Anthropic, every mention
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every year anyone Gavin Baker 25Erik Torenberg 15Martin Casado 14Dylan Patel 13Marc Andreessen 11Anjney Midha 10Ben Horowitz 9Anish Acharya 9David Ulevitch 8David George 7
Verbatim, from the transcripts: the passages where Anthropic comes up
Why Investors Are Rethinking Everything for the AI Era
- ▶ 0:51 Jen Kha PowerLaw used to be just a feature of a cottage industry in venture capital, and now it's systemic throughout, and particularly the three frontier model companies, SpaceX, OpenAI, Anthropic, represent somewhere between three and a half to…
- ▶ 5:31 Jen Kha Soon to be probably a hundred billion by the time Anthropic and then OpenAI came, come out.
- ▶ 42:22 Aram Verdian Anthropic was really first funded in twenty-twenty-one.
Inside the Race to Measure Frontier Intelligence
- ▶ 17:53 Ryan Chi Uh, but then also, Anthropic is running on pretty narrow margins to support this. 2 times in the scene
- ▶ 20:54 Ryan Chi I think today it's still very unclear whether the best OpenAI model or the best Anthropic model is actually going to be best for your repository, and so we've seen a lot of non-intuitive examples where you actually had to run the eval to… 2 times in the scene
Can AI Learn Mathematical Intuition?
- ▶ 0:09 Lisha Li Comparing anthropic with open AI, do you detect any differences in how that is similar to human reasoning?
- ▶ 8:42 Lisha Li I'm kind of curious, before maybe even going to the taxonomy as an excuse, like, when you're examining these, ah, models and their results, comparing anthropic with open AI, do you detect any differences in, in how that is similar to human… 2 times in the scene
- ▶ 12:12 Lisha Li Okay, I would love to, so, go into the, um, the intuition part and where it, um, sucks at, um, to put it in a very basic way, but, um, you actually mentioned a small detail, which is that, you know, from the public, you've gleaned that…
- ▶ 53:34 Daniel Litt Um, and so, but I wonder if, uh, you know, presumably, internally, OpenAI and, and Anthropic have probably solved a lot more problems than they've released, and I imagine quite a few of them are, they're just not sure if they're true.
Why AI Demand Is Outrunning Compute Supply
- ▶ 1:40 Gavin Baker Now, if we're, if we're being honest, you know, Anthropic is, um, 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. 2 times in the scene
- ▶ 3:25 Gavin Baker And by the way, on Anthropic, what is my hypothesis would be 10 times in the scene
- ▶ 6:24 Gavin Baker You know, people seem to think Anthropik and OpenAI are both monetizing at a hundred billion dollars a gigawatt, right?
- ▶ 23:02 Gavin Baker And just, you know, I had this exchange with, with, um, uh, Schulte from Anthropic and, and, and Dario on X last weekend.
- ▶ 28:55 Gavin Baker And, and I do think the entire AI industry, um, like I'd love to see, you know, everybody, SpaceX, Anthropic, OpenAI, Google, Meta, say, hey, here are real businesses and real Americans, and like, either name the business or get permission…
- ▶ 1:04:36 Gavin Baker It's kind of an anthropic and open AI dominated world because they can pay the most for compute. 3 times in the scene
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 42:01 Erik Torenberg We were talking about, as it relates to the model providers, that if you're, you know, in the sweet spot of, of what OpenAI or Anthropic can, can do, you know, one of their main
How Cursor Built One of AI’s Fastest-Growing Companies
- ▶ 0:00 Matt Bornstein We don't need to compete with Anthropic and OpenAI on models right now.
- ▶ 3:24 Matt Bornstein Of course, that changed later for different reasons, which we're going to get into later in this podcast, but it's like, we don't need to compete with Anthropic and OpenAI on, on models right now.
- ▶ 15:01 Matt Bornstein oh yeah, I tried cursor, but like our code base, I think he was at Anthropic at the time, like our, our like mono repo just like immediately killed it.
- ▶ 29:22 Martin Casado 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.
- ▶ 37:47 Matt Bornstein Because Anthropic kind of gets 2 times in the scene
The State of AI: Models, Moats, and the Consumer Renaissance
- ▶ 1:35 Anish Acharya I mean, if you look at what's happened in the last two weeks, um, you know, XAI went from not even being a real contender on the model side to being, you know, one of three, so we extraordinarily went from a two-horse race to a three-horse… 3 times in the scene
- ▶ 10:13 Anish Acharya You know, Anthropic Quad released what is called a legal plugin.
