Anthropic, every mention

2 scenes (said by Gavin Baker) · ← back to Anthropic

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every year anyone Rajiv Jain 7Josh Wolfe 2Gavin Baker 2Sean Warrington 1Ryan Lovell 1Randall Stutman 1Mike Trigg 1Lane MacDonald 1Ed Grefenstette 1Dave Jerger 1

Verbatim, from the transcripts: the passages where Anthropic comes up

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Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) Mar 2, 2026 · 2 mentions

  • ▶ 54:00 Gavin Baker AI is different in that at every level of the stack, whether it's the frontier models, you have OpenAI, Anthropic, XAI competing with Google, whether it's semiconductors, at every level of semiconductors, the key competitors are both…
  • ▶ 1:03:20 Gavin Baker Anthropic researchers have said a lot of our hiring comes from what people say on X.
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