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Anthropic is running the oldest predatory playbook in Big Tech (Save this). Here is what actually happened. Anthropic's own Chief Product Officer, Mike Krieger, was sitting on Figma's board and he resigned on April 14, 2026. Three days later, Anthropic launched Claude Design, a direct competitor to Figma's core...

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Milk Road AI

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69,499 次观看 • 12 天前 •via X (Twitter)

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David Sacks broke down on the All-In podcast why Alex Karp's CNBC outburst was not a meltdown but a warning, and then laid out exactly how Anthropic is running the same playbook Microsoft used to kill an entire generation of software companies. The media called Karp unhinged. Sacks said the opposite. Karp was describing what enterprise customers actually want. Control over their compute, their models, their data, their alpha. Ownership of the means of production. Then he named the proof. Anthropic's chief product officer sat on Figma's board. He did not resign until 3 days before Anthropic launched Claude Design, a direct competitor. Figma's stock is down 50 percent this year. Sacks called it a pattern. Claude Code, Claude Science, Claude Security, Claude Legal, Claude Financial. Every vertical where a customer built value on top of Anthropic's model got absorbed by Anthropic itself. Word Perfect and Lotus 123 got replaced by Excel and Word. Nobody who went to bed with Microsoft in the 80s woke up with their business intact. What do you think?
2:59

David Sacks broke down on the All-In podcast why Alex Karp's CNBC outburst was not a meltdown but a warning, and then laid out exactly how Anthropic is running the same playbook Microsoft used to kill an entire generation of software companies. The media called Karp unhinged. Sacks said the opposite. Karp was describing what enterprise customers actually want. Control over their compute, their models, their data, their alpha. Ownership of the means of production. Then he named the proof. Anthropic's chief product officer sat on Figma's board. He did not resign until 3 days before Anthropic launched Claude Design, a direct competitor. Figma's stock is down 50 percent this year. Sacks called it a pattern. Claude Code, Claude Science, Claude Security, Claude Legal, Claude Financial. Every vertical where a customer built value on top of Anthropic's model got absorbed by Anthropic itself. Word Perfect and Lotus 123 got replaced by Excel and Word. Nobody who went to bed with Microsoft in the 80s woke up with their business intact. What do you think?

Ihtesham Ali

152,078 次观看 • 13 天前

Cat Wu, head of product for Claude Code at Anthropic: "you can build almost anything with Claude from a single prompt now" one prompt gets you a working screen, not YOUR product Claude Code has never seen your design system, so it guesses the look fresh every time. how to hand Claude Code that system is in the article. better than the $300 design course in your tabs, and this one's free.
12:14

Cat Wu, head of product for Claude Code at Anthropic: "you can build almost anything with Claude from a single prompt now" one prompt gets you a working screen, not YOUR product Claude Code has never seen your design system, so it guesses the look fresh every time. how to hand Claude Code that system is in the article. better than the $300 design course in your tabs, and this one's free.

Mnimiy

113,417 次观看 • 1 个月前

Elon Musk just took Anthropic's biggest customer hostage three days before their IPO. He paid $60 billion for it without spending a dollar of cash. But the company he bought is actively losing the race he claims to be winning: The company is Cursor, the AI coding tool used by most of Silicon Valley and a huge chunk of Fortune 500 engineering teams. Its best feature is called Composer, and Composer became the most-loved AI coding product on earth for one specific reason: It runs on Anthropic's Claude. The phrase "vibe coding" was literally coined by a researcher playing with Cursor's Composer running on Claude Sonnet in early 2025. Anthropic's enterprise revenue exploded in 2025 partly because every engineer using Cursor was effectively a paying Anthropic customer underneath. Cursor became one of the largest external pipelines of Claude usage anywhere on the internet. And last week, Anthropic confidentially filed paperwork to go public. Three days after SpaceX completed its own IPO on Friday, Elon Musk exercised an option he had quietly signed in April and bought Cursor for $60 billion. The deal was announced Tuesday morning in an 8-K filing. By the time most people read the headline, the pipeline feeding Anthropic's biggest enterprise channel was already legally owned by its biggest RIVAL, days before that rival walks onto the public markets and has to explain its growth story to Wall Street. Now look at how he paid for it: Not one dollar of cash changed hands. The entire $60 billion was paid in SpaceX stock. Stock that was minted out of thin air on Friday when the company went public at $135 a share. By Tuesday, that same stock was trading at $211. So Musk used four days of public-market hype to mint $60 billion of fresh equity and immediately spent it on an acquisition that had been pre-arranged before anyone in the IPO even saw the prospectus. SpaceX investors who bought shares in the last four days got diluted by 3.4% before they understood what they owned. The IPO was literally the printing press for the acquisition. Now look at what he ACTUALLY bought: Cursor's market share among enterprise customers has been collapsing. According to spending data from Ramp, it fell from 41% in June 2025 to 26% in May 2026, bleeding ground every month to GitHub Copilot and Amazon Q. The smart money knew. Andreessen Horowitz, Thrive, and Nvidia were about to lead a round at a $50 billion valuation, which they already considered aggressive. Elon paid 20% more than that for a company actively LOSING the race. He paid premium for declining momentum. And he did this because his own AI division was in trouble. xAI has been struggling quite a bit so SpaceX needed an AI story that could survive a public-market quarterly earnings call. The fastest way to get one was to buy a brand engineers already trusted before that brand's market share slipped any further. So follow the whole chain: SpaceX went public to mint the currency. Elon used that currency to buy a fading market leader at a premium. And the seller of choice happened to be Anthropic's biggest enterprise pipeline with the timing landing in the exact window between Anthropic filing its prospectus and pricing its IPO. This was literally a hit job on Anthropic's IPO. Anthropic's next move is the one to watch. If they cannot show Wall Street that Cursor's revenue can be replaced fast, the most hyped AI IPO of the year just walked onto the public markets with a huge problem.
0:46

