Who is on this subjectordered by the date of their first quote here
1 of 7 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 6 Mar 2026 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
9
2 Feb 2024 – 15 May 2026
-763 d
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Bill Gurley
14
21 Nov 2024 – 21 Jul 2026
-470 d
- Dylan Patel 40 14 Aug 2025 – 25 Aug 2026 -204 d
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Chamath Palihapitiya
7
6 Mar 2026 – 14 Jul 2026
+0 d
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David Sacks
21
27 Mar 2026 – 25 Aug 2026
+21 d
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Gavin Baker
12
20 May 2026 – 4 Aug 2026
+75 d
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Howard Marks
1
thin
26 May 2026 – 26 May 2026
+81 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner predicts Anthropic models will match GPT-4 and 4.5 turbo quality in the near term.
“They're gonna have models which are every bit as good, you know, in the near term as chat GPT four and four point five turbo, etcetera.”
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Brad Gerstner
Gerstner estimates OpenAI consumer revenue at $2 billion, Anthropic $100 million, Perplexity $25 million from credit card data.
“And and I playing around with credit card data, I think OpenAI is about 2,000,000,000, Anthropix about a 100,000,000, and Perplexity is at like 25,000,000.”
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“And and I playing around with credit card data, I think OpenAI is about 2,000,000,000, Anthropix about a 100,000,000, and Perplexity is at like 25,000,000. Yeah. Just I'm guessing”
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Bill Gurley
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.”
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Bill Gurley
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.”
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Bill Gurley
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”
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Bill Gurley
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.”
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Bill Gurley
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”
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Bill Gurley
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.”
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Brad Gerstner
Gerstner says Anthropic raising $5B at $170B valuation on $5B revenue, unprecedented venture scale.
“I think that Iconic is going to lead a $5,000,000,000 round into Anthropic at $170,000,000,000 In the case of Anthropic, it's, you know, 170,000,000,000 on rumored $5,000,000,000 in revenue.”
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“So this is something that I've found very interesting is that we've been trying to build a lot of alternative data sources for token usage, who's using tokens, what models, where, etcetera, why, and it's very clear that people aren't actually using the reasoning models that much in API. Anthropic has eclipsed OpenAI and API revenue,”
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Dylan Patel
Patel claims Anthropic has overtaken OpenAI in API revenue, primarily from Claude 4 non-reasoning mode for code use cases.
“Anthropic has eclipsed OpenAI and API revenue, and their API revenue is primarily not thinking. It's Cloud four, but it's not in the thinking mode, code being the biggest use case that's skyrocketing.”
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Dylan Patel
Patel questions xAI's valuation exceeding Anthropic's despite no leading model, crediting only their fast Colossus infrastructure build.
“What has xAI actually done to deserve their prior funding rounds? They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today.”
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Dylan Patel
Patel questions xAI's valuation exceeding Anthropic's despite lacking a leading model, crediting infrastructure execution over product.
“They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today. At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively”
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Dylan Patel
Patel says xAI's valuation exceeds Anthropic's despite no leading model, crediting Elon and Colossus infrastructure speed.
“At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively and done it way faster than anyone else, which is building Colossus.”
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Dylan Patel
Patel says OpenAI and Anthropic are receiving 30% of all GPU chips being produced this year.
“30% of the chips are going to them, just those two companies. But that's actually like, okay, well, 70% of the stuff, who's making off well, one third of it is ads, whether it be ByteDance or Meta or many of the other people who are doing ads.”
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Brad Gerstner
Gerstner says OpenAI and Anthropic deals are bigger private IPOs than any public tech IPO in five years.
“I think these are bigger private IPOs than any public IPO done in the last five years in the tech market.”
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Dylan Patel
Patel predicts Anthropic's revenue growth will match OpenAI's by 2027 based on current trajectory.
“Their revenue growth rate right now implies that they would be OpenAI sometime in 2027, which is a really, really big deal in terms of revenue.”
