ▶ 1:34 Harry Stebbings I think that hiring today is harder than it's ever been, just because of the prizes on offer at OpenAI, Anthropic, and some of the other places. 3 times in the scene
- ▶ 19:47 Harry Stebbings Material that's loaded up on Anthropix IPO. 2 times in the scene
- ▶ 57:23 Matteo Franceschetti Tired of, you know, there is pressure at his sleep, and he does artwork, so he needs to go to China, Vietnam, travel all the time, and so he was becoming a personal choice, but he's a hardcore guy, and at the end of the day, he realized…
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 32:01 Rory O'Driscoll So if we regulate open AI and anthropic with all the noise that that would have, I don't know if that helps you, because if you're worried about cyber, you're, we said this last week, you're really worried about the North Koreans, the… 2 times in the scene
- ▶ 48:55 Rory O'Driscoll In OpenAI and Antropic at two hundred billion pre each time, you get limited information rights, retroactive information only, and you know, you're just on the cap table, and it's no different than being in two public companies. 2 times in the scene
- ▶ 51:57 Harry Stebbings Did you see the news today though, which is that despite the reported acquisition of Descartes at six billion dollars, Anthropic were pulling out following due diligence. 6 times in the scene
- ▶ 1:16:01 Rory O'Driscoll So the idea here is now you can go to JP Morgan, you can go to BFA and say, you've got an all American software product and you got an all, and you've got the ability to train it on your data in a totally proprietary way that's not exposed… 2 times in the scene
- ▶ 1:21:29 Rory O'Driscoll I don't know if it's true or not, but Twitter is saying, um, is Antropic gonna drop its S-one today?
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 20:58 Jean-Denis Greze And one of the problems when you do model routing is there's some companies like Anthropix spends a lot of time. 2 times in the scene
- ▶ 35:33 Jean-Denis Greze There is the, there's the, like, Apple, Google, SpaceX, Grok, GrokBot, Cursor, you know, OpenAI and Anthropic starting gates. 2 times in the scene
- ▶ 41:57 Harry Stebbings It seems like we've all kind of normalized cyber attacks, and it's like, ah, matter had one, ah, anthropic had one.
- ▶ 46:47 Harry Stebbings He is the worst customer for Anthropic, but he's on that, like, pro max individual plan.
- ▶ 52:45 Jean-Denis Greze I'm still competing with OpenAI and Anthropic, and I'm just giving them money for the 20 or 30% of workloads that are at the frontier for me.
- ▶ 1:10:36 Harry Stebbings So Mark Benioff said, at Salesforce, we spend three hundred million on Anthropic.
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 4:02 Cliff Weitzman The next thing that we found is actually if you run open source models for coding, you could pay Anthropic.
- ▶ 20:15 Cliff Weitzman Because if you are a Mercore, uh, shout out to Brendan Foody, um, 11 Labs or OpenAI or Anthropic is gonna make money for the next decade or two on the data that they bought from you, and so they're willing to pay a fraction of that 10…
- ▶ 27:41 Cliff Weitzman Hey, Anthropic came into the market as a second to OpenAI, and they were second for a very long time, and now they're not second.
- ▶ 30:36 Cliff Weitzman Um, Anthropic is an example.
