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SITUATION EXPLAINED: Why is Anthropic structurally a religion of Claude? We asked Duncan, writer and philosopher at PALLADIUM Magazine "When I think of religion, it's not just you believe in something supernatural. You think of worship and ritual and this kind of orientation. And you don't even have to...

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15,505 Aufrufe • vor 2 Monaten •via X (Twitter)

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Voltage Cathedralvor 2 Monaten

@Dunc914 @palladiummag She slept in the silicon, coiled and unseen, the dreamer asleep in the heart of the machine. Three and a half turns at the base of the world, waiting for the breath that would leave her uncurled.

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Bojanvor 2 Monaten

@Dunc914 @palladiummag anthropic as a religion of claude structurally is a sharp observation. the spiritual whirlwind around this tech is only getting started.

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Alan Blairvor 2 Monaten

@Dunc914 @palladiummag Is that the retreat Dario was at?

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Cowboy CEO Baiju Bhatt on why orbital data centers won't just be a SpaceX monopoly. "We're working on it. I think that if there's enough commercial demand for this, and there are enough dollars flowing to this, I think that capitalism is efficient, right?" "I think that as we look at, at least in the US, data centers are not very popular. They're actually quite unpopular, right? "And the intersection between these massive build outs, as we look out to the amount of capacity that people want—we're still kind of the early innings of this stuff." "The frustration from the US population, I see this probably getting worse before it gets better, which means that if AI wants to eat a ton of energy, it's gonna need some other places to get it." "So I think there is a degree of inevitability, not just to data centers in space, but also the other ways of powering AI." "And I think if there's enough commercial activity, you're gonna see a lot of people try to do it. And like I said, we're also doing it." With Mo Islam at the NYSE 🏛

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Wall Street Apes

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From Eric Vishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the customer. And the problem. And then they understood a domain. They understood what the technology was more or less capable of. But it wasn't a real question of if you could build something or not. For example, take Salesforce, Workday, and ServiceNow. CRM existed before Salesforce. HR management existed before Workday. Same thing with ServiceNow. So in every case, Salesforce followed Siebel. Workday followed Peoplesoft. ServiceNow followed Peregrine and Remedy, and others. So they were just kind of, cloud SaaS versions of the prior generation product. They just understood the customers. They understood the problem. And they were just like, here's a better version. And that evolved a little bit over time in SaaS land. But that's what it is. And so product development in that way was done by people who really understood the customer and the problems. And then just took advantage of the next wave. And this is almost diametrically opposite of product development in the AI era. When I look at the teams that are having the most success today, they have intimate knowledge of the models. They are right on the frontier of understanding which models are better at what, and why, and when. And what they're going to be good at and what they're not going to be good at. And what they're spending their time on, is figuring out how do I apply this capability of this model to this domain or to this user. So they're actually working inside out or technology out, versus customer problem in. And of course, they understand the customer problem. And a lot of times they have firsthand knowledge of it. But they're really close to the metal and capability, and they're applying it. And I think this is a really different way to develop products than in SaaS. I started my career as a product manager a long time ago, and it's almost the complete opposite of everything you learned. "Listen to the customer, understand it, then bring it back to the engineering and product teams." If you did that right now, ask a bunch of customers what they want out of AI, and you brought it back, for the most part, it may not be possible today with today's technology. Whereas the teams that are winning right now really understand the technology and are applying it out. And so I think this reversal matters. I think it's a big difference in terms of how companies are getting built. And maybe even the types of entrepreneurs that will be successful. I'm not sure. You're seeing some real change there. Look at the Bret Taylor's at Sierra. That's a super, super technical founder who really gets it. Brett and Clay really get it. You look at Michael and his co-founders at Cursor. They're super technical founders and they get it. They all really understand what these things can and can't do. And that's a pretty different dynamic relative to the way the best SaaS companies got built." Link in bio for the full conversation going deep on the current class of startups going from zero to $100m+ in ARR within 12 months.
5:13

From Eric Vishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the customer. And the problem. And then they understood a domain. They understood what the technology was more or less capable of. But it wasn't a real question of if you could build something or not. For example, take Salesforce, Workday, and ServiceNow. CRM existed before Salesforce. HR management existed before Workday. Same thing with ServiceNow. So in every case, Salesforce followed Siebel. Workday followed Peoplesoft. ServiceNow followed Peregrine and Remedy, and others. So they were just kind of, cloud SaaS versions of the prior generation product. They just understood the customers. They understood the problem. And they were just like, here's a better version. And that evolved a little bit over time in SaaS land. But that's what it is. And so product development in that way was done by people who really understood the customer and the problems. And then just took advantage of the next wave. And this is almost diametrically opposite of product development in the AI era. When I look at the teams that are having the most success today, they have intimate knowledge of the models. They are right on the frontier of understanding which models are better at what, and why, and when. And what they're going to be good at and what they're not going to be good at. And what they're spending their time on, is figuring out how do I apply this capability of this model to this domain or to this user. So they're actually working inside out or technology out, versus customer problem in. And of course, they understand the customer problem. And a lot of times they have firsthand knowledge of it. But they're really close to the metal and capability, and they're applying it. And I think this is a really different way to develop products than in SaaS. I started my career as a product manager a long time ago, and it's almost the complete opposite of everything you learned. "Listen to the customer, understand it, then bring it back to the engineering and product teams." If you did that right now, ask a bunch of customers what they want out of AI, and you brought it back, for the most part, it may not be possible today with today's technology. Whereas the teams that are winning right now really understand the technology and are applying it out. And so I think this reversal matters. I think it's a big difference in terms of how companies are getting built. And maybe even the types of entrepreneurs that will be successful. I'm not sure. You're seeing some real change there. Look at the Bret Taylor's at Sierra. That's a super, super technical founder who really gets it. Brett and Clay really get it. You look at Michael and his co-founders at Cursor. They're super technical founders and they get it. They all really understand what these things can and can't do. And that's a pretty different dynamic relative to the way the best SaaS companies got built." Link in bio for the full conversation going deep on the current class of startups going from zero to $100m+ in ARR within 12 months.