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Dylan Patel
Patel describes Anthropic as cult-like with more unified AGI vision and mission focus than OpenAI.
“They are a bit of a cult. Right? They've they believe in the mission much more than any other lab. Not that OpenAI people aren't cultists as well.”
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Dylan Patel
Patel explains Anthropic's strategy prioritizes solving software engineering and computer use to accelerate AGI development recursively.
“First, we have to solve software engineering, and then we can use that to build all the other pieces. Right? First, we have to solve computer use.”
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Dylan Patel
Patel notes Anthropic's seven cofounders have equal equity and left OpenAI with clear unified mission focus.
“Anthropic, you know, sort of has you know, they had seven cofounders all with, like, equal equity. And these these cofounders were, like, very focused on exactly this mission.”
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Dylan Patel
Patel contrasts Anthropic's multiple technical cofounders with OpenAI where Sam Altman is not technical.
“They've got cofounders who are extremely technical, whereas OpenAI, right, you know, they they they don't have necessarily like, Sam's not super technical. You know, the obvious Greg Greg is a cofounder, he's super technical.”
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Dylan Patel
Patel predicts AWS revenue growth will reaccelerate after consistent deceleration due to Anthropic and new data centers.
“AWS has been decelerating revenue. Year on year revenue has been falling consistently. And and our big call is that it's actually going to start reaccelerating.”
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Brad Gerstner
Gerstner predicts Anthropic and OpenAI will go public within twelve to eighteen months.
“Over the course of the next twelve to eighteen months, both Anthropic and OpenAI will come public would be my guess.”
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Dylan Patel
Patel says Anthropic's $300 billion revenue target for end of decade is actually too conservative.
“when Anthropic says in their funding, like, hey, we're gonna have $300,000,000,000 of revenue by the end of the decade. And it's like, actually, I think that number's too low.”
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Dylan Patel
Patel states Anthropic now adds $23 billion revenue monthly versus few hundred million earlier.
“Anthropics, you know, adding $23,000,000,000 of revenue a month now Mhmm. Versus they were just adding a few 100,000,000 of revenue a month earlier. So clearly, we're in the take off period.”
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Dylan Patel
Patel calculates Anthropic added $1.5 billion in compute infrastructure in one month to serve new revenue growth.
“If Anthropic added 2,500,000,000 of revenue, and their gross margin is 40%, they added like $1,500,000,000 of compute in one month. Mhmm. Right?”
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Chamath Palihapitiya
Palihapitiya argues progressive Democrats fundamentally hate Silicon Valley and won't let tech companies they don't control thrive.
“But I think that if they think that they have the Democrats, that's fleeting as well because I think progressive Democrats fundamentally just hate Silicon Valley and technology, and so there's no way they're gonna let some god king over here that they don't control either.”
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Dylan Patel
Patel reports $19 billion Anthropic revenue is driven by code spend, implying industry-wide $20 billion expenditure.
“You look at like quad code spend, right, it's freaking nuts. Right? 19,000,000,000 of revenue for Anthropic now. All of that is, you know, at some multiple is code.”
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Dylan Patel
Patel criticizes Dario's response to hypothetical nuclear scenario as inadequate for government AI policy discussions.
“If a nuclear missile's heading from China to America and we can use AI to stop it, but it requires surveillance and autonomous weapons, what do we do?”
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Dylan Patel
Patel criticizes Dario Amodei's response to a hypothetical nuclear defense scenario as the dumbest possible answer.
“And Dario was like, well, you can call us. I'm sure we can figure something out. Like, this is just the dumbest response you could ever come up with.”
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Dylan Patel
Patel recounts Dario reportedly said call us to figure it out when asked about AI stopping nuclear missiles.
“And Dario was like, well, you can call us. I'm sure we can figure something out.”
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Dylan Patel
Patel predicts Anthropic revenue will grow from $19B to $60B by year end amid majority-negative AI sentiment.
