Anthropic

“It's open source. The paper's out there. So that will get ported back to Llama, to OpenAI, to Anthropic, but I haven't seen that.”

“Like anthropic does have a chain of thought model. They just haven't released it publicly. And the reason for that is just financials and like their safety stuff.”

“The thing that's most fascinating to me is all these model companies, Mistral Anthropic, Cohere that really don't publicly have these capabilities. Where now anybody employed at those companies basically shouldn't sleep. For the next, however long it takes to …”

“Whereas Amazon, they have deals with Anthropic. They host a lot of stuff. Obviously there's Alexa and there's AI in their products, but it's not as strong of a narrative. And a lot of it comes from the fact that they're no, they're kind of no longer in founder…”

“Anthropic made a clear bet around AI safety and a lot of other firms ignored that deep seek one of them. And so that seems to be in the short term, the wrong bet to make.”

“How, in what world does AI and LLMs not wind up being around a trillion dollars of value? I get that. Like it could go any direction and like how you slice that up. It could be very equal. It could be one winner take all. And you know, Hey, people are gonna ha…”

“The tricky thing is it's pretty clear that OpenAI, Anthropic, and you know, Windows, Apple, iOS, Android. Like, this is sort of how the OS almost inevitably will work, assuming that people still make software.”

“I think deep sea kind of came to that earlier. The sort of need to really push on kind of the efficiency frontier as opposed to the capability frontier, because they ran out of chips before the likes of OpenAI and Anthropic.”

“My Sydney is, easy answer for me, is it was Claude Thoreopis. That was like such a great model, and you know, not an OpenAI model too, so y'all never say that. But, you know, a ton of life to it.”

“I would say that if there were any challenger to MCP, it will come from Google because Google has native integrations to Gmail, calendar, YouTube, what have you, they already launched it and it's already first party in there.”

“The main challenge that they're going to all going to face is that Anthropic is coming up with their own registry. So Anthropic wants to own this.”

“We're still seeing these huge gains where you go, you know, 10 X compute increase in RL. We still getting like very distinct linear gains for that.”

“And I mean, I think if you are old on Arc AGI, then it would, you'd probably get superhuman at it pretty fast. But I think we're all trying not to RL on it so that it functions as like an interesting held out.”

“In his discussions with both Anthropic and OpenAI, the iPhone maker requested a custom version that could run on Apple's private cloud computer.”

“As you looked at open AI, it was about 750 times harder than with the kind of Google of old to get traffic with something like anthropic is 30,000 times harder.”

“It's out, now it was done, 99 to one in the Senate, almost unanimous in the Senate, To get this out. This was a big win for Dario of Anthropic, probably the number one beneficiary.”

“I would say open AI has dominated and owns knowledge retrieval. Anthropic owns Cogen, and they both have kind of flywheels that are accelerating.”

“Anthropic this year has gone from the beginning of the year to one to four billion dollars.”

“Gemini is, is at the same like level of like AI research quality as OpenAI anthropic by most benchmarks, by most people that use them.”

“I believe Anthropic is pretty tightly hitched to Amazon, and I think the next big cluster from Anthropic will be powered by Amazon for the most part”

“I feel like OpenAI has been more dominant just in the real world, and actually Anthropix done very well on X.”

“The majority of all of that, or at least the plurality of all of that is ChatGPT. And ChatGPT, even though it is served by a foundation model company, is an application. It is a consumer subscription that has an immense amount of power. It has an immense amoun…”

“I feel like OpenAI has been more dominant just in the real world, and actually Anthropix done very well on X.”

“If you are your Slack user, you need to see the Slack bot that we introduced here, which is built on Anthropic. It's also amazing. So we use open AI. We use Anthropic. We use Gemini. I just did an interview with Sundar, you know, you can see it on YouTube. We …”

“We own one percent of Anthropic.”

“All of their revenue comes from having the best coding model, which is very different than having a lot of revenue because you have a hit consumer product, because you have to keep training the next model.”

“Apparently, Anthropic spent 2.66 billion on Amazon web services in the first three quarters of 20, 25, around 100% of their estimated revenue.”

