Krishna Rao
CFO, Anthropic. On 1 show, 1 appearance. The Shows tab opens the full record on each.
executiveinvestoroperatorLinkedIn ↗anthropic.com ↗
Krishna Rao is the Chief Financial Officer at Anthropic, overseeing financial strategy and capital allocation. He previously served as CFO of Fanatics Commerce and Cedar, and spent earlier years as a private equity investor at Blackstone and corporate development leader at Airbnb.
1shows
1appearances
42statements
7resolved
4supported
1contradicted
57%fully supported
2said about them ↓ Everything Krishna Rao said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Anthropic partners with SpaceX for compute at Colossus facility in Memphis
“We announced a partnership with SpaceX for their Colossus facility in Memphis. We're really excited about that. It's gonna allow us to continue to expand, especially on the consumer and prosumer side.”
Anthropic CFO: AI creates a Jevons paradox for labor, increasing hiring
“And there's a little bit of this I think of it again like Jevin's paradox, but for labor, which is that we have people who become incredibly more productive. We actually, we've hired a lot more people because of that, because there's no shortage of work to do,…”
Anthropic's annualized net dollar retention rate is currently over 500%
“Our net dollar retention rate is over 500% on an annualized basis.”
Anthropic sacrifices customer capacity to maintain absolute minimums for model training
“There's a level of compute for model development that we will not go below, right? So even if it means it's harder to serve customers, or we have to do kind of unnatural things when it comes to that, we want to continue to make that long-term investment in dev…”
Rao: Anthropic grew run-rate revenue from $9B to over $30B in four months
“We started the year with about nine billion dollars of run rate revenue, and we ended the quarter with, you know, north of thirty billion dollars of run rate revenue.”
Rao: Over 90% of Anthropic's code is written by Claude Code
“Right now within the company, you know, 90 plus percent of Our code is actually written by cloud code, right? A lot of cloud codes code is written by cloud code.”
Anthropic explicitly denies an internal slowdown in AI model scaling laws
“From what we see, the scaling laws are not slowing down.”
Anthropic signs 5GW TPU deal with Google and Broadcom starting in 2027
“So last month, you know, we signed a five gigawatt deal with Google and with Broadcom for TPUs starting in twenty-twenty-seven.”
Anthropic signs a $100 billion deal with Amazon for 5GW of compute
“We also signed a deal with Amazon for Tranium for up to five gigawatts as well. It was an over a hundred billion dollar commitment, and a lot of that computer's actually Like already landing and will land in the rest of this year into next year.”
Rao: Anthropic builds first-party apps when it has foresight into future model capabilities
“That said, like, we will also build our own applications on that same platform where a couple things are true. Number one, if we feel like we have, you know, a vision into where the models are going, and we can kind of demonstrate that and create customer valu…”
Anthropic CFO: Traditional software incremental cost paradigms do not fit AI labs
“And so th this idea of a variable cost that's like on the incremental to serve a customer is, is, is a little bit like it doesn't really fit our business, right? It tries to maybe fit our business into like a software paradigm, but that's not the case.”
Rao: Compute fungibility separates AI economics from traditional software and manufacturing
“That paradigm does not exist in a company like a software company or a factory, right? If you can't repurpose, if you have a bunch of people doing R&D and that's your R&D expense, they can't go and become cogs, right? And vice versa in most traditional compani…”
Anthropic adopts a strict 'America first' geopolitical stance on AI development
“We are very like America first in, in our approach. We want the technology to support the U S as well as, you know, democratic countries around the world. And that's one of the reasons why we've been working closely with the administration on something on some…”
Anthropic lost only two employees to Meta's aggressive AI talent poaching efforts
“When, you know, Meta and others were out, you know, with these huge packages for some of the technical talent in, in, across the large language labs, I think we lost two people and other labs lost dozens.”
Rao: Overbuying compute bankrupts AI labs, while underbuying ruins frontier competitiveness
“If you buy too much compute, you go out of business. If you buy too little compute, you can't serve your customers and you're not at the frontier.”
Rao: Anthropic could generate billions in revenue from internal employee compute
“If we were to say to our employees, you can't use our models anymore. We could serve billions of dollars of revenue with that compute that we allocate to employees internally, but we want to take a long-term view and a long-term perspective on that cone of unc…”
Rao: Every Opus generation multiplies token processing efficiency
“In our case, we actually see both improvements, huge improvements in capability, but also in model efficiency. And so if you look at going from Opus, you know, four to four, five, four, six, and now four, seven, You know, each one of those leaps, they're not e…”
Rao: Anthropic is compute-constrained across use cases today
“So the answer is, you know, we're constrained kind of across those use cases internally today.”
Rao: Anthropic focuses on platform layer rather than vertical applications
“Most of what we're building is platform, and we think that there's so many examples of where a platform can accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We think that's where, what we're setting up…”
Cutting Anthropic's Opus prices triggered a massive demand surge via Jevons paradox
“The changing the pricing for Opus actually, you know, you see this Jevons paradox, right? Like we lowered the price of it, but the consumption went up way, way more than what you would have expected.”
Rao: Anthropic is the only AI lab on all three major clouds and chip architectures
“We are, you know, the only model that's on all three clouds today, we're the only language lab that's using all three of these chip platforms.”
Anthropic uses Claude to generate statutory financial statements across all legal entities
“Today, you know, all of our legal entities, we can produce the statutory financial statements using Claude. And yes, the human checks it, but all of those financial statements are produced with Claude.”
Anthropic sells to 9 of the Fortune 10 enterprises
“Like we now sell to nine of the fortune 10, all of those enterprises are entrusting us with, you know, customer information, with their data, they're interacting with their employees, sometimes even interacting with their customers as well.”
The other half of the tape: Krishna Rao's own voice is left out of every number here. Other people bring the name up 2 times in 1 episode across the shows. every mention, with the transcript →
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| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| INVEST LIKE THE BESTLEDGER | CFO, Anthropic | 1 | 42 | 57% 4/7 | full record on Invest Like the Best → |