“The sentiment is already more than half Americans have a negative view of AI. As we fast forward to the end of this year, as Anthropix revenue goes from 19,000,000,000 to maybe 60, and OpenAI is similar, if not higher, the amount of jobs that get supplemented, the amount of change that happens in society,”
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Dylan Patel
Patel estimates Anthropic needs to reach well above five gigawatts of compute capacity by year-end to support revenue growth.
“Anthropic needs to get to well above five gigawatts by the end of this year, and it's gonna be really tough for them to get there, but it's possible.”
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Dylan Patel
Patel cites Anthropic adding $67 billion ARR per month as evidence of expanding AI revenue beyond hyperscalers.
“You're starting to see it with Anthropix revenue adding $67,000,000,000 of ARR a month, but there's so many more firms coming online with revenue streaming in,”
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David Sacks
Sacks says Anthropic wants a permissioning regime requiring Washington approval to release models or sell GPUs anywhere in the world.
“They do want a permissioning regime in Washington for chips and models, meaning you have to go to Washington to get permission to release new models or to sell GPUs anywhere in the world.”
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Chamath Palihapitiya
Palihapitiya says OpenAI and Anthropic must IPO immediately as no other companies are as important.
“These two companies need to get out as quickly as possible. And the reason is every single company that comes after it, all those companies that you just named, Jason, are not nearly as important and do not need the money nearly as badly as these guys do.”
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Chamath Palihapitiya
Palihapitiya argues GPT-2's 2019 doomsday rollout by Dario was theater that ended as a nothing burger
“In February 2019, when Dario was still at OpenAI, they did the same thing with GPT two. That was a 1,500,000,000 parameter model, which sounds like a total fart in the wind in 2026.”
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David Sacks
Sacks claims Anthropic has the fastest growing revenue run rate at scale ever seen based on public data.
“Third, Anthropic's revenue run rate is based on what I can tell and what's been publicly released is the fastest growing revenue run rate at scale that I think we've ever seen.”
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David Sacks
Sacks says Anthropic grew 10x annually to $30B ARR versus OpenAI's 3-4x, projecting $80-100B by year-end.
“So they went from, let's call it 1 to 10,000,000,000 of ARR last year. And by the end of Q1 this year, they were already at 30,000,000,000 of again, let's call it their revenue.”
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David Sacks
Sacks predicts Anthropic may regret supporting data center nimbyism now that they need to build their own.
“But now that they're, I think, gonna have to move into the game of building their own data centers, they might regret salting the earth for data centers all over the country.”
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David Sacks
Sacks questions AI CEOs predicting developer obsolescence while Anthropic recruits developers at $500,000 annually.
“I saw that I think Anthropix got numerous open job recs for software developers at $500,000 a year, which seems like a lot to pay someone whose job is going to be obsolete and not needed anymore in just a few months.”
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Bill Gurley
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.”
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Bill Gurley
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.”
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David Sacks
Sacks says Mythos is a 10 trillion parameter model that Anthropic lacks compute to serve commercially.
“It's something like a 10,000,000,000,000 perimeter model and there's a lot of reports that Anthropic just doesn't have enough compute to be able to serve it.”
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David Sacks
Sacks says Anthropic revenue tripled from $10B to $30B between January and March based on coding.
“Anthropix revenue, which is all based on coding and enterprise, has scaled from something like $10,000,000,000 to $30,000,000,000 from January to March. It's really unprecedented.”
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Brad Gerstner
Gerstner cites hyperscaler revenue growth: Amazon 28%, Azure 39%, Google 63%, and Anthropic at historic rates.
“28% revenue growth out of Amazon at tremendous scale or 39% for Azure, 63% for Google, extraordinary. And of course, Anthropic is adding revenues at rates we've never seen before.”
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Dylan Patel
Patel argues Anthropic trapped itself in an innovator's dilemma by focusing on CLI instead of app experience.
“But the CLI experience is not the end all be all of agent orchestration and therefore they've really cooked themselves into sort of like an innovator's dilemma where they keep making the CLI better.”