“Hey, I'm happy with OpenAI. I would love to have Anthropic, MAI, Crock, anyone. If Google wants to put Gemini on Azure, please do so.”

“Anthropic wanted multiples of billions. I believe starting in a billion in year one and doubling every year thereafter, at least for the next three years.”

“It's sort of like, You know, a stalking horse, another, another animal based analogy, but it's sort of a stalking horse for like, Hey Gemini and anthropic. Like if you guys don't lower your prices, we will go to the open source option. And that's sort of what …”

“But with AI companies, including meta platforms, Google, Anthropic, wooing top researchers with pay packages that can be worth a hundred million dollars or more, researchers and engineers have been able to hold out for the most attractive terms, and in many ca…”

“Anthropic has ordered twenty-one billion dollars worth of TPUs to train to train large claws.”

“These were just rumors, but when you looked at XAI's traction relative to their valuation at the time, they were looking for a greater valuation than anthropic. And yet the enterprise adoption certainly didn't justify it by itself.”

“When we go out, when we're you know, competing against other companies for enterprise contracts, We see, just honestly and candidly, we see Google, and we see OpenAI. Every once in a while, we see a couple other US players. I have almost never lost a deal, los…”

“Amir says that Anthropix inference costs on Google and Amazon servers were 23% higher than the company, ah, projected.”

“The revenue run rate for the end of 2025 was Nine billion up from four billion in July, 20, 25.”

“Opus is with quite a bit lead the best.”

“That's also why it's a little bit of a banger that I got an email from an tropic That I had to rename the project. And I mean, kudos, they were really nice. They didn't send their lawyers. They sent someone internally.”

“After trademark issues with Anthropic, they changed the name first to Moldbot, then to Open Claw.”

“You know, you do your inference on one set of chips and you do your training on another set of chips. So like, Anthropic does this.”

“Well, there's a bet, right, between basically the head of compute of XAI and the head of compute of Anthropic. And the bet is, what percentage of worldwide data center capacities in space by the end of 28, and the bar is one percent. And so the XAI guy is like…”

“And when Anthropic says in their funding, like, hey, we're gonna have three hundred billion dollars of revenue by the end of the decade, and it's like, actually I think that number's too low. Because the economic value of what they're gonna create is gonna be …”

“I think Anthropic does not sell AI access to China. You know, they loop it through, and you can see this in the traffic data. They go through Korea and Japan and other places, but like, and so they get it.”

“So I think everyone's, like, cloud code is for coders, and it's like, no. Cloud code is for people who don't code now. Right? And that's the big realization this year.”

“People are peak negative on OpenAI right now because of how good Anthropix has been killing it.”

“So, so really bold campaign for a company that hasn't been able to consistently crack the top 25 of the iPhone apps.”

“Someone ran the numbers, and if they did all, if they aired all four, it would be something like eighty million dollars or something. I don't think that they're gonna run all four.”

“As the ads that are coming to chat to be to your effectively display ads. Everybody in the industry by now should know this, yet this campaign implies that the ads will influence the response and that you cannot trust it.”

“And there is zero, I will go out now and say, I would say there's effectively a zero percent chance that OpenAI can win the Super Bowl this year.”

“The main thing that's wrong with the ads is, like, using a deceptive ad to criticize deceptive ads feels, I don't know, something doesn't sit right with me about that.”

“Our first principle with ads is that we're not gonna put stuff into the LLM stream.”

“Claude should be able to do that, and it makes a lot of sense, and I expect OpenAI to launch this product, like, ASAP.”

“They've been winning the Vibe War with developers, and they've been winning the Vibe War on X, and now it feels like they're about to win the Vibe War in the public in the public square.”

“LegalZoom is down 15% since this announcement. It's now a 1.38 billion dollar company.”

“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, like it seems like the race to get to Three billion monthly actives is kind of over. I d…”

“So Anthropic is the Apple and OpenAI is the Microsoft, and they're also Aligned with Microsoft. Owned in part by Microsoft.”

“It's going to broadly damage consumer trust and LLMs. Some people will just be like, wait, like, They're, they've been kind of like making money on me without me knowing.”

