Anthropic

“Our general view is, you know, talent density beats talent mass every time.”

“One broad way that we've been thinking about it from the beginning and are probably going to work more on formalizing it over the coming months and years is this idea of sort of safe scaling or checkpointing. So there could be this kind of alternating step whe…”

“Our set of principles is in our constitution. It's very short. It's five pages.”

“The most expensive models made today cost about a hundred million dollars, say plus or minus a factor of two.”

“One thing that I think people are starting to realize, but I think is, is still underappreciated is the longer context and things that come along with that, that we're working on, you know, things in the direction of, you know, retrieval or search really open …”

“I think that next year we're probably going to see from multiple players models on the order of one billion dollars, and in 2025 we're going to see models on the order of Several billion, I don't know, perhaps even ten billion dollars.”

“One of the things that's really interesting that's happened in the sort of brains of the CEOs and the boards is that they realize Maybe I can beat my competition. Maybe this is the kryptonite that will help me kill my enemy. I have the data with generative AI.…”

“And so it's, you know, right now it's OpenAI, Google, maybe Anthropic. Maybe, maybe Meta can be there. Those who can get there, I think it's going to be good business. You'll be able to make a lot of money. You can have good profit margins. You'll have to work…”

“Anthropic is very much in the group of kind of big tech, you know, kind of new incumbent big tech, you know, lobbying very aggressively for regulation and regulatory capture. In D.C., and so I think it's sort of an open question whether Amazon is going to pick…”

“Google invented the transformer in 2017 and then put it on a shelf. And then startups came in and sort of picked up that idea and ran with it, OpenAI and now Anthropic and others and many others now. And then as a consequence, Google has now been forced to rea…”

“You have to believe that, that an open AI or an anthropic can build great applications businesses to for them to be longterm independent and sustainable.”

“I think an Anthropix launch of artifacts in Claude is like a it's like the first pin drop of this major theme of, you know all the labs are going to be pushing much deeper product integrations to be able to drive higher quality businesses.”

“Yeah, I mean, I would, it would probably be in the number of ones on my hand and it probably wouldn't use all my fingers, you know. Yeah, I mean, you basically have, OpenA, Anthropic, Meta, X, Google, and then you have a few Mistral, and then Deep Seek and a c…”

“It could be that the apps actually require you to own the model. And in that case, DeepSeek is less relevant because they're not building apps. And then, you know, this means that the impact to the opening AIs or Anthropics are not as great, right?”

“The fact that they spent six million dollars just in the chain of thought is actually not out of whack with what Anthropik has now said they've spent in OpenAI has said that they spent.”

“I personally don't think this is a crisis moment for open AI or Anthropic. I think like apps are hard to build. I think that like right now the apps that they put out are very complex. They actually know their users. They have very specific use cases. And so, …”

“Claude sits in this very interesting place where it seems like it's more beloved by a smaller number of people. It's better at, Creative writing. You know, it seems to have more of a personality, which is interesting, because at least I think it's designed to …”

“The idea of originally the anthropic people said, could you give us a list of prompts to create the art? And I said, I think the art would be best created using the text of the book.”

“I would say that OpenAI is very much a vertically integrated company now with ChatGPT driving a lot of it. I would say Anthropic, a lot of the usage really is more horizontal, and they're doing a great job of that.”

“Anthropic is fully focused on B to B, right? API code, et cetera, right? Where, or cloud code, whatever it is, right? OpenAI, yes, they have that business, Kodaks and API business, but really their majority of the revenue is consumer, right?”

“Just OpenAI and Anthropic and the compute that they have and are getting this year from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle for OpenAI, 30% of the chips are going to them, just those two companies.”

“Everyone knows that, like, Anthropic and OpenAI and all the other labs are buying RL environments of Amazon and of, like, Shopify and of Etsy and of all the different ways to shop on the internet. Of airline websites, right?”

“So the state-of-the-art model market, this is like the, you know, the Anthropics and the Open AIs it's incredibly competitive, and it's very heavily subsidized, right? I mean, like with Meta and like Google, et cetera, and so kind of our view is, is you have t…”

“The reality is, is open AI has grown tremendously, and Anthropic has grown tremendously, and Cursor has grown tremendously, and so, like, there is some underlying market signals To fuel the chaos.”

“To be honest, I'll send the same thing to ChatGPT, Anthropic, and Grok at the same time, force them to fight against each other and then end up with just kind of a list of interesting sources that I put in front of the doctor.”

“In the cloud four system card, they reported blackmailing of the human. The setup was that the AI had access to the engineer's email and They told the AI that it was going to be like replaced with a, you know, a less ethical version or something like that. It …”

“But ChatGBT alone, there is no competition for. It's not like Anthropic or all these other companies have any competition for that.”

