Entropic

“The fact that Sam invested early in Entropic and Curse is astonishing. Right. What a talent, you know, what a willingness to look at new stuff in 21 before the chat GPT moment, you know, when it was just, you know, crazy stuff that, you know, people were sayin…”

“In the last 1224 months, Lightspeed put, you know, by all accounts, a billion in two rounds of Entropic.”

“It's possible that in a year or two, there will be two, one or maybe even two companies doing 50 or a hundred billion in the software space, which is OpenAI and Entropic.”

“So, you'd have to say it wasn't the right play this year or last year, right, to allow Entropic so much space in the enterprise, and maybe perhaps doing all the things you were trying to do took your eye off the ball on winning the two or three things that you…”

“The truth is, OpenAI and Entropic have the most amount of surface area to attack of any company in the world.”

“Would I prefer, on a standalone foundation model, lab bet, would you prefer to own Entropic than X.AI plus Cursor plus the Frankenstein of Twitter? Yeah, you would, but at least it's a full-stack story now.”

“The proof that the sluice gates are open is you just look at Entropic going from five billion in gap revenue to ten billion in gap revenue.”

“The whole reason the OpenAI and Entropic models work is because other idiots have spent the three hundred billion dollars on their behalf.”

“The lesson is, it's almost impossible to compete now at the frontier. And by the way, that has positive implications for OpenAI and Entropic, we should talk about in a second. So the negative lesson for everyone else is it is almost the next smartest people wh…”

“The only people capable of financing a state-of-the-art frontier model in the United States of America has been the hyperscalers themselves. The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play becau…”