How AI Changes the Economics of Innovation
- ▶ 0:45 Martin Casado And I think this is why we're seeing such meteoric rows of the cursors, the anthropics, and the open AIs.
- ▶ 47:57 Martin Casado Um, such meteoric growths of the cursors, the anthropics, and the open AIs, that results in capital access, and that has put them on, on, on even footing. 2 times in the scene
- ▶ 57:08 Martin Casado And if you, if you consider this meta economic machinery, which means the ability from anthropic to raise lots of money and then pour all of that money into this thing to create the super powerful thing.
Travis Kalanick: How AI Will Transform the Physical World
- ▶ 6:44 Travis Kalanick And, you know, we look around us, and you're like, the physical world, you're like, you look, OpenAI's doing really well, Anthropic was doing pretty well.
- ▶ 35:14 Ben Horowitz He had an offer from Anthropic for five billion dollars, but he took my 400,000 dollar a year job, blah, blah, blah, blah, blah, blah, blah.
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 7:07 Matt Bornstein Like, if that makes sense, like, like at any given point in time, including now, I think models from open AI and Anthropic are, are kind of more widely used and more critical kind of in general than, than open source models.
- ▶ 33:32 Simon Moe Uh, even for us, like this is actually applied to us today, uh, where, uh, a lot of the anthropic models do, are banning frontier AI user research. 2 times in the scene
How Decagon Runs 90% of Its Agents on Open-Source Models
- ▶ 0:08 unnamed speaker This narrative dominated the first half of twenty-twenty-six, which is that Anthropic, OpenAI, they're the last startups, they're gonna take over everything.
- ▶ 2:12 Jesse Zhang And so we were using OpenAI Anthropic.
- ▶ 15:26 unnamed speaker Um, and just to get into that debate a little bit, because I think it's sort of this narrative that dominated the first half of twenty-twenty-six, which is that anthropic open AI.
- ▶ 32:34 Jesse Zhang And of course, Anthropoc OpenAI are making these reasoning models mostly for, like, the cloud codes of the world.
- ▶ 34:48 unnamed speaker So, I know we've already talked about, like, why OpenAI and Anthropic won't be the last startups, and you've talked about, like, why there's room to have, like, much more specific use cases and specific companies, but, you know, you, you,…
- ▶ 1:14:46 unnamed speaker Um, I guess maybe the last, uh, question would be, just since we touched on, like, hot button X topics, um, one, and this is kind of a serious one, actually, but it sort of re-entered the narrative, I think, with, um, you know, the…
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 29:07 Qasar Younis And that's a lot because of ChatGPT and Anthropic and all these, you know, everything that's happened.
Why Every Founder Needs a Story | Replit CEO on a16z
- ▶ 10:51 Amjad Masad Like I, you know, no matter what people think of what's happening at Anthropic, 2 times in the scene
- ▶ 12:06 Amjad Masad Like, it's really, if you, if you game out what's gonna happen with Anthropic, Fable comes back, it's gonna be a huge flood towards Fable.
- ▶ 20:34 Amjad Masad About some of the stuff that's happening with Anthropic.
Ben Horowitz on the Global Race for Tech, Power, and Influence
- ▶ 34:27 Anne Neuberger And, and I think to that point, we'll focus on the cyber aspect, because that's gotten so much attention with anthropics mythos model, etc.
Jake Paul on Going From YouTube to Boxing to Investing | a16z ft. Anti Fund
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 6:28 Benedict Evans And then, um, um, Anthropic, with having less capital raised, said, no, we're going to focus on coding, and they got coding working. 2 times in the scene
- ▶ 28:35 Benedict Evans I think I'm pretty safe in saying that, you know, Anthropics gone from whatever it was, nine billion run rate at the end of last year to forty-seven billion dollars run right now.
The New Rule for Picking AI Winners | The a16z Show
- ▶ 0:00 David George Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft. 2 times in the scene
- ▶ 1:33 David George But as of November, I think all of our priors shifted around what is actually going to happen in the enterprise, but just maybe to contextualize what's happened since then, basically, Anthropic and OpenAI are adding more revenue per month… 3 times in the scene
- ▶ 8:58 David Clark And, and then if you then think about OpenAI and Anthropic coming in, um, you know, potentially we could be north of a hundred billion dollars by, by September.
Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
- ▶ 0:15 Marc Rowan Great companies, Anthropic, Anderol, every one of those companies is private, multiple trillion dollars, and yet most investors have zero exposure to them.
