Anthropic
7 statements across 6 episodes · 1 bullish · 3 bearish · 6 people on the record · first statement Aug 18, 2025 by Michael Lingelbach · said 26 times in 16 episodes since 2024 · across every show →
Mentions by year
brought up most by Michael Lingelbach (6), Pablo Srugo (5), Maju Kuruvi (2), Jay Madheswaran (2), Isaiah Granet (2), Alex Mashrabov (2), Viraj Parekh (1), Peter Walker (1)
tap a year for its mentions
2026 14 mentions in 10 episodes 1 per episode
- Q1 2026 w/Carta: What you need to raise a Series A. | Peter Walker, Head of Insights at Carta · PMF Show
- 180 VCs rejected him—then a $60K billboard got him to $2M ARR in 4 months. | Isaiah Granet, CEO o... · PMF Show
- He ran Prime fulfillment for Amazon—then raised $20M to replace e-commerce with AI. | Maju Kuruvi... · PMF Show
- How I grew to $3M ARR in 6 months—& to a $1B valuation in 2 years. | Jay, Founder of Eve Legal · PMF Show
- Worked out of a police department unpaid for a year—built a $6.8B company | Peregrine · PMF Show
- He raised $75M—but kept his team to 21 people & pays everyone the same salary. | Cos Nicolaescu, ... · PMF Show
- He quit Stripe and hit $10M ARR in 4 years—with $0 marketing spend. | Anurag Goel, Founder of Render · PMF Show
- He shut down his last startup and gave the money back—then hit $1M ARR in 6 months. | George, Fou... · PMF Show
- 2 more episodes that year, every mention in 2026 →
2025 11 mentions in 5 episodes 2 per episode
- His Video AI app hit $10M+ ARR in Months—with 0 outbound sales. | Michael Lingelbach, Founder of ... · PMF Show
- He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
- Solo Episode: B2B SaaS is dead. Here's what the best AI founders are doing instead. · PMF Show
- He killed a $100K ARR product & pivoted—then raised $375M. | Viraj Parekh, Co-Founder of Astronomer · PMF Show
- He Bootstrapped Wrike to $10M ARR—then exited for $2.2B. | Andrew Filev, Founder of Wrike & Zencoder · PMF Show
- every mention in 2025, scene by scene →
Everything said about Anthropic, oldest first
Aug 18, 2025 negative
Aug 18, 2025 neutral
Dec 4, 2025 bearish
Mashrabov: No startup besides OpenAI and Anthropic can win in foundation models
“I think it's very difficult for me to see Any other company than OpenAI and Anthropic are being competitive in the foundational model space. It's just very, very difficult for a startup to be a foundation model company. I don't want to say anything bad about c…”
Dec 18, 2025 positive
Parekh: Airflow Logged 300M+ Downloads and 80K+ Company Users Including OpenAI
“Airflow has downloaded over three hundred million times last year, and there's 80,000 plus companies using it. And that includes everyone from Siege State Startups to The biggest banks in the world to companies like OpenAI and Anthropic that are building incre…”
Feb 12, 2026 neutral
Englander: Foundation models are not an existential risk to vertical AI startups
“Our risk is, as I mentioned just then, is like, we may not have product market fit tomorrow morning. And that's not based on, like, OpenAI or Anthropical. It's just based on the speed that Verticalize application is shipping great products. So really, our only…”
Apr 9, 2026 negative
Kuruvilla: AI startups are one OpenAI or Anthropic release away from dying
“I think that time or that phase of products probably is gone right now because now you have to find your relevancy every day. You know, you're like one deployment of open AI or like one anthropic release away from dying. So you cannot sit back at the laurels o…”