Anthropic

“When we do a deal, you can drop your, I mean, it's really easy, drop your notes and do it in, in, you know, chat GPT or Anthropic or Claude and have it generate an investment memo. I mean, we're still going to read the memo and edit, but you saved yourself a b…”

“It's an open source agent based off of Claude, as in like Anthropics Claude, that you can kind of put on your own personal device and instruct it to do certain things and actions and help you with certain activities.”

“And you're seeing now too, with some of the stuff Claude is putting out, or Anthropic rather, security holes are going to be easier to find with the more intelligent models.”

“I actually find that Claude models are really great for engineering and also just general general knowledge stuff as well.”

“The local models are going to be, I think, more, more popular when it comes to very secure applications, and they don't want to send their data over To somebody like an Anthropic or an OpenAI or, you know, they'd rather keep it all in-house.”

“Right now, I think Google is kind of on the lower, is probably number three next to Anthropic and OpenAI.”

“Obviously later this year we're following with some other big names and OpenAI and Anthropic.”