Anthropic
9 statements across 7 episodes · 4 bullish · 4 bearish · 7 people on the record · first statement Jul 4, 2025 by Travis Jamison · said 14 times in 6 episodes since 2025 · across every show →
Mentions by year
brought up most by Dan Bilkowski (8), Sean Weisbrot (2), William Welser IV (1), Travis Jamison (1), Ethan Monkhouse (1), Alberto Rizzoli (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 13 mentions in 5 episodes 3 per episode
- Value Lives in the Mind of the Customer, Not in Your Product
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- Consider You Might Be Wrong: His Tattoo Runs His Company
- Europe Is Half as Likely to Adopt AI. Here Is What That Costs Them
- every mention in 2025, scene by scene →
Everything said about Anthropic, oldest first
Jul 4, 2025 bearish
Jul 4, 2025 bearish
Jamison: AI foundation models will be commoditized without monopoly profits
“All of the big tech companies right now that are investing very, very heavily into building their own models. It's just going to be commoditized at the end. And no one really gets that monopoly profits where it's like, you know, a search, like Google got monop…”
Jul 29, 2025
Aug 12, 2025 positive
Mar 3, 2026 bullish
Wong: Anthropic, Google, and Microsoft will clone OpenClaw in ten months
“My prediction is this within n number of months, less than 10 Entropic, now, now Open Claw become part of OpenAI, so that becomes the OpenAI part of this game. Entropic, Google, Microsoft, Everybody will have their equivalent of open, open call framework.”
Mar 3, 2026 positive
Wong: Software generation with Opus 4.6 is easy, but infrastructure is hard
“With Entropic right now with Opus 4.6, building anything becomes so easy. The difficulty is putting it online and putting safety around it. Putting, making it secure, making it scalable, I mean, those are classic infrastructure thing, which I have to do for no…”
Apr 10, 2026 bearish
May: OpenAI and Anthropic will be pushed to raise inference prices
“I think it's going to get worse before it gets better, because my guess is as open AI and anthropic IPO, wall street's going to scrutinize their unit economics. And it's probably going to ask them to raise prices, push them to raise prices on inference.”
Aug 4, 2026 bullish
Snyder: Claude Enterprise Cut Data Analysis Time From Weeks to Days
“We do use AI now, so we have a enterprise account through Claude, through Anthropic, and that has significantly sped it up. I mean, that was about two weeks of manual data formatting and crunching to accomplish the analysis five years ago, and today that the f…”
Aug 18, 2026 bearish
Gupta: AI models will eliminate the analytical layer in data pipelines
“I strongly believe the middle layer, which is the analytical layer, is going to go. The bunch of models that we are having, like, whether it is Anthropic or OpenAI, they are going to eliminate the interpretation part, which is mostly the analytical.”