The Ledger, every show

“Our net dollar retention rate is over 500% on an annualized basis.”

“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.”

“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.”

“From what we see, the scaling laws are not slowing down.”

“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.”

“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…”

“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.”

“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.”

“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.”

“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.”

“We had an open source code base that, you know, a prior model found 22 security vulnerabilities in, and Mythos then found 250.”

“We now have a library of skills for Claude that are specific to finance. I think last, last I checked, there were over 70 of them that everyone can kind of access through this kind of common repository. And on top of that, we built an MFR, a monthly financial …”

“At the end of 20, 24, we raised the Series E. You know, the business had scaled to, you know, close to a billion dollars of run rate revenue, but the day of our first close was the day of the DeepSeek news came out.”

“Well, when I joined the business, it had about two hundred fifty million of run rate revenue, and the plan was to get to a billion, and I said, great, in what year?”

“All seven of the co-founders are still at the company. The vast majority of the first, you know, 20 to 30 employees are still at the company.”

“So we had 30 different product and feature releases in January.”

“Where, you know, starting with around Sonnet three, five, three, six, we started to see this really remarkable jump in capability, which was then followed By adoption and usage and revenue.”

“A lot of what we're doing today is helping to speed up The drug development process, right? A lot of the paperwork and clinical studies reports and things like that that are needed to be done. AI and our solutions in particular are helping to rapidly accelerat…”