Anthropic, every mention
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every year anyone Brad Gerstner 54Bill Gurley 28Gavin Baker 9Dylan Patel 6Sunny Madra 4Thomas Laffont 3Philippe Laffont 2Jensen Huang 2Apoorv Agrawal 2Clark Tang 1
Verbatim, from the transcripts: the passages where Anthropic comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 2:59 Gavin Baker Did a great analysis here, and he shows that XAI's deal with Google for cloud computing generates more operating profit per gigawatt than Anthropic, than Meta, than Google, than OpenAI. 3 times in the scene
- ▶ 5:21 Gavin Baker Um, but my understanding is that Cursor and Anthropic have more tokens of proprietary coding data than anyone else, and they each have more tokens of proprietary coding data than exist on the public internet.
- ▶ 13:41 Brad Gerstner That, that he struck these huge deals with Anthropic and Google. 2 times in the scene
- ▶ 22:19 Gavin Baker Revenue can scale rapidly, and it's called anthropic, and there does seem to be an exhaust, there seems to be a lot of demand for coding, and I do think, ah, Amjad Massad posted something very interesting. 2 times in the scene
- ▶ 31:21 Brad Gerstner Like it's easy for everybody to get excited about the deals with Anthropic because you can put your hands around that. 2 times in the scene
- ▶ 40:26 Brad Gerstner If you add up the capital here, right, for Anthropic, what they may raise, what OpenAI may raise, what, you know, SpaceX may raise, let's call it two hundred and fifty billion dollars.
- ▶ 42:22 Brad Gerstner Um, you and I both know that SpaceX, and I've put Anthropic in, in, in this category as well, Databricks in this category, these things in many ways have been more liquid over the course of the past three years. 5 times in the scene
- ▶ 58:19 Gavin Baker So as to not tread on anthropic open AI. 3 times in the scene
- ▶ 1:10:17 Brad Gerstner Atropic, no way, no way did they think they were going to be anywhere close to breakeven.
- ▶ 1:13:05 Brad Gerstner I think, you know, I've said it a couple times, I think if the anthropic revenue had not shown up this year, because that was the overhang on the market, I think the whole market could be down this year, right?
- ▶ 1:18:36 Brad Gerstner 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?
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 37:52 Apoorv Agrawal Anthropic. 2 times in the scene
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 40:53 Clark Tang Google's TPUs, Amazon's Tranium, and it seems like everyone from ARM to OpenAI to Anthropic are, you know, rumored to be building one.
- ▶ 1:01:29 Jensen Huang I recommend they all use Anthropic. 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:20 Brad Gerstner Uh, you know, I just, I just got back to Silicon Valley, um, after, you know, being away for a few weeks, these, you know, the OpenAI deal, the Anthropic deal, I was just looking at these
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 6:00 Brad Gerstner And should US model companies like OpenAI and Anthropic be concerned?
- ▶ 18:55 Bill Gurley You know, rather than funding, you know, like Amazon with Anthropoc.
- ▶ 29:13 Sunny Madra And so, um, you know, and you see it, uh, you know, in Anthropic, uh, with, you know, their continued fundraisers going, you know, through the roof, uh, that's happening because they're, they're seeing the amount of token consumption.
- ▶ 29:49 Brad Gerstner I think that Iconic is going to lead a five billion dollar round into Anthropic at a hundred and seventy billion. 4 times in the scene
- ▶ 34:07 Sunny Madra And I just wanted to say, even yesterday, Anthropic had to put this, uh, you know, press release plus, you know, product change out saying, hey, we've got to throttle everybody. 3 times in the scene
- ▶ 37:42 Brad Gerstner But they're paying through the nose to Anthropic or to these underlying proprietary model providers.
- ▶ 46:40 Brad Gerstner I have to say I'm surprised if you would have told any of us a year ago or 18 months ago, right, that the combined enterprise value of OpenAI and Anthropic together would be over half a trillion dollars, and you throw
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 38:22 Bill Gurley And so they get bold and they get audacious and, you know, OpenAI, Anthropic, they were all paying people tons of money before Meta did this. 2 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 7:01 Thomas Laffont Whether it's open AI or Anthropic or all kind of the following companies.
- ▶ 26:03 Philippe Laffont What if, what if Anthropic also becomes its own hyperscaler? 2 times in the scene
- ▶ 41:39 Thomas Laffont 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. 2 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:30 Bill Gurley People are trying to wall off data, and, you know, one example would be, uh, Reddit just sued Anthropic this morning despite having a deal, so it'd be interesting to unpack what's in there. 4 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:08:07 Bill Gurley I mean, I guess I would love it if everyone open AI and Anthropic and Google, um, followed suit and chase meta.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 26:26 Bill Gurley I don't think Anthropica would do it.