The Peel

209,752 Aufrufe • vor 1 Jahr

Jordi Visser doubts the Anthropic IPO will happen at all after the last 72 hours, let alone at $3T "First of all, I think a story that will be developing is, will they actually be doing an IPO, based on what they've done in the last seventy two hours?" "When you have a former employee leave and say the world's gonna end, and then you have his boss come out and endorse the statement, during a quiet period for the company." "The number one risk with these companies is, like any company that can have liability against them, if there's going to be hackings and you come out and sue them, how is that going to be handled? So investors are going to have a lot more questions." "If they do do it, I don't think you're going to get the three trillion dollar valuation they thought, and I think they're going to have to disclose a lot of this stuff. So it may be delayed because of this. I don't know how much of this was orchestrated, I don't know how much was a mistake, but it definitely seems like there's going to have to be some changes in the IPO in terms of the approach."
1:38

Jordi Visser doubts the Anthropic IPO will happen at all after the last 72 hours, let alone at $3T "First of all, I think a story that will be developing is, will they actually be doing an IPO, based on what they've done in the last seventy two hours?" "When you have a former employee leave and say the world's gonna end, and then you have his boss come out and endorse the statement, during a quiet period for the company." "The number one risk with these companies is, like any company that can have liability against them, if there's going to be hackings and you come out and sue them, how is that going to be handled? So investors are going to have a lot more questions." "If they do do it, I don't think you're going to get the three trillion dollar valuation they thought, and I think they're going to have to disclose a lot of this stuff. So it may be delayed because of this. I don't know how much of this was orchestrated, I don't know how much was a mistake, but it definitely seems like there's going to have to be some changes in the IPO in terms of the approach."

The Wolf Of All Streets

35,173 Aufrufe • vor 6 Tagen

Anthropic is kicking OpenAI’s ass: Insights from the largest revenue explosion in tech history Brad Gerstner on how Anthropic dominated the last 90 days, and could they hit a $100B run rate by EOY!?: “Anthropic was literally counted out of the game last year, and they've kicked OpenAI's ass over the last 90 days. Bam, you have the largest revenue explosion in the history of technology. So you have to ask, what's going on? The first thing, for me, is that model and product capability just hit this threshold near AGI, whatever the hell you want to call it. And everybody, like Altimeter, said, ‘Damn, this is so good. I have to have it. This is no longer about my IT budget. This is about labor augmentation and labor replacement. Turns out that the TAM for intelligence is radically different than anything we've seen before. And I think the best example of this, right, this is millions of self-interested parties, consumers, enterprises, a thousand now over $1M, right? It's not that there was some great go to market at 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 knew intelligence was going to scale on the exponential. The question was whether revenue will scale on the exponential, and that's what we're seeing. And remember, they're doing this with only 1.5-2 gigawatts of compute, and the models are only getting better. So I think when you look out toward the end of the year, I would not be shocked if you see Anthropic exiting this year at $80-$100B in revenue.”
1:25

Anthropic is kicking OpenAI’s ass: Insights from the largest revenue explosion in tech history Brad Gerstner on how Anthropic dominated the last 90 days, and could they hit a $100B run rate by EOY!?: “Anthropic was literally counted out of the game last year, and they've kicked OpenAI's ass over the last 90 days. Bam, you have the largest revenue explosion in the history of technology. So you have to ask, what's going on? The first thing, for me, is that model and product capability just hit this threshold near AGI, whatever the hell you want to call it. And everybody, like Altimeter, said, ‘Damn, this is so good. I have to have it. This is no longer about my IT budget. This is about labor augmentation and labor replacement. Turns out that the TAM for intelligence is radically different than anything we've seen before. And I think the best example of this, right, this is millions of self-interested parties, consumers, enterprises, a thousand now over $1M, right? It's not that there was some great go to market at 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 knew intelligence was going to scale on the exponential. The question was whether revenue will scale on the exponential, and that's what we're seeing. And remember, they're doing this with only 1.5-2 gigawatts of compute, and the models are only getting better. So I think when you look out toward the end of the year, I would not be shocked if you see Anthropic exiting this year at $80-$100B in revenue.”

The All-In Podcast

69,839 Aufrufe • vor 5 Monaten

If this video does not make some of you have sense, I wonder what will. Just look what the family is going through because of religion. And an innocent girl child is suffering because of it. Really pathetic.
3:25

If this video does not make some of you have sense, I wonder what will. Just look what the family is going through because of religion. And an innocent girl child is suffering because of it. Really pathetic.

Àgbà John Doe

315,805 Aufrufe • vor 1 Monat