The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 32 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
SpaceX, Anthropic, and OpenAI IPOs will exceed all past tech IPOs combined
“We're going to see three trillion dollar plus IPOs over the coming months. It's never happened before. The value of SpaceX plus Anthropic plus OpenAI will be more than all the other tech IPOs combined ever.”
Lemkin: Four Upcoming Tech Mega-IPOs Will Eclipse All IPOs Since 2000
“SpaceX, Anthropic, OpenAI, we'll add in Databricks, we'll have Arsan, one of the co-founders here in about half an hour after this. That's going to create more market value, more value, and more wealth than every other IPO since 2000.”
Lemkin: Anthropic Will Reach $50B in Revenue in Four Years
“Anthropics revenue is like nothing we've ever seen. Okay. It'll be at fifty billion in less than four years or four years plus or minus.”
Ripabelli: 99.9% of OpenAI and Anthropic users will not stay on DeepSeek
“But I think in two months, I think, 99.9% of the people who are using Anthropic and OpenAI today is going to go back to using their products, not DeepSeek's model.”
O'Driscoll: OpenAI and Anthropic Revenues Won't Match AI CapEx Until 2031-2032
“The stunning thing is it takes until 2031 or 2032 before
The revenue from those two companies surpasses the total capex.”
O'Driscoll: Foundation model makers will probably continue capturing the delta value
“The truth is they are the apex predator of this distribution. They are the guys who have taken the value, the delta value, and probably will continue to do so under those forecasts.”
O'Driscoll: VCs Are Hedging Between Foundation Models and SaaS
“No one knows the answer and most VCs are betting both ways. They're chucking a bunch of money in at a modest 300 or six hundred billion pre at Antropic. And at the same time, they're doing a whole bunch of investments that only make sense if in fact there is r…”
Masad: Replit's memory compaction algorithm beats Claude's
“We actually think ours is much better than Claude and many others on the market.”
Dorfman: Self-serve drives 54 percent of new Anthropic enterprise logos
“54. 54% of our new enterprise logos have come through the self-serve funnel in 2026.”
Lemkin: Anthropic and OpenAI Will Reach Trillion-Dollar Valuations
“Anthropic isn't topping out at a billion. OpenAI isn't topping at a billion. They're topping at a trillion.”
Anthropic Uses Shadow Targets Instead of Traditional Sales Quotas
“No quotas at Anthropic today. That might change. Everything in this space, I feel like as soon as you say it, it's already outdated, but just shadow targets today.”
Tamir: Direct OpenAI or Anthropic APIs outperform cloud intermediary platforms
“Using a first party solution with say OpenAI or with Anthropic is going to have different performance, different latency than if you do it via an intermediary, like a cloud. So you maybe get some simplicity by not having to onboard different vendors and differ…”
O'Driscoll: OpenAI and Anthropic Prove Software Is Not Dead
“What they don't mean is software dead because OpenAI and Entropic are software, and they are most definitely not dead.”
Dorfman: Anthropic sales forecasts are largely run by Claude
“What's most important is forecasts are being largely run by Claude and then inspected and reviewed by managers.”
Lemkin: Top AI Companies Rely on Traditional SaaS GTM Leaders
“If you look at who is running go-to-market at some of the hottest AI companies from open AI to anthropic on down, you'll see folks that spoke at Saster in the past few years. You will see the exact same people essentially running the same playbooks they ran be…”
Dholakia: Dario Amodei Revealed Model Coding Abilities Were Emergent, Not Designed
“Dario said on that panel, That they discovered that the models could code. Like it wasn't a design requirement. It wasn't an intentional, the model. It had the capability. It figured out how to do it.”
Anthropic encoded top rep behaviors into five Claude skills for AEs
“And we built a sales plugin that documented what our top reps do and turned them into five skills that we included in Claude that every rep uses every single day.”
Dorfman: Rapidly scaling sales headcount cannot absorb sudden vertical demand
“Even if we were prepared to hire an onboard and three X or four X or five X the sales team, You simply can't absorb that number of bodies at the pace that we needed to absorb them in order to deliver against the demand and in order to deliver a positive custom…”
Anthropic's enterprise demand went vertical after Claude Opus 4.6 launch
“And it wasn't until December of 20, 25, when things really took off. The launch of Opus 4.6 in December was a bit of a sea change for us. And we came back from what was in hindsight, An incredibly restful winter break to demand going vertical.”
Anthropic sales reps feed Gong transcripts into Claude Code for prototypes
“Some of our reps like to take gone calls when they've had a really good discovery call and drop them into Claude code so that Claude code can build a prototype”
Anthropic, Figma, and Cursor Use Clay for Inbound Qualification
“And this is, by the way, workflows that Anthropic, Figma, Cursor are all using play to power.”
Anthropic Has Scaled to 1,300 Employees and 150 Go-To-Market Staff
“About 1300 at Anthropic, probably a 150 or so on the go-to-market team. So crazy scaling over the last year and a half.”
Mann: Knowledge Extraction Is Low-Risk AI Compared to Tool Use
“Take a portfolio approach, try some less risky use cases, like where knowledge extraction or summarization might be involved. And maybe some more risky use cases like tool use, where it's using that company's tooling, function calling.”
Dorfman: Claude 3's coding proficiency sparked Anthropic's commercial sales acceleration
“We've had a commercial product for the last three years, but it wasn't until the Claude III family of models, when Claude started getting really good at coding, that things started to accelerate.”
Dorfman details the exact tech stack behind Anthropic's sales operations
“We use lean data for routing. We use clay for enrichment. Salesforce is our system of record and source of truth. We use Jira for tickets intercoms fin product. We use for Custer's customer support, as well as for sales support. I joke with the ironclad team t…”
Anthropic uses Claude via Slack to triage internal sales support tickets
“So we made Slack the front door. Slack comes in, tick it out. Claude does the triaging. So Claude actually co-work now does a lot of this. And that's changed for us probably in the last week since I made these slides, but co-work can check your emails and can …”
Anthropic uses Claude to surface six dynamic weekly coaching moments
“Every week Claude surfaces six coaching moments. And this isn't a static set of coaching based on a methodology. This is dynamic based on how the needs of our business evolve month over month.”
Persson: Snowflake internal agents run on Cortex with Anthropic and OpenAI
“These are proprietary models based, you know, using Snowflake. Cortex, and then we're using various large language models to build these agents. That could be, you know, it could be anthropic, you know, it could be, you know, OpenAI, you know, and other models…”
Anthropic uses Claude in Slack to answer employee questions and onboard staff
“Across both the technical and non-technical org, one of the favorite use cases is the Slack channel that we spun up, and what this Slack channel does is employees can go in, ask questions. Claude is on the back end and uses to go search over our internal knowl…”
Cursor Receives Pre-Release Access to Anthropic Models to Provide Coding Feedback
“Cursor has given us feedback on our models in the coding area and had access to our models before we released them and been able to actually give us feedback to meaningfully improve the user experience on both of our ends.”