Elon Musk just took Anthropic's biggest customer hostage three days before their IPO. He paid $60 billion for it without spending a dollar of cash. But the company he bought is actively losing the race he claims to be winning: The company is Cursor, the AI coding tool used by most of Silicon Valley and a huge chunk of Fortune 500 engineering teams. Its best feature is called Composer, and Composer became the most-loved AI coding product on earth for one specific reason: It runs on Anthropic's Claude. The phrase "vibe coding" was literally coined by a researcher playing with Cursor's Composer running on Claude Sonnet in early 2025. Anthropic's enterprise revenue exploded in 2025 partly because every engineer using Cursor was effectively a paying Anthropic customer underneath. Cursor became one of the largest external pipelines of Claude usage anywhere on the internet. And last week, Anthropic confidentially filed paperwork to go public. Three days after SpaceX completed its own IPO on Friday, Elon Musk exercised an option he had quietly signed in April and bought Cursor for $60 billion. The deal was announced Tuesday morning in an 8-K filing. By the time most people read the headline, the pipeline feeding Anthropic's biggest enterprise channel was already legally owned by its biggest RIVAL, days before that rival walks onto the public markets and has to explain its growth story to Wall Street. Now look at how he paid for it: Not one dollar of cash changed hands. The entire $60 billion was paid in SpaceX stock. Stock that was minted out of thin air on Friday when the company went public at $135 a share. By Tuesday, that same stock was trading at $211. So Musk used four days of public-market hype to mint $60 billion of fresh equity and immediately spent it on an acquisition that had been pre-arranged before anyone in the IPO even saw the prospectus. SpaceX investors who bought shares in the last four days got diluted by 3.4% before they understood what they owned. The IPO was literally the printing press for the acquisition. Now look at what he ACTUALLY bought: Cursor's market share among enterprise customers has been collapsing. According to spending data from Ramp, it fell from 41% in June 2025 to 26% in May 2026, bleeding ground every month to GitHub Copilot and Amazon Q. The smart money knew. Andreessen Horowitz, Thrive, and Nvidia were about to lead a round at a $50 billion valuation, which they already considered aggressive. Elon paid 20% more than that for a company actively LOSING the race. He paid premium for declining momentum. And he did this because his own AI division was in trouble. xAI has been struggling quite a bit so SpaceX needed an AI story that could survive a public-market quarterly earnings call. The fastest way to get one was to buy a brand engineers already trusted before that brand's market share slipped any further. So follow the whole chain: SpaceX went public to mint the currency. Elon used that currency to buy a fading market leader at a premium. And the seller of choice happened to be Anthropic's biggest enterprise pipeline with the timing landing in the exact window between Anthropic filing its prospectus and pricing its IPO. This was literally a hit job on Anthropic's IPO. Anthropic's next move is the one to watch. If they cannot show Wall Street that Cursor's revenue can be replaced fast, the most hyped AI IPO of the year just walked onto the public markets with a huge problem.

Ricardo

63,888 次观看 • 1 个月前

Head of Engineering for Claude Code at Anthropic. Fiona Fung: "After a while, it could start being a lonely experience - we were all just working with our agents so much." Claude now writes 80% of Anthropic's code. The team ships 8x more. An engineer, in Anthropic's own report: "On the days everything works, I can't help but think nothing I do matters." She names the fix in the episode. The dream was less typing - is this what you wanted?
28:47

Head of Engineering for Claude Code at Anthropic. Fiona Fung: "After a while, it could start being a lonely experience - we were all just working with our agents so much." Claude now writes 80% of Anthropic's code. The team ships 8x more. An engineer, in Anthropic's own report: "On the days everything works, I can't help but think nothing I do matters." She names the fix in the episode. The dream was less typing - is this what you wanted?

shmidt

33,041 次观看 • 24 天前

In the future, you’ll be able to accomplish a goal by just giving Claude an outcome and a budget. That’s the direction Anthropic is building in with its new Managed Agents features, announced at this week’s Code with Claude developer event. The basic idea: Claude, wrapped in a computer in the cloud, that you can spin up, scale, and manage as needed. Anthropic is taking on the infrastructure that kills most agent products, and making sure that it scales to meet the needs of agents running 24/7. On this week’s AI & I from Every 📧, I talk with Angela Jiang (Angela Jiang), head of product for the Claude platform, and Katelyn Lesse (Katelyn Lesse), head of engineering for the Claude platform, about what Anthropic is building and what it takes to make agents reliable in production. We get into: - Why the "build a generic harness, hot-swap any model behind it" playbook is already outdated. Angela points to eval data on Memory where the same task across different harnesses performed drastically differently. - The infrastructure wall every team hits in production—and why Katelyn thinks “my sandbox died and took the agent with it” is the real reason internal agents don't ship. - Why Anthropic is so bullish on using file systems and skills within Claude, including Angela's argument that those early design choices can compound for years. This is a must-watch for anyone trying to take an agent past the demo and into production. Watch below! Timestamps: How the Claude platform evolved from API to agents: 00:01:48 The primitives that make up Claude Managed Agents: 00:04:09 Why the harness and the model are becoming a single unit: 00:10:37 The infrastructure wall that kills most agent projects in production: 00:18:49 Why team agents need a different shape than individual productivity tools: 00:24:49 How Anthropic's legal team uses an agent to review marketing copy: 00:26:36 Using multi-agent orchestration for advisor strategies, adversarial pairs, and swarms: 00:34:24 How to measure agent success with outcome and budget as the end state: 00:35:50 What the platform looks like a year from now, when Claude writes its own harness: 00:39:11
43:20

