Anthropic
5 statements across 5 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Jul 28, 2025 by Reid Hoffman · said 30 times in 15 episodes since 2024 · across every show →
Mentions by year
brought up most by Joe Lonsdale (14), JD Ross (3), Reid Hoffman (2), Brendan McCord (2), Alex Kolicich (2), Will Fry (1), Scott Wu (1), Nima Ghamsari (1)
tap a year for its mentions
2026 23 mentions in 11 episodes 2 per episode
- Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
- Why AI is Bigger Than the Industrial Revolution
- How to Use AI in 2026: Opendoor Founder's Advice · Joe Lonsdale
- Why AI Creators Keep Panicking (They're Wrong)
- AI Investing Strategy for 2026 · Joe Lonsdale
- Palantir CTO: We Need More Heretics · Joe Lonsdale
- Ex-DeepMind Scientist Just Solved Robotic's Toughest Challenge
- America’s $700 Billion Defense Tech Rebuild
- 3 more episodes that year, every mention in 2026 →
2025 4 mentions in 2 episodes 2 per episode
Everything said about Anthropic, oldest first
Jul 28, 2025 neutral
Hoffman: Only a very limited number of startups will build frontier compute
“And there's a limited number of startups that are going to be able to do the scale compute infrastructure that is required for frontier models, right? Not zero, right? Then we open AI, obviously moving to scale Anthropic, et cetera, but it's going to be a very…”
Feb 17, 2026 positive
Apr 17, 2026 bullish
Melas-Kyriazi: Claude Autonomous Task Duration Has Reached 20 Hours
“What there's a task that has a 50% chance of successful completion. How long does that task look like for a given model? I think Claude is now at like 20 hours or something like that. And it was at like, you know, one hour a year ago.”
May 22, 2026 bullish
Jul 9, 2026 negative
Ross: Foundation models will build apps targeting high-volume token usage
“Anthropic, OpenAI, Google, they're all gonna, in the same way that you probably don't want to build an email company while Google's on its arise, because they're gonna come and eat that, like, every one of these companies is looking at, where are our tokens be…”