Anthropic

“And actually, it feels like open AI, number one, that's, I think, clear. I think Anthropic is number two. So then everyone else shows up. Is what it feels like to me, at least from people I'm seeing building or the technology they're using or the innovation th…”

“So they sold their stake for eight hundred million. So they put in 400 or five hundred million and they sold it for 800 or nine hundred million in the liquidation. And so it wasn't the Anthropic investment that really paid off.”

“I actually saved a 100,000 dollars a year of cash taxes by moving an investment from one hold code to another thanks to Claude”

“Anthropic went from one to three billion in revenue in five months. They just announced one to three billion in revenue in five months. Okay. And that is basically all infrastructure plumbing revenue.”

“If you want something that's either code or creative writing, Claude is better.”

“I kind of think Suna's gonna go uncontested for a little while, [1352] longer where it's not the main thing that open AI or anthropic is going to try to roll out and make mainstream.”

“Most models, I think, are derivative of either, either the you know, like, anthropic series or GPT series. And so, like, You know, those two kind of have two distinct personalities, but if you go use, you know, any of the, like, open source tools or things lik…”