- ▶ 36:38 Brad Gerstner There's, you know, there's the Anthropic funding round, and there's talk that they're doing a billion to two billion in revenue, a sixty billion dollar funding round, so that to me looks like something like 50 times revenue. 4 times in the scene
- ▶ 50:39 Bill Gurley That, that standard, I believe, got started in Anthropic, but OpenAI has agreed to support it, and
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:10:55 Brad Gerstner And so I saw a report recently on Anthropic 2 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 19:03 Bill Gurley I mean, Anthropic has really not been. 3 times in the scene
- ▶ 45:56 Bill Gurley So if you're a, you know, an anthropic and you've, you've got training credits over here and you've got capex
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:00 Bill Gurley The success was a breakthrough and, and maybe not compared to OpenAI, you know, but certainly I think Mistral or Anthropic or any of these players would have loved to have had the, the launch moment, if you will, the deep sea cat and, and…
- ▶ 14:51 Bill Gurley My guess is, and we could have one or something that, that Nathan Lambert might disagree with you about the 10 X requirement, but I will say this because it's open, because they published the paper, I'm a hundred percent certain that… 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:35 Brad Gerstner You know, is Anthropic going to be able to show, you know, they have less than a billion in revenue. 3 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:11 Brad Gerstner It's going to be interesting to see what Anthropic does, right? 3 times in the scene
- ▶ 1:12:08 Brad Gerstner I think it's so great for the US ecosystem that Elon is charging full speed ahead in AI and keeping Anthropic and Google and OpenAI and everybody else honest.
- ▶ 1:14:36 Brad Gerstner So if you're a new entrant, if you're anthropic or you're open AI, frankly, they were forced into this because there was no other choice. 4 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:34 Dylan Patel Anthropic is going to release a reasoning model.
- ▶ 56:01 Dylan Patel Or, you know, Anthropic, similarly, in their most recent round, they were showing, like, 70% gross margins. 3 times in the scene
- ▶ 1:16:50 Dylan Patel Um, and, and because of this, right, Amazon and Anthropic have decided to, you know, make a 400,000 tranium server, uh, supercomputer, right?
- ▶ 1:25:06 Dylan Patel And if, if things continue to get better, I, I truly do believe that OpenAI, and XAI, and Anthropic, um, will continue to raise more and more money, um, and keep this game going of not just, hey, where's the revenue for OpenAI?
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 27:37 Bill Gurley So I saw something this week that made me, uh, happy, which is, um, uh, Anthropic released a, a new data connection tool. 3 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:07 Brad Gerstner In fact, there was this Bloomberg headline, Open AI, Google, and Anthropics struggled to build more advanced AI. 2 times in the scene
- ▶ 17:58 Brad Gerstner We saw computer use out of Anthropic.
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 59:09 Brad Gerstner We saw this week that Anthropic released computer use, right, to take control of my browser, to, you know, what we've been discussing, book that hotel, or book that airline ticket.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 40:02 Bill Gurley And I think, um, one of the objective functions may be just precisely to make it more difficult for OpenAI or Anthropic to raise, you know, ten billion dollars that they need to, to fund the next two model builds. 2 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:25 Bill Gurley Playing around with credit card data, I think OpenAI is about two billion, um, Anthropics about a hundred million in perplexities at like twenty-five million.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:02 Brad Gerstner Today from open AI to anthropic to, you know, Elon, et cetera, who have all said they were surprised to the upside, um, by larger models leading to, you know, really breakthrough outcomes.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:43 Bill Gurley Um, one, one big takeaway I had from this is if they're all going at consumer, and then we had this, this announcement that, that Mike Krieger from Instagram fame is joining Anthropic, like if they're going, and then some people rumored…
- ▶ 16:50 Bill Gurley This is one of the problems with Anthropic and OpenAI is they don't have a lot of assets, but Google has a ton of assets, and it really showed up in, in their demos.
- ▶ 23:31 Brad Gerstner 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…
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 7:58 Bill Gurley And look, there's all kind of open questions, like, will the LLMs that, that are being worked on at Anthropica OpenA start to have a native data store inside of them?
- ▶ 17:31 Brad Gerstner I also hear similar things about Anthropic where you have these agent capabilities that are, you know, built right in and become intrinsic inherent in the model itself.
- ▶ 56:29 Brad Gerstner Bill, you pointed out a, a tweet to me that was, I think that where the generative AI company multiples were trading, you know, and it says open AI at 18 times, anthropic at 20 times revenue, you know, glean at 56 times revenue, et cetera.
- ▶ 1:07:41 Brad Gerstner Anthropic would be in that camp.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:13:23 Bill Gurley LLM companies in Silicon Valley that have raised over a billion dollars, although some of that was with credits, but there were three, Anthropic, OpenAI, and this one.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 31:27 Bill Gurley Like my first one, you know, when this, this new anthropic thing came out and they list all the different math tests and science tests and PhD and, and they're all listing the same thing.
- ▶ 36:05 Brad Gerstner I think anthropic was up at the Morgan Stanley conference this morning 3 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 1:21:46 Brad Gerstner Again, we're lucky that chat GPT was invented here, that open AI is here, that anthropic is here, but that's not a given.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 7:51 Brad Gerstner So, you're, you're basically saying Microsoft decided to make a big investment in OpenAI, Amazon decided to make a big investment into Anthropic, just as two examples.
- ▶ 16:33 Brad Gerstner OpenAI and Anthropic and these other, these other companies, their valuations have continued to skyrocket. 2 times in the scene