Dario Amodei, every mention
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every year anyone Harry Stebbings 110Jason Lemkin 17Rory O'Driscoll 8Matt Murphy 7Yamini Rangan 3Sebastian Siemiatkowski 3Jake Saper 2Alex Schultz 2Tom Hulme 1Ryan Petersen 1
Verbatim, from the transcripts: the passages where Dario Amodei comes up
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 54:51 Harry Stebbings Benioff and Dario sitting down together and Salesforce getting a big bump. 2 times in the scene
- ▶ 1:19:44 Rory O'Driscoll If you sell people's software, it actually validates Dario.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 52:54 Harry Stebbings And Dario wants to cure cancer. 2 times in the scene
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 17:36 Harry Stebbings Do you think Daria's marketing message has been mistaken? 2 times in the scene
- ▶ 48:19 Eno Reyes Uh, and I think that this is actually pretty aligned with how maybe the, that percentage is overweighted, but like how you listen to how Sam and Dario talk, the use cases that they're talking about their frontier models being used for are…
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 36:31 Jason Lemkin Uh, I, I think Dario's is nutso a lot of the time, right?
- ▶ 41:31 Rory O'Driscoll Thanks a bunch Dario. 3 times in the scene
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 28:41 Harry Stebbings The business is getting better for Dario. 2 times in the scene
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 47:35 Harry Stebbings I, I've always known that Dario in particular was very passionate about last mile delivery in Barcelona for convenience food.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 1:02:45 Harry Stebbings Do you think Dario should be less negative and more positive as a voice in AI?
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 23:44 Nikesh Arora And Dario did it in one fell swoop.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 19:23 Harry Stebbings I think we will, because I just think Sam Altman is someone who I would never, ever bet against, and I think he's the best politician in the world, and I think when he says something, he says it with intent, and when he says we should give…
- ▶ 31:43 Harry Stebbings Like, Dario was right, Mythos should be curtailed, and these models have gotten too powerful too quickly.
- ▶ 1:02:18 Harry Stebbings I'm also like, Dario, will you please just fucking solve cancer and, like, climate change? 4 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 0:16 Harry Stebbings Number one, Jensen Huang breaks his silence on X with a 50 company open weights letter that dun dun dun, Anthropic and Dario has not signed.
- ▶ 18:45 Jason Lemkin No, I think though that Dario, despite his almost toxic personality, given the political climate is his, his, his points is, is even smarter than it looks. 6 times in the scene
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 2:12 Matt Murphy We were talking about AI and he said, Hey Matt, you gotta meet Dario and Tom. 5 times in the scene
- ▶ 17:16 Harry Stebbings When there were like the SPV stuff, and then that, you know, Dario constraining 2 times in the scene
- ▶ 44:49 Matt Murphy This isn't what we normally do, but wow, if this works, I mean, you got such a special founder in Dario and an amazing market.
- ▶ 1:04:51 Matt Murphy And of course, you know, that's a very near and dear mission to Anthropik and Dario.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 5:47 Harry Stebbings With Claude Cowork and with a lot of their adjacencies that they're building, would Dario not say,
- ▶ 9:50 Harry Stebbings Can you help me understand, you know, as a podcaster, I specialize in asking basic questions, so forgive me, but why then do people like Dario, like Sam, like Larry and Sergey talk about AGI in the way that they do as an inevitable?
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 16:21 Harry Stebbings Totally get that, but if they're doing shallow things in those adjacencies, they're not exactly going to generate a trillion dollars of revenue like Dario said.
- ▶ 52:48 Harry Stebbings You don't think Sam and Dario are sitting going, oh, wow, we underestimated this, and this is a core threat to our business.
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 10:19 unnamed speaker Because if it really, if we are impacting a 30 trillion dollar economy, if that's your, in my view, absurd statement, but you've made it and Dario's made it, so you're entitled to own it. 3 times in the scene
- ▶ 18:45 unnamed speaker You've got, um, Dario at one point something percent equity, right? 2 times in the scene
- ▶ 29:09 unnamed speaker He called Dario a world historical figure, which is the Hegel concept.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 21:04 Harry Stebbings Do you think Dario's had a massive own goal in terms of marketing and messaging?
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 11:25 Harry Stebbings If you're an anthropic shareholder, though, and you see Dario say, hey, we need a trillion dollars in revenue, or close to, for this business to be viable, or we will be bankrupt.
- ▶ 17:00 Harry Stebbings You know, Rory, Jason is not only consistent, but he's also prescient in being ahead of the times because he's also cited his, I don't know if I could say disliking, but his favoring now, Sam and OpenAI over Anthropic and his kind of… 6 times in the scene
- ▶ 44:26 Jason Lemkin Um, and I think the board and Dario will think about it weekly, right?