“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, Like, it seems like the race to get to three billion monthly actives is kind of over.”

“And then the other thing is, like, it's gonna broadly damage consumer trust in LLMs.”

“It's brilliant, well-timed, and incredibly strategic for a few reasons I'll outline below, and it's designed to plant a false impression of Chad GPT's forthcoming ad product in the minds of hundreds of millions of Americans.”

“They've been winning the Vibe War with developers, and they've been winning the Vibe War on X, and now it feels like they're about to win the Vibe War.”

“Anthropic is the Apple, and OpenAI is the Microsoft, and they're also aligned with Microsoft, or owned in part by Microsoft.”

“Like LegalZoom is down 15%. Since this announcement. It's now a 1.38 billion dollar company.”

“Claude should be able to do that, and it makes a lot of sense, and I expect OpenAI to launch this product, like, ASAP.”

“There's, they're doing 30,000 people at Accenture. [216] John Coogan: What do you mean? [216] Doug O'Laughlin: To like, [217] Doug O'Laughlin: 30, 30,000 people at Accenture are going to learn how to cloud code.”

“I think, four, six was a little disappointing, if I'm being honest with you.”

“Honestly, Anthropic has no free users, or like on a relative basis, so their margins are ironically like, kind of on a like-to-like basis, kind of not as good as you think.”

“Any product that, like, really catches on in the workplace could very well trickle over into life, and Anthropic could someday have a pretty big, you know, they could have, like, a Netflix-sized subscriber base for people that just want an ad-free AI experienc…”

“Morgan is sharing audience. Didn't like Anthropics ad placing it in the bottom. Three percent of all Superbowl ads from the last five years.”

“They basically made open AI way over react.”

“Yeah, it's at 23 right now.”

“I think the real Sasspocalypse might not start until you have some of the labs public, and people can actually really rotate out of software fully and say, I don't want to own this thing that I don't fully understand how AI is going to impact it when I could o…”

“Head of Anthropic Safeguards Research just quit and said the world is in peril, and then he's moving to the UK to write poetry and quote become invisible.”

“It's essentially a consumption-based product, but psychologically, if I'm rolling out, ah, Claude to a company, and I set up seats for a team, I know that there's individual rate limits, so no one individual is gonna, like, blow me up, basically.”

“We've all seen the revenue chart, 10 X growth four years in a row, a hundred million, a billion, now fourteen billion.”

“I think when Mark was on, he said they have about a point of anthropic going into this round, if I remember correctly.”

“Anthropic has raised thirty billion dollars at three hundred and eighty billion post money valuation.”

“Each model makes money, but the company loses money.”

“The point is it doesn't equilibrate to perfect competition with zero margins. If there's like three firms, if there's three firms in the economy, All are kind of independently behaving, behaving rationally. It doesn't equilibrate to zero.”

“These are the most unprofitable companies in human history, I think.”

“Well, it's way, way cheaper than what you pay to Anthropic or OpenAI, so they must have good margins, and everyone sort of agrees at this point that inference margins are in fact healthy.”

“Each model makes money, but the company loses money.”

“Yeah, so the, again, the gross margins right now are very positive.”

“There was reporting last week that Claude was leveraged in some way during the Maduro planning, the planning of the Maduro raid.”

“If there's like three firms, if there's three firms in the economy, all are kind of independently behaving, behaving rationally, it doesn't equilibrate to zero.”

“I mean, especially if you're talking about these big pre-trains, it's really just these four. No one else is really at that scale.”

“I mean, the models, you know, if you're in the path of models improving, you will get stomped like Godzilla, but there's still plenty of opportunities all over the ecosystem, especially if you're not doing something that's in software.”

“In the Cloud Code docs, OAuth, and OAuth authentication, which is used with the Free, Pro, and Max plans, is intended exclusively for Cloud Code and Cloud.ai. Using OAuth tokens obtained through Cloud Free, Pro, or Max accounts in any other product, tool, or s…”

“Anthropic is hiring a Salesforce admin.”

