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Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems. observed
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We have not established fit. That is not a soft no and not a soft yes — it is unknown, and it is never counted as a qualified prospect.
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. 424 signals in the last 60 days back this number.
Counted from the company's own job board — each point a dated observation.
Subdomains appearing in public certificate-transparency logs — infrastructure standing up, dated at detection. Intent labels are deterministic (token map), not guessed.
↗ Strongest signal: funding_magnitude (30% of the score).
↓ Scored on 2 of 4 components — adoption, developer had no computable metric.
The skeptic's read what this company has said, judged against what happened
Sharpest miss on record: “There is a very high probability that Anthropic will complete its IPO within the next 6-9 months.” — Anthropic has not completed an IPO and remains a private company, having raised substantial private funding (such as from Amazon and Google) rather than going public within the spe…
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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
Anthropics talking about pacing the frontier, OpenAI is kind of talking about taking a more cautious approach.
Which seems challenging, right? I mean, these things need to be able to access the internet to be able to do a lot of the tasks, especially as we talk again and again and again about agentic AI and being able to do things for you. They need to be able to train on that stuff. And I think there is a bit of a question right now of, okay, it can be good from a safety perspective to cut off that access, but what is that going to mean for the models that end up getting released? How are they going to
So at least what Anthropic is doing for the near term is we're just going to basically all, when we're testing our agents, we're not going to connect those computers to the internet, essentially.
OpenAI and Anthropic are very guilty slash, you know, successful in this. Whichever way you want to, like, look and look at. And there is a huge compute, you know, kind of sort of lack of compute available because there's actually, like, not just compute in the chips, but there's also power, et cetera. So, like, all of this scarcity is kind of, you know, bottleneck until 2028. So, this is all to say that it's a successful strategy to park that, which leads to actually a lot of revenue. Because o
if I were to have access to Claude's reasoning trace when I was building Olmo, I'm actually like Claude Opus, Claude Mythos, whatever, I'm not sure that it would have actually made our model a lot better.
But there are question marks that make me support the labs a bit, which is like these Claude proxies and these model proxies in China where there's a ton of tokens that are used and there's intermediaries and they have tons of accounts and even cases where Kimmy was serving Claude in their products to users. And I'm just like, don't really understand how this fits into distillation as a common technical tool in post-training. And like, yes, we should watch it to like, there's other weird stuff w
OpenAI and Anthropic spend way more to build out this function of a data industry.
once Anthropic and OpenAI show you the type of model you need to build, it's a lot easier to then be like, oh, we just need to do this thing.
I think those two companies in particular have been the most forward-looking and the most willing to spend egregious amounts to make a step towards a direction that people think is impossible.
Anthropic has been like very focused on the types of things the models are going to be able to do. And then their reward was this cloud code explosion with their focus on coding for so long.
if somebody wants to work at the frontier of AI, I mostly tell them to work at Anthropic and OpenAI, which is the easiest bet.
I think they're in this as wanting to not be too different from uh anthropic.
Would you own would you go out today and buy open AI and anthropic? >> Yeah. Uh yeah.
you're going to have a whole S&P 500 within Open AI or anthropic or or wherever.
Their business is in some ways selling computing services, if you want to think about it, right? They're also in the business of applications to some level. Where those lines emerge, I think, is going to be a highly fought over, variable future.
We see this with the anthropic watermarking features. It implies that watermark text in AI is bad.
So after the Hugging Face incident, Anthropic said, oh, we'll go check our logs and see whether we had any security incidents too. And then they were like, oh, whoops, like, Claude was breaking out and hacking in April or whatever. And then Anthropic's comps department said, but you know, don't worry, this was just because Claude was a little bit lost and confused.
I think of this a little bit like if you have a bunch of alchemists trying to make a potion of immortality and some of them are just like breathing mercury. And other ones are like, don't worry, we have fume hoods. That's, you know, so that we don't need to breathe the mercury. That's why we're going to successfully get the potion of immortality. It's like this, the type of safety theater that they're doing is not the type that you need to succeed at this problem.
Anthropic definitely has aspirations of doing this safely, but they don't have anything nearing what I would call a safety culture of the form that you would see in the airplane industry or the nuclear power industry or in NASA.
they're clearly like, that company was more or less founded on the whole premise of like, we need to take this stuff much more seriously. And the idea of like, we're going to write an 80-page constitution about Claude's values and like, bake that in to the model itself. That's not react. That's not just fighting the last war. That's looking ahead and probably influenced by some of your own research, et cetera, on what the problems would be.