- ▶ 1:16:00 Jason Lemkin Now they're, they got big, but AI got so much bigger and they may not, it just may not be worth Dario's time to worry about whether he's disrupting Salesforce.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 52:27 Ryan Petersen Uh, no, I'm personally not, but I think that investing in founders who were, have a, who are pissed at somebody and like, want to get back at them, like Rippling, Dario I'd never met before, but
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 20:27 unnamed speaker You know, this is the front-end model to the Mythos model, which was the, I mean, if you start by Dario, when they announced that, they said, this is so dangerous for cybersecurity that we're not going to make it available to everyone. 5 times in the scene
- ▶ 34:42 unnamed speaker Um, but, and it actually is the defense that Dario is offering is that a, a, a, a open source model just given enough time will find many of the same, um, issues, right?
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 34:22 Aravind Srinivas If Dario produces a better model, it's great for us.
- ▶ 58:19 Harry Stebbings Do you think we've done a complete disservice by having the marketing message that Dario has had that all jobs are going and it's all doom and gloom?
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:21:23 Harry Stebbings Uh, can I ask, has Dario done a miss service or disservice 2 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 27:07 unnamed speaker I doubt it's 20%, because I'm always calibrating off, you know, what is, I mean, it's on, what percent, it's the Dario number, what percentage of quote unquote knowledge work is going to be automated, and it's 2 times in the scene
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 58:34 Brendan Foody Um, obviously Dario and Sam are incredible.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 33:09 unnamed speaker What you're saying is, if you're on this exponential curve that, you know, Dario and Sam keep talking about, then the knowledge to be frontier keeps growing every year, and it's just super hard to keep up, right?
- ▶ 40:12 unnamed speaker Why, why would I, if I'm Daria, I've already pledged 90% of my shares to charity, right?
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 4:57 Harry Stebbings When it's so obviously a good deal, as we mentioned there, given the trade for investors, why would Dario and Anthropic do it at that price if it is so obviously a good deal? 3 times in the scene
- ▶ 1:20:02 Jason Lemkin He's thought he's not doing the Dario thing. 3 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 7:01 Harry Stebbings We've said before about Dario's difficulty in his job in terms of forecasting capex requirements. 2 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 1:07:08 Rory O'Driscoll Dario is entirely right.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 4:08 Jason Lemkin And just like everyone from Dario down has said there's gonna be more and more agents doing coding, the agents are gonna make the decision on everything.
- ▶ 20:10 unnamed speaker And Dario has articulated in the past, you know, I'm a little careful about this, and this is a, and this 2 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:07:52 Jason Lemkin If you're a relationship builder, if you drop by and meet with Dario, if you schmooze with Sam, there's room in the round.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 0:00 unnamed speaker I don't buy Dario anymore. 2 times in the scene
- ▶ 7:35 Harry Stebbings Do you buy Dario's? 15 times in the scene
- ▶ 32:39 unnamed speaker Then you'll be in the Jason happy bucket, and if not, then you'll be in the tragic value bucket, and you will have to do hard things that would make Dario and Sam cry if you're going to make this thing cash flow.
- ▶ 52:57 unnamed speaker Thanks for letting me in the lobby.
- ▶ 1:28:12 unnamed speaker And or like Dario back in the day at OpenAI going directly to the board with craziness, they gotta go. 2 times in the scene
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 14:41 Harry Stebbings What was, what was Anthropic and Dario like in the early days? 3 times in the scene
- ▶ 1:04:33 Harry Stebbings What makes Dario so good that other people don't see from the outside? 10 times in the scene
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 9:00 Harry Stebbings And it's seeming like this massive chasm of the progression of force that is Dario and Anthropic continuing faster and harder than ever.
- ▶ 14:12 unnamed speaker They had, uh, they had a story of why Dario left, uh, open AI. 6 times in the scene
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 32:42 unnamed speaker And Sam Altman is vilified and Dario gets a pass maybe because he gave away 80%, but, um, it's who wants to live, who the hell wants to live where you're vilified?
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 1:08:24 Gokul Rajaram Uh, uh, and so I think you, you know, that, that one is a more interesting bag where you have, of course, Dario and, and, and, and the open AI folks, but then you have,
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 38:01 Harry Stebbings I mean, like, but I think that, like, Did you not write Dario's memo for him? 2 times in the scene
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 3:27 Harry Stebbings Was it the right decision by Dario to have these principles and to stand by his beliefs in this way? 5 times in the scene
- ▶ 17:06 Harry Stebbings You said it was naive of Dario to maybe enter it.
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 9:53 Harry Stebbings Fuck Dario. 3 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 56:27 Harry Stebbings Do you think Sam is right to be as aggressive as he is being on all fronts, hardware, ads, discovery, codex, health, or will it be a better play being much more focused in the Dario mindset of enterprise coding,
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 7:27 Harry Stebbings It seems like what other three hundred and eighty billion dollar company is there a CEO where they say, but if we misspend on compute for a year, we're bankrupt. 3 times in the scene
- ▶ 8:50 Rory O'Driscoll I mean, even Dario talked about the amount of capex he's looking at over the next three to four years. 3 times in the scene
- ▶ 23:27 Harry Stebbings Today, because it's what the most productive people in the world find the most optimal UI, which is Sam, Elon, Dario.