“My fundamental view is that AI has been on an exponential for the last 10 years and as part of a sort of Moore's law for intelligence, and that we are now well advanced on that curve, and there are only a small number of years for AI models surpassing the cogn…”

“I have a strong suspicion that Anthropic is going to go, you know, in the next three to six months. They just have so much momentum and there's a lot of value being first.”

“But they can't go so far as to say like, hey, if you put the pieces together, Then this is how it's going to play out. I think it's too sort of damaging to sort of their reputations and like, you know, their ability to fundraise and things like that.”

“Intuit shares jump 5.4% on Pact with Anthropic.”

“The only thing is if it came out that anthropic Was effectively day trading against the companies that they want to sell their models to. It would be basically over.”

“It's also locked in a battle with the Defense Department over how its clawed suite are used after it told the Pentagon it couldn't be used for domestic surveillance or autonomous lethal activities.”

“Venture as a class in a good year will do like four hundred billion, and across OpenAI at a 100,000,000,030 for Anthropic, 20 for XAI, then you have, you know, a bunch of NeoLabs all picking up a billion each. Like, you very quickly get to a few companies Rais…”

“Hackers use Claude to steal a 150 gigabytes of Mexican government data. They told Claude they're doing a bug bounty. Claude initially refused. A hacker just kept asking and manages to successfully steal some documents. Apparently, it's four state governments, …”

“Anthropic previously paused development work on its model. If it could be Classified as dangerous, but it said it would end that practice if a comparable or superior model was released by a competitor, given that they are at the frontier, that kind of opens th…”

“It's only been used for foreign countries. Kaspersky Labs was a Russian cybersecurity company that was deemed to be a supply chain threat. Huawei is a supply chain risk because of the five G towers that could potentially have back doors.”

“You know, you're talking about a two hundred million dollar contract for a company that does ten billion in ARR, ah, this is two percent of revenue. In many ways, it's, ah, you know, a bump in the road.”

“The US federal housing, Fannie Mae and Freddie Mac are also terminating the use of anthropic products, which was announced this morning.”

“So there were two main sticking points that they went back and forth on. No mass domestic surveillance, and no fully autonomous lethal weapons, and there's been a question as to why OpenAI was allowed to Include that language in their contract and say, like, h…”

“I thought it would have just been better Like, much more stronger communication for him to say, hey, look, we're anthropic, we've built a system that's specifically good at answering questions, being friendly and helpful, writing code, like, our system is awes…”

“And Emil Michael had said that, ah, Anthropic wanted to block searching over public databases as well.”

“Emil Michael came out Friday night and said, it was five, 13, 13 minutes past the deadline. I'm trying to get in touch with Anthropic. I try to get on the phone with Dario. Dario says he's in a meeting.”

“There was a perception that this was, like, going to kill Anthropic, because if Nvidia has a government contract, then they can't do any deals with, ah, with Anthropic whatsoever, and that's not true, apparently. The, ah, the supply chain risk is specifically,…”

“He clearly believes that, that the Department of War should not be using AI broadly, and then he was trying to use his contract as a way to sort of enforce that, because he has that leadership position with the most deep integration to classified systems.”

“The goal isn't to, fine, we just won't use Anthropic. I do think the goal is to hurt Anthropic. And you're, if you're not going to be subservient to us, you're not going to be allowed to build a power base, period.”

“I think Anthropik's position is significantly weaker on that point. Like at the end of the day, we either trust the military or not to make these sorts of decisions. That's why we have a military.”

“Anthropic has a local advantage in that most people, I think, in the industry are with them, and they have a national PR problem in that I think a lot of folks outside of tech don't understand why tech companies always try to Or resist helping the US governmen…”

“To the extent AI is as impactful and powerful as it is, The more these questions, fundamental questions that we thought have been settled for hundreds of years, if not thousands of years, are going to be raised, and this is just the first of several episodes w…”

“Unilaterally imposing restrictions, even if those restrictions are good, isn't just an issue as far as who rules us, the democracy issue, that sort of Palmer Luckey, I think very eloquently raised. It's inviting Very bad outcomes for those asserting that in ge…”

“You could say Congress isn't gonna do anything, therefore, Amadei should. Just appreciate that is giving up on the democratic process and saying we should have unelected, unaccountable individuals making weighty decisions.”

