https://minutesof.com/on/anthropic/ Everyone on the record about anthropic: 74 verbatim quotes from 6 people, February 2024 to August 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:32:48 +0000 https://minutesof.com/q/68acbd25-bfb2-4770-bc67-f180123ce49d/ https://minutesof.com/q/68acbd25-bfb2-4770-bc67-f180123ce49d/ “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.” — David Sacks, All-In Podcast Tue, 25 Aug 2026 18:00:26 +0000 anthropic https://minutesof.com/q/db67ec3a-2c83-40ab-9da0-9bfc8bb418d1/ https://minutesof.com/q/db67ec3a-2c83-40ab-9da0-9bfc8bb418d1/ “Because their whole right to charge this massive premium for tokens is because they're six months ahead of those open models.” — David Sacks, All-In Podcast Tue, 25 Aug 2026 18:00:26 +0000 anthropic https://minutesof.com/q/75132a0d-c0f4-4693-a21e-1fcc139a27ef/ https://minutesof.com/q/75132a0d-c0f4-4693-a21e-1fcc139a27ef/ “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.” — David Sacks, All-In Podcast Tue, 25 Aug 2026 18:00:26 +0000 anthropic https://minutesof.com/q/e06c3440-97f6-494c-88a7-77a755b4e54a/ https://minutesof.com/q/e06c3440-97f6-494c-88a7-77a755b4e54a/ “And and what that now enables them to do is, hey, if I spend $10 on inference capacity, actually generate $50 of revenue,” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 anthropic https://minutesof.com/q/6e3f2d04-6524-4dca-bc2d-340a73646ca2/ https://minutesof.com/q/6e3f2d04-6524-4dca-bc2d-340a73646ca2/ “In the case of Anthropic, the the revenue has gone as high as $50,000,000 per megawatt.” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 anthropic https://minutesof.com/q/b58eed2e-0987-4a86-9b6c-8e5ee489e1bd/ https://minutesof.com/q/b58eed2e-0987-4a86-9b6c-8e5ee489e1bd/ “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.” — Dylan Patel, SemiAnalysis Mon, 17 Aug 2026 15:00:06 +0000 anthropic https://minutesof.com/q/76f853de-a73e-4be2-b416-58556dc71639/ https://minutesof.com/q/76f853de-a73e-4be2-b416-58556dc71639/ “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.” — Dylan Patel, SemiAnalysis Mon, 17 Aug 2026 15:00:06 +0000 anthropic https://minutesof.com/q/4008c382-b751-4aaa-8a4a-8bb6b8858b13/ https://minutesof.com/q/4008c382-b751-4aaa-8a4a-8bb6b8858b13/ “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?” — Dylan Patel, SemiAnalysis Mon, 17 Aug 2026 15:00:06 +0000 anthropic https://minutesof.com/q/822f6c9b-aba9-4f30-acb5-06315490a37a/ https://minutesof.com/q/822f6c9b-aba9-4f30-acb5-06315490a37a/ “Anthropic took months to release Mythos. Right? They they said it was done in February. They did not release it until like what?” — Dylan Patel, SemiAnalysis Mon, 17 Aug 2026 15:00:06 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 anthropic https://minutesof.com/q/26430594-fc82-4c0f-b3b2-e17a8c9a309e/ https://minutesof.com/q/26430594-fc82-4c0f-b3b2-e17a8c9a309e/ “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.” — Bill Gurley, Bill Gurley Tue, 21 Jul 2026 17:02:49 +0000 anthropic https://minutesof.com/q/e90ec3d7-690c-411a-abf3-11fcd4e1fa90/ https://minutesof.com/q/e90ec3d7-690c-411a-abf3-11fcd4e1fa90/ “Anthropic's lobbying the only company that has lobbied as much as Anthropic early in its life was was FTX and SBF.” — Bill Gurley, Bill Gurley Tue, 21 Jul 2026 17:02:49 +0000 anthropic https://minutesof.com/q/2afbab4b-0826-4acd-bd3b-f21b355f591e/ https://minutesof.com/q/2afbab4b-0826-4acd-bd3b-f21b355f591e/ “There's Anthropic's lobbying the only company that has lobbied as much as Anthropic early in its life was was FTX and SBF.” — Bill Gurley, Bill Gurley Tue, 21 Jul 2026 17:02:49 +0000 anthropic https://minutesof.com/q/79ca9be3-58db-4c84-8ddc-aae2fb582abc/ https://minutesof.com/q/79ca9be3-58db-4c84-8ddc-aae2fb582abc/ “And so this is this is their financials that they're going to be putting out in their IPO.” — Dylan Patel, RAISE Summit Thu, 16 Jul 2026 16:44:57 +0000 anthropic https://minutesof.com/q/3c00342d-5375-4871-94ff-17839b2860bd/ https://minutesof.com/q/3c00342d-5375-4871-94ff-17839b2860bd/ “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.” — Dylan Patel, RAISE Summit Thu, 16 Jul 