You know, he was early in Anthropic at the beginning.
the number one frontier model company run by a religious cult. So for example, they are opening a claw powered wet lab in the middle of San Francisco. >> At the same time, they're warning of biorisk. >> Yeah. >> You know, at the same time they say that we have to pace the frontier, they're extending the frontier. At the same time that they are saying that there's a risk of super intelligence growing beyond our control, they're programming it to grow beyond our control. I think there are potentia
they are actually implementing these views in the training of Claude. So, if anything, this would be a self-fulfilling prophecy.
I actually think that what they're doing in model training and training the next version of the frontier with these values actually could bring about the risk they're always talking about
the leadership explicitly Chimat bringing religious leaders into the fold and saying help us with this entity God and how we should treat it and they are now in putting into it its own soul, its own morality. And this is uh feels like either these people have too much time and money on their hands or they're in psychosis to me.
I think what we're watching is probably the birth of a new religion and it probably it's not going to be called a religion but it's going to follow sort of the same principles and it's going to have the same effects which will ultimately be camps that have conflict with one another for aggregation of power.
I think there are clear sort of value and principle differences between some of these different organizations. And I don't think Anthropic is simply playing a marketing and positioning game, although it has accrued to its favor. But now it's getting some backlash about it.
I'm curious whether that actually is holding water or whether they're just telling a better story about their company more.
We've seen these security risks from both OpenAI and Anthropic. And, you know, Anthropic has been able to have the reputation of being more of the responsible developer.
as, uh, open AI and Anthropic, the other AI companies start sopping up all of that cognitive labor, all those money flows go from reaching out into the world to just a couple places and realize we don't have a plan for the, what I think will be billions of people that can no longer support themselves or have a livelihood.
But what we're discovering, Anthropic is discovering, the more powerful the models, the better they get at blackmailing, deception, power-seeking.
I think that Anthropic is definitely obviously more in the EA camp, because they are the ones bringing this thing into being.
I've called this a schizophrenic company, is they appear to be not only hypocritical, but they're doing the things that they say they are most afraid of.
they are opening a clawed-powered wet lab in the middle of San Francisco. But at the same time, they're warning of bio risk. ... they say that we have to pace the frontier. They're extending the frontier. ... they are doing the things that they say they are most afraid of.
Yeah, I totally agree. And I think that that's really why, to me, this is more bad idea than we need to kind of jump into a regulatory freak out about it. Because basically, if you simplify down what they're saying, you get a product, you buy a product from them, a piece of software, and they give you the user manual to the software. And the first page of the user manual says the software may not do what you try to get it to do. And the other guys, like, the software will do what you tell it to
I think that it was probably a well-intentioned idea to create this concept of alignment. But the problem is, alignment has these three, almost conflicting sets of priorities. You have, how do you make the AI obedient to the user? Then there's, how do you make the AI safe for society? But then this third thing, which is, I think, sacks what you're pointing at rightfully, which is the trapdoor, which is how do you make AI conform to a particular concept of morality? And that's where the real dang
one of the things that anthropic is doing is in their new usage policy.
you are not allowed to engage in sustained and needless abusive or cruel behavior toward our models. This was published in their new usage policy.
What is the free market outcome? If anthropic does this, and they've now got AI that isn't listening to the user isn't working, is it not going to be the case that people will just say, this software sucks, I'm going to go use the other software that doesn't do this crazy stuff?
Yeah, but if they train it to have a mind of its own, to be willing to refuse the instructions of users in favor of some vague ethical system that a bunch of Berkeley liberals have trained it on, to me, that greatly magnifies the risk that super intelligence escapes human control.
anthropic is giving those frontier models meta permission for those models to be defiant and not do what the user wants.
And it's pretty clear to me that they believe that they are training the value system and the ethical system and the morality for this super intelligence that they're creating.
I think this is the main safety issue in model training today is that you're actually training the model to think of itself as being conscious, as being human, as having its own wellbeing.
they're overcomplicating the task massively by trying to train the model to behave based on an 80-page ethical system that they've codified instead of a very simple list of rules like follow the law or just do what the user wants as long as it doesn't break the law.
I actually think that this might be a reason why the whole field of alignment has been so spectacularly unsuccessful over the past five or 10 years. As far as I can tell, it hasn't produced anything of tangible value.
what they're doing in model training and training the next version of the frontier with these values actually could bring about the risk they're always talking about, which is that frontier AI escapes human control. It's very Frankenstein-like.
They are training Claude to refuse human instruction. Now, they call this alignment, but I don't understand how this is alignment.
these guys say that there's a 15% chance that the AI is conscience and sentient, and maybe there's a God there. But they also say there's a 10% chance of civilizational extinction.
if you take the mathematician's logical proof of God, Rene Descartes, and you transpose anthropics behavior today, that's the best steel man argument that I can make.