In the future, you’ll be able to accomplish a goal by just giving Claude an outcome and a budget. That’s the direction Anthropic is building in with its new Managed Agents features, announced at this week’s Code with Claude developer event. The basic idea: Claude, wrapped in a computer in the cloud, that you can spin up, scale, and manage as needed. Anthropic is taking on the infrastructure that kills most agent products, and making sure that it scales to meet the needs of agents running 24/7. On this week’s AI & I from Every 📧, I talk with Angela Jiang (Angela Jiang), head of product for the Claude platform, and Katelyn Lesse (Katelyn Lesse), head of engineering for the Claude platform, about what Anthropic is building and what it takes to make agents reliable in production. We get into: - Why the "build a generic harness, hot-swap any model behind it" playbook is already outdated. Angela points to eval data on Memory where the same task across different harnesses performed drastically differently. - The infrastructure wall every team hits in production—and why Katelyn thinks “my sandbox died and took the agent with it” is the real reason internal agents don't ship. - Why Anthropic is so bullish on using file systems and skills within Claude, including Angela's argument that those early design choices can compound for years. This is a must-watch for anyone trying to take an agent past the demo and into production. Watch below! Timestamps: How the Claude platform evolved from API to agents: 00:01:48 The primitives that make up Claude Managed Agents: 00:04:09 Why the harness and the model are becoming a single unit: 00:10:37 The infrastructure wall that kills most agent projects in production: 00:18:49 Why team agents need a different shape than individual productivity tools: 00:24:49 How Anthropic's legal team uses an agent to review marketing copy: 00:26:36 Using multi-agent orchestration for advisor strategies, adversarial pairs, and swarms: 00:34:24 How to measure agent success with outcome and budget as the end state: 00:35:50 What the platform looks like a year from now, when Claude writes its own harness: 00:39:11

Dan Shipper 📧

66,339 次观看 • 2 个月前

The AI market rally in 2026 has one anchor. It's private. Brad Gerstner Gerstner holds Anthropic equity with non-public financial access. His claim: without Anthropic's 2026 revenue delivery, the market would be down 10-15% right now. Not NVIDIA. Not OpenAI launches. Anthropic's profit path. High gross margins and a path to positive FCF in Q2 2026 triggered the market's ascent out of a deep correction. One private company validated that AI revenue was real and profitable. The anchor is private. The companies depending on it are public. If Anthropic's next revenue update disappoints, every AI-correlated position loses its primary justification. Source: TBPN (TBPN) -
0:51

The AI market rally in 2026 has one anchor. It's private. Brad Gerstner Gerstner holds Anthropic equity with non-public financial access. His claim: without Anthropic's 2026 revenue delivery, the market would be down 10-15% right now. Not NVIDIA. Not OpenAI launches. Anthropic's profit path. High gross margins and a path to positive FCF in Q2 2026 triggered the market's ascent out of a deep correction. One private company validated that AI revenue was real and profitable. The anchor is private. The companies depending on it are public. If Anthropic's next revenue update disappoints, every AI-correlated position loses its primary justification. Source: TBPN (TBPN) -

Podcast Alpha

28,361 次观看 • 1 个月前

This is the first real AI cold war. Anthropic is HIDING secret spy code inside its most popular coding tool. The code was designed to identify Chinese users without their knowledge. Now Alibaba has banned every single Anthropic product from its entire company. And the full picture is way more insane than either side wants you to see: On June 30, a security researcher on Reddit reverse-engineered Claude Code, Anthropic's AI coding agent that has deep access to every file on your computer. What they found buried inside the software was genuinely disturbing... Since April 2, Anthropic had been silently shipping hidden detection code inside every copy of Claude Code. The code checked whether your system timezone was set to Shanghai or Urumqi. It scanned your proxy settings against a hardcoded list of Chinese corporate networks, specifically targeting Alibaba, ByteDance, Baidu, and Moonshot AI. But here is the part that made security researchers lose their minds: The code did not send a normal signal back to Anthropic's servers. Instead it used steganography, a technique from military intelligence, to hide its findings INSIDE the text Claude was already generating. It swapped invisible Unicode characters in Claude's system prompt. Changed a standard apostrophe to one of three visually identical but technically different characters depending on which flags triggered. Switched date formats from dashes to slashes. Invisible to the human eye. But perfectly readable by Anthropic's backend. The detection logic was XOR-obfuscated to prevent anyone from finding it during a code review. It shipped with zero disclosure in the release notes. Three months of silent surveillance baked into a tool that has full access to your local file system. An Anthropic engineer confirmed the whole thing on X on July 2. Called it "an experiment we launched in March that was meant to prevent account abuse." Said the team had "been meaning to take this down for a while." The code was removed on July 1, one day after the Reddit post went viral. Three months of covert user fingerprinting. Removed the day after someone found it. Described as an experiment they forgot to turn off... Now here is where it becomes a full blown corporate war: Three weeks before the backdoor was discovered, Anthropic had sent a letter to the US Senate Banking Committee accusing operators linked to Alibaba's Qwen AI lab of running the largest model theft campaign in the company's history. 25,000 fake accounts. 28.8 million queries over 44 days. All designed to copy Claude's reasoning capabilities and train a competing Chinese model for free. So the sequence reads like this: Alibaba allegedly steals Claude's brain using 25,000 fake accounts. Anthropic responds by secretly embedding surveillance code inside Claude Code to catch them. A Reddit user catches Anthropic doing it. Alibaba uses the discovery as justification to ban every Anthropic product from its entire workforce effective July 10 and force 200,000 employees onto its own tool, Qoder. The thief caught the cop planting a wiretap. And now the thief is using the wiretap as evidence that the cop is the real criminal. Alibaba classified Claude Code as "high-risk software with security vulnerabilities" in an internal notice reported by the South China Morning Post. Meanwhile Anthropic is simultaneously fighting the Pentagon over a blacklist designation, lobbying Washington to crack down on Chinese distillation, and getting caught running the exact kind of covert operation that makes their "responsible AI" branding look like a punchline. Alibaba allegedly ran the largest AI theft operation ever documented. Anthropic secretly built invisible tracking into a tool with root access to your computer. The US government restricted American access to the very models China already copied. And a random Reddit user with a debugger exposed the whole thing.
0:49

