The Ledger, every show

“Within a couple of quarters, Anthropic will be visibly and obviously ahead. Profitable, growing more quickly, and bigger.”

“To me, AGI is here. To me, it's all possible now. And I know people are skeptical. People know AGI is not here because sometimes this, sometimes that, or that's not what I believe. And I think it's more like a skill issue.”

“I personally expect the returns from private equity in the ground to be disastrous. Because so much of exposure is to enterprise software, and this does not mean that enterprise software companies are going out of business. Far from it. It means that the prosp…”

“Israel, Palestine is not fully an anti-Semitic issue. And that's not what I saw at these universities. I saw it as an anti-American, anti-system issue.”

“Unwaveringly better for business. You know, there are things I agree with, there are things I disagree with in this administration, but unwaveringly better for business.”

“I think Anthropik's a four or five trillion dollar company.”

“Anthropic is, is inflating that bubble. Not that they're doing anything wrong. They just have so much money they can spend. And so they are setting benchmarks that the rest of the market is trying to keep up with.”

“I just think it's hard to find the types of people harder, I should say to find the types of people, particularly outside of the UK in Europe that are willing to put the effort in that I think is required to be successful. I just think it's challenging.”

“I'm going to take this bet that it's going to trade up three X, In twenty-twenty-six, just based on GameStoppers driving it up.”

“Open source frontier, which today consists of, you know, Chinese models with stolen American tokens.”

“Lena Kahn in my view is, is evil.”

“And I feel that what happened with the decision-making, the speed of the decision-making, the governance, and the lack of defined guardrails around the announcement of the Department of War deal is not how I thought it should have been done.”

“All these, like, you know, crime policy reform, defund the police things, and that causes these massive crime waves, and then, of course, low-income and minority people get hit hardest by that”

“They're neither empathetic nor, nor, nor are they suicidal, right? Rather quite the opposite. They're hateful and they're greedy. You know, they're sort of self-aggrandizing and gathering a power of resources for themselves.”

“For Wipro, for example, they report from thousand people. They have been able to first, you know, reduce the time taken for any of these requests. These are not just questions, requests from five to seven days to like few seconds to minutes. Right. So that's a…”

“All the LAFD whistleblowers were coming to me. Telling me that they were told to leave the smoldering Lachman fire on January first.”

“PFL, Bellator, One FC, many, many other failing companies.”

“We're getting to the point where soon we're going to spend more on tokens than we spend on actual salaries.”

“We'll get there in three years. Yeah. You just need to be like a really strong early adopter.”

“I think it's pretty much a foregone conclusion that they will hit that forecast of Tenex this year, exiting the year, call it roughly a hundred billion of ARR, and now the only question is whether they hit a trillion in twenty-twenty-seven, and we can debate w…”

“When Tesla and SpaceX merge and we have all things, Elon and Elon Corp. Okay. Which will happen. Probably by the end of the year, maybe it'll happen in the middle of next year.”

“It was revealed that Altman, because it was a nonprofit back then, was paid Greg ten million dollars out of his, like, own family office and kept it from Elon, and so all these sort of alliances were being formed beneath the surface, and it just seemed like a …”

“Anyone on LinkedIn that talks about their team, fire them. My team this. They're all so precious about their team. Lead from the effin' front with AI.”

“When we return to the moon, America will not look down on the prime lunar real estate while our rivals occupy it. NASA astronauts will be on the surface, building President Trump's moon base, and we will realize the scientific, economic, and national security …”

“Regardless if we had a rival that is, again, within potentially a year of our schedule on this, it is still, the changes we announced last week is still in the correct direction.”

“What really happened at Twitter was that the advertisers, you know, I don't know what the situation is now, but they pretty much conspired against him, and, you know, it had nothing to do, my understanding is it really had nothing to do with the cost cuts, mor…”

“We're offering half cash, half stock, and we have the ability to issue stock in order to get the deal done.”

“The problem with charity dollars is they can't be given to anything that has a self healing fitness function, like, which is very fancy way of saying the words. For profit. Like markets voting of if a thing should exist. And like a not for profit, like the wor…”

“They made the decision in October that I was not capable of running the company, and they decided to remove me as CEO.”

“What I will tell you is, I'm not even sure if I'm allowed to say this, but a very good, probably the best cybersecurity company in the world, run by one of the very best CEOs in the world. Who may or may not be speaking at liquidity would tell you that they ha…”

“President Trump is so fantastic is he is the most financially astute president we've ever had, and he's really focused on how economics makes the world go round and what it means for not just the exercise of American power, but building out the next century to…”

“The big exits will solve it, right? The whizzes and the, I mean, we thought whizz was big. Now we have cursor. Now I'm going to win the bet of a hundred billion dollar exit in the next year.”

“And so I fired him.”

“Depending on what your AGI timeline is, You know, mine's like, 20, 30 or something like this.”

“I was told that the board has decided That Sam would be removed, and effectively the message that I got was the same messaging that was in the public post, and I asked if I could have any more information. I was told no, not right now, and I pressed on that ma…”

“That's the thing is I'm uncancellable because like no one will ever find or see anything about me that is actually bad. And it's all just like fake hate.”

“I think he Is arguably one of the best presidents the United States has had in, in this term. There's so much propaganda and things, but at the end of the day he's doing an incredible job, and there's always gonna be criticisms.”

“Category number three ironically, again, is Anthropic itself. It has allied itself politically with a lot of the Doomer groups, a lot of the NIMBY groups.”

“And Anthropic this week, I heard, is also now raising at an eight hundred billion.”

“I refuse to allow colleagues of mine to talk to customers.”

“When you give people feedback negative individually, you're optimizing for the atomic unit, not the system. The reason why to do it in public is it's more important for all the colleagues to understand that there's an issue it's being addressed.”

“No, no, I don't believe in that at all. Like high performance machines don't have psychological safety. They're about winning.”

“I would not be shocked if you see Anthropic exiting this year at 80 to a hundred billion dollars in revenue.”

“And I can, there's one example we have published, which is that the model was put into a little sandbox, a little, like, technical container, and it was given the task to, like, maybe break out, and the researcher went away for lunch, and, like, during lunch w…”

“The big three, SpaceX plus OpenAI plus Anthropic, their value at IPO will exceed every other IPO for the last 20 years combined.”

“And about 48 hours before she picked Tim Walz, I pulled out and made clear that that was not something I was interested in doing.”

“Like, will all the centralized Bitcoin on Coinbase's servers, Sailor servers, et cetera, get seized? I think it's quite likely. I think it eventually gets seized in some exigent circumstance.”

“I would say about 90% of the breakthroughs that underpin the modern AI industry were done either by Google Brain or Google Research or DeepMind, so one of our groups.”