The Minutes of Gavin Baker on anthropic https://minutesof.com/gavin-baker/on/anthropic/ Everything Gavin Baker has said on anthropic: 20 verbatim quotes between May 2026 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:41 +0000 Baker says incredible Anthropic results made him comfortable with Blackwell air pocket risk. https://minutesof.com/q/b66f155d-c49c-4b33-86f4-72831629b0a8/ https://minutesof.com/q/b66f155d-c49c-4b33-86f4-72831629b0a8/ “I think one reason to the podcast two months ago, I got comfortable with that risk was just that you were seeing such incredible things out of anthropic.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 anthropic Baker says Anthropic added $11B ARR, comparing it to the entire SaaS revolution's $5-10T value creation. https://minutesof.com/q/9c12cc3b-5c54-4a50-9c06-e4d2d16091b9/ https://minutesof.com/q/9c12cc3b-5c54-4a50-9c06-e4d2d16091b9/ “Anthropic, they added $11,000,000,000 of AR. And what is astonishing to me about this is that the SaaS and cloud revolution it created, we'll call it between 5 and $10,000,000,000,000 of value.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker says Anthropic added $11B ARR in one month, matching what Palantir, Snowflake, and Databricks built in t https://minutesof.com/q/bc5a5566-b96e-4ba5-8fbb-169a20af1672/ https://minutesof.com/q/bc5a5566-b96e-4ba5-8fbb-169a20af1672/ “And these three companies employ thousands of people, tens of thousands collectively. They've all spent ten years building their businesses and Anthropic added their combined businesses in one month.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker says Anthropic adding $11B ARR in one month is unprecedented in capitalism's history. https://minutesof.com/q/82588e90-fe83-47b1-a16e-aafdc15f56df/ https://minutesof.com/q/82588e90-fe83-47b1-a16e-aafdc15f56df/ “Anthropic added their combined businesses in one month. Nothing like that has ever happened in the history of capitalism.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker estimates Anthropic would be doing $100-150B ARR if not compute-constrained, versus current $50B. https://minutesof.com/q/52541184-dd18-482e-b266-0236fe4216b1/ https://minutesof.com/q/52541184-dd18-482e-b266-0236fe4216b1/ “And I think maybe a true statement is that Infantropic could just wave a magic wand and get all the compute they wanted. They'd probably be doing well north of $100,000,000,000 today, maybe 150.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker estimates Anthropic could be doing $100-200 billion in revenue if unconstrained by compute availability. https://minutesof.com/q/2fcc4de9-3c7e-4579-9729-0bca59cb7e78/ https://minutesof.com/q/2fcc4de9-3c7e-4579-9729-0bca59cb7e78/ “So I think they would be doing materially more a hundred, one hundred and fifty, maybe 200,000,000,000. So you might be buying it at more like five times unconstrained.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker estimates Anthropic would do $100-200 billion ARR unconstrained by compute, valuing it at 5x URR. https://minutesof.com/q/11b9d32f-6e26-4a8c-b4ca-233ed1e5e9c1/ https://minutesof.com/q/11b9d32f-6e26-4a8c-b4ca-233ed1e5e9c1/ “I think they would be doing materially more a hundred, one hundred and fifty, maybe 200,000,000,000. So you might be buying it at more like five times unconstrained.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker estimates Anthropic could do $100-200B in unconstrained revenue if compute weren't limited. https://minutesof.com/q/0a0e203d-8568-41d2-93f0-c438e34d8d7d/ https://minutesof.com/q/0a0e203d-8568-41d2-93f0-c438e34d8d7d/ “So you might be buying it at more like five times unconstrained. I'm gonna make up a new number. URR, unconstrained revenue.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker believes Anthropic is likely already generating cash or will start this year. https://minutesof.com/q/ec5a9c7e-99d9-4536-8535-fbba88740844/ https://minutesof.com/q/ec5a9c7e-99d9-4536-8535-fbba88740844/ “I think Anthropic probably starts generating cash this year if they are not already generating cash, which I think is probably the case.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker says understanding frontier AI now requires enterprise usage-based plans, not $250 monthly subscriptions https://minutesof.com/q/42fa040e-9f02-4acf-911f-dfbc9a85a96b/ https://minutesof.com/q/42fa040e-9f02-4acf-911f-dfbc9a85a96b/ “To understand what Frontier AI is capable of today, even for a non coding use case, need to have Cloud Code or Codex five point Codex.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker predicts OpenAI and Anthropic will exceed $200B ARR this year due to shift to usage-based pricing. https://minutesof.com/q/60e611b0-5da1-46dd-88cc-3277d267722f/ https://minutesof.com/q/60e611b0-5da1-46dd-88cc-3277d267722f/ “So I think the shift to usage based pricing is probably why you will see OpenAI and Anthropic exceed well over $200,000,000,000 in ARR this year.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic Baker predicts OpenAI and Anthropic will exceed $200B ARR this year due to usage-based pricing shift. https://minutesof.com/q/e54157aa-cef1-4bd4-9d22-a8b4df8c0d13/ https://minutesof.com/q/e54157aa-cef1-4bd4-9d22-a8b4df8c0d13/ “I think the shift to usage based pricing is probably why you will see OpenAI and Anthropic exceed well over $200,000,000,000 in ARR this year.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic