Anthropic, every mention
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every year 2025 anyone Jason Calacanis 330David Sacks 228Chamath Palihapitiya 90David Friedberg 60Brad Gerstner 35Gavin Baker 29Emil Michael 21Thomas Laffont 18Bill Gurley 11Marc Benioff 7
Verbatim, from the transcripts: the passages where Anthropic comes up
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 0:33 Jason Calacanis Because Gemini and Grof and Claude from Anthropic have been crushing it. 4 times in the scene
- ▶ 8:09 David Sacks Then you've got Anthropic, like you mentioned, where I don't particularly love what I've called the regulatory capture strategy, but I have to acknowledge your products are very good.
- ▶ 12:12 Jason Calacanis Elon Akrak, Sergei Sundar at Google, Zuckerberg at Meta, Dario Elitthropic, Saty at Microsoft, who's his partner, who's now his competitor.
- ▶ 14:35 Chamath Palihapitiya So yes, I may use Grok Image because I love that, and it's just much better, but then I may use Anthropic for CodeGen while I use Gemini for deep research, and then I use ChatGPT for conversational search.
- ▶ 25:46 David Sacks Whereas you look at something like Anthropic, right?
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 36:58 Chamath Palihapitiya And Propic is just absolutely crushing. 5 times in the scene
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 3:50 Brad Gerstner And, you know, Jay Kelly sent the team a chart that, that basically just shows the information's forecast for what open AI and anthropics revenues are going to be over the course of the next several years.
- ▶ 19:06 Chamath Palihapitiya They swapped out Anthropic for an open source Chinese model.
- ▶ 30:51 Jason Calacanis And then on the other side, you got Anthropic, which is kind of got the opposite, right? 7 times in the scene
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 8:12 Chamath Palihapitiya And what, uh, give us the lay of the land from the foundational model side, the open AIs, the anthropics, the Groks.
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 1:11:31 Chamath Palihapitiya For example, this week, on the one side, we have anthropic AI doomerism that Sachs had to confront, but then on the other side, there were all of these people that got freaked out because open AI wants to push towards erotica, and all they…
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 39:56 Jason Calacanis And there have obviously been a bunch of settlements now, uh, Anthropix settling their book thing for 1.5 billion.
- ▶ 45:29 Jason Calacanis 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. 4 times in the scene
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 19:45 David Sacks Anthropic is, is really good at coding.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 23:13 Phil Deutsch Anthropic just released a paper this month saying we want 50 gigawatts of power, uh, for the AI, uh, in America and over the next three years.
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 20:49 Gavin Baker Open AI and anthropic models.
- ▶ 37:06 Gavin Baker Anthropic is kind of a captive of Amazon.
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 23:37 Chamath Palihapitiya What is Anthropic doing?
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
- ▶ 1:12:12 Chamath Palihapitiya You have Anthropic, their revenue by 2027 is forecasted to be about thirty five billion. 2 times in the scene
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
- ▶ 1:32:54 Jason Calacanis Anthropic received a favorable ruling in an AI copyright case. 7 times in the scene
- ▶ 1:43:08 Jason Calacanis Anthropic and, you know, apples and whoever's, and this will become a massive competitive advantage for the language models, just like cable channels might, or Hulu might feature Disney plus or, you know, FX or whatever stations or content…
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 21:52 Thomas Laffont One additional point, Chamath, by the way, that you mentioned, if we look at the winners, right, in models of the past 12 months, Anthropic the same, right? 2 times in the scene
- ▶ 25:25 Chamath Palihapitiya I think Anthropic is incredible for CodeGen, incredible.
- ▶ 1:11:57 Thomas Laffont We know that Anthropic is kind of the level zero of code generation. 3 times in the scene
- ▶ 1:30:12 Chamath Palihapitiya Do I actually make a real bet on models and try to frankly buy Anthropic, which is probably their only solution and tightly couple it in and say that, you know, if you want to have next generation co-gen experiences, they need to run…
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 3:29 David Sacks At Anthropik's announcement, or Dario's announcement, there is a pattern of trying to grab headlines by making the most sensationalist version of what could be a legitimate concern. 2 times in the scene
- ▶ 9:35 Chamath Palihapitiya Let me start by just saying that it seems that these safety warnings tend to be pretty coincidental with key fundraising moments in Anthropik's journey. 2 times in the scene
- ▶ 12:50 David Sacks and she was one of the co-founders of Anthropic. 6 times in the scene
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 37:22 Chamath Palihapitiya I would say that the Cogen models from Anthropic are really good, but in many other domains, including general information and chat, I think Gemini is exceptional.
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 1:05:17 David Sacks I mean, I think notably Anthropic was doing this with its operator product, but the basic idea is that you've got this two pane view.
- ▶ 1:25:14 Chamath Palihapitiya But for most of our co-gen, we use Anthropic and Claude kicks ass. 4 times in the scene
- ▶ 1:29:21 Jason Calacanis Anthropics. 2 times in the scene
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 20:21 Gavin Baker I would say OpenAI and Anthropic. 2 times in the scene
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 1:25:13 Chamath Palihapitiya And what I would tell you is that I think Anthropic just continues to do an incredible job. 2 times in the scene
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 1:22:14 Chamath Palihapitiya So if you just sort of project the rate of change of this, and this is without judging OpenAI or Anthropic or anything else, those guys have been doing it for years.
AI Czar David Sacks Explains the DeepSeek Freak Out
- ▶ 3:27 David Sacks Anthropic has something, but I don't think they've released it yet, so other companies have similar models to O-one, either in the works or in some sort of private beta, but DeepSeq was really the next one after OpenAI to release, you…
- ▶ 5:32 David Sacks By DeepSeek to that of OpenAI or Anthropic. 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 20:48 David Sacks Anthropic has something, but I don't think they've released it yet, so other companies have similar models to O-one, either in the works or in some sort of private beta, but DeepSeq was really the next one after OpenAI to release, you… 3 times in the scene
- ▶ 43:09 Chamath Palihapitiya That's the anthropic model, right? 2 times in the scene
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:23:19 Jason Calacanis LLM startups like OpenAI Anthropic, too many players, open sourcing will kill.