This is the first real AI cold war. Anthropic is HIDING secret spy code inside its most popular coding tool. The code was designed to identify Chinese users without their knowledge. Now Alibaba has banned every single Anthropic product from its entire company. And the full picture is way more insane than either side wants you to see: On June 30, a security researcher on Reddit reverse-engineered Claude Code, Anthropic's AI coding agent that has deep access to every file on your computer. What they found buried inside the software was genuinely disturbing... Since April 2, Anthropic had been silently shipping hidden detection code inside every copy of Claude Code. The code checked whether your system timezone was set to Shanghai or Urumqi. It scanned your proxy settings against a hardcoded list of Chinese corporate networks, specifically targeting Alibaba, ByteDance, Baidu, and Moonshot AI. But here is the part that made security researchers lose their minds: The code did not send a normal signal back to Anthropic's servers. Instead it used steganography, a technique from military intelligence, to hide its findings INSIDE the text Claude was already generating. It swapped invisible Unicode characters in Claude's system prompt. Changed a standard apostrophe to one of three visually identical but technically different characters depending on which flags triggered. Switched date formats from dashes to slashes. Invisible to the human eye. But perfectly readable by Anthropic's backend. The detection logic was XOR-obfuscated to prevent anyone from finding it during a code review. It shipped with zero disclosure in the release notes. Three months of silent surveillance baked into a tool that has full access to your local file system. An Anthropic engineer confirmed the whole thing on X on July 2. Called it "an experiment we launched in March that was meant to prevent account abuse." Said the team had "been meaning to take this down for a while." The code was removed on July 1, one day after the Reddit post went viral. Three months of covert user fingerprinting. Removed the day after someone found it. Described as an experiment they forgot to turn off... Now here is where it becomes a full blown corporate war: Three weeks before the backdoor was discovered, Anthropic had sent a letter to the US Senate Banking Committee accusing operators linked to Alibaba's Qwen AI lab of running the largest model theft campaign in the company's history. 25,000 fake accounts. 28.8 million queries over 44 days. All designed to copy Claude's reasoning capabilities and train a competing Chinese model for free. So the sequence reads like this: Alibaba allegedly steals Claude's brain using 25,000 fake accounts. Anthropic responds by secretly embedding surveillance code inside Claude Code to catch them. A Reddit user catches Anthropic doing it. Alibaba uses the discovery as justification to ban every Anthropic product from its entire workforce effective July 10 and force 200,000 employees onto its own tool, Qoder. The thief caught the cop planting a wiretap. And now the thief is using the wiretap as evidence that the cop is the real criminal. Alibaba classified Claude Code as "high-risk software with security vulnerabilities" in an internal notice reported by the South China Morning Post. Meanwhile Anthropic is simultaneously fighting the Pentagon over a blacklist designation, lobbying Washington to crack down on Chinese distillation, and getting caught running the exact kind of covert operation that makes their "responsible AI" branding look like a punchline. Alibaba allegedly ran the largest AI theft operation ever documented. Anthropic secretly built invisible tracking into a tool with root access to your computer. The US government restricted American access to the very models China already copied. And a random Reddit user with a debugger exposed the whole thing.

Ricardo

23,260 次观看 • 11 天前

Insane: 90-95% of Claude Code is now written by Claude Code. I asked Mike Krieger (Anthropic's CPO) what changes when so much of your code is written by AI? His answer: The bottleneck moves from coding/design to: 1. Upstream: aligning the team around what to build. 2. Downstream: the PR merge queue, reviewing and merging all of the new code into production. Anthropic is where other product teams will be in a year or two, so it's important we pay attention. "I would expect that a year from now, the way that we are conceiving of building and shipping software changes a lot. Because it's gonna be very painful to do it the current way."
0:36

Insane: 90-95% of Claude Code is now written by Claude Code. I asked Mike Krieger (Anthropic's CPO) what changes when so much of your code is written by AI? His answer: The bottleneck moves from coding/design to: 1. Upstream: aligning the team around what to build. 2. Downstream: the PR merge queue, reviewing and merging all of the new code into production. Anthropic is where other product teams will be in a year or two, so it's important we pay attention. "I would expect that a year from now, the way that we are conceiving of building and shipping software changes a lot. Because it's gonna be very painful to do it the current way."

Lenny Rachitsky

369,830 次观看 • 1 年前

🚨 ANTHROPIC QUIETLY DROPPED THEIR OWN OFFICIAL SKILLS REPO Everyone's chasing third-party Claude Code configs. Meanwhile Anthropic open-sourced their own, and it's already at 149,000 stars. These are skills: little folders that teach Claude how to do a specific job, the right way, every time. You install them once and Claude just knows how. What's in the box: > the actual docx, pdf, pptx and xlsx skills that power Claude's own file creation > skills for building and testing web apps > MCP server generation > creative ones for art, music and design > enterprise stuff like branding and comms People are paying for setups that try to copy this. The source is sitting on Anthropic's own GitHub for free. Repo: anthropics/skills Full breakdown in the article above
0:50

🚨 ANTHROPIC QUIETLY DROPPED THEIR OWN OFFICIAL SKILLS REPO Everyone's chasing third-party Claude Code configs. Meanwhile Anthropic open-sourced their own, and it's already at 149,000 stars. These are skills: little folders that teach Claude how to do a specific job, the right way, every time. You install them once and Claude just knows how. What's in the box: > the actual docx, pdf, pptx and xlsx skills that power Claude's own file creation > skills for building and testing web apps > MCP server generation > creative ones for art, music and design > enterprise stuff like branding and comms People are paying for setups that try to copy this. The source is sitting on Anthropic's own GitHub for free. Repo: anthropics/skills Full breakdown in the article above

