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.”
Bill Gurley
“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 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.”
Gurley says Anthropic uniquely both leads AI development and is the most negative public commentator on AI risks.
“I have to tell you that Anthropic is a mystery to me. I've never ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.”
Gurley says Anthropic uniquely leads AI while being the most negatively outspoken about their own field.
“I've never ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do. I've just never seen it.”
Gurley quotes Dario envisioning AI systems deciding resource allocation to humans in a secondary economy based on AI judgment.
“he says, it could be a capitalist economy of AI systems, which then give out resources to humans based on some secondary economy of what the AI systems think makes sense to reward in humans.”
Gurley says Anthropic is midwifing a deity, and he's uncertain which theory is scarier: regulatory capture or Doctor Frankenstein.
“I think they're midwifing a deity gear. And and I don't know which one I'm more afraid of, the regulatory capture or the second theory I call the Doctor.”
Gurley says Anthropic is midwifing a deity and he fears that more than regulatory capture.
“I think they're midwifing a deity gear. And and I don't know which one I'm more afraid of, the regulatory capture or the second theory I call the Doctor. Frankenstein theory.”
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 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.”
Patel says Amazon and Anthropic building 400,000 chip Trainium supercomputer proves they believe scaling continues.
“And and because of this, right, Amazon and Anthropic have decided to, you know, make a 400,000 Trainium server supercomputer. Right? 400,000 chips. Right? Going back to the whole scaling law is dead.”
Patel reveals Amazon and Anthropic are building a 400,000 Trainium chip supercomputer as evidence scaling continues.
“Amazon and Anthropic have decided to, you know, make a 400,000 Trainium server supercomputer. Right? 400,000 chips. Right? Going back to the whole scaling law is dead.”
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 expected continued scaling twelve months ago, not current limits.
“Like, because they were promoting a thesis that it was just gonna keep going up”
https://x.com/bgurley/status/2083020347457314948
https://x.com/bgurley/status/2083020347457314948
https://x.com/bgurley/status/2087335941216272548
https://x.com/bgurley/status/2087335941216272548
post Gurley notes that Anthropic says using their output should be illegal, responding to a comment about parody being protected speech
https://x.com/bgurley/status/2084105393228402929
post Gurley notes that Anthropic says using their output should be illegal, responding to a comment about parody being protected speech
https://x.com/bgurley/status/2084105393228402929
https://x.com/bgurley/status/2084093559578493089
https://x.com/bgurley/status/2084093559578493089