Anthropic

“They've raised over seven billion at a nineteen billion dollar valuation recently, and their gross margin was leaked this week.”

“There was a guy who wrote a thesis in quantum physics on a very esoteric, complicated problem set. And he asked Claude III to solve this problem set. And it came up with his thesis. It was really like extraordinary. And this is something he's like, no one in t…”

“FTX is also selling the majority of its stake in Anthropic. For eight hundred eighty four million to Mubadala, the sovereign, one of the sovereign wealth funds from the UAE, and other investors”

“He made a seed investment in Anthropik that's worth billions now. He made a seed investment in Solana that I think is worth billions now, especially now that Solana has recovered.”

“My guess is the soonest will be GPT-Six and it might not even, it may even be after that, and that's part of what the bet that OpenAI and Anthropic and the hyperscalers are all making, is that that, that return to scale”

“What the founder of Anthropic said, and what I think Brad has said, being an investor in OpenAI and having talked to them, is that the final training run cost was more in the tens of millions of dollars about nine or 10 months ago.”

“The final training run cost was more in the tens of millions of dollars about nine or 10 months ago. And so, you know, it's not six million versus a billion, okay?”

“Its models on code generation, I think, are just exceptional. They're, they are the best in market.”

“So for many tasks at 8090, we use Gemini. It's incredible. But for most of our co-gen, we use Anthropic and Claude kicks ass. It's exceptional.”

“Elizabeth Kelly, who was the founding director of the AI Safety Institute in the government, now works at Anthropic.”

“It seems that these safety warnings tend to be pretty coincidental with key fundraising moments in Anthropik's journey.”

“I think, and this is order of magnitude correct, that Anthropic in Q-one added 70% of the net new ARR in the SaaS industry, right, defined by public SaaS companies, right?”

“And so RKGI-II, it has not seen the questions before, and it did roughly twice as good as, you know, the state-of-the-art Google Open AI and anthropic models.”

“Anthropic just released a paper this month saying we want 50 gigawatts of power for the AI in America and over the next three years.”

“Anthropix settling their book thing for 1.5 billion.”

“The new model charges 28 cents per million inputs, 42 cents per million outputs. Claude, which is a leading model from Anthropic that a lot of developers use, a lot of startups use, is like three dollars and 15, so 10 times, 35 times more expensive.”

“We are a top 20 consumer of Bedrock. So Let me tell you what it looks like on the ground. We redirected a ton of our workloads to Kimi K-II on Grok. Because it was really way more performant and frankly, just a ton cheaper than OpenAI and Anthropic.”

“Well, I would just say they correlate with what the information is reported as leaked, you know, data from both companies, and that makes them both the fastest growing companies in the history of Silicon Valley.”

“They swapped out Anthropic for an open source Chinese model.”

“I think the search franchise is going to grow, and that Google is not going to lose to ChatGPT, and I think the big loser in all this is going to be OpenAI, because they started with a hundred percent of the market, and they're only going down, and they're fac…”

“Anthropic is beating OpenAI in enterprise revenue.”

“Anticipate one of the following two will file. SpaceX, Android, Stripe, Anthropic, and OpenAI. I think two of those file, and it is going to be gangbusters.”

“If any of those companies tried to buy, let's just say Anthropic, I think it's three years of antitrust minimum.”

“For twenty-twenty-six, I think we're going to see some massive M&A. It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amaz…”

“We ended up investing at, you know a eight, nine, ten billion dollar kind of run rate business at sixty billion. That's the cheapest deal that got done last year in venture capital. On a financial basis.”

“You look at Anthropic, Which we're also investors in. That goes from sixty billion dollars last year to, you know, a couple hundred billion dollars. So like, and by the way, with good economic progress, these are not pine to sky valuation. They're based on act…”

“So that business, when we invested, was doing about eight hundred and eighty million dollars, which was a 10 X growth from the year before.”

“Now we're talking about, can we create trillion dollar companies, right? I mean, that's not a pie in the sky idea with Anthropic and OpenAI and a couple others.”

“And Claude is not a, Anthropic is not a customer, but we recently announced OpenAI.”

“Imagine, imagine they did go out of business. The reason they'd go out of business is because some other model company, whether it be, you know, Anthropic or Gemini or Grok, like really blew them out of the water. But if that were to happen, the group that mas…”

“And just this year, like we're going to see the first models over the course of the next four to eight weeks out of deep seek, out of anthropic, out of open AI that are trained on blackwell servers, right? You're going to see a next generation of models Far mo…”

“Thomson Reuters, LexisNexis, LegalZoom, all down at least 10% since February third.”

“Anthropic right now has a job listing for a software engineer on their website right now for 570,000 dollars.”

“It's going to turn out to be the stupidest decision.”

“Anthropic has its own constitution. It has its own soul. It's not the U S constitution.”

“It's clear that Anthropic just lost all the Republicans, but I think that if they think that they have the Democrats, that's fleeting as well, because I think progressive Democrats Fundamentally just hate Silicon Valley and technology. And so there's no way th…”

“They say you can't use them for, you can't use them to plan a kinetic strike. You can't use their AI model to move a satellite.”

“I do think Google has a long-term strategic advantage, not because, not only because of their consumer thing, but because they have their own cloud. So between them, they don't have the margin on top of the cloud that Anthropical have to pass on, so it's an in…”

“Palantir is the prime contractor, their sub.”

“I believe in 12 months codex is not going to be close.”

“He was trying to protect anthropic to his credit. He was like, don't do, don't call him a supply chain risk. That's bad for the industry. Let me, maybe I can negotiate terms that they'll find acceptable.”

“Our costs have more than tripled since November of 25. Between the inference cost that we pay AWS, which is ginormous, between our cost with cursor, between anthropic, we are just spending millions.”

“It's a criticism on me because it's not like Trump, President Trump dipped in and he's like, hey, Emil, by the way, those guys didn't get me any money. You can't use them anymore.”

“Boeing wants to use it to build fighter jets. I can't have that because I don't trust what the outputs may be because they're so wedded to their own policy preferences.”

“After the Maduro raid, one of their execs called Palantir, who we buy themselves through and asked them was our software used in that raid, which is by the way, classified information.”

“I don't think that company's worth three hundred fifty billion anymore.”

“And I was trying to work with them. Why would I spend three months trying to negotiate with them to get to a symbol standard if I would've just said, okay, guys, you're out.”

“And Throbic's not going to be one of them if they continue sort of with their sort of posture.”

“So then that culminated in the Tuesday kind of dramatic meeting with Hexeth and Secretary Hexeth and me and Dario with the Friday deadline that, that got blown.”

“I think Anthropic is a trillion five market cap at the end of the day. Unless this blows them up.”

“It was really the, you worry, I worried about them shutting off our system at a moment of need or them messing with our system at a moment of need. Those were, we were scared.”

“The Department of War canceled Anthropic's two hundred million dollar contract on Friday”

“Yeah, so they put their model in AWS GovCloud. And then Palantir serves it from there. And they refresh it. They held the control plane for the model.”

“You called president Trump and your 5000 word essay on Friday, a wannabe dictator. You're gonna have to apologize to more people than just me.”

“I will also say that it's only going to take 90 days for Google to flip on a virtual version of co-work.”

“The number one reason we were having this conversation at all is because they were deeply embedded.”

“This has never happened to an American company.”

“We're seeing companies like Anthropic at five or six billion dollars of revenue in a single month, which is extraordinary.”

“Anthropic hit a fourteen billion dollar run rate last month, February.”

“I believe every single enterprise software company will also be a reseller, value-added reseller of Anthropics tokens. Value-added reseller of OpenAI.”

“We are a large consumer of Anthropic technology.”

