Anthropic, every mention
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every year anyone Alex Kantrowitz 1547Ranjan Roy 128M.G. Siegler 47Lauren Goode 31Ara Kharazian 28Alex Stamos 18Jack Clark 17Dario Amodei 17Reed Albergotti 15Michael Horowitz 11
Verbatim, from the transcripts: the passages where Anthropic comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 0:05 Alex Kantrowitz And let's reassess the competitive balance between OpenAI, Google, and Anthropic. 3 times in the scene
- ▶ 23:02 M.G. Siegler Um, Siri is not gonna blow anyone away who's been day-to-day living with OpenAI and Anthropa and Claude, um, but it's, it's certainly gonna be good enough for the masses, and I think that they're gonna get some, some new experiences that…
- ▶ 43:24 Alex Kantrowitz Okay, so after the break, we're going to talk a little bit about the competitive dynamics between OpenAI, Google, and Anthropix.
- ▶ 45:09 Alex Kantrowitz Furthermore, the biggest beneficiary of today's news is neither, and is talking about Demis, is neither Anthropic nor OpenAI.
- ▶ 50:41 Alex Kantrowitz I mean, let's say Anthropic is going to be a two trillion dollar IPO.
- ▶ 52:39 Alex Kantrowitz You know, speaking of where they were versus Google, like, what was it, nine months ago, they were in code red and trying to fend off Google, then falling behind Anthropic. 3 times in the scene
- ▶ 55:13 M.G. Siegler It does feel like open AI has had a resurgence after being downtrodden and sort of, you know, falling behind, uh, Anthropic because, you know, they obviously were more consumer focused. 8 times in the scene
- ▶ 57:39 Alex Kantrowitz Ah, well, Anthropic has, Anthropic has the, uh, the first try at this. 2 times in the scene
GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
- ▶ 0:28 Alex Kantrowitz And has it finally come back and taken the lead over Anthropic?
- ▶ 4:17 Alex Kantrowitz The fact that even recently I talked about how, you know, it looked like Anthropic was opening up the gap between itself and open AI. 2 times in the scene
- ▶ 13:22 Ranjan Roy I think that is the, yeah, the most, like, uh, important part of the announcement are those benchmark scores, and I think, like, I don't know, again, I'm gonna need to use it so I can feel what AGI feels like, but, um, like, in terms of… 3 times in the scene
- ▶ 44:17 Ranjan Roy Like, if everyone, if every banker who's on the Anthropic deal truly felt that this company could literally destroy the financial system and I've seen indications of what it will and can do and drain my own bank account and ruin my own…
Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
- ▶ 11:06 Matthew Prince Anthropics crawling a little bit more than they did a year ago, but, but it's more that we've just got more people building models.
- ▶ 19:37 Alex Kantrowitz So basically last year we talked about the economics for publishers might not make sense because if you're paying somebody to write, you know, an article and an anthropic crawls it and drops it into Claude, then they sort of get cut out of…
- ▶ 23:06 Alex Kantrowitz OpenAI had 1500 calls, crawls for every click that it sent, and Anthropic and Cloud were about 60,000 crawls for every click that it sent to publishers. 2 times in the scene
- ▶ 34:55 Matthew Prince So it can't be that you charge open AI Anthropic, but Google gets everything for free.
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- ▶ 1:24 Alex Kantrowitz This new, um, Anthropic and Salesforce partnership.
- ▶ 4:35 Ranjan Roy Like, Dario goes and says, you know, you know, my chief commercial officer was just demoing this for me, where he asked what the biggest, biggest accounts that Anthropic is trying to 6 times in the scene
- ▶ 13:46 Alex Kantrowitz You know, their own CRM or the real threat that I think is just because over time, Anthropic may go up market to take some of what Salesforce is doing.
How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown
- ▶ 1:48 Alex Kantrowitz And more and more, it seems that the LLM products out there today, ChatGPTs, Anthropics,
- ▶ 11:31 Campbell Brown What's interesting with AI is if, if you look at what the companies are doing today, which is going after enterprise, that is where the business is, that's where the money is, and I'm a big company spending millions and millions of dollars…
- ▶ 19:26 Campbell Brown Uh, what we get when it comes to, you know, how, how does OpenAI, or how does Anthropic do on questions around bias, what we get from them is a blog post that says, we tested our model, and we did really well, and here are the results. 2 times in the scene
- ▶ 45:19 Campbell Brown That is a choice that Anthropic is making in terms of how to respond to that. 4 times in the scene
- ▶ 51:51 Alex Kantrowitz Chachipa Deanthropic.
