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Anthropic

4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 4, 2025 by Sam Smith-Eppsteiner · said 19 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Shayle Kann (11), Jeremy Eliahu-Ontiveros (5), Sam Smith-Eppsteiner (2), Varun Sivaram (1)

tap a year for its mentions
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2026 16 mentions in 2 episodes 8 per episode
2025 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Anthropic, oldest first

Apr 4, 2025 neutral
Assertion Supported
Smith-Eppsteiner: Some law firms use Anthropic directly over Harvey
“Like I know law firms that are using Anthropic instead of Harvey or legal AI tools, so there's definitely anecdote on both sides.”
Sam Smith-Eppsteiner Apr 4, 2025 ▶ 5:04 Specialized AI brains for physical industry
Jul 9, 2026 positive
Assertion Supported
Eliahu-Ontiveros: Google deployed $50B in balance sheet backstops for Anthropic
“If you look at how much capital they have sort of indirectly deployed, it's already fifty billion dollars of sort of applications that they have on their balance sheets that are solely in sort of the goal of supporting Anthropix data center build out.”
Jeremy Eliahu-Ontiveros Jul 9, 2026 ▶ 21:21 Inside the AI power wars
Jul 9, 2026 bullish
Assertion Not checkable as stated
Eliahu-Ontiveros: OpenAI and Anthropic drive half of Amazon and Microsoft buildout
“Increasingly, you basically look at Amazon or Microsoft, how many gigawatts they're building every quarter? Half of that is going to either both of them combined, right? Open AI and Anthropic.”
Jeremy Eliahu-Ontiveros Jul 9, 2026 ▶ 11:56 Inside the AI power wars
Jul 9, 2026 bullish
Assertion Open · timeframe Dec 2027
Eliahu-Ontiveros: Anthropic aims to add over 8 GW of power by 2027
“Anthropic, you know, one and a half gigs of capacity end of 20, 25. By 27, they won over 10 gigs, right? So they're going to build basically more than eight gigawatts in two years. That's the size of Google today.”
Jeremy Eliahu-Ontiveros Jul 9, 2026 ▶ 14:36 Inside the AI power wars
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