“Open AI is number one, open source is number two, very distant third is Anthropic”

“I think he, I think he's being very conservative. I believe Dario and Anthropica is going to do way better than that.”

“That was an inflection point when models were, started being amazingly good at orchestration and reasoning and tool calls.”

“OpenAI is three quarters consumer subscriptions and a quarter API. Anthropic is almost the exact opposite.”

“Code is the gateway into enterprise and enterprise IT budgets.”

“Anthropic may pose is this company that's on the side of the angels, but they've hired a number of very seasoned brass knuckle political operatives in Washington and, you know, members of the Biden administration, Laura Loomer actually just had a piece today o…”

“Regardless, I do think it is a form of regulatory capture because it plays into the hands of the big companies and creates moats that new entrants will not be able to Overcome.”

“Six billion dollars in annual run rate was added in February alone.”

“But in terms of the quality of that technical team and what they create, It's head and shoulders above anything else.”

“No, I think he actually believes it, and I think they've actually Created and fostered a culture of that since the beginning, and I think that they're representing it as a branding exercise at this point, but I don't think it's made up. I think it's directly r…”

“And by the time it goes public, both of these two businesses will have a very clean, and I suspect normalized way of telling a story so that you can actually compare.”

“The tech sector PE is going to shrink faster, in my opinion, than the non-tech PE. And the reason is because as these companies come out, the combination of SpaceX, OpenAI, and Anthropic, all three are baking An AI technology that first and foremost will go af…”

“These are trillion dollar companies. They both are, and they both deserve to be.”

“And in the secondary market, OpenAI is trading lower than the last valuation, and Anthropic is trading significantly above the three hundred eighty billion dollar.”

“The Frontier Model Forum, which was put together in 23 is cooperating on anti and adversarial distillation stuff as we speak, right? They don't want to make it easy on, you know, so Google and OpenAI and Anthropic, they're coordinating on this stuff.”

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

“Dario announced a couple of months ago that there's over a thousand enterprises paying over one million annually.”

“Anthropics revenue run rate has topped thirty billion with a B.”

“No, we've got billions of both companies.”

“Anthropic is shooting the lights out right now. This is like Steph Curry going bananas. From every, everywhere on the court, these guys are hucking threes.”

“These guys, I'm not saying it's not sincere, but they have a proven pattern of using fear as a way to market their new products.”

“Third, Anthropix revenue run rate is based on what I can tell and what's been publicly released is the fastest growing revenue run rate at scale that I think we've ever seen.”

“I think that OpenAI will end up doing the same thing. I think Google will end up doing the same thing.”

“I will just tell you that you're talking single digit percentage of total revenue of these companies.”

“I don't see any path except they're going to have to do it themselves, and Anthropic will have to do it themselves.”

“In the case of the GCC data centers, Anthropic was adamantly opposed to that, and they were lobbying against it, and they were, again, salting the earth against Those projects.”

“It's looking more and more like Anthropic could not have offered that model commercially anyway, because it was just too big and expensive and they needed to create space for Opus 4.7.”

“I think if you play this out, the real problem, again, goes back to Anthropic and OpenAI. If I were them, it is a five alarm fire for them. They more than anybody else needs to get their hands on compute. They need to have LAN PowerShell, but otherwise that re…”

“I don't know, for me personally, I'm generally more risk off right now. And more importantly, I'm waiting for these IPOs so that I can, to be very honest with you, de-lever and get some chips off the table. I think that it is crucial that this SpaceX IPO get d…”

“They're going to end this year. At 80 to a hundred billion, at least on the current trajectory.”

“The open AI growth rate's been around three to four X a year. The anthropic growth rate has been around 10 X a year.”

“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.”

“If I look back six months ago, I think we were pretty heavy on cursor. And Gemini, and now I think we're probably 90% anthropic in just the last six months at my organization.”

“Open AI, even if they're not at a billion, they're still at nine hundred million weekly users, which is well ahead of whatever Claude is at.”