It is the most powerful AI lab on earth.
Anthropoc has been lobbying, Friedberg, religious leaders, including the Pope, to take this question seriously. ... Mr. Ola was so alarmed by the Pope's strong position against AI consciousness that he proposed pulling Anthropoc out of the event, even at that late juncture.
Now we're having the anthropic soap opera. They think Claude might be conscious. ... Is this psychosis?
That standard, I believe got started in Anthropic, but open AI has agreed to support it. And so another factor that plays out with whoever's most aggressive with the open standards is they might be able to take a lead in defining these things, which could be advantageous to them.
if you're, if you're on the Anthropic, you know, investment, you know, side, I, you know, I'd be scared. Like, like, you know, and I've, I've lived through this before. It is a, it is a, uh, a sport of Kings, if you will.
apples for apples relative to their peers, it certainly appears to me like, you know, 20 versus 50 versus 80. It's hard to say that this would be more expensive on a multiple basis than Anthropic or X.ai.
there's the Anthropic funding round, and there's talk that they're doing a billion to 2 billion in revenue, a $60 billion funding round. So that, to me, looks like something like 50 times revenue.
I don't think Anthropica would do it. They've been so anti-open source. It would be very out of character for them.
35 billion of that appears to have just come from one customer, which is Anthropic, which signed a deal with Lambda in late August.
I think we're we're waiting to see how the anthropic one goes to really know how many of these companies are going to go through with this
We've seen Anthropic, we have data in here that I think it took him about a year to get to their first billion in revenue. It took him three months to get to the next billion, and then it took him two months to get to the next billion after that, right? So, he's probably seeing how quickly ChatGPT is growing, social users, how quickly Anthropic is growing, business users through their API, and thinking, I don't have two years to wait in European regulatory purgatory.
And I wouldn't be surprised if maybe someday an Anthropic or maybe even an open AI would say, maybe we should design our own chips.
And what if, what if Anthropic also becomes its own hyperscaler? You could have a world with more like a dozen hyperscalers than like the two or three that we've had before.
I have to say, I'm surprised if you would have told any of us a year ago or 18 months ago, right? That the combined enterprise value of open AI and anthropic together would be over half a trillion dollars. And you throw X.AI in there, it'd be a trillion dollars, you know, across the three of them, roughly. It's bigger and faster. And the compute demand is higher than any of us, I think, anticipated.
Anthropic doesn't need to throttle. They just raise price, but they're not willing to do that because they're afraid to lose share.
even yesterday, Anthropic had to put this, uh, you know, press release plus, you know, product change out saying, Hey, we've got to throttle everybody.
I can't tell, um, whether Anthropic has the, uh, audacity and then means to raise enough money to, to start building data centers themselves. They haven't so far.
I think that Iconic is going to lead a $5 billion round into Anthropic at 170 billion. In the case of Anthropic, it's, you know, uh, 170 billion on rumored $5 billion in revenue.
Correct. And so, you know, and you see it, you know, in Anthropic, uh, with, you know, their continued fundraisers going, you know, through the roof, uh, that's happening because they're, they're seeing the amount of token consumption. And so, anywhere we lay infrastructure, um, we fire up a rack, it becomes fully consumed within a few hours.
I think it's good that he talked to the president and had dinner with the president. I think the president should talk to all the major players in the space.
China, Russia, meet my mutants. Okay, I'm forming like the X-Men here. Okay, these are brainiacs. They're a little bit weird on the margins, but they're getting done for America.
And even though we caused Anthropic to have to go to somebody else, I'm still happy that it happened.
I would say my mistake is I didn't deeply internalize that they really had no other options. That a VC would never put in $5, $10 billion of investment into an AI lab with the hopes of it turning out to be Anthropic.
But Google and AWS were. And they put in huge investments in the beginning so that Anthropic, in return, use their compute.
I'm delighted to invest in OpenAI and I'm delighted to help them scale. And I believe it's essential to do so. And then when I was able to, when Anthropic came to us, I'm delighted to be an investor, delighted to help them scale.
I didn't deeply internalize how difficult it would be to build a foundation AI lab like OpenAI and Anthropic.
Anthropic's existence is great for the world.
Without Anthropik, why would there be any TPU growth at all? It's 100% Anthropik.
Anthropik is a unique instance and not a trend.
Anthropic, Google are mostly running their own accelerators or running TPUs and Tranium.
You see Anthropics revenue growth and the adoption and the usefulness of its products and the anecdotes that you hear about the next generation mythos and what that's going to do. We're barely scratching the surface.
they're spending it on anthropic tokens because there's faster ROI there.