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Dylan Patel
Patel distinguishes OpenAI hiding reasoning chains from Anthropic showing them in code generation models.
“In the case of OpenAI, they don't show you the whole reasoning chain. In the case of Anthropic, they do.”
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Brad Gerstner
Gerstner says Anthropic posted the most parabolic revenue numbers in the history of capitalism.
“If Anthropic had not shown up with the most parabolic revenue numbers in the history of capitalism That shocked the history.”
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Brad Gerstner
Gerstner says Anthropic added two Databricks and one Palantir worth of ARR in April alone.
“Remember, that's two Databricks and one Palantir, okay, in a month that you're adding in terms of annualized revenue.”
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Bill Gurley
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.”
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Bill Gurley
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.”
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Gavin Baker
Baker says Anthropic added $11B ARR, comparing it to the entire SaaS revolution's $5-10T value creation.
“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.”
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Gavin Baker
Baker says Anthropic added $11B ARR in one month, matching what Palantir, Snowflake, and Databricks built in ten years combined.
“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.”
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Gavin Baker
Baker says Anthropic adding $11B ARR in one month is unprecedented in capitalism's history.
“Anthropic added their combined businesses in one month. Nothing like that has ever happened in the history of capitalism.”
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Gavin Baker
Baker estimates Anthropic would be doing $100-150B ARR if not compute-constrained, versus current $50B.
“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.”
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Gavin Baker
Baker estimates Anthropic could be doing $100-200 billion in revenue if unconstrained by compute availability.
“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.”
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Gavin Baker
Baker estimates Anthropic would do $100-200 billion ARR unconstrained by compute, valuing it at 5x URR.
“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.”
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Gavin Baker
Baker estimates Anthropic could do $100-200B in unconstrained revenue if compute weren't limited.
“So you might be buying it at more like five times unconstrained. I'm gonna make up a new number. URR, unconstrained revenue.”
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Gavin Baker
Baker believes Anthropic is likely already generating cash or will start this year.
“I think Anthropic probably starts generating cash this year if they are not already generating cash, which I think is probably the case.”
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Gavin Baker
Baker says understanding frontier AI now requires enterprise usage-based plans, not $250 monthly subscriptions which are rate-limited.
“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.”
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Gavin Baker
Baker predicts OpenAI and Anthropic will exceed $200B ARR this year due to shift to usage-based pricing.
“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.”
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Gavin Baker
Baker predicts OpenAI and Anthropic will exceed $200B ARR this year due to usage-based pricing shift.
“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.”
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Howard Marks
Marks argues AI innovation speed with Claude and coding models is faster than any previous technology.
“I think innovation, I think if you look at the Claude and all the coding models and the way they've progressed and the way and the way Anthropix revenues have progressed, I think you have to say that this is faster than anything we've ever seen before.”
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David Sacks
Sacks demonstrates that 10x versus 3x growth rates lead to 90% market share in two years through compounding.
“Look, if you have one company that's growing at 10x year over year and another company that's growing at 3x year over year, within two years, the first company will have 90% market share.”
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Bill Gurley
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.”
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David Sacks
Sacks says Dario Amodei refused White House request to take down Fable after jailbreak report.
“And the TLDR of it is Dario refused, meaning refused their request to take down Fable until this jailbreak could be fixed.”
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Chamath Palihapitiya
Palihapitiya characterizes Dario's worldview as distrusting all actors except those who reason like him under his designed rules.
“The list of trustworthy ones is conspicuously short, and it has a suspicious tendency to resolve towards people who reason the way I do operating under the rules I help design.”
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“And the good news is we were able to hold the line in some of these key places, but just barely.”
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Dylan Patel
Patel states Anthropic is profitable excluding stock compensation in Q2 with 80% margins on Opus tokens.
“Anthropic in Q2 is profitable, their net income profitable, excluding stock based compensation. And I think by Q3 they may even be profitable, including stock based compensation.”
