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David Sacks: Anthropic Is Great at Two Things, Releasing Products and Scaring People “Anthropic has proven that it's very good at two things. One is product releases. The second is scaring people. And we've seen a pattern in their previous releases where, at the same time they roll out... show more

Mario Nawfal

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.David Sacks: Anthropic is good at two things—product releases, and scaring people. “They have a proven pattern of using fear as a way to market their new products.” He had Grok create a list of every time they’ve used scare tactics on the public. “At the same time they roll out a new model, they also roll out some study showing the worst possible implication of where the technology could lead.”

.David Sacks: Anthropic is good at two things—product releases, and scaring people. “They have a proven pattern of using fear as a way to market their new products.” He had Grok create a list of every time they’ve used scare tactics on the public. “At the same time they roll out a new model, they also roll out some study showing the worst possible implication of where the technology could lead.”

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.David Sacks was right: Anthropic is good at two things—product releases, and scaring people. “They have a proven pattern of using fear as a way to market their new products.” Via The All-In Podcast

.David Sacks was right: Anthropic is good at two things—product releases, and scaring people. “They have a proven pattern of using fear as a way to market their new products.” Via The All-In Podcast

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JD Vance: "There are things at some of the AI companies you see happening, where you feel like there is some really, really weird spiritual dark energy. Like one of the companies that develops these models, when they get rid of one model and announce a new model, they actually hold a burial ceremony for the old model, and the employees apparently will cry."

JD Vance: "There are things at some of the AI companies you see happening, where you feel like there is some really, really weird spiritual dark energy. Like one of the companies that develops these models, when they get rid of one model and announce a new model, they actually hold a burial ceremony for the old model, and the employees apparently will cry."

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Is Anthropic altering model performance to force costly upgrades? Chapter Co-Founder and CEO Cobi Blumenfeld-Gantz outlines a shift his team recently noticed: "Anthropic has kind of taken a page out of the Apple playbook, where they have...decreased the quality of the prior models right before they launched the new model, so that the new model feels better."

Is Anthropic altering model performance to force costly upgrades? Chapter Co-Founder and CEO Cobi Blumenfeld-Gantz outlines a shift his team recently noticed: "Anthropic has kind of taken a page out of the Apple playbook, where they have...decreased the quality of the prior models right before they launched the new model, so that the new model feels better."

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Trump advisor David Sacks calls out Anthropic who “go out of their way to take that shot at open source models” in effort to weaken AI rivals. “I think where it’s all leading to is an effort to ban open source models.” 🎥 David Sacks / The All-In Podcast

Trump advisor David Sacks calls out Anthropic who “go out of their way to take that shot at open source models” in effort to weaken AI rivals. “I think where it’s all leading to is an effort to ban open source models.” 🎥 David Sacks / The All-In Podcast

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Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.

Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.

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David Sacks: Anthropic Is Trying to Crush Open Source AI and the American Developers Who Use It David Sacks: “I know people don't have a lot of sympathy for Chinese companies, that's fine. I'm not defending Chinese companies. I'm defending American developers who need to be able to use everything in the public domain. And let me give you an example. Cursor rolled out its new product, Composer 2. They were able to post-train that model using Kimi K2.5 on their own proprietary coding data. They started with a Chinese open source model, and then they used their own data, and they came up with a new derivative product. This is the way that open source works. You take things that are in the public domain, you fork them, you make them your own. And by the way, once it's in the public domain, it's not a Chinese model anymore. No data is going back to China, nothing's going back to China. An American company has taken open source contributions in the public domain, made it their own, and then developed their own model. And if you say that American companies can't do that, or that somehow it's tainted with IP theft, you are basically going to put a dagger through the heart of the entire American open source ecosystem. And that is exactly what Anthropic wants, because they do not want to have the competition.”