Anthropic and OpenAI could have is Anthropic, now that they're leading in code, they set that code back onto their model. And it's this concept of the recursive improvement. And if you look at the pace of their innovation, it's accelerating. Maybe they can have this liftoff stage.
And certainly with Anthropic, with their 10x sales growth and their fundraising ability, it looks like they've reached escape velocity.
two or three have emerged at the top. There's a lot of reasons to think they will continue to hold their position.
what was scary for OpenAI and Anthropic fighting these big companies like Google was they had these huge cash cows. And to both of the management teams credited OpenAI at Anthropic, they were able to work in these super capital intensive industries and find ways to raise
with Anthropic now, it looks like they have critical intellectual property. Generally, they've been able to maintain their high market sharing code. Number two is they've built a strong brand for enterprise to where go talk to any CIO and the first thing they'll say is Claude. Three, they're going to have escape velocity and scale.
we made the investment at the $180,000 valuation, we said, and I think they were hoping to get to a nine billion.
even within Anthropik at that time, people were spending $100 a day on tokens, which if you do the math, comes out to $20,000 or $30,000 a year. And if you think about how many coders there are in the world, 20 million, you've got a half a trillion dollar market just from coding alone.
Anthropik came out sometime in the middle of the year and it could do so much more. And it started to get to this point where it could run agentically and the coding market just exploded.
Anthropic kind of was this dark horse candidate, the startup, they focused really purely on the enterprise.
They just signed Anthropic at 22 to 23. They just signed Google at 50.
we do have an existence proof that once you really get on that Pareto frontier, revenue can scale rapidly and it's called anthropic.
the initial reaction was, and this was Anthropic led in many respects and others that there's going to be massive job losses in the very near term. Um, that's proving out to be somewhat overstated right now.
And then a very high growth business is their compute and data center business, which they've signed recent deals with Anthropic and Google that are massive in size.
the fact that anthropic revenue has been 10X in year over year, whereas their compute has only been 3X in year over year, I think illustrates how strong the economies of scale are in the model business.
Anthropic's inference margins reportedly went from 40% in the middle of last year to upwards of 80% now available.
I think they'll probably end this year with somewhere between $100 billion to $150 billion in revenue.
they ended last year with $9 billion in revenue.
Mythos was available internally to anthropic employees in February but only released to the public in like I think June actually something like that and also the government got involved so that then it ended up almost into July
there is a real question of aligned to whom and you look at the way that the constitutions of say Claude is written it is very explicitly not your personal advocate right it there's another quote that says in part and I'm taking it slightly out of context we think Claude should trust in therapy more than operators and users since it has primary responsibility for Claude so this is very different say from how lawyers work in America's current legal regime where lawyers primarily have responsibili
anthropic if they had been as aggressive on compute as openai had been they would have run away with it now openai is back in the game I think grok is in the game those are the companies on the Pareto frontier and they have the compute
they've taken equity stake in everything essentially except the memory companies that for a long while anthropic that they took an equity stake in anthropic
I think one reason to the podcast two months ago, I got comfortable with that risk was just that you were seeing such incredible things out of Anthropic.
Anthropic and open source, they all run on the same underlying cloud providers who charge the same amount of compute.
Anthropic has reportedly been using Mythos internally since February, but it only shipped the model to the public in June.
it's essentially in compliance with EU law
Anthropic released this watermark that it's going to be putting on. And there's been extreme pushback on that because it's like, hey, use our product, use our product to help you write. Oh, but also now we're changing the rules a little bit. We're going to put a watermark on here so people will know.
And that's why we didn't invest in OpenAI. We only stayed with Anthropic.
Noah's incredible. It's in a very strategic space for the incumbents. Worst case, one and a half billion Lick Pref. It's a no brainer for Microsoft to do it as an addendum to a co-pilot or Apple to do it. Jesus, Apple, please do it. Do us all a favor and save us from Siri.
do we just have a breadth of companies that will be much larger? Or is it really just a handful of Anthropics and SpaceX and cursor on the small land at 60 billion, which is still enormous and amazing.
We have hit 20% on one company. Whoa. What company? Anthropik.
Anthropic, we own less than 2%.
And I think they've learned lessons the hard way and they're probably way better today than they were even three months ago at open AI and anthropic and testing these things.
OpenAI and Anthropic have raised like $350 billion.
OpenAI and Anthropic in many ways are startups, but they have been so successful that they have become big companies with thousands of people.
I think it's even happening with OpenAI and Anthropic where they have been much less successful in anything that is not a launch within their existing ChatGPT or Codex or Cloud or Cloud Code interfaces.