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Dylan Patel
Patel reports Anthropic is Q2 profitable excluding SBC, expects Q3 profitability including SBC with 80% margins on Opus tokens.
“And I think by Q3 they may even be profitable, including stock based compensation. That's how profitable they're getting, and their margins on an Opus token, at least Opus 4.8 token, is north of 80”
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Dylan Patel
Patel reports Anthropic achieved over 80% margins on Opus tokens and expects full profitability including stock compensation by Q3.
“That's how profitable they're getting, and their margins on an Opus token, at least Opus 4.8 token, is north of 80 for the API price.”
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David Sacks
Sacks says Anthropic blindsided partner Figma by launching competing product while its CPO was on Figma's board.
“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Clawd Design. So obviously, Figma again felt blindsided by this.”
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David Sacks
Sacks notes Figma stock fell 50% as Anthropic launched vertical apps across multiple categories including code and security.
“This is not an isolated example. Anthropic has also launched Cloud Science, Cloud Security, Cloud Legal, Cloud Financial, and of course, Cloud Code.”
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Chamath Palihapitiya
Palihapitiya predicts Anthropic will face difficulties because they lost trust by disrupting their customers.
“The difficulty that Anthropic is going to face is that I think what Saks said is true, that they have lost this fundamental trust about being able to stay within their sandbox.”
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David Sacks
Sacks argues Anthropic and OpenAI form emerging duopoly and Anthropic pushes regulatory capture through safety claims.
“As far as we know, no one else is really generating meaningful revenue at the model layer. So we already have, let's say, an emerging duopoly situation.”
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David Sacks
Sacks explains export control letter required three conditions including Dario calling model cyber weapon and Amazon reporting failed guardrails.
“Number two is you have a trusted partner of Anthropic, which is Amazon, which did its testing of Fable, which was Mythos with guardrails, and they reported that the guardrails failed.”
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Dylan Patel
Patel argues OpenAI models are optimized for GPUs while Anthropic and Google models are optimized for TPUs due to co-design.
“And the way that Anthropic and Google's models are headed, it's actually a terrible decision potentially for them to train with GPUs.”
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Dylan Patel
Patel differentiates OpenAI's sparse model architectures from Anthropic's denser approach with distinct trade-offs.
“I think they're quite different model architectures, in fact. Interesting. Open eyes are much more sparse and that has benefits.”
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Dylan Patel
Patel reports Anthropic achieved profitability and positive free cash flow in April and May 2025.
“Anthropic is free cash flow positive, and they are profitable in q two. Even in April. In April, they closed April's books. They were profitable.”
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Chamath Palihapitiya
Palihapitiya compares AI token pricing: Anthropic charges $26-56 per million tokens while OpenAI charges $26.
“You can buy that barrel for $26 Mhmm. From Anthropic's really good model. You can buy from OpenAI for $26. Anthropic's latest model cost you $56.”
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Dylan Patel
Patel reveals Anthropic turned first profit in Q2 and will hit billion-dollar operating profit in Q3 before IPO.
“So Anthropic turned their first gross profit in Q2 in June. And then in Q3, they will be turning a billion dollars of operating profit, slightly over.”
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Dylan Patel
Patel says Anthropic will turn over a billion dollars of operating profit in Q3 2025.
“Anthropic turned their first gross profit in Q2 in June. And then in Q3, they will be turning a billion dollars of operating profit, slightly over.”
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Dylan Patel
Patel says Anthropic's billion-dollar operating profit figures will appear in their IPO.
“And so this is this is their financials that they're going to be putting out in their IPO.”
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Bill Gurley
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.”
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Bill Gurley
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.”
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“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.”
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David Sacks
Sacks notes Anthropic never claimed distillation was IP theft in their original blog post coining the term.
“They did not have the chutzpah to claim that it The was IP cojones, the hypocrisy, the chutzpah to claim that it was IP theft.”