- ▶ 1:05:05 Jason Lemkin And, and, and your legal team, and it's unsafe, and Dario's about safety.
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 19:24 Sebastian Siemiatkowski Like, I don't think it's, like, I, um, and I feel like Dario maybe is one of few that actually is willing to stick up and say that officially. 2 times in the scene
- ▶ 1:08:13 Sebastian Siemiatkowski Well, I think most of them, as I said previously with me and Dario, is that I think most of them recognize, in my opinion, first of all, I don't go to that many of those, to be honest, because I'm hard coding and working with my teams and…
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 34:50 Harry Stebbings When you look at them, when you look at the improvements, when you look at Dario coming out today saying, hey, when you look at the improvements, we'll be replacing everyone's job in, in under five years.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 41:04 Harry Stebbings I think you have to fold because the winner in this case, I know, I know it's ridiculous to say, but the winner in this case and the guy laughing with popcorn is Daria.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 2:29 unnamed speaker So do I give Dario credit as CEO? 4 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 1:04:20 Harry Stebbings When you look at a Demis, say, obviously a brilliant leader, or you look at a Sam, even, or a Dario, you know, all of them, I think, have moderated their position significantly with the maturing of their companies.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 15:51 Harry Stebbings I would be thrilled with both, just in case Dario or Sam are listening.
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 5:45 Harry Stebbings If you are Dario today, are you thinking, wow, we are in a significantly disadvantaged position as a result of this?
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 41:24 Hemant Taneja I mean, Dario, if you think about, just think about that person.
- ▶ 1:19:21 Harry Stebbings Because I worry when we go back to your very early statement that there's not many Patrick and John's or Sam's or Dario's, and it's like the problem is there's not enough truly generational defining entrepreneurs for the supply side of…
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 5:37 Harry Stebbings Dario, Sam Altman,
- ▶ 32:05 Jason Lemkin I mean, you look, do you even get a meeting with Dario or do you just get, you probably just get a zoom.
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 24:45 Alex Schultz And then you've got, I think, the mid case, which is Dario's essay, Machines of Loving Grace. 2 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 5:02 Harry Stebbings Cliff, when you literally have a five X over subscription, I'm sorry if I'm being naive here, but in the same way that Dario did, how do you literally choose which dollars you take?
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 54:10 Harry Stebbings It feels to me like you, Sam, Dario, all leaders of foundational model companies, you're basically just kind of like presidents who sit on top of the machine, kind of shouting views, because we're in a shouting views world, and then… 2 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 17:17 Byron Deeter If you read Dario's essay from Anthropic, Machines of Loving Grace, I highly recommend everyone reads it, but it's a, it's a tech-optimistic outlook of what AI can do, and one of the great statements he has is that a hundred years of…
- ▶ 23:40 Harry Stebbings Um, Dario's writing is brilliant, but you know, optimistic to say the least. 3 times in the scene
- ▶ 29:35 Harry Stebbings What do you actually think, given what you see today, we're still so early on the curve that actually more compute in the way that we're seeing Elon and Dario
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 22:51 Harry Stebbings And he said, that is completely my job, and that is the job of Dario, that's the job of Sam, that's the job of me.
- ▶ 1:30:59 Harry Stebbings Over a cheeky, over a cheeky pint with Dario. 2 times in the scene
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:02:50 unnamed speaker Whereas I think he's someone like Jensen, our open AI, you say our Dario, we've
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 1:20:26 Jason Lemkin And I actually think the meta issue, you know, the, the, the CEO of Anthropic had this thing this week where he was explained because they're, they're supposed to be the good guys, right?
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 6:47 Harry Stebbings Do you not think he had the chance to say, though, to Dario, hey, the deal fell apart with OpenAI.
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 53:36 Harry Stebbings Um, Dario the other day was talking at some event or conference or whatever, and he was like, 20, 26 will have like solo billion dollar companies without doubt. 2 times in the scene
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 3:27 Bucky Moore If you're Sam Altman or you're Dario and you're asking yourself, do I want to hitch my wagon to one of these firms by raising billions of dollars from one of them?
Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
- ▶ 39:20 Kevin Scott I don't think, I think Dario's doing a good job.
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 1:06:46 Harry Stebbings You know, Dario and Anthropics will live to a 150.
Yamini Rangan, CEO @ HubSpot: How HubSpot Competes Against Salesforce · 20VC with Harry Stebbings
- ▶ 50:22 Yamini Rangan Dario Ahmadai, the CEO of Anthropic. 3 times in the scene
Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
- ▶ 48:33 Jake Saper And it seems like Dario is focused more on the long game of like, how do I do this AGI think safely? 2 times in the scene
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