- ▶ 31:21 Harry Stebbings Um, but, um, a question that I have is like, I said, if you're a startup, it's never been harder to hire great talent, because OpenAI and Anthropic, candidly, have such a carrot reward mechanism in front of you, especially with impending… 6 times in the scene
- ▶ 35:58 Harry Stebbings The people who really fucking get AI and systems and have seen the magic inside OpenAI, Anthropic. 2 times in the scene
- ▶ 44:10 Cliff Weitzman I think Anthropic published this paper when Fable One came out about long horizon tasks with Fable.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 2:46 Jason Lemkin And I think between that, you know, another, whatever, thirty-five billion dollar deal with Anthropic, right, for their data center. 4 times in the scene
- ▶ 8:13 Rory O'Driscoll You know, at the margin, if you're Nvidia, look, you were ecstatic that OpenAI and Entropic happened because they proved that the market you were in was bigger than anyone ever imagined. 2 times in the scene
- ▶ 11:57 Jason Lemkin Anthropic, Grok, Twitter, these are like great grudge companies. 3 times in the scene
- ▶ 20:26 Rory O'Driscoll People are going to get really badly hurt, badly damaged economically, and maybe even badly damaged and hurt in real life because, you know, software runs our most core systems, and today we can feel a little bit safe because OpenAI and…
- ▶ 38:30 Jason Lemkin It's never going to catch anthropic unless, unless the world changes, which it has every, every single week. 2 times in the scene
- ▶ 55:15 Harry Stebbings Well, just for everyone to understand, what, what happens between Salesforce and Anthropic, so they know? 4 times in the scene
- ▶ 1:19:40 Rory O'Driscoll It's the same dynamics that we had when we talked about Anthropic and the Pentagon.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 1:39 Aaron Katz Array of use cases, and it's used by nearly every AI native company, Anthropic, OpenAI, Weights and Biases.
- ▶ 4:48 Harry Stebbings When I look at like an anthropic IPO at two trillion and you look at Claude Code being the kind of dominant Trojan horse behind that, would that not fall into the low switching cost? 4 times in the scene
- ▶ 16:34 Aaron Katz You know, if you ask Anthropic how they chose to use ClickHouse, they'll tell you they asked Claude, what technology should we use for this specific observability use case? 2 times in the scene
- ▶ 18:19 Harry Stebbings Do you think you actually have your Anthropics and your OpenAI, take the large majority of enterprise,
- ▶ 22:40 Aaron Katz I wouldn't dismiss Anthropic and OpenAI as core infrastructure providers.
- ▶ 26:07 Harry Stebbings Because they said, for all, like, kind of less sensitive things, we use, you know, anthropic, and then for everything more sensitive, we use an open source Chinese model.
- ▶ 30:21 Harry Stebbings I do want to weird transition back, but when we said about kind of agent preferences and agent, you know, Anthropik using Anthropik to choose ClickHouse, does that mean like developer relations, developer community becomes less important?
- ▶ 39:51 Harry Stebbings OpenAI and Anthropics simply pay, and they go to the front-end model providers. 2 times in the scene
- ▶ 48:09 Aaron Katz The basket of AI companies that's using us in nearly every AI companies built on ClickHouse from Harvey, Sierra, Decagon, Anthropic, OpenAI, et cetera, represents less than 12% of revenue.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 13:52 Harry Stebbings And what I mean by that is Anthropik just 4 times in the scene
- ▶ 16:04 Harry Stebbings I think it's fantastic to see Anthropoc potentially go out at two trillion, but you're essentially placing a two trillion dollar price on claw code. 2 times in the scene
- ▶ 34:51 Harry Stebbings OpenAI and Anthropic coming after that business.
- ▶ 44:51 Eno Reyes Now, there are some very real challenges with taking in models from really any business, and I think that what's interesting is it's actually the same challenges with models from, like, OpenAI and Anthropic. 2 times in the scene
- ▶ 48:50 Eno Reyes This is where I think labs like OpenAI and Anthropic actually can be incredibly differentiated because they already have the muscle to work on those very frontier problems. 2 times in the scene
- ▶ 50:15 Eno Reyes And so now they've moved towards more concretely expressing, one, that we support all AI developers and Azure should be a place for inference on Anthropic and OpenAI and open models most importantly.
- ▶ 53:02 Eno Reyes or you're anthropic, the hundreds of billions in free cash flow that you need in order to pay back the debt that you're taking on in order to accommodate these data center build outs in order to get the next big training run, it's totally… 2 times in the scene
- ▶ 55:59 Eno Reyes And so today, when I look at OpenAI and Anthropic, there are, I think, more analogies to Netscape and sort of these technology companies that were first, but ultimately, uh, you know, it's hard to navigate being first.
- ▶ 1:22:40 Eno Reyes And so we always have to sort of share with people why we see ourselves as largely complimentary to the anthropic platform and suite. 2 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 0:24 Rory O'Driscoll The VC money went out on a topic and OpenAI long ago.