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David Sacks
Sacks says Anthropic is at $70B+ ARR, forecasted to 10x from $10B to $100B+ this year.
“Meanwhile, you're seeing Anthropic break into the seventies, 70 plus billion of ARR. Their forecast was to 10 x this year from 10,000,000,000 of ARR to a 100,000,000,000.”
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David Sacks
Sacks calls it breathtaking hypocrisy that Anthropic trains on others' content freely but prohibits training on theirs.
“breathtaking hypocrisy for Anthropic to maintain that it is entitled to train on all the world's output for free even if the creator objects, but the one type of output that you're not allowed to train on is their output even if you pay for it. That is their current position.”
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Gavin Baker
Baker says incredible Anthropic results made him comfortable with Blackwell air pocket risk.
“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.”
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David Sacks
Sacks says Anthropic grew from $10B to over $80B ARR and will hit $100B forecast early.
“Started the year at 10. It had forecast a 100,000,000,000 as exit ARR for the year, and most people said that that would be impossible to achieve.”
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David Sacks
Sacks says Anthropic faces physical constraints on reaching trillion-dollar ARR despite sufficient TAM.
“If that rate of growth were to continue, that hit a trillion dollars of ARR by the end of next year.”
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Dylan Patel
Patel reports Anthropic delayed Mythos release for months after February completion.
“Anthropic took months to release Mythos. Right? They they said it was done in February. They did not release it until like what?”
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Dylan Patel
Patel reports Anthropic's Meetos 2 finished training but isn't being released, similar to OpenAI's Astra.
“Meet those two is done training from what I've heard, and they're not releasing the model. OpenAI chain, you know, was like clamoring about Astra everywhere, now they're like, oh, fuck.”
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Dylan Patel
Patel suggests labs may still use unreleased models internally despite not releasing them publicly for safety reasons.
“have they prevented themselves from using Meetos two internally to make Meetos three better? Or have they prevented themselves from using Astra to make Astra plus one better?”
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Dylan Patel
Patel argues labs haven't prevented internal use of unreleased models, maintaining gap between internal and public capabilities.
“So I think that's the you've got the public and and and, you know, if anything, like, the gap between Mythos and public models is still there.”
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Dylan Patel
Patel reports Anthropic employee stopped ADHD medication after getting Mithos, becoming more effective managing multiple agents.
“the moment Mithos was good, and available internally Yeah. I I I she told me that she stopped taking her ADHD medicine. Oh, come on. And that made her a better employee.”
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Dylan Patel
Patel says Anthropic generates $50 million per megawatt revenue, enabling 5x return on inference spending.
“In the case of Anthropic, the the revenue has gone as high as $50,000,000 per megawatt.”
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Dylan Patel
Patel reports Anthropic now generates up to $50 million per megawatt, a 5x return on compute costs.
“And and what that now enables them to do is, hey, if I spend $10 on inference capacity, actually generate $50 of revenue,”
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David Sacks
Sacks claims Dario's regulatory vision would have prevented Anthropic from achieving a successful IPO.
“Because I think if he had if he had realized his dream of this highly regulated AI apparatus, I don't think that company would be set up for a hugely successful IPO.”
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David Sacks
Sacks says Anthropic's premium pricing depends entirely on maintaining a six-month lead over open models.
“Because their whole right to charge this massive premium for tokens is because they're six months ahead of those open models.”
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David Sacks
Sacks describes Anthropic and OpenAI as trapped on a hamster wheel, needing constant leadership to justify premium pricing.
“A decent subset of the market is willing to pay a premium for true frontier intelligence, but Anthropic and OpenAI are on that hamster wheel.”
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Where they overlapsame programme, same subject
- Chamath Palihapitiya and David Sacks — All-In Podcast, 3 appearances together
- CNBC Television also carries Brad Gerstner, Chamath Palihapitiya and Dylan Patel on this subject, at different times.
- BG2 Pod also carries Bill Gurley and Brad Gerstner on this subject, at different times.