“Anthropic is token constrained. It's reducing their ability to serve Mythos, for example. It's causing them to engage in compute gating.”

“Who will this hurt? It will hurt Anthropic and OpenAI the most. Who will this benefit? It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft, and Google.”

“I think Anthropic is a multi-trillion dollar company.”

“The consumer market looks like it's trending towards a chat GPT slash Google fight for first place and second place, and then probably anthropic in third place, and maybe Elon emerges and takes off enabled by his compute capacity.”

“First, we find out that from January first to March 31st, they grew from Roughly ten billion of ARR to thirty billion, so it tripled. And then in April, if anything, the rate of increase seemed to accelerate. They went from 30 to forty-four billion of ARR.”

“There's only two companies making substantial revenue on AI. It's Anthropic and OpenAI.”

“On a gap basis, they're doing about the same revenue as OpenAI in the month of March, okay?”

“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…”

“And so I estimate that this is going to generate in this year an incremental four to five billion dollars of revenue.”

“I'm saying something else, which is that unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history.”

“By the way, and I will guarantee you this. Once SpaceX goes public, once Anthropic goes public, once OpenAI goes public, you're going to see a litany of these lawsuits back and forth between the purveyors of these SPVs.”

“And you know, that open AI and Anthropik and every AI company is standardized on Slack.”

“Like, I am gonna probably use three hundred million dollars of Anthropic this year at Salesforce coding.”

“And the companies on the frontier are XAI with one build of Grok 4.3, which is a five hundred billion parameter model. Google, 3.1 pro, and then OpenAI and Anthropic, and that's it. Those are the companies on the frontier.”

“Anthropic is paying SpaceX, wait for it, 1.25 billion a month. To rent out Colossus One and parts of Colossus Two. It's a forty five billion dollar deal over three years, fifteen billion a year.”

“Google, Anthropic, Amazon, NVIDIA. They are all very convinced that orbital compute is going to be reality, and obviously SpaceX is extraordinarily well positioned for that.”

“It makes enormous sense for Dario to try to create the boundary conditions for a regulatory moat, because he will be inside of the tent pissing out.”

“They were EBIT positive per the Wall Street Journal in the most recent quarter”

“And we know that Anthropik's one of the most aggressive lobbying companies, startups of all time.”

“I've never, ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.”

“I don't think they think they're writing software. I think they're midwifing a deity here, and I don't know which one I'm more afraid of, the regulatory capture or the second theory I call the Dr. Frankenstein theory.”

“Anthropic in particular is scaling like no other company that we've ever seen.”

“We estimate that only, not only is it bigger than Azure, but by the end of the year it could be bigger than AWS and potentially bigger than all of Microsoft. By twenty-twenty-eight.”

“Shown that Anthropic even had a profitable month, I believe, is what was reported.”

“That is very different than Anthropic, OpenAI, and SpaceX. These are extraordinarily real businesses, so I think the better compare is, like, twenty-twenty-one, right, where valuations get ahead of themselves, or they're at the top end of the range.”

“This is the amount of employee secondary. So this is people buying into Anduril, Anthropic, SpaceX, now represents 31% of all primary venture activity. Is buying into these secondaries in 20, 25.”

“And it tops every benchmark, nearly every benchmark.”

“If you're a company, I think it's almost a non-starter. And the reason is because you could accidentally trip one of these things without even knowing it.”

“Dario said specifically, 50% job loss for entry level knowledge workers in the next one to five years. And he said that one year ago. I think that's already been refuted.”

“Anthropic could implement KYC tomorrow, but it does not.”

“So the restrictions that Anthropic and others are putting upon themselves and upon the industry is forcing a lot of companies to go and get open source Chinese models and run them. We're seeing this across the landscape with startups. We see it with large scal…”

“You know, last week they published this blog saying that recursive self-improvement could end the world. Therefore we need a pause. What did they do the previous month? They hired Andre Karpathy to run recursive self-improvement. Ananthropic. They're complete …”

“This is going to chase people off of this platform. I'm telling you, we are going to downgrade our use because of these blockages, and we're going to switch to other models.”