“I think the other interesting area where the labs and the bigs are not going to be successful is products that benefit from being multimodal, right? Not multimodal, but multimodal. So cursor is good because you can use every model inside of it. And Google is n…”

“I think they've taken 15 or 20 points of traffic share in the last two or three months, and that does not, that's just traffic to Gemini. It does not include search overviews. I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone…”

“Literally the minute the Biden administration was over, all the top Biden AI employees went to go work at Anthropic, which tells you who they were working with during the Biden years.”

“Their reputation is they have the literally the worst security practices in the entire industry with respect to their own code.”

“There's enough competition among the hyperscalers that the... As an application level company, you have choice and you have alternatives and the prices are coming down incredibly quickly. But there's also not so much competition that the hyperscalers and the, …”

“For instance, we learned that the most likely candidate to have the first gigawatt scale data center is Anthropic, which would not have been my pick but Anthropic Amazon's New Carlisle Project Rainier development seems on track to come online in January follow…”

“XAI basically caught up to, you know, state of the art open AI anthropic level in, in like less than 12 months from a standing start.”

“If there's a new coding model that comes along, that's better than the latest version from Anthropic, like, Our coding companies will just switch and it's pretty easy to do because it's an API call.”

“Public software companies added forty six billion dollars of revenue in 20, 25. If you just add up OpenAI and Anthropic on their, on a run rate basis, they added almost half of that.”

“So, like, I think Claude has been very clear that they're just gonna monetize via subscriptions, which is great for people and companies who can pay for subscriptions, but it won't be everyone.”

“You can rule out they're conscious. I mean, come on. And I said, you know, Anthropic makes great products. Cloud code is fantastic. Co-work is fantastic, but they are grains of silicon doing matrix multiplication. They don't have consciousness. They don't have…”

“And then the second thing that's like, nobody wants to do, including open AI or Anthropic is sell to the damn travel manager. Like nobody has a channel to the travel manager.”

“If you understand deals, particularly software deals, you realize that that deal did not fall apart because of philosophical differences. It fell apart because anthropic wanted out of the deal.”

“Anthropics thread said they trace the, they trace some black male behavior to literally to the AI doomer literature that they, that, that it was in the training data.”

“The number of partnerships I believe that are going to Sprout up, whether it is the open AI ecosystem that they're building to be able to democratize their LLM, or is the anthropic ecosystem that is being built to democratize their way of doing things. I think…”

“And then if you then think about OpenAI and Anthropic coming in you know, potentially we could be north of a hundred billion dollars by September.”

“Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.”

“And I wouldn't be surprised if the combination of those two companies is doing two hundred billion of revenue run rate.”

“And then Anthropic, with having less capital raised, said, no, we're going to focus on coding, and they got coding working. Whether that was, like, a deliberate strategy or, kind of, they stumbled into it is, you know, for other people to say, but, like, clear…”

“No matter what people think of what's happening at Anthropic, It's absolutely true. I think in my mind that they believe everything they're doing, they believe in safety, they believe in their mission. And I think that gives them incredible strength to keep go…”

“At any given point in time, including now, I think models from open AI and Anthropic are kind of more widely used and more critical kind of in general than open source models.”

“A lot of our developer within Infrax and for VLM are like retreating from using Fable five because you have a two hour job and you trigger the red line, which is false positive. And then you have to lose all of your work. And so a lot of our developer are usin…”

“Google is Google. They have all the data, they have all the intelligence and like their models are getting trounced. By open AI and by anthropic.”

“But obviously, anthropics go in public later this year.”

“I'm a many winners guy, and I see I'm in a, yeah, I'm in good company with many of you. I mean, if you look at what's happened in the last two weeks you know, XAI went from not even being a real contender on the model side to being, you know, one of three, so …”

“I mean, imagine like starting competing with Microsoft, ending, ending up competing with say, Anthropic, you know, both of these kind of, you know, mega companies with tremendous amount of capital and power and distribution. In the meantime, you evolve like fu…”

“And then, you know, I would hypothesize, because they've executed well, probably the next disclosure is a re-acceleration, and then there's always this kind of funny game between the frontier model companies.”

“Anthropic is now in their culture interviews saying, how would you feel if the equity went to zero? Because we're looking for people who are mission aligned.”

“Now, if we're being honest, you know, Anthropic is you know, in a quiet period, so maybe they've slowed down a little bit, but I do think the rest of the world has accelerated, you know, OpenAI is clearly accelerated. Open source, I think, has accelerated more…”

“If you're anthropic, one, I think they probably trued up and cleaned up some accounting. You would, you'd rather do that. So you rebased and now you're comparable to open AI.”

“One thing is that ChatGPD got better at math earlier. Yes. So, like, for a long time the Claude models were just, like, not useful for research math. And then I think maybe around Opus 4.5 or Opus 4.6, they, like, more or less caught up.”

“We're actually seeing in a lot of cases, Sonnet is more expensive than Opus because it is so token hungry.”

“Anthropic is running on pretty narrow margins to support this. And they have, you know, massive cost to serve these models.”

“Soon to be probably a hundred billion by the time Anthropic and then OpenAI came, come out.”

“Anthropic was really first funded in twenty-twenty-one. It's about to go public five years later.”