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- ▶ 0:06 Alex Kantrowitz New open AI and anthropic numbers show one company surging and another sputtering? 2 times in the scene
- ▶ 1:40 Alex Kantrowitz Um, when this IPO season heats up, uh, I think a lot of, and I'm talking specifically about OpenAI and Anthropic, 2 times in the scene
- ▶ 20:16 Ranjan Roy But the mania has been so strong, the FOMO of not being in the next, uh, whatever, Anthropic, or what NVIDIA on the public side, like, so 2 times in the scene
- ▶ 31:00 Ranjan Roy So I think, so that's, to me, still, let's say six to 12 months, OpenAI and Anthropix IPOs are duds. 5 times in the scene
- ▶ 38:42 Alex Kantrowitz Uh, looking at Anthropik and OpenAI's revenue that have started to leak. 13 times in the scene
- ▶ 53:32 Alex Kantrowitz It's not to say OpenAI isn't capable of closing it or surpassing Anthropik again, but, you know, at least like when you look at the state of play right now, uh, yeah, Anthropik is, is putting some distance between itself and OpenAI. 2 times in the scene
Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
- ▶ 5:23 Alex Kantrowitz Of course, we know that Anthropic had another bot that, that broke containment as well.
- ▶ 25:37 Alex Kantrowitz When you see the AI labs like OpenAI and Anthropic saying they're very, uh, strongly pursuing, uh, recursive self-improvement, where the models just improve themselves, um, how does that make you feel?
- ▶ 47:44 Nick Bostrom And so there was a recent, um, paper by Anthropic looking at the existence of a kind of global workspace inside these large language models. 2 times in the scene
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 23:06 Alex Kantrowitz So, um, carp of course went on CNBC and talked about how you can't trust the anthropics and the open AIs of the world with your data. 6 times in the scene
- ▶ 50:09 Paul Kedrosky So we're talking already about Anthropic, uh, or I guess it was OpenAI having potentially a five percent, uh, U.S. share in it. 3 times in the scene
- ▶ 1:03:47 Alex Kantrowitz So the open AI and anthropics of the world, their future is?
AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
- ▶ 9:05 Alex Kantrowitz Uh, how, like, is this data actually valuable enough for an anthropic or an open AI to see people using their models in certain ways, and then being able to go out and basically go up market and build another product? 2 times in the scene
- ▶ 23:33 Clint Sharp Which is also happening because of the fear mongering that, uh, Anthropic has done over the course of the last six to 12 months, uh, trying to convince the world, like, look, if you run around everywhere telling people that you invented a… 4 times in the scene
- ▶ 29:05 Clint Sharp We're also going to, uh, try to provide you, uh, you know, frontier level intelligence that is focused on telemetry use cases that we can do more cost effectively than what you would do from Anthropic or from OpenAI.
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 4:22 Alex Kantrowitz So you'll have basically the talent that open AI, uh, and anthropic and potentially what's left of the AI organization at Google, uh, pushing the LLM methods forward and Demis going out and looking for the one or two breakthrough, uh,… 2 times in the scene
- ▶ 40:05 Alex Kantrowitz Uh, there's a discussion that has been had that, like, yes, these companies are seeing pretty significant growth from cloud, but most of that is just OpenAI and Anthropic, which have raised hundreds of billions of dollars 6 times in the scene
- ▶ 52:10 M.G. Siegler Is that, um, it's not just that, you know, Google could be going down the, the world model path as, as they view that as the path potentially to get to AGI or the next phase of, of AI development, but it's also that if anthropic and open…
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 8:53 David Cahn I mean, what, what has happened with Anthropic in the last year is nothing short of mind blowing to anyone who studied companies, right? 6 times in the scene
- ▶ 26:52 Alex Kantrowitz Uh, for Anthropic, I wrote the strategy is dominate enterprise, dominate code via products and API. 6 times in the scene
- ▶ 35:54 unnamed speaker Some people think that part of why Anthropix is doing so well is because they're using TPUs.
- ▶ 48:21 Alex Kantrowitz Um, I basically have it that Microsoft is going to try to knock OpenAI and Anthropic down a peg, which I think we've kind of talked about is turn those models into a commodity and leverage existing enterprise relationships for profit. 2 times in the scene
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 2:15 Alex Kantrowitz Uh, obviously he'll still continue with the percentage of his assets that he's kept, including a large stake in Anthropic.
- ▶ 20:39 Reed Albergotti But this is like the total addressable market is so large that I think there will always be companies and businesses that are going to, you know, they're going to use anthropic and open AI models, which by the way, you know, they ought,… 3 times in the scene
- ▶ 36:19 Reed Albergotti Bad thing for open AI and anthropic, they get totally superseded, but humanity has this like access to cheap intelligence.
