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Anthropic Quant Andrej Karpathy: "Most people use tools that they don't understand - the ones who strip everything down to basics - end up faster than everyone else " "the best code is the code anyone can read " he couldn't fix a bug in 2 hours, so instead...

378,561 次观看 • 27 天前 •via X (Twitter)

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Anthropic's CEO just leaked the most INSANE revenue numbers in AI history. And what he said about the next 12 months will change how you think about every business decision you're making right now. Dario Amodei told Dwarkesh Patel on the interview that Anthropic went from: - 2023: $0 to $100M - 2024: $100M to $1B - 2025: $1B to $9-10B That's 10x revenue growth. Every. Single. Year. "In January alone, we added another few billion to revenue." One month. A few billion dollars. Think about what that means. Most companies would kill for $1B in annual revenue. Anthropic added multiple billions in 30 days. But Dario said something even more interesting: "We are near the end of the exponential." Not the end of AI progress. The end of people understanding how close we actually are. His exact words: "It is absolutely wild that you have people talking about the same tired political issues, when we are near the end of the exponential." What does "end of the exponential" mean? In 1-3 years, we get what he calls a "country of geniuses in a data center." AI systems that can: - Do end-to-end software engineering - Navigate any computer interface - Learn new skills like humans do - Replace entire categories of knowledge work And here's the contradiction: If Anthropic really believed this was 1-3 years away, why aren't they buying $1 trillion in compute? Dario's answer exposes the real game: "If you're off by only a year in your prediction, you go bankrupt." So even the CEO who's most bullish on AI timelines is hedging. He's buying hundreds of billions in compute. Not trillions. Because the gap between "AI can do the job" and "companies actually pay for it" is massive. He calls it "economic diffusion." I call it the gap that's going to make some people very rich and destroy everyone who ignores it. The models are already better than people think. Claude Code writes 90% of code at Anthropic right now. But Dario says there's a huge difference between: - 90% of code written by AI - 100% of code written by AI - 90% of end-to-end SWE tasks done by AI - 100% of end-to-end SWE tasks done by AI We're moving through that spectrum "very quickly." His prediction: FULL end-to-end software engineering in 1-2 years. But here's what's scary: The technology is advancing faster than anyone outside the AI labs understands. And the revenue is following faster than any technology in history. But it's still not instant. Dario expects 10-20% annual GDP growth. Not 300%. Which means we're in this weird middle zone: Fast enough to destroy unprepared businesses. Slow enough that most people are ignoring it. Dario's big takeaway: If you're running a business right now, you have maybe 12-18 months to figure out how AI changes your model. Not to "add AI features." To fundamentally rethink what you're selling and who can do the work. Because the companies that get this right will 10x. And the ones that don't will be explaining to investors why revenue is flat while everyone else is printing money. The exponential is ending. But most people literally still don't even know it started.

Ricardo

62,002 次观看 • 5 个月前

anthropic's head of product just revealed how they're able to ship faster than any other AI company. their secret: "side quest maxxing." here's how it works: instead of long-term roadmaps, anthropic runs on unplanned afternoon experiments. anyone on the team gets full freedom to spend an afternoon prototyping an idea and show it to the team. you get to skip the approval process entirely. then, employees at anthropic try it. if they keep using it the next day and the day after that, it gets polished into a real feature. if nobody touches it again, it dies. that's the whole process. claude code on desktop started as one engineer's afternoon project. he wanted it to work on desktop so he built a prototype. people on the team started using it immediately. so they shipped it. the todo list feature started the same way. someone built it, the team adopted it internally, and it became one of the most-used parts of the product. plugins started when one engineer shared a spec with claude code and the prototype that came back was close to production-ready. went from idea to working feature in a single session. they also killed standup meetings. instead of telling people what you're working on, you just show a working demo. all walk no talk basically the team structure makes this possible. > designers ship code. > engineers make product decisions. > product managers build prototypes. everyone can take an idea from concept to working demo without waiting on anyone else. the biggest features at a $380b company came from afternoon experiments that nobody asked for. honestly this matches my own experience cooking with ai. some of the best workflows i use every day came from just fucking around. opening a session with zero intention and asking claude what it can do, or jamming on a random idea to see where it goes. if you're only using ai for tasks you already have in mind, you're missing the best part. open a session with no agenda. ask it to surprise you. try building something stupid. half the time it goes nowhere. the other half it becomes the thing you use most. you need to be sidequestmaxxing.

Ole Lehmann

105,994 次观看 • 2 个月前

Jensen Huang just explained why every company cutting engineers over AI is asking the entirely wrong question. Huang: “People say, I don’t need software engineers because apparently coding is going to be automated.” That was the narrative. Here is what Huang actually did. Huang: “I’ve given AIs to every one of my software engineers and hardware engineers and engineers period. 100% of NVIDIA has AI assistants, AI coders, and they’re busier than ever.” Not fewer engineers. Not smaller teams. Busier than ever. That is the line most companies are getting completely wrong right now. They hear “AI can write code” and immediately start cutting headcount. Huang did the opposite. He armed everyone. Huang: “And so the question is, what is the task versus what is the job? No different than a financial analyst; the task is mess around with spreadsheets, but the job is to make financial advice. The job is to help a customer.” Writing code was always the task. It was never the job. The job is architecture. Knowing what to build. Why it matters. How it fits into a system that actually creates value. Code is the execution layer between the idea and the outcome. Nothing more. When you automate that layer, you don’t eliminate the engineer. You eliminate the bottleneck between what they can envision and what they can ship. The companies using AI to cut headcount are optimizing for cost. The companies using AI to multiply output are optimizing for territory. Nvidia chose territory. Every engineer at the most valuable semiconductor company on Earth now operates with an AI assistant. Not a pilot program. Not an experiment. Company-wide. Every function. Every team. And the result is not less work. It is more work. Faster. At a scale that was physically impossible twelve months ago. The companies that understand the difference between eliminating engineers and unleashing them will build what comes next. The ones that don’t will watch their best talent walk out the door to the ones that did.

Dustin

82,737 次观看 • 3 个月前