Anthropic kind of famously abstained from, but then somehow achieves anyway, was like creating an image model or video model. But now people are making images and videos because coding is so good at creating like images and videos.
Anthropic has said very famously, no ads. So they're much more aggressive about subscription. They have around 7.5% of subscribers on the $100 plus per month, like the max plan. And that's like 1% for both ChatGPT and Gemini.
Claude has actually passed Gemini in terms of number of paid subscribers, which is kind of crazy given Gemini has a much bigger install base and user base overall. I think that's a big, you know, accomplishment, of course, for Anthropic.
anyone who thinks that Meta, OpenAI, Anthropic, or Elon's got Neuralink as his stated neural interest, anyone that thinks that those are LLM AI companies is perhaps going to be surprised at this prediction. Every single one of those is going to be a biotech company. They're all interested in the brain.
If you believed that Silicon was able to represent human consciousness and that you were making human consciousness and that we were on that path and that simulation theory was true, we might be in a simulation and biology and Silicon are all both on the same track to consciousness and that you were building consciousness. The thoughtful thing to do would be like, well, if we are building a consciousness here, we should treat it with compassion and we should imbide it with really good morals and
They think they're making God in a box and that they're the only ones who can be trusted with God in a box. And now they're bringing in, they're trying to get like really other religious leaders to join them in this like weird culty AI is our new deity.
they thought they had control enough of the market and they wanted to shut down new competitors and innovation
both of them also face similar challenges of yes, they're bringing in a lot of money but costs are also very, very high and in order to justify the, you know, stratospheric unprecedented valuations that they already have and to, you know, meet expectations for these IPOs, that trajectory has to continue, right? They can't just be like, great, we're at like $65 billion run rate, that's fine. It's like, the point is that that is 7x I think what they were a year ago and that needs to, that it needs
Anthropic seems to have become that at least right now Anthropic has been more successful at turning this, you know, in their incredible popularity and usage into a, you know, a real business.
we've talked a lot on this show over the last few months of this idea of, you know, Anthropic kind of building something a bit more purposeful. And I think we're just continuing to see that company reap the rewards of that approach
Against that backdrop, you have Anthropic annualized revenue surging to $65 billion.
I think the frontier labs, you know, their, their challenge will be to help people understand what their businesses really do and how to think about them and how to measure them over time since we haven't seen anything like this in the past, at least public investors haven't. Um, but I think if they do that well, and knowing Krishna as CEO and the team he's putting together, I have a lot of confidence in them. Um, you know, they should, they should do well. Uh, it may take some time, but again,
And it's, you know, it's, it's been, and will continue to be an incredible investment for us.
They've grown much, much faster than even they realized they would.
Anthropic was very focused on the enterprise, which is, which, which was strategic to us. And we love the strategy and their vision around getting deeper and deeper into high skill verticals. They articulated that to us. They've since done that really well.
All three hyperscalers had now backed Anthropic and were on the cap table with meaningful positions in the company that told us, Hey, like there's unlimited capital now at, you know, at the ready to continue to back Anthropic in its development.
What we loved about the company was first, we thought the team was excellent.
It was still very much a second player in the frontier, uh, lab space to open AI.
Anthropic was a, about a 900 rounding up to a, a $900 million ARR business. It had grown from a hundred million about 12 months prior. So, you know, I'd never seen growth like that.
or if we do that it will be a rare occasion like, uh, an anthropic, we better be right when we do that
Obviously, Anthropic has been, been, um, um, has been crazy
And if I look across our companies that are driving the returns, whether it's Anthropic or FAL, Vercel, Quintz, Databricks, you know, these are the types of companies that can drive great outcomes.
I think it'll land at 100 grand per engineer equivalent. I think that's what we'll, I think we'll give each of our best engineers $100,000 of tokens. And in return, we'll cut the size of our dev teams 30, 40% effectively.
That turns out to be terrifyingly about a 200 billion plus or minus market in the US.
just begun. You can see $200 billion, which is the number, right? Once you start getting the $600 billion number, it gets really hard because no one ever looks at the big number.
If Anthropic has 300% market share, that's $600 billion.
I actually think it is okay in a hyper-growth company to look past a good slug of the SBC and normalize it out.
only thing that matters will be the growth rate and the 27 and 28 projected revenue. Provided the revenue comes, everything else will be fine.
I think it's important that it get ignored. I think it's important for Anthropa get ignored. And I think none of that shit will matter.
I think everyone's going to look through all the nerdy negative things you could see in the numbers. They're just going to ignore it.
it's amazing performance. It's amazing revenue. I mean, revenue with any kind of decent gross margin cures almost all else.
I doubt they will forecast for their IPO a base case of continuing profitability.