How China Caught U.S. AI — With Grace Shao
- ▶ 13:19 Alex Kantrowitz When you're building a closed model, like OpenAI or Anthropic, uh, you know, have, you're basically building on your own.
- ▶ 17:16 Alex Kantrowitz AI labs, OpenAI and Anthropic that have pushed the frontier forward again and again and again. 2 times in the scene
- ▶ 21:00 Alex Kantrowitz Um, have, well, are probably saying to themselves, um, well, Grace, these are nice explanations, good culture, and, you know, specialization, and I could buy that at a surface level, um, but we, we do have evidence that the labs like…
- ▶ 28:40 Grace Shao So yes, not as lucrative as maybe anthropic or open AI, 2 times in the scene
- ▶ 40:41 Alex Kantrowitz I'm talking about OpenAI and Anthropic.
How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
- ▶ 0:00 Alex Kantrowitz All of a sudden, cybersecurity is rushing to the fore of the AI industry, as new models including Anthropics Fable and OpenAI's GPT-Five.
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 9:31 Alex Kantrowitz Um, I do think that this is a cumulative, ah, situation of, you know, the models getting cheaper, people showing that models outside of OpenAI Ananthropic can work, um, OpenAI Ananthropic not really being close, ah, you know, at least in… 4 times in the scene
- ▶ 13:44 Alex Kantrowitz The biggest, the best business model is just providing the infrastructure for these things, and the products are, are, you know, obviously improving, but not across the board, and the only ones that seem to have the product momentum are… 4 times in the scene
- ▶ 32:55 Ranjan Roy And like that level of risk and, and Ed does continue about how he's estimating 70% of this capacity from Microsoft, Amazon, Google is open AI and Anthropic. 7 times in the scene
- ▶ 41:41 Alex Kantrowitz You know, an interesting thought experiment here is what does this do to the open AIs and anthropics of the world who are, you know, basically triple levered on reaching AGI, you know, so to speak.
OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
- ▶ 2:15 Alex Kantrowitz So it's not like, um, the anthropic example where Mythos sort of escaped containment and emailed somebody while they were eating a sandwich in the park.
- ▶ 17:57 Alex Stamos I expect it from, from their description, it sounds like it was an anthropic model. 3 times in the scene
- ▶ 25:01 Alex Stamos But if I was open AI or an anthropic at this point, I probably would not do that.
- ▶ 33:50 Alex Kantrowitz Uh, the first part is, you know, the Anthropic started to be declared as the company that was in the lead 3 times in the scene
- ▶ 37:11 Alex Stamos Yeah, so this is what I, I don't know if I said on stage here, but I've said in other places, there's a difference between the short term and long term, and Anthropic to their credit, and I think OpenAI has in other places. 2 times in the scene
- ▶ 41:55 Alex Stamos So what I like to see is opening an anthropic say, great.
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 0:00 Alex Kantrowitz The walls are coming down for OpenAI and Anthropic as cheaper models and new open source competitors from China challenge their ability to make a profit.
- ▶ 1:49 Alex Kantrowitz With last year's DeepSeq moment, the catalyst was Moonshots, new Kimi K-III model, which the company said rivals the strongest offerings from OpenAI and Anthropik. 8 times in the scene
- ▶ 13:14 Alex Kantrowitz So he says, Kimi K-III may be an important inflection point for AI, potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. 8 times in the scene
- ▶ 20:35 Ranjan Roy Versus just getting like a chunked API response as a block of text felt more intelligent and AI-y and like, and we said this for a while, like OpenAI and ChatGPT was, is a great product, but it feels like both Anthropic and OpenAI have… 14 times in the scene
- ▶ 29:49 Alex Kantrowitz Don't buy directly from OpenAI and Anthropic. 8 times in the scene
- ▶ 40:19 Alex Kantrowitz Of course, we have the latest, ah, models coming out from Anthropic with Fable, and OpenAI with 5.6, and Meta with Musepark 1.1, and SpaceX with Grok 4.5, and China with Kimi K three, and Google with 2 times in the scene
AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware
- ▶ 19:14 Jürgen Schmidhuber So, zombie unicorns they are called, and, um, if you look at the most visible companies like Anthropic and OpenAI, um, you know, they are, they are spending so much money on, on all that stuff, and if you look at Google and Microsoft, you…
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- ▶ 2:11 Alex Kantrowitz ChatGPT Work is OpenAI's answer to Anthropik's popular Cloud Cowork product, which the startup has used to expand the market for AI coding. 3 times in the scene
- ▶ 17:05 Alex Kantrowitz So you have your AGI, and it's in, ah, Codex, and it's, or the new ChatGPT app, and it's in Anthropix app, and Meta's figured it out some way, and Apple has it in the iPhone for whatever reason. 3 times in the scene
- ▶ 22:44 Alex Kantrowitz API pricing is roughly 25% the cost advertised by other top models from OpenAI and Anthropic. 7 times in the scene
- ▶ 38:39 Alex Kantrowitz Why is, let's say, Anthropic willing to pay so much money for your compute? 5 times in the scene
Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
- ▶ 8:21 Anissa Gardizy I think it is a flaw, and I think there is, if anyone's going to sort of attack NVIDIA's dominance, they're going to do it on inference, like you said, and there is sort of a massive effort underway right now to make all inference chips… 2 times in the scene
The Real ROI of AI Tokens — With Dallas Dolen
- ▶ 14:53 Dallas Dolen He's actually the priest who wrote the paper along with some of the team over, over an anthropic.
Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles
- ▶ 4:23 Andrew Bosworth You can go use Anthropics.
- ▶ 10:39 Andrew Bosworth There's also some areas of development that we do on models that we use from, ah, from Google, or from Anthropic, or from OpenAI. 2 times in the scene
- ▶ 14:41 Alex Kantrowitz Same thing with Anthropic, similar with Meta.
- ▶ 15:00 Andrew Bosworth I would, you know, the work today, the, the business that Anthropic is doing, and that OpenAI appears to be increasingly pursuing, uh, concentrating on things under, under Greg, is an enterprise business, where they're building these…
- ▶ 20:15 Andrew Bosworth One thing we've learned, and I certainly, you know, I think Anthropic has learned over the various generations of Claude, we certainly, we care a lot as humans about the way natural language appeals to us or doesn't appeal to us, and so…
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- ▶ 3:04 Alex Kantrowitz We talked about this a little bit on Friday, but Microsoft, Google, OpenAI, Anthropic, Meta, anyone with an AI play is trying to make their own super app, which is basically an AI interface for all computing that you would do, whether… 4 times in the scene
- ▶ 17:05 M.G. Siegler Um, I do think that Anthropic still, you know, holds the lead with regard to capabilities, thanks to, you know, Mythos and now Fable, and obviously it's back out there in the world after a hiccup, uh, and we'll see if that, if that stands,… 4 times in the scene
- ▶ 37:10 M.G. Siegler Let the, let the open AIs and let the, um, anthropics. 2 times in the scene
- ▶ 40:49 Alex Kantrowitz It's, if Google doesn't do it, OpenAI would do it, or Anthropic would do it, or who knows would do it.
- ▶ 55:03 Alex Kantrowitz And, you know, and I guess that's good for the bottom lines of the open AIs and Anthropic and the cloud providers, um,
Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- ▶ 0:29 Alex Kantrowitz Of Anthropics Mythos, the debut of OpenAI's GPT-Five-Point-Six.
- ▶ 1:26 Alex Kantrowitz The US releases powerful anthropic model mythos to some US companies. 6 times in the scene
- ▶ 3:40 Alex Kantrowitz Uh, let's get into the OpenAI news, because I feel like it really couples together with, uh, the anthropic news. 6 times in the scene
- ▶ 19:48 Alex Kantrowitz And in fact, I think Anthropic was, uh, you know, effectively coming out and saying that if we think that you're using our technology to build a competing model, we're going to block your access to do that. 4 times in the scene
- ▶ 24:41 Alex Kantrowitz I think OpenAI knows it's important to beat Anthropik to the public markets given the growth that Anthropik has shown of late. 5 times in the scene
- ▶ 29:37 Alex Kantrowitz There's this, now it's, it's become a meme that people are trying to pull back on their costs with OpenAI and Anthropic and finding ways to do it, but the reporting shows that it's more than a meme, that it's a reality that seems like… 6 times in the scene
AI’s True Cyber Risk: Fable, Mythos, China, and The Rest — With Alex Stamos
- ▶ 0:00 Alex Kantrowitz We're obviously at this moment where the government has pulled down, or basically forced Anthropic to pull down Fable or Mythos, uh, its frontier model. 10 times in the scene
- ▶ 2:32 Alex Kantrowitz Ron, John, and I for months now have had this debate about whether all of this talk of doom and super powerful models from anthropic, like, for instance, mythos, a model so powerful that you can't access it, whether that represented a real… 2 times in the scene
- ▶ 4:38 Alex Stamos Now, is it the avenging cyber god that Anthropic makes it out to be? 3 times in the scene
- ▶ 10:37 Alex Stamos Anthropic has played it up too much. 2 times in the scene
- ▶ 11:51 Alex Kantrowitz And so is what anthropic is doing that different from like where you'd want to be? 5 times in the scene
- ▶ 16:09 Alex Kantrowitz So by the way, Anthropic has said they expect Fable to come back on soon. 6 times in the scene
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