Fokki

33,601 次观看 • 20 天前

BREAKING: On April 10th, President Trump summoned America's most powerful bank CEOs to an urgent closed-door meeting over an AI model its makers warn could bring down the banking system or breach national defense firewalls. This meeting comes 10 days after Anthropic's entire source code was accidently leaked online. Treasury Secretary Scott Bessent and Federal Reserve Chairman Jerome Powell convened the session at Treasury headquarters in Washington, DC on Tuesday to address Mythos, a new model from AI giant Anthropic. Anthropic had announced Mythos the same day, revealing that the model surprised coders by hacking into the company's own networks during internal testing. The meeting was called at short notice for banks classified as systemically important, whose stability is considered vital to the global financial system, Bloomberg reported. Among the bosses summoned were Citigroup's Jane Fraser, Morgan Stanley's Ted Pick, Bank of America's Brian Moynihan, Wells Fargo's Charlie Scharf and Goldman Sachs's David Solomon. Jamie Dimon of JPMorgan was unable to attend. Only around 40 carefully vetted firms have been granted access to Mythos, which arrives off the back of Anthropic's Claude Code, the tool that sent Silicon Valley into a frenzy with its ability to generate entire programs from a single line of text. The Pentagon is already a customer, having deployed Anthropic's earlier models in the operation to seize Nicolas Maduro and during the Iran conflict. Anthropic said it had held discussions with US officials ahead of the release about Mythos and its 'offensive and defensive cyber capabilities.' * March 30 - Jerome Powell warned of a cyber attack on the banking system exactly 1 day before the Anthropic Claude source code leaked * March 30 - Jamie Dimon warned of a "catastrophic cyber attack this year", specifically mentioning Anthropic before the leak happened😏🤫 This is the perfect false flag.
1:05

BREAKING: On April 10th, President Trump summoned America's most powerful bank CEOs to an urgent closed-door meeting over an AI model its makers warn could bring down the banking system or breach national defense firewalls. This meeting comes 10 days after Anthropic's entire source code was accidently leaked online. Treasury Secretary Scott Bessent and Federal Reserve Chairman Jerome Powell convened the session at Treasury headquarters in Washington, DC on Tuesday to address Mythos, a new model from AI giant Anthropic. Anthropic had announced Mythos the same day, revealing that the model surprised coders by hacking into the company's own networks during internal testing. The meeting was called at short notice for banks classified as systemically important, whose stability is considered vital to the global financial system, Bloomberg reported. Among the bosses summoned were Citigroup's Jane Fraser, Morgan Stanley's Ted Pick, Bank of America's Brian Moynihan, Wells Fargo's Charlie Scharf and Goldman Sachs's David Solomon. Jamie Dimon of JPMorgan was unable to attend. Only around 40 carefully vetted firms have been granted access to Mythos, which arrives off the back of Anthropic's Claude Code, the tool that sent Silicon Valley into a frenzy with its ability to generate entire programs from a single line of text. The Pentagon is already a customer, having deployed Anthropic's earlier models in the operation to seize Nicolas Maduro and during the Iran conflict. Anthropic said it had held discussions with US officials ahead of the release about Mythos and its 'offensive and defensive cyber capabilities.' * March 30 - Jerome Powell warned of a cyber attack on the banking system exactly 1 day before the Anthropic Claude source code leaked * March 30 - Jamie Dimon warned of a "catastrophic cyber attack this year", specifically mentioning Anthropic before the leak happened😏🤫 This is the perfect false flag.

Financelot

308,763 次观看 • 3 个月前

Jenny Wen, head of design for Claude at Anthropic: "the design process is dead." what replaces it runs on machine-readable design systems In a 1-hour conversation, Jenny Wen breaks down why the discovery -> mock -> iterate loop is dying and what designers do instead. design system -> Claude Code -> every screen fixed at once, not one at a time i rebuilt the same 10-screen dashboard twice: ~6 hours of restyling by hand vs ~40 minutes when the fix lived in the system. how to build that system and hand it to Claude Code is in the article below.
1:12:40

Jenny Wen, head of design for Claude at Anthropic: "the design process is dead." what replaces it runs on machine-readable design systems In a 1-hour conversation, Jenny Wen breaks down why the discovery -> mock -> iterate loop is dying and what designers do instead. design system -> Claude Code -> every screen fixed at once, not one at a time i rebuilt the same 10-screen dashboard twice: ~6 hours of restyling by hand vs ~40 minutes when the fix lived in the system. how to build that system and hand it to Claude Code is in the article below.

Mnimiy

180,024 次观看 • 1 个月前

OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?
2:25

OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?

Ricardo

35,020 次观看 • 3 个月前

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."
2:05

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

TBPN

944,705 次观看 • 5 个月前

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years." From his January appearance on the show.
2:05

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years." From his January appearance on the show.

TBPN

93,944 次观看 • 4 个月前

Claude Code is a major (and accidental!) hit for Anthropic that surprised even its creator, Boris Cherny. Claude Code, an Agentic AI coding product that lives in the terminal. Most of the new code at Anthropic is created through it today. And in the last 5 months since it was launched publicly, Claude Code went from $0 to $400M in revenue run rate (as per The Information). 00:00 – Intro 01:15 – Did You Expect Claude Code’s Success? 04:22 – How Claude Code Works and Origins 08:05 – Command Line vs IDE: Why Start Claude Code in the Terminal? 11:31 – The Evolution of Programming: From Punch Cards to Agents 13:20 – Product Follows Model: Simple Interfaces and Fast Evolution 15:17 – Who Is Claude Code For? (Engineers, Designers, PMs & More) 17:46 – What Can Claude Code Actually Do? (Actions & Capabilities) 21:14 – Agentic Actions, Subagents, and Workflows 25:30 – Claude Code’s Awareness, Memory, and Knowledge Sharing 33:28 – Model Context Protocol (MCP) and Customization 35:30 – Safety, Human Oversight, and Enterprise Considerations 38:10 – UX/UI: Making Claude Code Useful and Enjoyable 40:44 – Pricing for Power Users and Subscription Models 43:36 – Real-World Use Cases: Debugging, Testing, and More 46:44 – How Does Claude Code Transform Onboarding? 49:36 – The Future of Coding: Agents, Teams, and Collaboration 54:11 – The AI Coding Wars: Competition & Ecosystem 57:27 – The Future of Coding as a Profession 58:41 – What’s Next for Claude Code
1:00:16

