Anthropic, every mention
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every year 2026 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
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 0:36 Jason Calacanis We have to talk about Anthropic.
- ▶ 10:14 David Sacks I don't know if he's doing it with the senior leadership of the company, but again, this message is fully consistent with the doomer slash regulatory capture agenda of Anthropix. 9 times in the scene
- ▶ 23:52 David Friedberg I don't own any shares in open AI or Anthropic, in full disclosure. 3 times in the scene
- ▶ 34:32 Jason Calacanis He's the, uh, Dario and the Thropic.
- ▶ 42:16 David Sacks So, I mean, look, I think even, you know, someone who's pretty ensconced in the Doomer community, like Jack Clark, who's one of the Anthropic co-founders, and I think he's running their foundation, who's like pretty hawkish on, on these… 3 times in the scene
- ▶ 47:12 Jason Calacanis I'm being obviously a little bit playful here, but how does this impact the Anthropic IPO, which was one of your original points, Akshamath? 10 times in the scene
- ▶ 1:10:35 Jason Calacanis And Sam actually confirmed that part as well, that they heard that anthropic was getting close, et cetera. 2 times in the scene
- ▶ 1:17:52 Jason Calacanis 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.
- ▶ 1:19:29 David Sacks If Jensen can say this, why is it an anthropic? 3 times in the scene
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 4:03 Chamath Palihapitiya and I'm sure Anthropic will have something as Grok, you know, Grok still has yet to drop. 2 times in the scene
- ▶ 6:23 David Sacks There's the market for frontier intelligence, and that is a duopoly that really is anthropic and open AI. 3 times in the scene
- ▶ 12:21 David Friedberg And that's kind of the anthropic story. 3 times in the scene
- ▶ 14:50 David Sacks I'm a, I'm a, I'm a grant then with, you know, the Santhropic IPO coming up. 4 times in the scene
- ▶ 38:10 Jason Calacanis Anthropic and OpenAI, and then just publicize it.
- ▶ 39:13 David Sacks They're like, you know, up in that whole EA anthropic. 4 times in the scene
- ▶ 45:32 Jason Calacanis 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. 3 times in the scene
- ▶ 58:41 David Sacks As a result of the Anthropic IPO.
- ▶ 1:00:52 Jason Calacanis Google, Microsoft, Anthropic declined to comment.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 11:04 Jason Calacanis They are major investors in anthropic. 3 times in the scene
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
- ▶ 1:21:48 Eric Weinstein That's what I think anthropic.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 0:28 Jason Calacanis Many people inside, or some people allegedly, maybe inside of Anthropic, believe, quote, that they will be the only private company in the world at some point. 8 times in the scene
- ▶ 19:01 David Sacks And Google, and if OpenAI and Anthropic are smart, and I think they are, they do not want to be next. 2 times in the scene
- ▶ 43:17 Jason Calacanis So like 10% of Anthropics in some sort of trust, which at two or three trillion, you know, 10% of that's going to be the largest.
- ▶ 45:54 David Friedberg Anthropic has stated they're not sure if it's going to happen, but it could, and they're working towards it, and they expect that there's a path to get there. 3 times in the scene
- ▶ 1:14:04 Chamath Palihapitiya You know, I mean, I, I posted the cookie jar thing that Anthropic did on the healthcare side.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 2:41 Jason Calacanis For those of you who don't know, we record on Thursdays, published on Fridays, and Propik. 17 times in the scene
- ▶ 12:45 Gavin Baker First, internally, Anthropic is very confident. 6 times in the scene
- ▶ 28:44 David Sacks Uh, I really like the point he made pretty early on, where he pointed out that a lot of the, the doomers, and I think he was kind of taking a shot at the effect of altruists and anthropic, he said, Dario, he said, look, why are you guys… 5 times in the scene
- ▶ 43:49 David Sacks But aside from just the geopolitical dimension, it'd be horrible for Anthropik as a company, because again, all their pricing power depends on them remaining in the lead by six months. 2 times in the scene
- ▶ 46:33 Gavin Baker Yeah, so I probably agree with everything you said, and I want to come back to a couple of things that Zach said about the computer, about how open source actually makes Anthropic more valuable, and computational efficiency of humans is…
- ▶ 49:21 Gavin Baker Let's say that, you know, Anthropic, OpenAI, and Grok, they're at like a two-fifty IQ or 200 IQ. 2 times in the scene
- ▶ 50:43 Jason Calacanis Tell me the revenue, Gavin Baker, of Anthropic by the end of twenty-twenty-seven. 7 times in the scene
- ▶ 53:58 Gavin Baker It's that like, if we are short compute, we are talking about compute slowing down anthropics growth.
