Anthropic
5 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 28, 2024 by David Rosenthal · said 69 times in 20 episodes since 2023 · across every show →
Mentions by year
brought up most by David Rosenthal (35), Ben Gilbert (34)
tap a year for its mentions
2026 11 mentions in 3 episodes 4 per episode
2025 48 mentions in 11 episodes 4 per episode
- Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- Google Part II: Alphabet (Audio) · Acquired
- The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired
- Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- The Steve Ballmer Interview · Acquired
- 10 Years of Acquired (with Michael Lewis) · Acquired
- Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- Epic Systems (MyChart) · Acquired
- 3 more episodes that year, every mention in 2025 →
2024 7 mentions in 3 episodes 2 per episode
2023 3 mentions in 3 episodes 1 per episode
Everything said about Anthropic, oldest first
Oct 28, 2024 neutral
Rosenthal: Only giant platforms like Meta can afford to commoditize AI models
“Only a company of the scale of Meta can kind of run this playbook, playbook in quotes, because no startup is going to be like, oh, okay, what is my strategy to make sure that OpenAI and Anthropic don't get leverage over me?”
Oct 6, 2025 bearish
Unprofitable AI Startups Are Not Self-Sustaining Competition for Google
“None of these AI companies are generating net income, and just because they've raised a huge amount of money, It doesn't mean that will last forever. They'll all burn through their existing cash in a pretty short period of time, and if the spigots ever dry up,…”
Oct 6, 2025
OpenAI Rushed ChatGPT Launch After Learning of Anthropic's Chatbot Plans
“So, Anthropic was working on what would become Claude, and rumors were out there, and people at OpenAI Got wind of like, oh, hey, Anthropic and Dario are working on a chat interface. We should probably do one too. And if we're gonna do one, we should probably …”
Oct 6, 2025 positive
May 18, 2026 neutral
Private equity and venture capital are fundamentally access businesses
“Venture capital and private equity is an access business. And it's not like you can just call up your broker and say, hey, I want some shares of Anthropic today and execute an order. Like, you need to pay for access, and that's what venture capital is doing, a…”