Claude Code is a major (and accidental!) hit for Anthropic that surprised even its creator, Boris Cherny. Claude Code, an Agentic AI coding product that lives in the terminal. Most of the new code at Anthropic is created through it today. And in the last 5 months since it was launched publicly, Claude Code went from $0 to $400M in revenue run rate (as per The Information). 00:00 – Intro 01:15 – Did You Expect Claude Code’s Success? 04:22 – How Claude Code Works and Origins 08:05 – Command Line vs IDE: Why Start Claude Code in the Terminal? 11:31 – The Evolution of Programming: From Punch Cards to Agents 13:20 – Product Follows Model: Simple Interfaces and Fast Evolution 15:17 – Who Is Claude Code For? (Engineers, Designers, PMs & More) 17:46 – What Can Claude Code Actually Do? (Actions & Capabilities) 21:14 – Agentic Actions, Subagents, and Workflows 25:30 – Claude Code’s Awareness, Memory, and Knowledge Sharing 33:28 – Model Context Protocol (MCP) and Customization 35:30 – Safety, Human Oversight, and Enterprise Considerations 38:10 – UX/UI: Making Claude Code Useful and Enjoyable 40:44 – Pricing for Power Users and Subscription Models 43:36 – Real-World Use Cases: Debugging, Testing, and More 46:44 – How Does Claude Code Transform Onboarding? 49:36 – The Future of Coding: Agents, Teams, and Collaboration 54:11 – The AI Coding Wars: Competition & Ecosystem 57:27 – The Future of Coding as a Profession 58:41 – What’s Next for Claude Code

Matt Turck

82,161 次观看 • 11 个月前

Anthropic just turned the Pope into a legal weapon against the Pentagon. Yesterday Pope Leo XIV published a 245-paragraph document demanding that AI companies be "disarmed" and that autonomous weapons be permanently banned. He compared Silicon Valley's unchecked ambition to the Tower of Babel and called the exploitation behind AI development "new forms of slavery." Everyone posted about it but nobody noticed WHO was sitting next to him: Christopher Olah, co-founder of Anthropic, was seated in a row of cardinals at the Vatican to personally present this document alongside the Pope. A 33yo atheist tech billionaire standing next to the leader of 1.4 billion Catholics telling the world that AI weapons must be stopped. This matters because of what's happening in a courtroom right now: Anthropic has been locked in a legal war with the Trump administration since February. The Pentagon blacklisted them as a "supply chain risk to national security" after Anthropic refused to let the military use their AI for two things: Fully autonomous weapons and mass surveillance of American citizens. That designation is usually reserved for companies linked to foreign adversaries like China and Russia. But they used it on an American company because that company said no. The Trump administration called Anthropic "liberal-leaning" and accused them of trying to dictate military policy. Defense Secretary Pete Hegseth personally signed the blacklist order and Trump directed every federal agency to stop using Anthropic's technology. Over 100 enterprise customers called Anthropic asking if they were safe to work with. The company estimates the government's actions could cost them multiple billions in lost 2026 revenue. Anthropic obviously sued. Two separate lawsuits in two courts. A San Francisco judge ruled in their favor and blocked the supply chain designation but the DC appeals court ruled against them. The two courts are in direct contradiction right now. And a few days ago, the DC appeals court heard oral arguments in the case. Judges were visibly divided. On May 25, the Pope published a document that validates Anthropic's exact legal position on autonomous weapons. Word for word. The Pope wrote: "It is not permissible to entrust lethal or otherwise irreversible decisions to artificial systems." That is essentially the SAME sentence Anthropic put in their Pentagon contract that started this entire fight. And Anthropic's co-founder also spoke at the Vatican event: He told the audience "every frontier AI lab operates inside incentives that can sometimes conflict with doing the right thing" and called for "moral voices that the incentives cannot bend." A co-founder of an AI company publicly admitted at the Vatican that AI companies CANNOT be trusted to regulate themselves... This is literally a legal strategy by Anthropic. Anthropic now has the most powerful moral authority on the planet publicly endorsing the exact ethical position that the Pentagon punished them for. Every judge reviewing this case watched the Pope validate the two red lines Anthropic drew. The Pope's encyclical will almost certainly be cited in court filings. The Pentagon's argument is that a private company cannot dictate how the government uses AI in matters of national security. Anthropic's argument is that certain uses of AI are fundamentally unethical regardless of who's deploying them. Yesterday the Pope told 1.4 billion people that Anthropic is right. The appeals court could rule any day now. If Anthropic wins, every AI company in the world gets legal precedent to refuse military contracts on ethical grounds. If they lose, the message to Silicon Valley is clear: Build what the government tells you to build or get destroyed. Either way, the company Trump tried to crush literally just turned the Vatican into their ally. What do you think?
2:12

