Gurley argues scaling law slowdown represents a surprise shift from Sam and Dario's expectations twelve months ago.
“The first thing that comes to my mind, and once again, I'm not asking you to agree with this, it's just like what's in my head, is that this is not the expectation that Sam and Dario had twelve months ago.”
Gurley argues OpenAI and Anthropic expected continued scaling twelve months ago, not current limits.
“Like, because they were promoting a thesis that it was just gonna keep going up”
Gurley says OpenAI and Anthropic promised linear or better scaling with 10x then 100x spending increases.
“there was a argument being made by, you know, OpenAI and Anthropic that, oh, you're just gonna see the next number drop and the next number's gonna be way better than the last number.”
Gurley praises Anthropic's decision to open source their MCP data connection tool with GitHub and Slack integrations.
“They released several integrations already in the initial pack, with good GitHub and Slack and a few others so that you can start having your agents interact with these things.”
Gurley says Anthropic and investor Eric Schmidt have been pushing for more AI oversight and regulation.
“based on what I've heard and seen and read and listened to on podcast, Anthropic and their investors like Eric Schmidt have been some of the people that have been encouraging, you know, more and more AI oversight and AI regulation”
Gurley argues OpenAI and Anthropic leaders previously suggested continued scaling gains before current limits emerged
“Dario and Sam had, prior to this moment, or at least the way I heard them, made it sound like they were just gonna build the next biggest thing and get the same amount of gain. They had left that impression.”
Gurley claims Anthropic has lobbied as much early in its life as FTX did, with people in every state.
“Anthropic's lobbying the only company that has lobbied as much as Anthropic early in its life was was FTX and SBF. Like, they he also lobbied heavily.”
Gurley says Anthropic has lobbied as heavily as FTX early in its life with people in every state.
“There's Anthropic's lobbying the only company that has lobbied as much as Anthropic early in its life was was FTX and SBF. Like, they he also lobbied heavily.”
Gurley criticizes Dario for being both top cheerleader and doomer while raising billions and cashing out employee shares.
“Dario, the guy leading a company that's raising billions of dollars and cashing out billions in secondary to his employees is simultaneously the top cheerleader and the top doomer.”
Gurley criticizes Dario for being both top AI cheerleader and top doomer while raising billions.
“But here, Dario, the guy leading a company that's raising billions of dollars and cashing out billions in secondary to his employees is simultaneously the top cheerleader and the top doomer.”
Gurley critiques circular deals where cloud providers fund AI companies to spend on their own services.
“Imagine you're a cloud service provider and you notice that this company, Anthropic, wants to develop this model. It's gonna cost maybe $5,000,000,000, but they don't have that money.”
“Like, they he also lobbied heavily, but they have people on the ground in every state. They're the ones pushing for state by state regulation.”
Gurley says Anthropic's early lobbying efforts are comparable only to FTX and SBF, with people in every state.
“There's Anthropic's lobbying the only company that has lobbied as much as Anthropic early in its life was was FTX and SBF.”
Gurley compares Anthropic's early lobbying intensity to FTX, noting ground presence in every state.
“Anthropic's lobbying the only company that has lobbied as much as Anthropic early in its life was was FTX and SBF.”
“Please stop referring to your own models in the third person when talking about model bad behavior. Humans write the software; humans built the prompts; and they work for your company. “Our” model is doing illegal things. “Our” model is risky. “We” now have liability. https://t.co/wtZyH8Dmg6”
“Please stop referring to your own models in the third person when talking about model bad behavior. Humans write the software; humans built the prompts; and they work for your company. “Our” model is doing illegal things. “Our” model is risky. “We” now have liability. https://t.co/wtZyH8Dmg6”
Gurley notes that Anthropic says using their output should be illegal, responding to a comment about parody being protected speech
“@Jason But Anthropic says using their output should be illegal.”
Gurley notes that Anthropic says using their output should be illegal, responding to a comment about parody being protected speech
“@Jason But Anthropic says using their output should be illegal.”
“When I saw this article, I couldn't get Kool and the Gang out of my head. Hat-tip to Claude for the lyrics! I very confused about who might own the copyright. REGULATE (to the tune of "Celebration") [Intro] Regu-LATE! R-E-G-U-L-A-T-E good times, come on! (It's a regulation!) https://t.co/5DTp81043E”
“When I saw this article, I couldn't get Kool and the Gang out of my head. Hat-tip to Claude for the lyrics! I very confused about who might own the copyright. REGULATE (to the tune of "Celebration") [Intro] Regu-LATE! R-E-G-U-L-A-T-E good times, come on! (It's a regulation!) https://t.co/5DTp81043E”
“The word “watermark” comes from photos and is visible by all. This is only identifiable by Anthropic. Once again they are judge, jury, and prosecutor. Lots of reasons to not use their products. https://t.co/6MGQCymnu7”
“The word “watermark” comes from photos and is visible by all. This is only identifiable by Anthropic. Once again they are judge, jury, and prosecutor. Lots of reasons to not use their products. https://t.co/6MGQCymnu7”