David Sacks: Anthropic Is Trying to Crush Open Source AI and the American Developers Who Use It David Sacks: “I know people don't have a lot of sympathy for Chinese companies, that's fine. I'm not defending Chinese companies. I'm defending American developers who need to be able to use everything in the public domain. And let me give you an example. Cursor rolled out its new product, Composer 2. They were able to post-train that model using Kimi K2.5 on their own proprietary coding data. They started with a Chinese open source model, and then they used their own data, and they came up with a new derivative product. This is the way that open source works. You take things that are in the public domain, you fork them, you make them your own. And by the way, once it's in the public domain, it's not a Chinese model anymore. No data is going back to China, nothing's going back to China. An American company has taken open source contributions in the public domain, made it their own, and then developed their own model. And if you say that American companies can't do that, or that somehow it's tainted with IP theft, you are basically going to put a dagger through the heart of the entire American open source ecosystem. And that is exactly what Anthropic wants, because they do not want to have the competition.”

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I think the White House card is a very good card. I'd give it a 9 out of 10. In a vacuum, this is the best PPV card we've gotten in a very long time — Topuria and Pereira on the same card. The problem is that expectations were just incredibly high. Two things that would have been great but just didn't work out were having Kayla defend her title and Gable Steveson make his debut — two gold medalists.

I think the White House card is a very good card. I'd give it a 9 out of 10. In a vacuum, this is the best PPV card we've gotten in a very long time — Topuria and Pereira on the same card. The problem is that expectations were just incredibly high. Two things that would have been great but just didn't work out were having Kayla defend her title and Gable Steveson make his debut — two gold medalists.

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Steve Jobs explains why it's dangerous for sales and marketing people to run tech companies: Jobs starts with PepsiCo and John Sculley: "At PepsiCo, they at most would change their product once every 10 years. To them, a new product was like a new-size bottle." In that world, sales and marketing people drove success and ran the company. For PepsiCo, that worked. But Jobs warns about what happens in tech: "The same thing can happen in technology companies that get monopolies like IBM and Xerox. When you have a monopoly market share, sales and marketing people end up running the companies." The danger? "The product people get driven out of the decision-making forums and the companies forget what it means to make great products. The product genius that brought them to that monopolistic position gets rotted out by people who have no conception of a good product versus a bad product, no conception of the craftsmanship required to turn a good idea into a good product, and no feeling in their hearts about wanting to really help the customers." Jobs uses Xerox as his cautionary tale, where marketing executives had "no clue" about the revolutionary technology they owned: "They grabbed defeat from the greatest victory in the computer industry. Xerox could have been the IBM of the '90s. Could have been the Microsoft of the '90s." The bottom line: Jobs argues that sales and marketing people can run companies where products don't change. But in technology, they'll hurt what made the company great.

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It's a coincidence that King of a Land is coming out at the same time as the coronation of King Charles III and I think there are a few things in this song that could be very useful for the new king. #KingofaLand #KingCharles #Coronation #advice

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a16z GP David George: "We were the only VC fund that invested in Waymo in early 2020." "It was extraordinary. I mean, the project was magic even at the time." "We did demo rides... it could drive smoother than a human... they could do all these really special things that you wouldn't think an autonomous car could do at the time." "But at the time they didn't have a product in the market, and I thought the valuation was really high." "Marc and Ben were like, 'It's autonomous driving... this is endless market size. This could be the biggest company in consumer technology.'" Source: David George with Harry Stebbings

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David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”

David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”

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🚨 NEW: Anthropic released shocking revenue numbers. They now have over 1,000 enterprises paying $1M+ annually: "It turns out that the TAM for intelligence is radically different than anything that we've seen before... It's not that there was some great go-to-market in Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business. We are all self-interested actors. And when millions of those people are all making the same decision, there's a huge tell. And the tell here is that the TAM is as big as Dario and Sam and others have been saying." -Brad Gerstner "This is truly mind-boggling when you think about it because those are the most coveted customers in the world... Slack dreamed of getting these million-dollar customers. Salesforce dreams of getting these million-dollar customers." -@jason

🚨 NEW: Anthropic released shocking revenue numbers. They now have over 1,000 enterprises paying $1M+ annually: "It turns out that the TAM for intelligence is radically different than anything that we've seen before... It's not that there was some great go-to-market in Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business. We are all self-interested actors. And when millions of those people are all making the same decision, there's a huge tell. And the tell here is that the TAM is as big as Dario and Sam and others have been saying." -Brad Gerstner "This is truly mind-boggling when you think about it because those are the most coveted customers in the world... Slack dreamed of getting these million-dollar customers. Salesforce dreams of getting these million-dollar customers." -@jason

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