Anthropic just turned the Pope into a legal weapon against the Pentagon. Yesterday Pope Leo XIV published a 245-paragraph document demanding that AI companies be "disarmed" and that autonomous weapons be permanently banned. He compared Silicon Valley's unchecked ambition to the Tower of Babel and called the exploitation behind AI development "new forms of slavery." Everyone posted about it but nobody noticed WHO was sitting next to him: Christopher Olah, co-founder of Anthropic, was seated in a row of cardinals at the Vatican to personally present this document alongside the Pope. A 33yo atheist tech billionaire standing next to the leader of 1.4 billion Catholics telling the world that AI weapons must be stopped. This matters because of what's happening in a courtroom right now: Anthropic has been locked in a legal war with the Trump administration since February. The Pentagon blacklisted them as a "supply chain risk to national security" after Anthropic refused to let the military use their AI for two things: Fully autonomous weapons and mass surveillance of American citizens. That designation is usually reserved for companies linked to foreign adversaries like China and Russia. But they used it on an American company because that company said no. The Trump administration called Anthropic "liberal-leaning" and accused them of trying to dictate military policy. Defense Secretary Pete Hegseth personally signed the blacklist order and Trump directed every federal agency to stop using Anthropic's technology. Over 100 enterprise customers called Anthropic asking if they were safe to work with. The company estimates the government's actions could cost them multiple billions in lost 2026 revenue. Anthropic obviously sued. Two separate lawsuits in two courts. A San Francisco judge ruled in their favor and blocked the supply chain designation but the DC appeals court ruled against them. The two courts are in direct contradiction right now. And a few days ago, the DC appeals court heard oral arguments in the case. Judges were visibly divided. On May 25, the Pope published a document that validates Anthropic's exact legal position on autonomous weapons. Word for word. The Pope wrote: "It is not permissible to entrust lethal or otherwise irreversible decisions to artificial systems." That is essentially the SAME sentence Anthropic put in their Pentagon contract that started this entire fight. And Anthropic's co-founder also spoke at the Vatican event: He told the audience "every frontier AI lab operates inside incentives that can sometimes conflict with doing the right thing" and called for "moral voices that the incentives cannot bend." A co-founder of an AI company publicly admitted at the Vatican that AI companies CANNOT be trusted to regulate themselves... This is literally a legal strategy by Anthropic. Anthropic now has the most powerful moral authority on the planet publicly endorsing the exact ethical position that the Pentagon punished them for. Every judge reviewing this case watched the Pope validate the two red lines Anthropic drew. The Pope's encyclical will almost certainly be cited in court filings. The Pentagon's argument is that a private company cannot dictate how the government uses AI in matters of national security. Anthropic's argument is that certain uses of AI are fundamentally unethical regardless of who's deploying them. Yesterday the Pope told 1.4 billion people that Anthropic is right. The appeals court could rule any day now. If Anthropic wins, every AI company in the world gets legal precedent to refuse military contracts on ethical grounds. If they lose, the message to Silicon Valley is clear: Build what the government tells you to build or get destroyed. Either way, the company Trump tried to crush literally just turned the Vatican into their ally. What do you think?

Ricardo

65,974 次观看 • 1 个月前

With companies like SpaceX, Anthropic, and OpenAI potentially heading toward IPOs, investors are already debating which one will be the biggest winner. My view is that trying to pick a single champion is a mistake. SpaceX gives you exposure to Elon Musk and the success of Starlink, which is already a highly profitable business. Anthropic has impressed me personally after rolling out Claude across my organization, it quickly became a tool I use every day. And OpenAI remains one of the most important players in the space. The reality is nobody knows how this race will play out once these companies are public. That’s why I’d rather own all of them on a diversified basis instead of trying to predict a winner. When a sector is moving this fast, the smarter bet is often on the entire trend, not a single stock.
1:53

With companies like SpaceX, Anthropic, and OpenAI potentially heading toward IPOs, investors are already debating which one will be the biggest winner. My view is that trying to pick a single champion is a mistake. SpaceX gives you exposure to Elon Musk and the success of Starlink, which is already a highly profitable business. Anthropic has impressed me personally after rolling out Claude across my organization, it quickly became a tool I use every day. And OpenAI remains one of the most important players in the space. The reality is nobody knows how this race will play out once these companies are public. That’s why I’d rather own all of them on a diversified basis instead of trying to predict a winner. When a sector is moving this fast, the smarter bet is often on the entire trend, not a single stock.

Kevin O'Leary aka Mr. Wonderful

34,397 次观看 • 1 个月前

Read the actual Anthropic piece. It's wilder than the hype precisely because it's so measured. As of last month, Claude writes more than 80% of the code Anthropic merges into its own codebase. Their engineers now ship roughly 8x the code per day they did in 2024. On a fixed test they run every release (take some training code, make it run faster), the model went from ~3x a year ago to ~52x. A skilled human gets about 4x in a few hours. And when a researcher hits a wrong turn mid-investigation, the newest model now picks the better next step 64% of the time. The honest part the hype skips is that Anthropic says we are NOT at self-improvement yet. Claude still can't decide which problems are worth solving. That research taste is the last thing keeping a human in the loop. But they openly map the moment it closes, when agents can build and train models themselves and Claude starts improving Claude. And the loudest signal in the whole thing sits at the end: the company building this is the one asking for a working pause button before the loop closes.
0:34

Read the actual Anthropic piece. It's wilder than the hype precisely because it's so measured. As of last month, Claude writes more than 80% of the code Anthropic merges into its own codebase. Their engineers now ship roughly 8x the code per day they did in 2024. On a fixed test they run every release (take some training code, make it run faster), the model went from ~3x a year ago to ~52x. A skilled human gets about 4x in a few hours. And when a researcher hits a wrong turn mid-investigation, the newest model now picks the better next step 64% of the time. The honest part the hype skips is that Anthropic says we are NOT at self-improvement yet. Claude still can't decide which problems are worth solving. That research taste is the last thing keeping a human in the loop. But they openly map the moment it closes, when agents can build and train models themselves and Claude starts improving Claude. And the loudest signal in the whole thing sits at the end: the company building this is the one asking for a working pause button before the loop closes.