“You know, you're talking about a two hundred million dollar contract for a company that does ten billion in ARR. This is two percent of revenue. In many ways, it's, ah, you know, a bump in the road.”

“So there were two main sticking points that they went back and forth on no mass domestic surveillance and no fully autonomous lethal weapons.”

“Anthropic had taken issue with how their products were used in the Maduro raid.”

“This also coincided with Anthropic, I guess, officially being designated as a supply chain risk”

“Whichever way, like, the anthropic Pentagon stuff, like, evolves, like, I think it's very clear that this is not, like, the last time government deals will be made, right? Like, the OpenAI deal is not the last deal that OpenAI will make with the government.”

“Because we saw these two revenue lines where, ah, OpenAI is just absolutely going vertical, so is Anthropic, just like one month behind. Like, they're both scaling incredibly quickly.”

“They're hiring for a policy manager who will be in charge of chemical weapons and high yield explosives.”

“Anthropic is running a parallel deal with Blackstone, Hellman, Friedman, and Permira. One billion common equity, no guaranteed return, more of a Palantir style consulting venture.”

“It's not a huge, I think it's like twenty five billion over the next few years, which doesn't really compete with what OpenAI and Anthropik are doing.”

“In the last 30 days, a hundred percent of the contributions to Cloud Code were written by Cloud Code”

“Anthropic is actively using Mythos for development.”

“He doesn't want to do open source.”

“Capybara has one million token context window and fast mode.”

“I don't think this hurts their business at all. Because people are using Claude Code to make other products.”

“You know, why is it just like an elite group of funds and accredited investors and so forth and so on? That to me will have to change. And I think it should be bipartisan, frankly.”

“And I think what we're learning as a society is the cost of not having broad participation is incredibly high. And we'll be. Right. If you have a whole generation of young people that don't own their house and have student debt and don't feel like they're econ…”

“We have like all the data infrastructure data warehouse in a place where it's accessible through Claude to our team. So you've got the CX team, you've got the finance team, you've got the marketing team, all like immediately accessible with that information to…”

“There is new news from Michael Kratzios that the government seems to be taking anthropic and opening eyes messaging around distillation very seriously and is setting up a task force.”

“We put three hundred million dollars into entropic.”

“Every, every lab that has exploding demand, Cursor, Anthropic Meta, and Google, like, unless they have, like, a direct answer to this, I would see them being a buyer in the near term.”

“Anthropic valuation up a 173% since the start of the year posting profits in Q two, according to the Wall Street Journal open AI evaluation up 67% since the start of the year”

“They created something called the long-term benefit trust. Which is like a multi-branch government, right? So you have the for-profit PPC, and then you have the board of directors accountable to a second entity, this outside trust, and the data shows that comp…”

“When the founders of Anthropic left OpenAI, so what is that, like three or four OpenAI crises ago? I can't track. But anyway, it's like hard for me to keep track, but anyways, like it's been a rough, you know, it's been a rocky road. When they left, like I was…”

“Of course, I believe that optimization will continue, but my hunch is that anthropic and open and these companies will continue to grow right through the optimization because the growth curve on penetration of both enterprise and use case is so steep.”

“Google was token constrained. They said if we had more tokens, we'd be able to generate more revenue. Same for Amazon, same for Microsoft, same from OpenAI, same from Anthropic.”

“OpenAI and Anthropic combined to start the year had three gigawatts of compute. Three combined. They're gonna end the year closer to 10, and end next year closer to 20.”

“OpenAI has not blown away their numbers. Google has not blown away their numbers. Like numbers have been good, but the fundamental driver of outperformance in terms of offtake of AI revenues has been Anthropic, which is the fastest growing company in the histo…”

“Had Anthropic not delivered its revenues that it's delivered this year, I think the stock market would be down 10 or 15%.”

“You know, we've really made massive bets, the biggest bets in the history of Altimeter, between OpenAI and Anthropic, which you know, is consuming billions and billions of dollars.”

“So that's why Elon has launched EWS, right? Elon Web Services you know, with his computer, you know, signed up a big first customer with Anthropic.”

“Anthropic confidentially submitted a draft S-one registration statement to the SEC June first.”