2026 16:44:57 +0000 anthropic https://minutesof.com/q/ab25a556-53cd-4e2e-ba7e-2336d5d78b64/ https://minutesof.com/q/ab25a556-53cd-4e2e-ba7e-2336d5d78b64/ “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.” — Dylan Patel, RAISE Summit Thu, 16 Jul 2026 16:44:57 +0000 anthropic https://minutesof.com/q/08ae2b50-adb5-46c6-899b-957a2d8ee1bf/ https://minutesof.com/q/08ae2b50-adb5-46c6-899b-957a2d8ee1bf/ “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.” — Dylan Patel, WisdomTree in Europe Thu, 09 Jul 2026 06:16:39 +0000 anthropic https://minutesof.com/q/be4a0229-47ca-4709-9bde-b26e807119ac/ https://minutesof.com/q/be4a0229-47ca-4709-9bde-b26e807119ac/ “And the way that Anthropic and Google's models are headed, it's actually a terrible decision potentially for them to train with GPUs.” — Dylan Patel, The AGI Post Mon, 06 Jul 2026 22:07:54 +0000 anthropic https://minutesof.com/q/08d73c3f-320f-4d28-8b21-9083da9b5bf0/ https://minutesof.com/q/08d73c3f-320f-4d28-8b21-9083da9b5bf0/ “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.” — Dylan Patel, Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 anthropic https://minutesof.com/q/7f1b8019-87b9-4143-aabf-b8e158bf4a47/ https://minutesof.com/q/7f1b8019-87b9-4143-aabf-b8e158bf4a47/ “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” — Dylan Patel, Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 anthropic https://minutesof.com/q/db45dba5-ecdb-452c-8fae-3210d613d134/ https://minutesof.com/q/db45dba5-ecdb-452c-8fae-3210d613d134/ “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.” — Dylan Patel, Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 anthropic https://minutesof.com/q/dd36ea89-f539-4537-a05a-f02ef1abd4ce/ https://minutesof.com/q/dd36ea89-f539-4537-a05a-f02ef1abd4ce/ “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.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 anthropic https://minutesof.com/q/edb26cd9-48f4-49df-9eea-1eb6a0f70327/ https://minutesof.com/q/edb26cd9-48f4-49df-9eea-1eb6a0f70327/ “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.” — Bill Gurley, All-In Podcast Fri, 29 May 2026 22:47:49 +0000 anthropic https://minutesof.com/q/eb1791ac-c0cf-4184-a426-f4f6bc2fdcf5/ https://minutesof.com/q/eb1791ac-c0cf-4184-a426-f4f6bc2fdcf5/ “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.” — Bill Gurley, All-In Podcast Fri, 29 May 2026 22:47:49 +0000 anthropic https://minutesof.com/q/56c70525-0e26-4826-a2bd-f878aa5752a1/ https://minutesof.com/q/56c70525-0e26-4826-a2bd-f878aa5752a1/ “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.” — Bill Gurley, All-In Podcast Fri, 29 May 2026 22:47:49 +0000 anthropic https://minutesof.com/q/1d02062d-b9f0-4dcb-80d6-b77ca205051c/ https://minutesof.com/q/1d02062d-b9f0-4dcb-80d6-b77ca205051c/ “And then 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.” — Bill Gurley, All-In Podcast Fri, 29 May 2026 22:47:49 +0000 anthropic https://minutesof.com/q/d8f43153-a96f-4d3e-ad13-7cdcc5788d28/ https://minutesof.com/q/d8f43153-a96f-4d3e-ad13-7cdcc5788d28/ “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.” — Bill Gurley, All-In Podcast Fri, 29 May 2026 22:47:49 +0000 anthropic https://minutesof.com/q/32d33841-24df-470a-acdf-59cbce29a0fa/ https://minutesof.com/q/32d33841-24df-470a-acdf-59cbce29a0fa/ “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.” — Bill Gurley, All-In Podcast Fri, 29 May 2026 22:47:49 +0000 anthropic https://minutesof.com/q/fa7a9be4-f75f-4428-8729-d75d8a50608e/ https://minutesof.com/q/fa7a9be4-f75f-4428-8729-d75d8a50608e/ “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.” — Howard Marks, Oaktree Tue, 26 May 2026 23:26:41 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 anthropic https://minutesof.com/q/435fa68a-bc00-41d2-8593-07086bc9a2e3/ https://minutesof.com/q/435fa68a-bc00-41d2-8593-07086bc9a2e3/ “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.” — Bill Gurley, Bill Gurley Fri, 15 May 2026 23:32:47 +0000 anthropic https://minutesof.com/q/a9706075-6705-4eb4-ad0e-013b2f735206/ https://minutesof.com/q/a9706075-6705-4eb4-ad0e-013b2f735206/ “In the case of OpenAI, they don't show you the whole reasoning chain. In the case of Anthropic, they do.