Anthropic, every mention
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tap a year for its mentions
every year anyone Joe Lonsdale 14JD Ross 3Reid Hoffman 2Brendan McCord 2Alex Kolicich 2Will Fry 1Scott Wu 1Nima Ghamsari 1Eric Scott 1
Verbatim, from the transcripts: the passages where Anthropic comes up
Ex-DeepMind Scientist Just Solved Robotic's Toughest Challenge
- ▶ 20:46 Joe Lonsdale So one of, like, the very simple, like, but interesting theories here is that LLMs, like, everyone, Anthropic, Gemini, like, OpenEye, everyone has access to, like, massive amounts of data online, as they all can use this data, which is…
Why AI Creators Keep Panicking (They're Wrong)
- ▶ 4:14 Joe Lonsdale China debate stuff, but before we go there, like, you know, when you talk to the guys around Anthropic, like Dario, at least a few months ago, was saying these things are gonna double every few months, and I can already see the next two… 2 times in the scene
America’s $700 Billion Defense Tech Rebuild
- ▶ 2:17 Joe Lonsdale The clash between anthropic and the Pentagon over the cutting edge AI is obviously a preview of some of these kind of tough questions.
Why AI is Bigger Than the Industrial Revolution
- ▶ 12:39 Joe Lonsdale SaaS companies got crushed because Anthropix new stuff came out and everyone's scared they can rebuild it. 2 times in the scene
- ▶ 17:21 JD Ross If you switch that model from, let's say, you know, Sonnet to Opus, you know, Anthropics, middle model to their best model, did the evaluation set get better?
How AI Agents Are Creating an Infinitely Scalable Workforce · Joe Lonsdale
- ▶ 26:27 Nima Ghamsari Outside of maybe a few cases like Blend, and maybe they've done a partnership with Anthropic here or there, but it is not a pervasive technology yet.
AI Investing Strategy for 2026 · Joe Lonsdale
- ▶ 16:42 Joe Lonsdale You know, aside from, like, chasing these top companies, aside from chasing SpaceX and Androil and Anthropic and whatnot, uh, what does it mean for the rest of the ecosystem?
- ▶ 16:55 Eric Scott Anthropic and Anduril and SpaceX.
Palantir CTO: We Need More Heretics · Joe Lonsdale
- ▶ 0:39 Joe Lonsdale The clash between Anthropic and the Pentagon.
- ▶ 35:20 Joe Lonsdale The clash between anthropic and the Pentagon over the cutting edge AI is obviously a preview of some of these kind of tough questions.
How to Turn $15K Into $1M in 2026 · Joe Lonsdale
How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
- ▶ 36:54 Joe Lonsdale I think very famously, some of the big labs like Anthropic have been, I think they've doubled into the tens of billions in the last few months.
How to Use AI in 2026: Opendoor Founder's Advice · Joe Lonsdale
- ▶ 21:36 Joe Lonsdale And like a lot of the, the firms you probably saw that invest in low-end SaaS companies got crushed because Anthropix new stuff came out, and everyone's scared they can rebuild it.
- ▶ 21:48 JD Ross I think one, like, Anthropix, 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.
- ▶ 26:21 JD Ross If you switch that model from, let's say, you know, Sonnet to Opus, you know, Anthropics, middle model to their best model, did the evaluation set get better?
Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
- ▶ 0:28 unnamed speaker Anthropic is clearly a developer infrastructure business.
- ▶ 9:55 Joe Lonsdale It's actually Anthropic and Gemini and OpenAI and XAI and, you know, a bunch of stuff there.
- ▶ 10:46 Alex Kolicich Anthropic is frontier at coding, and so you're going to pay a premium on that, and they probably have fine gross margins on, on doing that. 2 times in the scene
- ▶ 17:35 unnamed speaker Anthropic is clearly a developer infrastructure business.
- ▶ 22:31 unnamed speaker Like, Anthropic has made code gen and developer infrastructure their main focus.
Two Billionaires Debate: Should We Fear AI? · Joe Lonsdale
- ▶ 14:47 Reid Hoffman Then we open AI, obviously moving to scale, uh, Anthropic, et cetera, but it's going to be a very limited number. 2 times in the scene
- ▶ 16:36 Joe Lonsdale Which is the meta and Google and access at Anthropoc.
From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
The Terrifying Truth AI Researchers Don’t Understand · Joe Lonsdale
- ▶ 7:16 Brendan McCord Well, I think if you're in an AI lab in particular, if you're in Anthropic open AI, increasingly the kinds of problems that you confront are not technical, not business. 2 times in the scene
Secrets Of Investing Early – Lessons From A Billion-Dollar Investor · Joe Lonsdale
- ▶ 39:59 Joe Lonsdale And then it's like the models, whether it's Elon's X or an Anthropoc.