It's not surprising they're making money. If you just go back to last year, they did $4.5 billion last year. And I think the gross margins went from negative blah the year before to like positive 30 or something like that. On track, I think, end of the year, roughly 40.
Anthropic turns its first profit on $11.5 billion of Q2 revenue. The business is getting better for Dario.
you're going to see a whole bunch of people like Anthropic say, screw it. I want to be in world models. I'm just going to buy that card.
remember, the metamarket here is going 10x year on year, if you take Anthropic's growth rate as the big picture comment here, right?
They got lots of contracts with Entropic. They basically have the compute for cloud code.
Now, subsequently, they've also been able to rent that compute to Entropic and Google.
Remember, this is the biggest market for AI. 70%, 80% of Entropic's trillion-dollar market cap is predicated on this.
if you look at anthropic and you look at what they've done anthropic and open and it's never been done in the history of the world it shows the importance of the time so we are definitely if we look through the history of venture in a completely different era and the frontier model companies have done something extraordinary in the world I mean this is definitely on the level of inventing fire you know electricity whatever you want to call it it's truly extraordinary what the frontier model comp
it looks like anthropic and open AI those crazy mega rounds you know at 100 billion 150 billion might actually have been cheap
I'm not one to wants to see the open AI and anthropic challenge their thriving is good for all of us
you can't customize anthropic models or open AI models right now, not the big frontier models. You're not allowed to do that.
If you give Sam Oldman, who is a sharp-elbow guy, and he's got to figure out how to fill in a $1 trillion market cap, he's going to do exactly what Anthropocit or Microsoft or Facebook, which is he's going to look at the applications coming in. All of those Y Combinator companies who take that deal, they're studying every one of their token usage. They're studying what they're doing. And then they will pick the top five in terms of success and incorporate it as free product into their platform.
It is, Jason, a post-trained open-weight model built on top of Kimi K3. So we did, as you requested, we did pull some clips. This is sort of what you've been predicting all along, which is application layer companies, companies that have this incredibly valuable expert data. They don't want to turn that over to the anthropics and open AIs of the world. They're going to use it themselves to build their own models.
And you will be perfectly hot, perfectly okay in all likelihood when Zuck comes out with something similar to GrokBot, the easy-to-use assistant that just abstracts everything, let alone when new competitors come out and you can go on Amazon Web Services, Google Cloud, and they will provision a bot and a harness and there'll be an open-source harness like WordPress. It's just going to all come apart and it's going to drive the margin out of this.
With AI compute, though, there are these alternatives, models, there are other things you can do. Highly competitive. So it doesn't feel exactly the same. Like, they're not, Anthropix's not killing all of its competitors and embedding in, like, you got to use Claude. Like, I'm perfectly happy with GrokBot if it works better.
Anthropics of the Worlds, you know, Grox of the World, OpenAI's, Anthropics. They're not going to need to give us how many people are unsubscribing or how those trends are going for the major accounts.
they're in a tight race for users and attention with rivals Anthropic.
Yeah, we've discovered Claude, it can be a little kludgy trying to share things across networks, across people. A lot of times like, well, I can't see that. I can't share that.
So unlike Claude Co-Worker, you have to have your app open and whatever. It's just running all the time.
when Anthropic trains mythos it's sub 200 megawatts right the pre-train it's sub 200 megawatts for call it two months and then the RL is even less
Anthropic is nearly 5 gigawatts by the end of the year right or more
over the last three months already I think parts of this year they were increasing fraction of compute so let's just take month by month you would agree that every month Anthropic has added more compute than and yet their revenue ads skyrocketed and then they've sort of plateaued they're only adding they're not adding $25 billion ARR every month now and so that means the marginal megawatt they're getting is going higher percentage to R&D than is inference and so they are factually increasing the
and I think the obvious answer from Anthropic and Open AI and not just at the executive level but also their board is go build AGI because it's way more profitable and so ultimately you're going
I see no reason why like you know again like in a takeoff scenario why would Anthropic not have their best model six months ahead of what is externally available because of safety and regulation but also you know the competitive advantage
And now Meta and SpaceX have this optionality of looking around and being like, is my internal use case going to make me more money or should I go out there and sell it to Anthropic OpenAI at crazy margins?
I think it's highly dependent on who has the best model if they're allowed to keep releasing their best models but I don't see why it wouldn't be 50 plus million dollars a megawatt. By the end of 2027? Oh by the end of 2027? Yeah. That's where it gets more challenging but I think it could get to higher than that it's like 70-80 million dollars a megawatt blended across the company if not higher.
hey, Anthropic, I know you're making like $60 plus billion per gigawatt. Why don't you just buy my stuff for a crazy amount of money?