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 anthropic https://minutesof.com/q/ed8bef56-e332-41e3-8a94-a14a9c665e4c/ https://minutesof.com/q/ed8bef56-e332-41e3-8a94-a14a9c665e4c/ “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.” — Dylan Patel, SemiAnalysis Weekly Wed, 06 May 2026 00:55:06 +0000 anthropic https://minutesof.com/q/e72f2fb5-947f-453c-8aaa-bd38d3706cd1/ https://minutesof.com/q/e72f2fb5-947f-453c-8aaa-bd38d3706cd1/ “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.” — Brad Gerstner, Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 anthropic https://minutesof.com/q/54cb11fd-63e4-4494-97dd-45427d018d58/ https://minutesof.com/q/54cb11fd-63e4-4494-97dd-45427d018d58/ “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.” — Bill Gurley, Tom Bilyeu Thu, 23 Apr 2026 13:01:05 +0000 anthropic https://minutesof.com/q/8d242968-225b-41c7-86f6-4f27678a4907/ https://minutesof.com/q/8d242968-225b-41c7-86f6-4f27678a4907/ “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,” — Dylan Patel, CNBC Television Mon, 16 Mar 2026 21:58:55 +0000 anthropic https://minutesof.com/q/dde6295c-09fa-47d0-9fb4-f6266575281d/ https://minutesof.com/q/dde6295c-09fa-47d0-9fb4-f6266575281d/ “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.” — Dylan Patel, Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 anthropic https://minutesof.com/q/fe481a98-ee52-4271-a902-5fcb25373eaa/ https://minutesof.com/q/fe481a98-ee52-4271-a902-5fcb25373eaa/ “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,” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 anthropic https://minutesof.com/q/b5ca73ad-828e-451d-abbd-d5d5927720b3/ https://minutesof.com/q/b5ca73ad-828e-451d-abbd-d5d5927720b3/ “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.” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 anthropic https://minutesof.com/q/dbb65dfb-41e5-4e5e-883e-13cf2d410ddd/ https://minutesof.com/q/dbb65dfb-41e5-4e5e-883e-13cf2d410ddd/ “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?” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 anthropic https://minutesof.com/q/25890617-f219-4daa-b5eb-8e3339b350f0/ https://minutesof.com/q/25890617-f219-4daa-b5eb-8e3339b350f0/ “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.” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 anthropic https://minutesof.com/q/b1ba2e20-500e-4a5d-8e13-3d8ecec9f6a2/ https://minutesof.com/q/b1ba2e20-500e-4a5d-8e13-3d8ecec9f6a2/ “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?” — Dylan Patel, Latent Space Thu, 26 Feb 2026 21:15:18 +0000 anthropic https://minutesof.com/q/a9df3580-18d1-4ac3-9f9d-afcb758ea6d7/ https://minutesof.com/q/a9df3580-18d1-4ac3-9f9d-afcb758ea6d7/ “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.” — Dylan Patel, Latent Space Thu, 26 Feb 2026 21:15:18 +0000 anthropic https://minutesof.com/q/170adcfe-f306-42e0-8573-f93458964072/ https://minutesof.com/q/170adcfe-f306-42e0-8573-f93458964072/ “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.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 anthropic https://minutesof.com/q/e1926a21-4a7d-4ace-9f80-c7d09ca77f45/ https://minutesof.com/q/e1926a21-4a7d-4ace-9f80-c7d09ca77f45/ “Over the course of the next twelve to eighteen months, both Anthropic and OpenAI will come public would be my guess.” — Brad Gerstner, Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 anthropic https://minutesof.com/q/62b39bc8-1e44-4f9d-b9b5-d25bb37cda66/ https://minutesof.com/q/62b39bc8-1e44-4f9d-b9b5-d25bb37cda66/ “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.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 anthropic https://minutesof.com/q/4ea001aa-719a-431a-b36b-8d30a4cd3f10/ https://minutesof.com/q/4ea001aa-719a-431a-b36b-8d30a4cd3f10/ “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.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 anthropic https://minutesof.com/q/f8556bad-3337-4bf5-9fe1-739ea3a3c95d/ https://minutesof.com/q/f8556bad-3337-4bf5-9fe1-739ea3a3c95d/ “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.