About this episode
<p>Dario Amodei joins John Collison to talk about Anthropic's growth to ~$5 billion in ARR, how AI models show capitalistic impulses, predictions for an agentic future, the economics of model businesses, and the 19th-century concept of vitalism.</p><p><br></p><p>Full episode transcript on Substack: https://cheekypint.substack.com/p/a-cheeky-pint-with-anthropic-ceo</p><p><br></p><p>Timestamps</p><p>(00:00) Intro</p><p>(00:50) Working with your sibling</p><p>(01:43) Building Anthropic with 7 cofounders</p><p>(02:52) ~$5 billion in ARR and vertical applications of products</p><p>(07:18) Developing a platform-first company</p><p>(10:08) Working with the DoD</p><p>(11:11) Proving skeptics wrong about revenue projections</p><p>(13:13) Capitalistic impulses of AI models</p><p>(15:43) AI market structure and players</p><p>(16:56) AI models as standalone P&Ls</p><p>(20:48) The data wall and styles of learning</p><p>(22:20) AI talent wars</p><p>(26:04) Pitching Anthropic’s API business to investors</p><p>(27:49) Cloud providers vs. AI labs</p><p>(29:05) AI customization and Claude for enterprise</p><p>(33:01) Dwarkesh’s take on limitations</p><p>(36:12) 19th-century notion of vitalism</p><p>(37:27) AI in medicine, customer service, and taxes</p><p>(40:59) How to solve for hallucinations</p><p>(42:41) The double-standard for AI mistakes</p><p>(44:14) Evolving from researcher to CEO</p><p>(46:59) Designing AGI-pilled products</p><p>(47:57) AI-native UIs</p><p>(50:09) Model progress and building products</p><p>(52:22) Open-source models</p><p>(54:43) Keeping Anthropic AGI-pilled</p><p>(57:11) AI advancements vs. safety regulations</p><p>(01:02:04) How Dario uses AI</p>