- ▶ 1:08:30 Jason Calacanis And OpenAI. 10 times in the scene
- ▶ 1:27:53 David Sacks So I've been maintaining as of even last week that we were down to a frontier lab duopoly with anthropic and open AI. 6 times in the scene
- ▶ 1:36:33 Gavin Baker But a world where Anthropik, OpenAI, and, you know, maybe even SpaceX are kind of the only model providers that dominate the model layer, that is a hard world for software.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 6:04 David Friedberg They can work with Anthropic. 2 times in the scene
- ▶ 7:43 Brad Gerstner They're sitting there dealing with this channel conflict at Google because, you know, uh, Google cloud wants all of the compute in order to rent it out to anthropic. 8 times in the scene
- ▶ 17:43 David Friedberg They've been working on this for far longer than anthropic or open AI on the life sciences side. 2 times in the scene
- ▶ 21:26 Jason Calacanis This is from Elon web services, uh, renting out compute specifically to anthropic and Google from the Colossus, uh, collection of servers. 2 times in the scene
- ▶ 34:14 Brad Gerstner But, but let me give you another one, you know, like we've talked about the Anthropic IPO, uh, or a lot of people have talked about it later this year. 6 times in the scene
- ▶ 47:54 Brad Gerstner We're gonna be within 30 days of an IPO, you know, potentially of Anthrop.
- ▶ 1:06:28 Jason Calacanis They sell training data sets to people like OpenAI, Anthropic, federal agencies.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 2:31 Jason Calacanis Uh, some have reported that he's also selling his massive anthropic stake to cover these losses, but the Wall Street Journal is disputing it again.
- ▶ 9:12 David Sacks And just by the way, he's like very wired into an anthropic. 2 times in the scene
- ▶ 34:19 Jason Calacanis Uh, petition came out in the last week, anthropic, open AI, and about 1300 Frontier Lab employees. 4 times in the scene
- ▶ 38:14 David Sacks Well, look, I mean, it wasn't just Anthropic employees signing the letter. 8 times in the scene
- ▶ 54:47 Chamath Palihapitiya And so I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while.
- ▶ 1:00:33 David Sacks Is that Dario Ananthropic want their FDA for AI. 3 times in the scene
- ▶ 1:01:17 Jason Calacanis Anthropic is destroying rare books to get an edge in training data. 2 times in the scene
- ▶ 1:03:34 David Sacks That's what Anthropic is doing. 10 times in the scene
- ▶ 1:10:36 David Sacks 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- 2 times in the scene
- ▶ 1:12:56 Jason Calacanis We actually have a photo that was leaked from the Anthropic office. 2 times in the scene
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:07 Jason Calacanis Said, quote, we have information that Moonshot AI distilled Anthropic's fable for the development of its K-III model.
- ▶ 2:20 David Sacks You see this rhetoric already in Anthropix blog posts. 4 times in the scene
- ▶ 4:50 David Sacks And let me just say, I've said for a while that Anthropic is guilty of regulatory capture of attempts to seek government protection. 6 times in the scene
- ▶ 9:32 Chamath Palihapitiya Anthropic has distilled from all of these publishers. 3 times in the scene
- ▶ 13:44 David Sacks If the government gives Anthropic and OpenAI a government-enforced duopoly, and enterprises are no longer free to use open source like the rest of the world. 2 times in the scene
- ▶ 17:41 David Sacks Proprietary weights from Anthropic or OpenAI. 3 times in the scene
- ▶ 24:36 David Friedberg Remember how big anthropic was? 9 times in the scene
- ▶ 34:51 Jason Calacanis I think a nonzero chance that this is going to derail anthropic and open eyes, uh, IPOs and their midterm future. 10 times in the scene
- ▶ 47:33 David Friedberg And by the way, if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy Anthropic or OpenAI or Grok's tools or Gemini. 2 times in the scene
- ▶ 48:47 Jason Calacanis Anthropic downloaded seven million books from pirated websites to train Claude, and that alone, it may or may not be a crime. 2 times in the scene
- ▶ 51:00 David Sacks So, okay, look, and, you know, obviously I'm not a huge fan of Anthropics. 12 times in the scene
- ▶ 1:01:25 David Sacks Anthropic and OpenAI are embroiled in huge lawsuits against very well-financed content creators and those communities, and the outcome is indeterminate, and there's billions of dollars at stake, maybe even their entire product at stake. 4 times in the scene
- ▶ 1:13:05 David Friedberg There's also this portfolio of other bets, which, by the way, includes 10% of SpaceX and a good chunk of Anthropic that they own and so on. 4 times in the scene
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 1:36 Mark Cuban You got to outperform the, the fun next door, and they're all inanthropic and getting their outcomes at SpaceX and celebrating, but if shit hits the fan.
- ▶ 4:23 Mark Cuban Bubbles, right, in this particular bubble, 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, um, IPO.
- ▶ 6:49 Jason Calacanis A Claude employee, if you're at Anthropic or at OpenAI, is it, uh, time to start thinking about the collar?