“They are now retaining for 30 days, every prompt and every output you send to one of these mythos class models. There are no exceptions, even enterprise customers who had signed zero data retention agreements.”

“If Fable five detects you're doing frontier AI research, in other words, using their model to make a better model, competitive model, they were downgrading you, but they weren't telling you, and this was buried deep in a 319 page documents.”

“Anthropic has essentially shown their hand, which is that they will increasingly take in prompts, evaluate the prompts, and decide what to do with them before they generate output to you.”

“The truth is that if he had released Mythos with no guardrails in April, he would have exposed the company to massive legal exposure because thousands of companies would have gotten hacked, and it would have been very easy to say that was a foreseeable consequ…”

“They tried to call Anthropic, They tried to call Dario, and there were a number of conversations, and the TLDR of it is Dario refused, meaning refused their request to take down Fable until this jailbreak could be fixed.”

“The leaders of the Biden administration's AI policy, not just one of them, but all of them, went to go work at Anthropic, like, the minute the Biden administration was over.”

“I'm not a day-to-day employee of the White House, and I only got the readout of this once the letter was sent. So, you know, I wasn't involved.”

“In Utah and in New York, there was a couple of very important races where it was essentially anthropic funded anti AI groups, which is again, insane against In some ways, open AI funded pro AI groups and the pro AI groups won.”

“They're going to end this year well over a hundred billion.”

“I think Anthropic is worth three trillion dollars today, and it's very important.”

“They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical.”

“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Claude Design.”

“You will not be able to tell the difference between Jensen Wong's open source LLM sacks and Claude for 95% of your searches. I guarantee you.”

“We know that Anthropic's around sixty-something billion of ARR. Open AI is at forty-seven billion of ARR.”

“But today, as I sit here today, Altimeter would be a buyer at scale and at size in both of those IPOs.”

“I think all of these companies are gonna compound revenue at well over 30% for the next many years.”

“The market today seems to be pushing towards duopoly, or it has become a duopoly, certainly measured in terms of revenue. If you were to look at market share based on token revenue, there's only two companies making meaningful revenue. Anthropics at, what, six…”

“They are not competing in our product category at all.”

“However, I think this is just an opening bid for Anthropic, meaning they'll take this. Thank you very much. This is more regulation than we have today. But that won't be the end of it, right? This will just be the stepping stone to get what Dario has now calle…”

“This is actually one of the biggest of the big tech companies, and they are, I think, by pretty much every criteria, including revenue, the leading AI company.”

“They've won in a bunch of states. They already won in California and Illinois and New York, and I mean, they're winning in all the blue states and maybe even some red states.”

“Anthropic was principally responsible for the state regulatory frenzy that is damaging the startup ecosystem.”

“There's one called Public First where Dario just gave his first seven-figure contribution and then a bunch of other employees at Anthropic gave it.”

“Because it's so driven by private capital, there should be a lot more companies going public, not at the SpaceX level, not open AI, not anthropic, but the hundred million dollar IPO.”

“These proposals to ban open source that are coming from Anthropic. They don't solve the distillation problem.”

“Billy, on Monday, largest copyright settlement, Friedberg, in the history of the United States of America.”

“They started the year at ten billion of ARR. They're now over seventy billion of ARR.”

“Anthropic downloaded seven million books from pirated websites to train Claude”

“Anthropic is guilty of regulatory capture of attempts to seek government protection.”

“I believe that this is going to derail their IPOs. I'm taking it from the top. It's going to derail their IPOs. It's going to be headwinds against it because I think that they're going to have massive margin compression.”

“Thus far, 91% of the covered authors have claimed their share.”

