Anthropic

“It's very easy to build a basic model. So transcription, you can do open source. You can buy some stuff. You can drop it into chat GPT or Anthropic and get a summary against it. And those are good. And you'll see there's this kind of table stakes of you should…”

“The Claude Code team apparently writes, 95% of their code is written by Claude, which means very directly that each engineer working on Claude Code themselves is doing the work of 20 people.”

“When you realize what it can do, it can replace the work of developers, designers, and an entire team of people for a hundred bucks a month, and you can build anything you want pretty much.”

“OpenAI, Anthropic, and others are the fastest companies to ten billion dollars in revenue basically ever, right?”

“So one thing that I might even be working on is taking working with OpenAI and Anthropic and 11 and a few other folks on taking the world's most important books and using machine translation to translate them into languages that represent over 80% of humanity …”

“Unfortunately, Entropic and OpenAI, if you ask them to design stuff, they kind of narrow the thinking.”

“That's why Entropic, for example, also talks about an annual run rate and not recurring, because they have subscriptions, but they also have revenue coming from one off, like, API consumption, but then that volume is then annualized.”

“It was 1.5 million last month.”

“Huge chunks of Anthropic stock were sold at auction to any investor who wanted them, including people who are super, super unaligned.”

“Their company is governed by something called the long-term benefit trust, which is an outside set of trustees that are not like a vague advisory board or like remember the trust And safety counsel that that Facebook famously had and The totally ignored. The L…”

“I met the Anthropik team when they first left OpenAI, and they, you know, they left over a dispute With OpenAI over you know, exactly how to pursue the question of AI safety.”

“I think that that courageous stand that they took, again, leaving aside the politics of it, just looking at it from a pure business perspective, Is an example of a very savvy business strategy that sees trustworthiness as an asset, like a business asset that c…”

“I think it's extremely obvious if you look at the data that's been published so far, that part of the reason they have an enterprise advantage is because they have a trust advantage.”