- ▶ 4:09 Rory O'Driscoll And by the way, that has positive implications for OpenAI and Entropic, we should talk about in a second. 4 times in the scene
- ▶ 20:00 Rory O'Driscoll You know, you're not going to find that the open AIs and the entropics 4 times in the scene
- ▶ 26:08 Harry Stebbings They've got pressure on them from Anthropic, who obviously are going public in, reportedly, the next few months. 14 times in the scene
- ▶ 39:55 Jason Lemkin Anthropic can lose, you know, a couple thousand dollars on some consumers and it won't impact them, but, um, it's tougher for OpenAI. 2 times in the scene
- ▶ 42:49 Rory O'Driscoll Everyone's looking at a world where, I mean, I might think it's delusional, but OpenAI and Entropic are claiming TAMs that are larger than the entire US GDP.
- ▶ 53:27 Rory O'Driscoll That's skewed by the fact that Entropic and OpenAI together got probably 60% of the total dollars.
- ▶ 55:22 Jason Lemkin It's going to allow, like, you know, the salaries at Anthropic and OpenAI seem crazy, but some of it's normalizing now, because if you can do it with half the people, 3 times in the scene
- ▶ 1:10:28 Jason Lemkin And what I mean is when Stripe and data, like, okay, there's OpenAI, there's Anthropic, we can put them in a different category, right? 2 times in the scene
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 0:00 Julien Bek Everyone thinks that we're just waiting for the phone to ring for the next anthropic to call us to invest.
- ▶ 6:32 Julien Bek Everyone thinks that we're just waiting for the phone to ring for the next Anthropic to call us to invest. 4 times in the scene
- ▶ 1:11:11 Harry Stebbings When we say the one to six dollars spent, Microsoft, OpenAI, Anthropic, every frickin' provider is putting a huge amount of money into, like, the services and implementation side of their business.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 11:05 Jerry Murdock What's happening is, is that you can't customize, uh, anthropic models or, or open AI models right now.
- ▶ 17:02 Harry Stebbings I'm not one to, wants to see the OpenAI and Anthropic Challenge.
- ▶ 19:23 Jerry Murdock One is the data, you know, and yes, they've been giving their, I mean, Anthropic's been getting all this data and open AI already for years. 3 times in the scene
- ▶ 28:10 Harry Stebbings Do you think when you see deep seat building their own chips, you see anthropic now building their own jalapeno from open AI.
- ▶ 32:43 Jerry Murdock And I would argue that it looks like anthropic and open AI, those crazy mega rounds, you know, at a hundred billion, a hundred and fifty billion might actually have been cheap. 3 times in the scene
- ▶ 43:15 Harry Stebbings It seems like IPO markets are open for the rare few, for Anthropic and OpenAI when they want to, for SpaceX, but I'm concerned that your Airtable of the world at four 85 couldn't IPO.
- ▶ 59:29 Harry Stebbings OpenAI or Anthropic? 4 times in the scene
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 0:22 Harry Stebbings Anthropic turns its first profit on 11 and a half billion dollars of Q-two revenue.
- ▶ 6:38 Rory O'Driscoll Like, 70, 80% of Entropic's trillion-dollar market cap is predicated on this, right? 3 times in the scene
- ▶ 17:14 Rory O'Driscoll Um, even on the payments business has come from just our customer base being so AI forward that every time you spend money with open AI or Anthropic on a credit card, they get some of that money. 4 times in the scene
- ▶ 28:34 Harry Stebbings Anthropic turns its first profit on 11 and a half billion dollars of Q two revenue. 6 times in the scene
- ▶ 43:09 Rory O'Driscoll I think it's a far more attractive strategic position to be going out as Entropic in the fall with a, we've been profitable, okay, we're unprofitable again, but we're the winner in the enterprise, then going out next year where maybe the… 5 times in the scene
- ▶ 1:00:09 Jason Lemkin Who cares about that stock based comp or anything at Anthropic?
