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“SpaceX, Anthropic, and Open AI are racing toward the public markets, but they're scaring away other IPO candidates.”
“I've been in board meetings a lot recently with companies who are like yes we're fully moved over to Anthropic. And it's like they show the chart of when everything moved over and it was like in December...”
“Anthropic valuation seems to go up by, I don't know, a couple hundred billion every other day.”
“On April 6th, Anthropic announced a new compute deal with Google and Broadcom that gives them access to roughly 3.5 gawatts of next generation TPU capacity starting in 2027.”
“Anthropic uh announced the launch of its first India office in Bangalore.”
“the product reached more than $2.5 billion dollars in annualized revenue uh recently. So, this is Anthropic's big business and it basically just gave the secrets away.”
“Private companies like SpaceX, OpenAI and Anthropic would rank among the largest companies if they went public and index funds would be forced to buy their stock.”
“index funds would be forced to buy their stock. That means that if you are an index fund investor, you may soon be investing in these companies whether you like it or not.”
“However, behind this technical progress, a serious struggle is growing. Anthropic has now made a formal complaint regarding international security. Their specific claim involves the large-scale theft of technology by China.”
“anthropic rejecting the Pentagon's latest offer over safeguards around the use of AI by the military.”
“XAI IS SENDING ENGINEERS DIRECTLY INTO PROSPECTIVE CLIENT OFFICES, TRYING TO WIN BUSINESS AWAY FROM THE LIKES OF OPENAI AND ANTHROPIC.”
“AI COMPANIES, ANTHROPIC, OPENAI AND HAVE BEEN HIRING IN NEW YORK AND DRIVING REVIVAL IN THE CITY'S TROUBLED COMMERCIAL CENTERS.”
“if I open up claude for example and for you know we've been using entropic for a really long time and going back to 2024 um and it's always been the best and both on the product development side on the coding side”
“Incumbent SAS is effectively owning over earning on their traditional economics and it puts them in a really tough spot because they don't own the model and they don't have the compute in order to scale. They have to charge a margin which is already going to reflect the token cost from Anthropic and the variable compute component from hyperscalers.”
“And so there was a report that came out by Anthropic late last year uh that found that only in 4% of occupations could AI automate uh 75% of the job and that there were very few roles where AI could automate 100% of the job.”
“the most recent models by anthropic they're cloud models can now do software tasks continuously for more than five hours.”
“Anthropic CEO Amodi, who we're just talking about, he said a while ago that AI was likely to lead to roughly 20% unemployment in white collar jobs in the next year or two. So, that means we're talking in the next 12 to 18 months.”
“The department of war has told Anthropic, hey, that you're you're definitely a supply chain risk, but we're going to define that very narrowly which means that its products will remain on the market.”
“Third thing, uh the department of war has told Anthropic, hey, um that you're you're definitely a supply chain risk, but we're going to define that very narrowly.”
“Some of them like OpenAI and Anthropic are pursuing licensing deals. So they are actually trying to go out and like saying, okay, fine, we will pay you so that we can use your primary information, your proprietary information to train our databases.”
“I think anthropic has an internal culture where I post a lot like some people describe this as a memo. I wouldn't describe it as that like I post things in Slack.”
“Anthropic filed a lawsuit to block the Pentagon from placing it on a national security supply chain risk.”
“They don't want AI to be used autonomously to try and kill or maim individuals. And then also they don't want it to be used for domestic surveillance.”