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 anthropic https://minutesof.com/q/aa6641ef-0753-4c71-b758-39a780e0e6ea/ https://minutesof.com/q/aa6641ef-0753-4c71-b758-39a780e0e6ea/ “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.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 anthropic https://minutesof.com/q/690761af-fd93-465d-b50e-8ec9407901bb/ https://minutesof.com/q/690761af-fd93-465d-b50e-8ec9407901bb/ “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.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 anthropic https://minutesof.com/q/6bed82d7-4772-4838-8261-4284e45720c8/ https://minutesof.com/q/6bed82d7-4772-4838-8261-4284e45720c8/ “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.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 anthropic https://minutesof.com/q/c914f140-c01e-4389-9fe1-0e490d20dbdc/ https://minutesof.com/q/c914f140-c01e-4389-9fe1-0e490d20dbdc/ “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.” — Dylan Patel, a16z Mon, 18 Aug 2025 18:26:43 +0000 anthropic https://minutesof.com/q/9670f4ca-5b3e-44bf-a674-a7e422907676/ https://minutesof.com/q/9670f4ca-5b3e-44bf-a674-a7e422907676/ “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” — Dylan Patel, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 anthropic https://minutesof.com/q/ef80dc2d-4fab-4c3c-8060-7f9e75eedb8a/ https://minutesof.com/q/ef80dc2d-4fab-4c3c-8060-7f9e75eedb8a/ “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.” — Dylan Patel, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 anthropic https://minutesof.com/q/daaf9730-0cb4-43fb-b75b-0043d311a230/ https://minutesof.com/q/daaf9730-0cb4-43fb-b75b-0043d311a230/ “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.” — Dylan Patel, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 anthropic https://minutesof.com/q/36f6f6ad-0c49-48c4-a802-5b0dcbc90315/ https://minutesof.com/q/36f6f6ad-0c49-48c4-a802-5b0dcbc90315/ “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,” — Dylan Patel, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 anthropic https://minutesof.com/q/72b574bb-6c89-4f94-955c-823123abab46/ https://minutesof.com/q/72b574bb-6c89-4f94-955c-823123abab46/ “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.” — Brad Gerstner, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 anthropic https://minutesof.com/q/f82e7a79-273d-4b6e-8272-b34b89b6482f/ https://minutesof.com/q/f82e7a79-273d-4b6e-8272-b34b89b6482f/ “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.” — Bill Gurley, Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 anthropic https://minutesof.com/q/fb579459-b9f0-48bb-b811-bb4cfc02123b/ https://minutesof.com/q/fb579459-b9f0-48bb-b811-bb4cfc02123b/ “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.” — Bill Gurley, Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 anthropic https://minutesof.com/q/b428897a-63d3-4789-aa14-437a0bceef08/ https://minutesof.com/q/b428897a-63d3-4789-aa14-437a0bceef08/ “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” — Bill Gurley, BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 anthropic https://minutesof.com/q/b14549ce-28c4-4912-93ab-339c21784ef1/ https://minutesof.com/q/b14549ce-28c4-4912-93ab-339c21784ef1/ “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.” — Bill Gurley, BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 anthropic https://minutesof.com/q/03ecea7e-21cb-4d1e-8895-c6002871a50e/ https://minutesof.com/q/03ecea7e-21cb-4d1e-8895-c6002871a50e/ “Like, because they were promoting a thesis that it was just gonna keep going up” — Bill Gurley, BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 anthropic https://minutesof.com/q/95315ca6-40fe-46c4-a341-afb87b579103/ https://minutesof.com/q/95315ca6-40fe-46c4-a341-afb87b579103/ “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” — Brad Gerstner, BG2 Pod Thu, 25 Jul 2024 14:00:00 +0000 anthropic https://minutesof.com/q/69e99490-3061-434b-a68c-846f3bb5b2fb/ https://minutesof.com/q/69e99490-3061-434b-a68c-846f3bb5b2fb/ “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.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 anthropic