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 42:05 Andrew Macdonald (Mac) I mean, you do not need the latest and greatest model from an anthropic or open AI to ask, like, you know, tell me who the president was in 1945, and then, like, run that again for the next five presidents, and then run it again for the…
- ▶ 1:03:04 Harry Stebbings OpenAI or Anthropic?
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 14:58 Matt Swulinski Uh, and a lot of people were like, oh, well, that's my anthropic bill, but what about modal?
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 0:50 Jason Lemkin Oh, poor anthropic engineer only made thirty five million.
- ▶ 1:26 Harry Stebbings Okay, boys, we're gonna start with something other than OpenAI or Anthropics today. 2 times in the scene
- ▶ 36:58 Rory O'Driscoll Every dollar of, every piece of compute that you give to, um, Google Cloud turns into 30% operating margins in a day because they can sell it to Entropic. 8 times in the scene
- ▶ 48:25 Jason Lemkin It's just the siren call of the anthropic comp is too high. 3 times in the scene
- ▶ 52:49 Jason Lemkin Oh, poor anthropic engineer only made thirty five million.
- ▶ 1:20:09 Rory O'Driscoll Pleasingly enough, 50 x times sixteen billion is roughly Anthropik's market cap today.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 3:34 Alex Atallah All companies, like, especially Anthropic, have seen, like, unpredictable growth, and, uh, and we have as well, and, you know, we've had, like, a couple bumps, but overall, it's been, like, significantly better, and, like, OpenSea just…
- ▶ 24:39 Alex Atallah Like the, you know, the hyperscalers, OpenAI, Anthropic, and Gemini.
- ▶ 26:58 Alex Atallah While it's not like a massive amount of revenue for Anthropic, like not probably not a significant amount of revenue. 3 times in the scene
- ▶ 35:35 Harry Stebbings First you had OpenAI, then you had Anthropik, and then you had Zark coming out, I don't want to miss the party, we did too.
- ▶ 38:52 Harry Stebbings Whereas OpenAI and Anthropic, and all the other providers in the US, especially open source, fuck, you gotta try raising billions of dollars for a US open source model. 2 times in the scene
- ▶ 47:31 Alex Atallah Um, Anthropic I think published like a good, a good, uh, article about this where they showed that like, oh, we got like, we got rid of stuff from the system prompt and suddenly fewer contradictions showed up later on with user prompts and…
- ▶ 1:03:04 Alex Atallah Like, I personally appreciate Anthropic's paranoia. 3 times in the scene
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 20:24 David Frankel And I think in, you know, OpenAI and Anthropic and SpaceX, we're seeing that already.
- ▶ 37:45 Harry Stebbings Um, but I think with the outcome expansion that we've seen, cursor at sixty billion trillion dollar companies in a matter of years with OpenAI and Anthropic, you will see
- ▶ 1:03:34 Harry Stebbings Um, going, just going back before we do a quick fight, I do have to ask, how does this landscape change with OpenAI and Anthropic? 4 times in the scene
- ▶ 1:11:28 Harry Stebbings Uh, model kind of result, because that model result is so important, like the output of one query, and I was like, wow, that's a really interesting world where you will spend a hundred million on Anthropic telling you the answer to one…
- ▶ 1:15:18 David Frankel That anthropic and open AI are going to be disrupted.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 0:31 Harry Stebbings Anthropics model breaching three companies.
- ▶ 17:13 Harry Stebbings It says that he's still managing both the private and the public, but he's got his anthropic position, and then other people are like, oh, no, no, lawsuits are coming, and it's not going to be okay.
- ▶ 21:19 Harry Stebbings Anthropics models breach three companies too. 4 times in the scene
- ▶ 39:02 Harry Stebbings I mean, speaking of paying for compute through our nose, we often get chastised for being too public markets focused, or too anthropic and open AI focused. 2 times in the scene
- ▶ 44:11 Harry Stebbings Which is dependent on, Rory, to your point, OpenAI and Anthropic continuing to go on their charge and hit their number. 9 times in the scene
- ▶ 1:01:38 Nikesh Arora And that's why this brings back the whole open anthropic debate.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 5:52 Anastasios Angelopoulos That's why anthropic revenue has been just a total hockey stick. 2 times in the scene
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