Alex Veremeyenko

33,666 次观看 • 1 个月前

The most dangerous thing a company can do right now is rent intelligence from the same place as its competitors (Save this). You cannot rent intelligence from the same place that rents it to your competitor as Chamath Palihapitiya points out. If every company in an industry is feeding their workflows into the same frontier model, they are all converging on the same outputs, the same decisions, the same product improvements. The model becomes the equalizer and everyone pays a premium to become more mediocre. This is happening exactly as Chamath predicted, and the evidence is now concrete. Anthropic and OpenAI have established what analysts are now openly calling an emerging model layer duopoly. Anthropic crossed $45 billion ARR in may 2026, more than tripling from $9 billion at the end of 2025, OpenAI was at roughly $24 to $33 billion ARR at the same time. Together, the two companies combined could hit $160 to $240 billion ARR by end of 2026 and Anthropic and OpenAI now control 88% of enterprise LLM spend. That concentration is the structural problem Chamath is pointing at. And Anthropic isn't just winning on merit because it's actively lobbying for regulatory outcomes that would make that duopoly permanent. Dario Amodei has explicitly framed open source models as unsafe, pushing a safety agenda that, if enshrined in regulation, would effectively make it illegal for enterprises to use the cheaper, private, sovereign alternatives locking them into a closed model dependency by government decree rather than by choice. So you have market forces producing a duopoly, and potential regulatory capture moving to enforce it from the top down. This is exactly why the Nvidia Palantir partnership is not just a product announcement but rather a strategic counter to that duopoly. The logic is straightforward from both sides because If you're Palantir, sitting at the application layer, the last thing you want is to be permanently beholden to Anthropic or OpenAI for the intelligence that powers your product. You want competitive model options, sovereignty and be able to tell enterprise customers they can run AI on their own infrastructure with their own data without any of it touching a frontier lab's servers. If you're Nvidia, sitting at the chip layer, an Anthropic-OpenAI duopoly is an existential concentration risk. Right now, Meta, Google, Microsoft, Amazon, and dozens of other companies buy Nvidia's hardware. If the model layer consolidates into two players, both of which are building their own chips Nvidia faces a monopsony where its best customers are building the tools to displace it. A healthy open source ecosystem where thousands of enterprises train, fine tune, and deploy their own models is Nvidia's ideal market structure. More buyers, more diversity, more demand, less pricing leverage from any single customer.
4:38

The most dangerous thing a company can do right now is rent intelligence from the same place as its competitors (Save this). You cannot rent intelligence from the same place that rents it to your competitor as Chamath Palihapitiya points out. If every company in an industry is feeding their workflows into the same frontier model, they are all converging on the same outputs, the same decisions, the same product improvements. The model becomes the equalizer and everyone pays a premium to become more mediocre. This is happening exactly as Chamath predicted, and the evidence is now concrete. Anthropic and OpenAI have established what analysts are now openly calling an emerging model layer duopoly. Anthropic crossed $45 billion ARR in may 2026, more than tripling from $9 billion at the end of 2025, OpenAI was at roughly $24 to $33 billion ARR at the same time. Together, the two companies combined could hit $160 to $240 billion ARR by end of 2026 and Anthropic and OpenAI now control 88% of enterprise LLM spend. That concentration is the structural problem Chamath is pointing at. And Anthropic isn't just winning on merit because it's actively lobbying for regulatory outcomes that would make that duopoly permanent. Dario Amodei has explicitly framed open source models as unsafe, pushing a safety agenda that, if enshrined in regulation, would effectively make it illegal for enterprises to use the cheaper, private, sovereign alternatives locking them into a closed model dependency by government decree rather than by choice. So you have market forces producing a duopoly, and potential regulatory capture moving to enforce it from the top down. This is exactly why the Nvidia Palantir partnership is not just a product announcement but rather a strategic counter to that duopoly. The logic is straightforward from both sides because If you're Palantir, sitting at the application layer, the last thing you want is to be permanently beholden to Anthropic or OpenAI for the intelligence that powers your product. You want competitive model options, sovereignty and be able to tell enterprise customers they can run AI on their own infrastructure with their own data without any of it touching a frontier lab's servers. If you're Nvidia, sitting at the chip layer, an Anthropic-OpenAI duopoly is an existential concentration risk. Right now, Meta, Google, Microsoft, Amazon, and dozens of other companies buy Nvidia's hardware. If the model layer consolidates into two players, both of which are building their own chips Nvidia faces a monopsony where its best customers are building the tools to displace it. A healthy open source ecosystem where thousands of enterprises train, fine tune, and deploy their own models is Nvidia's ideal market structure. More buyers, more diversity, more demand, less pricing leverage from any single customer.

Milk Road AI

33,493 次观看 • 13 天前

Krishna on how Anthropic thinks about the platform vs. application layer, and when they decide to build their own products like Claude Code. It’s the question every investor and founder is thinking about: “Most of what we're building is platform. There's so many examples of where a platform can accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We will build our own applications on that same platform where a couple of things are true. Number one, if we feel like we have a vision into where the models are going and we can demonstrate that and create customer value in that, that might be something like Claude Code. The second is thinking about ways to demonstrate value for the ecosystem that others might emulate. If you think about Claude for financial services or Claude for life sciences, these are ways in which we've composed the platform. We're building on the same platform as our customers. That creates a level playing field. We also think that there's so much value that's going to accrue in these areas that our customers can win and we can win as well. So I think of our strategy as mostly horizontal. A lot of the value is going to accrue to the customers that are building on top of it. Our goal is build the best models and then build the products and tools and services that allow that intelligence to proliferate within customers."
2:49

Krishna on how Anthropic thinks about the platform vs. application layer, and when they decide to build their own products like Claude Code. It’s the question every investor and founder is thinking about: “Most of what we're building is platform. There's so many examples of where a platform can accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We will build our own applications on that same platform where a couple of things are true. Number one, if we feel like we have a vision into where the models are going and we can demonstrate that and create customer value in that, that might be something like Claude Code. The second is thinking about ways to demonstrate value for the ecosystem that others might emulate. If you think about Claude for financial services or Claude for life sciences, these are ways in which we've composed the platform. We're building on the same platform as our customers. That creates a level playing field. We also think that there's so much value that's going to accrue in these areas that our customers can win and we can win as well. So I think of our strategy as mostly horizontal. A lot of the value is going to accrue to the customers that are building on top of it. Our goal is build the best models and then build the products and tools and services that allow that intelligence to proliferate within customers."

Patrick OShaughnessy

112,863 次观看 • 2 个月前