Anthropic
4 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Oct 27, 2025 by Mike Trigg · said 18 times in 9 episodes since 2025 · across every show →
Mentions by year
brought up most by Rajiv Jain (7), Josh Wolfe (2), Gavin Baker (2), Sean Warrington (1), Ryan Lovell (1), Randall Stutman (1), Mike Trigg (1), Lane MacDonald (1)
tap a year for its mentions
2026 15 mentions in 7 episodes 2 per episode
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
- Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
- Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- every mention in 2026, scene by scene →
Everything said about Anthropic, oldest first
Oct 27, 2025 bullish
Mar 2, 2026 positive
Mar 12, 2026 positive
Chainlink uses OpenAI, Anthropic, and Google models to reach data consensus
“Through our technology, we were able to have the AI models reach consensus on that single piece of data that is the share split 10 to one. OpenAI, yes. Anthropic, yes. Google, yes. We posted that on a blockchain as a unified golden record.”
Jun 8, 2026 bearish
Jain: Over half of hyperscaler backlog stems from OpenAI and Anthropic
“Now we're getting more clarity that more than half of the backlog, hence probably the revenue too,
Is coming from basically anthropic slash open AI.
If you look at Google and Microsoft is more than half open AI.
Amazon is more than half.
So they invest with op…”