“Obviously last week we saw anthropic paid the largest copyright case in us history, 1.5 billion for seven million books. They allegedly pirated authors get 3000 each lawyers got a hundred million for that one”

“Meanwhile, you're seeing Anthropic break into the seventies at 70 plus billion of ARR. Their forecast was to 10 X this year. From ten billion of ARR to a hundred billion, I think most people are saying they will exceed that, a 110, a 120.”

“If you look at the market for frontier intelligence in terms of revenue and usage, it's really down to a duopoly already. It's basically anthropic and open AI.”

“And I'll make this prediction here, that you're going to see some of the major customers Of Anthropic and major customers of OpenAI. I'm talking about the eight and nine figure customers, people spending fifty million, a hundred million a year. They're leaving…”

“I think that he has tremendous power and influence within the Democrat party right now, and I think that influence is only going to grow. They just up their donations in the midterms from twenty million to forty million, but, you know, post IPO when they all g…”

“It's breathtaking hypocrisy for Anthropic to maintain that it is entitled to train on all the world's output for free, even if the creator objects, but- The one type of output that you're not allowed to train on is their output, even if you pay for it. That is…”

“Anthropic is destroying rare books to get an edge in training data.”

“Remember when Anthropic did the whole blackmail study, you know, where supposedly an agent displayed independent goal-seeking behavior and then blackmail an employee. It turned out that actually they iterated on the prompt over 200 times to get to that result.”

“If you're not at the frontier, you can't charge for the model layer itself. If you are at the frontier, you can charge a premium, and that's where Anthropic and OpenAI”

“Right now the shortage is so acute, and the willingness to pay from the Frontier Labs is so high because they all recognize they're on the verge of some massive breakthroughs. That they're willing to pay three, four, five X market pricing in order to get at sc…”

“The latest we heard is Anthropic is now over eighty billion of ARR. Started the year at 10. It had forecast a hundred billion as exit ARR for the year, and most people said that that would be impossible to achieve. Now it looks like they're gonna do it with a …”

“Now we're really down to just anthropic and open AI. So the market for frontier intelligence has become a duopoly.”

“They have a significant ownership stake in SpaceX and in Anthropic, and they can work with all the open weights models.”

“So the vast majority of the offtake commitments are coming from Anthropic, OpenAI, and NVIDIA. Right. When you hear about the hyperscalers building all of this, you know, this computer, they're building it out to sell to the people that we you know, that we ju…”

“Anthropic is generating cash, and like, they kind of, this fact is, I would say, kind of known in the world, and I've actually never really spoken to Anthropic, but it just, you know, it feels like there are enough signals And then if you're to read the tea le…”

“So now, look, I actually think that their pricing power may be quite sustainable, because I think people are willing to pay, not the whole market, but a decent subset of the market is willing to pay a premium for true frontier intelligence.”

“Their whole pricing power, that premium they're able to charge is because They're six months ahead of those open models, and that six months would be eaten up in the blink of an eye if they were subject to regulatory approval.”

“I think four to five, I think four to five hundred billion is within the zone of like realistic and achievable.”

“The overwhelming majority of tokens are profitable for everyone in the chain. Everyone. And I think the Anthropic S-one is kind of going to make that clear.”

“And what's wild to me is that probably on the margin, Anthropic is losing share to OpenAI, to open source, and to Grok, and they're still growing so fast.”

“Both sides have a 90 day cancellation, which means that if the spot price of compute goes up, he benefits. If it goes down, by the way, it could hurt him because either side could renegotiate within 90 days, right? So basically Elon is able to charge spot -90.”

“I think Anthropics growth rate is going to slow considerably next year. And it's been obviously on a tear. There's no way they get to a trillion in revenue next year.”

“No company, and you'd have to say, therefore, no founder CEO has done more to promote these fears and pump these fears and amplify these fears than Dario has.”

