“So the CTO almost, almost bragged about blowing through the AI budget in the first few months of the year. Then the COO over the weekend in a podcast said that I think that this led to a bunch of internal meetings and that he, this is Andrew McDonald, did not see much of a return on this investment yet.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Amir Efrati
AssertionSupported
Anthropic has completely overtaken OpenAI in revenue
“So I'm just curious how you reconcile what you were saying about the costs and everything with just the unprecedented growth that Anthropic has seen and the like flippening with open AI where it has just completely overtaken open AI from a revenue perspective.”
Amir EfratiMay 29, 2026▶ 20:02Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Opinion
AI and data center investments are literally sustaining the US economy
“If Anthropic were to fail, that would have a massive cascading effect on the entire economy and AI and data centers in general are what is literally keeping this economy going.”
Amir EfratiMay 29, 2026▶ 16:20Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
AssertionSupported
Anthropic possesses an unreleased frontier AI model called Mythos
“We have the whole scenario now where there is a model that exists called Mythos. Nobody really has it except for Anthropic, and who knows if the actual real model as opposed to distilled versions of it that they give access to will ever kind of come out, and m…”
Amir EfratiMay 29, 2026▶ 16:47Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
AssertionNot checkable as stated
US national security establishment relies heavily on Anthropic despite DoD tensions
“While you have the fight between Anthropic and DoD over these various guardrails that Anthropic was insisting on, it's still the case that much of the national security establishment relies on and loves Anthropic models, and they want to keep using them, and t…”
Amir EfratiMay 29, 2026▶ 5:44Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
PredictionNot checkable as stated
Trump administration is unlikely to enact economy-damaging AI regulations
“Well, the Trump administration is unlikely to do something so heavy handed that it takes the economy.”
Amir EfratiMay 29, 2026▶ 16:14Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Opinion
Current AI tool adoption is at roughly one percent of market potential
“We're like at one percent penetration of what is the market in terms of what you can currently do with these tools. Only one percent of the people are actually doing it.”
Amir EfratiMay 29, 2026▶ 36:44Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
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