- ▶ 9:38 Mark Cuban You have Anthropic, OpenAI, all saying they're going to deploy to these companies, which tells you AI is hard.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 2:36 Jason Calacanis Looks like, uh, on the positive side, we have Elon, who said it was thoughtful, Sam at OpenAI, Jack Clark at Anthropic, Sundar, Satya, Jack Dorsey from Block, 4 times in the scene
- ▶ 16:12 David Sacks So in October of last year, I tweeted that Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering, and everyone kind of went crazy over this. 10 times in the scene
- ▶ 47:15 David Sacks And what's happening is you're starting to see the formation of not really an alliance, but like an ecosystem that is trying to create alternatives to, you know, a monolithic closed model stack, which is where Anthropic and to some extent…
- ▶ 52:21 David Sacks But, you know, these open models won't be around for very long if Anthropic has its way. 4 times in the scene
- ▶ 1:04:52 David Sacks The thing that I just can't understand for the life of me is why Anthropic is still funding these groups that want to put the kibosh on new data center construction. 3 times in the scene
- ▶ 1:15:46 Chamath Palihapitiya If they can convolute the market, if they can incentivize Anthropic to, you know, pull the ladder up, if they can kill open source in the United States and constrain demand or the optionality and choice of lower, cheaper models.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 47:16 Jason Calacanis What is your take on, you know, this latest version from Anthropic Fable?
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
- ▶ 25:08 Jason Calacanis Let's talk a little bit about, um, being up against some of the greatest entrepreneurs ever who want to take your business from you, specifically Dario and Anthropic, Sam from OpenAI.
- ▶ 47:27 Jason Calacanis And so you have partnerships with, I'm assuming, Anthropik and OpenAI, yes? 2 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 2:28 Chamath Palihapitiya Yeah, I mean, Anthropic was there too, some, one of the co-founders, Tom Brown, I think was his name. 2 times in the scene
- ▶ 3:25 Jason Calacanis OpenAI and Anthropic are slated to go out. 10 times in the scene
- ▶ 29:01 Brad Gerstner So nobody's going to use the anthropics in the open eyes of the world. 5 times in the scene
- ▶ 52:49 David Sacks Anthropics at, what, sixty-something billion ARR, OpenAI at forty-something billion ARR. 4 times in the scene
- ▶ 1:17:57 Chamath Palihapitiya You should convince OpenAI and Anthropic to give the equity of those companies.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 3:03 Jason Calacanis Every country, um, and every state, obviously, in America, feels they need to participate in this, and the people who are buying the capacity, the OpenAI's, Anthropics, SpaceX AI, the Googles, they are insatiable right now. 2 times in the scene
- ▶ 17:12 Andrew Feldman They're going to be anthropic problems.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 1:13 Jason Calacanis Here's a clip from his 20 minute interview where he, where he basically went after the frontier models like Anthropic.
- ▶ 5:49 David Sacks So according to the information, Anthropic quote unquote blindsided 14 times in the scene
- ▶ 15:42 David Friedberg So I'll tell you, there's been an effort by Anthropik to go around and sign up
- ▶ 20:44 Chamath Palihapitiya In a relative value basis right now, open AI equity, I think is more reasonably priced than anthropic equity. 3 times in the scene
- ▶ 26:02 Jason Calacanis But suddenly, after OpenAI announced their jalapeno chips, after Anthropix started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, NVIDIA is taking the gloves off,… 5 times in the scene
- ▶ 50:39 Jason Calacanis Remember two weeks ago the U.S. government put export restrictions on Fable and Mythos and the Iliad and the Odyssey and whatever else they're doing over there at Anthropic and Anthropic expanding Mythos, uh, to 50 unauthorized 4 times in the scene
- ▶ 52:23 David Sacks Number two is you have a trusted partner of anthropic 2 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 4:23 Chamath Palihapitiya And the good news is we were able to hold the line in some of these key places, but just barely 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,…
- ▶ 48:52 Gavin Baker You're going to have, you know, you're going to have Grok, you're going to have Anthropic, you're going to have OpenAI, Google, you're going to have at least two of those. 4 times in the scene
- ▶ 1:16:47 Chamath Palihapitiya Here's the anthropic spec. 2 times in the scene
- ▶ 1:27:38 Jason Calacanis We've obviously got OpenAI and Claude, I'm sorry, Anthropic, which makes Claude. 4 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 15:00 Jason Calacanis That's the coding agent that got shivved by speaking of Anthropic and Claude. 2 times in the scene
- ▶ 33:42 Jason Calacanis Well, the US government has pulled the plug on Anthropics latest model. 9 times in the scene
- ▶ 36:30 David Sacks Folks at the White House about what happened around the time that that letter was sent to Anthropic, and I then summarized what I learned in that long post on X, and no one told me what to say. 10 times in the scene
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