“And I just don't think that if Anthropic isn't willing, even if I'm an API customer to share my thinking tokens from my company with me, they're sure as s**t not going to share it with OpenAI and anybody else in a room.”

“The seven co-founders of, this is my understanding, it's been documented I think in a bunch of press reports, but they never talk about it. They donated 80% of their shares. So like 10% of Anthropics in some sort of trust”

“There's no question That Anthropic has been extremely aggressive about seeking to implement its preferred regulatory frameworks at both the state and federal level. That is regulatory capture.”

“I mean, if you think you are bringing about the singularity and let's face it, he probably is in the lead to do that. To bring about recursive self-improvement.”

“Anthropic has really been behind a lot of the political activity to restrict Nvidia's sales internationally.”

“And I believe right now, starting today, NVIDIA is the number one competitor for OpenAI and Anthropic, not just for tokens, but for enterprise compute.”

“We are going to have like probably a hundred new EA billionaires As a result of the Anthropic IPO.”

“This anthropic IPO is going to be four times the wealth generation event that all previous San Francisco IPOs were.”

“The interesting thing that's going to happen post the anthropic and open AI IPOs is if you think about the amount of charitable giving or DAFs that are going to be funded by both of these two IPOs, it's going to be north of half a trillion dollars between the …”

“I would assume that both Anthropic and OpenAI will eventually roll out Their own version of bots.”

“And his wife is Dario's chief of staff.”

“With the dot-com boom, it was all, like, metrics that weren't dollars. What we're seeing now is revenue and profits and growth. In revenue and profits that we've never seen before. And that's kind of the anthropic story. It's the data center, infrastructure, n…”

“There's two markets. There's the market for frontier intelligence, and that is a duopoly that really is anthropic and open AI. And it's good to see that that is still a horse race and they're competing. And then there's commodity intelligence, which is everybo…”

“You also have the fact that this whole resignation tweet storm was amplified by these groups who were funded by Jan Talon and Dustin Moskowitz, who co-led the Series A of Anthropic along with Sam Bankman-Fried. It was an EA-funded round, which is a really inte…”

“OpenAI, frankly, seems to be running an anthropic slipstream right now from a red capture standpoint. I don't think they're as doomer as anthropic, but they can see the benefit if the federal government effectively creates a moat that, you know, there's huge e…”

“Fundamentally, They agree with him, and their employees are saying they agree with him, and he's amplifying their message, and frankly, whether they plan this or not, they are happy that he's doing this. Why? Because they like the political outcome that he is …”

“And I'll tell you what they'll do. They'll demand an enormous discount. And the reason they'll ask for an enormous discount is the other part of what Sachs and Freebrook said, which is it creates massive long tail product liability risk because you're effectiv…”

“We know he pre-briefed the Wall Street Journal, and I think we can also say that these major Doomer groups, by amplifying his tweet within 10 to 15 minutes of him posting it on an account that had no tweets and no followers, they were alerted to this and proba…”

“Quiet period, I guess, ostensibly. They can't come out and say it.”

“Well, they're creating a very negative perception of AI to further their case for AI regulation. And the end goal here is to create a federal department of AI. They want an AI regulator.”

“I mean, the Series A will turn out to be one of the great venture investments of all time”

“The problem is, is that that is in conflict with a philosophy held by enough of a group of people inside that business that they can't disavow him, Sachs, because then this entire cohort of people will go absolutely bonkers and get up in arms.”

“And all three of these groups are funded by Jan Talon, who is one of the top few of these EA Megadonor doomer types, who also happens to be a co-lead of the Anthropic Series A.”

“They released Claude code, they released Claude design, and that really pissed off Curser, who was one of the biggest customers that Anthropoc had to date, and they felt they got rug pulled by Claude.”

“On the one hand, you're asking public market investors to underwrite your company to a value in the trillions. On the other hand, your own safety lead, not Jacob Cox and the boss who then sort of co-signed his tweet, is saying that your core product is unsolve…”