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Antropic

3 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 26, 2025 by Rory O'Driscoll · across every show →

Everything said about Antropic, oldest first

Jun 26, 2025 negative
Prediction Held up
Rory O'Driscoll: US government will not seize control of AI companies in 2025
“I still think no. I think, I just think, you know, ah any, I think the, just the push from the folks on the tech side has been very much AI for good, not AI to control it. I think all the very active tech people from David Sachs to Andreessen Horwitz, their ap…”
Rory O'Driscoll Jun 26, 2025 ▶ 1:09:53 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
May 7, 2026 bullish
Assertion Not checkable as stated
O'Driscoll: Anthropic likely grew its LLM token volume 15x in Q1
“But the truth is, Antropic probably grew tokens, 15 X in Q one, right?”
Rory O'Driscoll May 7, 2026 ▶ 7:06 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
May 7, 2026 neutral
Assertion Not checkable as stated
O'Driscoll: AI requires $3 to $4 in CapEx per $1 of revenue
“Every dollar of revenue that Antropic does means someone, either Antropic or its partners, has to invest three or four x in CapEx because it's just expensive in terms of compute to service AI.”
Rory O'Driscoll May 7, 2026 ▶ 1:06:16 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
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