“The US government is restricting both Fable Five and Mythos Five from being used by any foreign national, whether inside or outside the US, including foreign national Anthropic employees, and so that's a huge compliance burden, very sudden, and that led Anthro…”

“And on June 12th, just five days after the end of the week, Fable Five gets suspended after the Commerce Department issues an export control directive.”

“Then the information reported that Andy Jassy at Amazon had raised concerns with the senior administration officials about jailbreaking. The risk of jailbreaking fable and getting access to all of Anthropic.”

“So, I think, in some sense, I think the software game is gonna be won by an OpenAI, Anthropics, SpaceX, Google, maybe about Cognition, and some of these like,”

“Anthropix's Alibaba has distilled, clawed many, many times, and I saw a chart of the amount of tokens that are getting resold.”

“There was, of course, that news that the NSA commented that Mythos was able to hack into a bunch of their systems. That was during a red teaming exercise. The unprecedented intervention led Anthropik to halt all access to comply with the new rule.”

“Anthropic is now shutting down distillation accounts on the order of millions accounts of per week.”

“Judge William Alsup of the U.S. District Court for the Northern District of California issued a preliminary approval of the settlement last year after ruling that Anthropic had illegally downloaded and stored millions of copyrighted books, and the settlement w…”

“Some analysis, some analysts who study the AI industry say the two companies which are preparing for public listings in the next year, they just want to eliminate the competition.”

“I think it's been very impressive what they've been, they've basically united the entire tech industry against Anthropic in the last, like, three, four days.”

“RSI, I think, is a lot closer than people think. And if RSI actually happens in the next three, six, nine months, That's gonna soak up insane amount of compute.”

“The whole idea of, like, if the, if an amazing intelligence, an amazing model is made, should it be widely available? That's actually at odds with distillation, because you have to hunt those bad actors down, and you play this whack-a-mole.”

“There's this open letter from a bunch of lab employees saying like, hey, maybe we should do a mutual pause. Maybe we should all slow down. And I think even some meta researchers signed that as well, but there's like a wide group from OpenAI, Anthropic, a bunch…”

“And we got offered a look at a hundred million dollars of Anthropic stock, which we were puzzled. Puzzled by, you know, sometimes you see these SPVs, sort of interest comes across you know, here and there, and we thought that was interesting.”

“And the rumor is over the weekend, he contacted about 10 parties to place Anthropic in an effort to shore up liquidity, selling the Anthropic stake for allegedly the offer was at a 1.1 trillion equivalent market cap which, you know, I think roughly where it's …”

“He also engaged he's also engaged to Anthropix CEO Dario Amadei's chief of staff.”

“Obviously Google has made it, you know, massive bet on anthropic and is, You know, becoming their largest financial backer, especially through some new reporting on, on some of the lease guarantees that they're doing.”

“Anthropic has accused DeepSeek, Moonshot, Minimax, ZAI, Alibaba, all of distilling Claude”

“Google's ownership in anthropic is capped at 15%. They, I believe, have roughly 14%.”

“They don't have any voting rights. They don't even, they're not even a board observer. They don't have a board seat. They basically are just a purely financial background.”

“Anthropic is apparently in talks to buy Descartes for six billion dollars.”

“One factor is the enormous amount of new wealth being created by the AI boom as employees at companies like OpenAI, Ananthropic, turn startup equity into fortunes, and pour some of that money into local real estate.”

“If anything, it feels like it disrupts Some of the brand positioning around morality makes that maybe less effective.”

“Fable 5.1 get the highest result ever on the index. The scores also have Opus five, which got 63, and Fable, which got a 62.”

“The no zero data retention, no ZDR is going to be replaced with something called EFS enterprise frontier safeguards. And that may have attributed, may have contributed to lower Fable adoption among enterprises.”

“OpenAI Ananthropic, 80% of their enterprise revenue comes from just one percent of the companies.”

“Pacing the frontier, collaborating with other labs. I'm oddly optimistic that this will happen. Obviously, you know, there's the Sam and Dario can't even hold hands on stage in that India conference, but AI has made strange bedfellows out of people.”