Anthropic
also referred to as: anthropics
29 statements across 16 episodes · 14 bullish · 7 bearish · 8 people on the record · first statement Jan 25, 2024 by Brad Gerstner · said 111 times in 28 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (54), Bill Gurley (28), Gavin Baker (9), Dylan Patel (6), Sunny Madra (4), Thomas Laffont (3), Philippe Laffont (2), Jensen Huang (2)
tap a year for its mentions
2026 22 mentions in 1 episode
2025 56 mentions in 14 episodes 4 per episode
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 6 more episodes that year, every mention in 2025 →
2024 33 mentions in 13 episodes 3 per episode
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 5 more episodes that year, every mention in 2024 →
Everything said about Anthropic, oldest first
Jan 25, 2024 neutral
May 16, 2024 bearish
Gerstner: Frontier AI Labs Must Win Consumers to Justify Billions Invested
“So if you're going to be Anthropic or OpenAI or Mistral or anybody else, it's hard to see how you build a business, you know, with payback on the tens of billions that you're going to be required to invest unless you're in the consumer game.”
May 16, 2024 neutral
Gurley: Tech Giants Are Gearing Up for a Consumer AI 'Battle Royale'
“We're just gonna have six companies all running at the same prize and it's interesting, we end up talking about AI every week, but I don't know what there is else to talk about, because that's all anyone's talking about, and so it, we're gearing up for a battl…”
Jul 25, 2024 neutral
Aug 9, 2024 neutral
Nov 27, 2024 positive
Gurley: Anthropic Open-Sourcing MCP Matches Google's Kubernetes Strategy
“I think it is one of the most savvy competitive Weapons you can bring to the field. I'm sure they were worried that open AI would create proprietary data connectors and they want everyone to use this one very similar to what Google did with Kubernetes.”
Nov 27, 2024 negative
Dec 23, 2024 positive
Dec 23, 2024 bullish
Dec 23, 2024 bullish
Jan 23, 2025 bearish
Gerstner: Anthropic has under $1B revenue and lacks rival traction
“You know, is Anthropic going to be able to show, you know, they have less than a billion in revenue. They don't really have they have good, great models, I would argue, but they don't have the consumer or the enterprise traction that the other folks do.”
Mar 2, 2025 bearish
Mar 21, 2025 bearish
Gerstner: Anthropic Has Minimal Contribution Margin Due to AWS Fees
“So in the case of Anthropic, most of their enterprise API, I believe is sold through AWS and they have to pay a huge, Customer acquisition fee in the world of Google, we would call it TAC probably to Amazon. And then of course you have all the costs that you h…”
Jun 6, 2025 negative
Jun 20, 2025 bullish
Laffont: Anthropic grew from $1B to $3B in revenue within five months
“We've seen Anthropic, we have data in here that I think it took him about a year to get to their first billion in revenue.
It took him three months to get to the next billion, and then it took him two months to get to the one
The next billion after that, right…”
Jun 20, 2025 bullish
Jun 20, 2025 neutral
Laffont: Mag 7 was flat year-over-year while top AI companies gained value
“So it was interesting seeing that we think that on average, the max seven of us was basically flat year over year and yet tremendous value accretion to the top AI companies, right? Whether it's open AI or Anthropic or all kind of the following companies.”
Jul 10, 2025 bearish
Jul 10, 2025 neutral
Jul 31, 2025 neutral
Aug 28, 2025 positive
Sep 26, 2025 positive
Huang: Every country must develop sovereign AI capabilities
“And so I think that, that every country needs to have some sovereign capability. I recommend that they all use OpenAI, they all use Gemini, they all use, you know, these, Open models. You use Grok, and I think they, I recommend they all do that. I recommend th…”
Jun 11, 2026 bullish
Jun 11, 2026 bullish
Baker: Grok 4.3 was the most intelligent 500B parameter model in the world
“Grok 4.3 was on the Pareto frontier, and as of 10 or 12 days ago, and these things move fast, most intelligent, five hundred billion parameter model in the world. And they were on the frontier, and there are four companies on the frontier. XAI, SpaceX AI, Goog…”
Jun 11, 2026 neutral
Gerstner: Anthropic achieved accidental profitability due to compute spending constraints
“Atropic, no way did they think they were going to be anywhere close to breakeven. Right? In, in, in, in this part of the curve. And the reason, like I called it accidental profitability that, you know, people have been talking about that because they want to s…”
Jun 11, 2026 positive
Jun 11, 2026 bullish
Gerstner: SpaceX, Anthropic, OpenAI will add $1T revenue in 4-5 years
“The forecast now that we're going to add another trillion of revenue in just three companies, SpaceX, Anthropic, and OpenAI, over the next four to five years, ok? Like, not seven companies, three companies, and in half the time, right?”
Jun 11, 2026 positive