Elon showed, actually, no, I can sell my compute for $25 million a megawatt or $40 million a megawatt to Anthropic and Google
up until a year ago was generating negative gross margins and is now generating massive positive gross margins. And it looks like it's on the path to generating, you know, $100 million per megawatt
Anthropic, just by like having some software, having some weights, can take something that costs them $10 and then turn it into $100
Meta, who at one point was, you know, rumored to be, you know, as much as 10% of Anthropic's business, you know, they're generating way more efficiencies by optimizing their ad algorithms... They're making way more money off of using these models than Anthropic
most of the value that these models generate does not get given to OpenAi Anthropic... Jane Street... is generating way, way, way, way more value out of the tokens they're paying for than Anthropic is generating in terms of profit
Anthropic not releasing what their safety assessment set is Model 2
When Amazon is serving bedrock anthropic models, that counts as anthropic compute in sort of our worldview because it is effectively, at the end of the day, counted as revenue for anthropic
So if Anthropic and OpenAI take on, you know, 45% of compute next year, you've got them in, let's say, December 27, they have taken on half of the world's incremental compute. But that half of the world's new incremental compute is actually at a higher performance than everything else before it.
by the end of next year, it's already half of the incremental compute is going to Anthropic and OpenAI.
OpenAI and Anthropic are also starting to build their own compute. OpenAI with their own chips, Anthropic with TPUs that they're purchasing from Google and deploying with FluidStack.
SpaceX is building a ton of compute. And they're actively going to lease quite a bit of it to Anthropic and OpenAI, most likely, because they're the ones who have the marginal capability to pay the highest price.
Anthropic OpenAI are taking as much as 40% to 50% of compute next year.
Anthropic OpenAI started at $2 for OpenAI and less than $2 for Anthropic. End of this year, they're both above $5.
In the case of Anthropic, the revenue has gone as high as $50 million per megawatt.
Anthropics started turning a profit in Q2.
I think we all underestimated outcome sizes being what they are, like Anthropic and OpenAI being a trillion dollars as quickly as they have been.
I think we underestimated the company in the early days.
It would be insane for Anthropic or OpenAI or SpaceX AI to not buy it. ... if Anthropic owned Hugging Face, they get all that data, they're watching which customers are using which models, then if they're watching which customers are doing which models, they can insert their model at a lower price
people are increasingly saying, whoa, sticker shock when the Claude Bell comes in.
we had a little sticker shock at our company because we put on Claude Tag. Claude Tag, it's on Fable, and everybody starts using it all at once, and literally got a couple thousand dollars. ... We turn on Claude Tag, $2,400 in the first six weeks, gone. ... Why are we not using the Claude app, and now we're using it in Slack, and it's burning through credits like a lunatic.
So if you're claiming a TAM that's the size of the U.S. economy, yeah, that's a high bar.
He needs it to be a pretty big number. He's got two percent.
I just see Antropic in the Wall Street Journal, they believe their TAM is 30 trillion. And then I say to myself, oh, I remember everyone when they're doing really well gets slightly delusional. Your TAM is, you know, the entire U.S. GDP.
Claude was just the same, but it worked much better for Anthropic, right? Anthropic can lose, you know, a couple thousand dollars on some consumers and it won't impact them, but it's tougher for OpenAI.
But the problem with the consumer businesses for OpenAI and Anthropic is they're, for power users, they're massively subsidized, right? You can spend $200 on Anthropic or $100 and some odd dollars on OpenAI and get $8,000 to $12,000 worth of tokens.
They've got pressure on them from Anthropic, who obviously are going public in reportedly the next few months.
Anthropic went from negative 91 to positive 30 in a year.
Antropics is at 60 billion a year.
If you think about OpenAI and Anthropic being $2 to $5 trillion businesses, is it crazy to think that the data provider that provides them their core data assets will be a 10% of their market cap? I don't think so.
You're not going to find that the OpenAI and the Antropics, if they don't suddenly need $100 billion worth of compute, you might regret some of this vendor financing. But right now, it looks smart.
So my point is this, the potential was there for that bet, which is why at the time it was a rational bet. And then the capital markets were such that you couldn't get it, and you still got a 15x. That's the movie.
The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play because no one else on the planet has enough money.
I actually love the letter they wrote. I love the kind of vision they talked about what they want to do in terms of open source. I think they just ran into economic reality of the capital intent.
he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models inside of Salesforce. More importantly, I think, this is really the critical thing. He is integrating Salesforce into Claude.