- ▶ 11:30 Marc Rowan Private markets are 80% of the action going on in the world, and if you think about what's going on, great companies, Anthropic, OpenAI, SpaceX, Cognition, Cursor, Anderol, on and on and on, every one of those companies is private,…
- ▶ 32:19 Marc Rowan 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.
Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z
- ▶ 56:53 David Haber I guess, what advice do you have for the leaders of an open AI or Anthropic, or maybe Elon, you know, for how to navigate, you know, through that.
- ▶ 1:03:24 David Haber You know, again, I, I know you don't want to predict the future, but, you know, we are on the precipice of, I don't know, some of the largest IPOs ever, you know, with, with SpaceX, with, you know, likely OpenAI, Anthropic, you know,…
Marc Andreessen’s Worldview in 60 Minutes | Live on MTS
- ▶ 0:48 Erik Torenberg Uh, I want to start first start with something that just happened, um, which is the, uh, anthropic, uh, blackmailing incident. 4 times in the scene
Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
- ▶ 8:52 David Ulevitch Uh, talking about anthropic over the last week, but this isn't an, an issue. 6 times in the scene
Why Claude Feels Different (And What That Means for AI) | The a16z Show
- ▶ 9:32 unnamed speaker A lot of AI today is very much the big labs, kind of our dominating consumer territory when it's open AI and anthropic, and then
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
- ▶ 7:20 Ben Horowitz And then the second thing that's like, nobody wants to do, including open AI or Anthropic is sell to the damn travel manager.
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
- ▶ 25:03 Jessie Genet Um, and also, for, there, there are many companies that are, like, you know, Anthropic is launching new features, like, every three hours or something, um, that, that are trying to, and, and OpenAI as well, like, trying to make all of this…
Box CEO on the AI Adoption Gap | The a16z Show
- ▶ 4:15 Aaron Levie Uh, there was this viral, um, uh, kind of tweet that went around, which was the anthropic growth marketer. 3 times in the scene
- ▶ 38:36 Aaron Levie Ewan might be back in the, like, anthropic category of the anthropic growth marketer. 2 times in the scene
Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- ▶ 1:16 Balaji Srinivasan So I do think that at least a very large percentage of the future is going to be distillation and decentralization, uh, because, you know, as Anthropic said,
- ▶ 49:19 Erik Torenberg Anthropic. 4 times in the scene
How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
- ▶ 18:59 Owen Jennings So I can run Goose on an anthropic model, on a, on a, on an open AI model, on an open source model.
- ▶ 20:51 Owen Jennings What we're actually seeing, and Anthropic had some releases this week that are, that are incredible.
Why Scale Will Not Solve AGI | Vishal Misra - The a16z Show
- ▶ 0:00 Vishal Misra Anthropic makes great products.
- ▶ 26:10 Vishal Misra And I said, you know, Anthropic makes great products.
Emil Michael: The Department of War Is Moving Faster Than Silicon Valley on AI | The a16z Show
- ▶ 1:05 David Ulevitch Um, look, we're going to talk about, uh, anthropic AI and defense, but I think we want to talk first a little bit about you, how you got into this seat.
- ▶ 9:24 David Ulevitch About commercial AI models being used in the Pentagon, including Anthropic, uh, being used inside the department.
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 30:20 Anish Acharya It also feels like the fact that OpenAI released Atlas and Anthropic released Cowork shows you where their priorities are.
AI Markets: Deep Dive with a16z's David George
- ▶ 36:29 David George If you just add up OpenAI and Anthropic on their, on a run rate basis, they added almost half of that.
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 21:32 unnamed speaker There's one question here, David, if I can interject, uh, because you, you are the business model snob, so I, this is a perfect question for you, which is, there's a lot of debate on whether the gross margins of a lot of AI companies… 2 times in the scene
- ▶ 32:48 David George So to the point about coding models, you know, if there's a new coding model that comes along, that's better than the latest version from Anthropic, like,
- ▶ 34:00 unnamed speaker So can DG also comment on durability of revenue for many of the AI applications built on LLMs, i.e. outside of OpenAI Anthropic XAI?
The AI Opportunity that goes beyond Models
- ▶ 34:18 Alex Rampell It's not available on Anthropic.
Ben & Marc: Why Everything Is About to Get 10x Bigger
- ▶ 47:25 Ben Horowitz So if you had asked an AI, if Elon had any prayer of catching, um, open AI or anthropic, they would have said, no way.
Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
- ▶ 23:43 Ben Horowitz So they have a coding model that, you know, you can swap in and place of Anthropic or OpenAI if you want, or you can use the OpenAI or Anthropic models with their kind of other set. 2 times in the scene
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 43:49 Marc Andreessen For a startup building an AI app, they don't have giant fixed costs because they can just tap into the OpenAI or Anthropic or Google or Microsoft or whatever, you know, cloud, you know, tokens by the drink, you know, intelligence tokens by…
- ▶ 51:20 Marc Andreessen And then you've got these, you know, what we call the new incumbents like Anthropic and, and, uh, and OpenAI. 4 times in the scene
Where does consumer AI stand at the end of 2025?
- ▶ 2:05 Olivia Moore And we're starting to see players like Anthropic almost specialize within consumer, owning different verticals like the hyper-technical user.
- ▶ 22:57 Anish Acharya It is interesting though, like if you look at the sort of aesthetics, the product design, the craft, like three things that Anthropic did were MCP, skills, and command line interface, quad code. 2 times in the scene
- ▶ 26:17 unnamed speaker But entertainment in a way that like we're talking about, you know, anthropic and chatty, he's general population, but you just said character AI is way more popular.
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 6:33 Erik Torenberg In, in, in light of that in terms of, is it enabling, is more of the gains coming from, you know, net new, going to come to net new companies like, like OpenAI and Anthropic and others that, that follow, or, um, you know, are more of the…
Why AI Moats Still Matter (And How They've Changed)
- ▶ 34:56 unnamed speaker Um, you know, with Anthropic talking about wanting to build into financial services in, in other markets.
- ▶ 37:57 Alex Rampell Yeah, I, I don't, I don't see how, like, there actually are, I mean, people know XAI, Anthropic, OpenAI, Gemini, like, they, they know, or Quinn, um, they, they know the big ones, but there are actually, there's a long tale of things that…
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
- ▶ 12:36 unnamed speaker Dario Danthropic has said, he said in March, 20, 25, that, uh, within six months, AI will write 90% of code. 3 times in the scene
- ▶ 51:04 Epoch AI Researcher 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, um, but Anthropic Amazon's New Carlisle Project Rainier development 3 times in the scene
Rocket Companies CEO: Here’s How to Fix the Housing Crisis
- ▶ 8:48 Varun Krishna I mean, the nice thing about this AI revolution is it's not just that it will help us with all the traditional use cases that you see today around like Chachi PT and what anthropic is doing and agentic AI, et cetera, et cetera.
Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
- ▶ 30:59 Adam D'Angelo Um, but there's also not so much competition that the hyperscalers and the, you know, labs like Anthropic and OpenAI, there's not so much competition that they are unable to raise money and make these long-term investments.
Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
- ▶ 9:16 David Sacks I mean, rarely do you get vindicated on, on X so, so thoroughly and completely as I did on this, because after this company, it was basically Anthropic, after they denied it, there was, um, I mean, 4 times in the scene
- ▶ 1:01:31 Ben Horowitz Yeah, that's the, uh, yeah, that was the, and you'll be happy to know that the guy who actually said that is now an Anthropic employee. 2 times in the scene
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 8:57 Gavin Baker I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone today. 4 times in the scene
- ▶ 22:08 Gavin Baker And so I think that fundamentally changes the economics for anthropic, for XAI, um, for open AI.
- ▶ 25:22 Gavin Baker And then, you know, they, you know, who knows exactly how that would work, because if you're an Anthropic, you know, it's just rumored Anthropic wants to buy tens of billions of TPUs. 2 times in the scene
Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- ▶ 11:25 Anish Acharya And Google is never going to ship with anthropic models embedded.
- ▶ 45:51 Anish Acharya You know, if you go to ChatGPT or Anthropic, the models just aren't trained past a certain date, and they can use the web search tool, so they're a little, they can do some of this, but Grok is hyper up to date with what's happening on X…
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
- ▶ 29:34 Augusto Marietti Then you have these LLMs that have APIs to talks, um, companies like Anthropy, a lot of revenue through APIs, all that.
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- ▶ 12:55 Keith Rabois It's not like Anthropic or all these other companies have any competition for that.
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
- ▶ 36:06 Erik Torenberg What is, yeah, let's, let's talk about code because it's, you know, it's, it's where Anthropic made, made a big bet, um, early on, you know, perhaps inspired by the sort of automated researcher, you know, recursive self improvement, um,… 2 times in the scene
- ▶ 1:20:22 Nathan Labenz And we don't really have great, there, there have been some studies, Anthropic did a thing where they trained models to have some hidden objectives and then challenged teams to figure out what those hidden objectives were.
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