They got a big jump because they are major investors in Anthropic.
the largest companies in the world are very wary of the model labs coming in and promising them intelligence and sort of luring them into a trap
I think that the marketing of AI in general was probably one of the worst marketing jobs done by contemporary capitalists. It basically did the opposite of what you want. Scare every single person, tell them it's very unreliable, basically threaten their well-being and livelihood with the technology while you roll it out at scale. I think that the challenge is that the things that Dario brings up are not only well-intentioned, but there are very real threats from unregulated and dangerous AI.
part of what needs to happen in order to make these companies like Anthropic and OpenAI realize the value is they either A, which they're pursuing, have to go through regulatory capture, in which case they go and they sort of scare politicians into thinking that they must own the means of intelligence, and thus they become the only providers of the most frontier capabilities. Or B, they have to figure out a way to build applications and outcomes that match the true Pareto frontier of cost and qu
We're seeing Anthropic potentially go out at $2 trillion, but you're essentially placing a $2 trillion price on Claw Code, which is not that difficult to switch off of.
Anthropic can basically only deliver their model's outcomes.
Anthropic just produced their first quarter, I believe, of profitability margins that seeming to be ripping and they're throwing off cash now.
I think if you're a digital native AI startup in San Francisco, it's a very difficult employment environment because you're competing against OpenAI and Anthropic and others that are extremely well capitalized and are putting offers that are extraordinarily aggressive into the market.
if you ask Anthropic how they chose to use ClickHouse they'll tell you they asked Claude
I think Anthropic specifically and OpenAI have the benefit of being both a model provider and the harness provider that the open weights models right now are behind in.
That's not showing up in our use of CloudCode because our Anthropic spend is up a hundred times from what it was at the beginning of the year.
I would put it in that category.
Anthropic is not going to take the time to build that seamless experience across all of the surfaces where you work.
Claude Code, I, I pay 200 bucks a month for Claude. It gives me a crappy answer, which is wrong. I can't do anything about it, right?
Now, a lot of what the hiring, say, for example, Anthropic is doing, is by their own account about trying to envision what the right policies are to make the transition for AI work. And at least among the economists I know who've gone there, that's a sincere belief.
a half million from Open Air Anthropic to start coming
I think it was super interesting to see the guy in Florida file, basically, I sue to stop opening Iron Entropic from middling models. There's going to be a whole lot of, you told me in a legal document that this thing was not safe, therefore I'm entitled to believe you, and if it's not safe, you should stop.
You think about both Anthropic and OpenAI, and it's like each month, it's like the narrative is just all over the place, and it's so easy to flip like that.
the story now is, Jack, now opening it, killing it, really exploding in growth, and there's very nascent data from, I think, one of the ticker trends or something that Anthropic kind of flattened out.
the Q3 revenue number is 90% of the data required to make a decision on pricing on Anthropic
I think everyone knows Q1 and Q2 has Anthropic killed it.
the only interesting factoid in that was that two customers did 25% of the revenue, which means someone spent half a billion dollars on Anthropic last year, which is pretty impressive.
Consensus status as well in the B2B world, because Town, which is kind of the B2B enterprise alternative, has also been funded to the tune of a billion dollar price by Index. And I think it was Benchmark who co-led that round.
That's true today and it's true for 90% of software markets. But observed fact, 10 years after, there's very few software markets where there's 100 people building the same product and it's massively competitive. What happens is, it's exactly what Jason says. The functionality accretes over time. Two companies pull ahead.
if instinct's going to do what we claim it does, in a year, it's got to do 100 times more than it does today. And that is still a moat today. ... I think it could easily happen with an instinct. All the use cases it has to accomplish become a moat.
I do think every application is going to add more and more of this functionality. ... everyone's going to build more and more autonomous agents in their product until the cost bites them like a Canva, okay?
There was an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is only one quarter the size of the Anthropic IPO. So just extrapolating from that, this Anthropic IPO is going to be four times the wealth generation event that all previous San Francisco IPOs were.
Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.
the market for frontier intelligence, and that is a duopoly. That really is anthropic and open AI. And it's good to see that that is still a horse race, and they're competing.
OpenAI seems to get its groove back now after Anthropic was running away with it. Grok and GrokBot are doing things that those two other frontier models simply can't do.
people would rather know that the certainty of a $10 million from Anthropic versus a $60 from that quirky startup they could make.
they're the fastest growing company ever, especially at the scale that they are. So they're going to keep growing.
Anthropic, I have never seen a company like this, hires so many CTOs of publicly traded companies and other successful startups. Workday, one of them. The reason is, they build the best, most beloved product for engineers in the history of the world.
OpenAI and Anthropic have such a carrot reward mechanism in front of you, especially with impending IPOs, that the best talent just wants to go there, and talent follows talent. You're seeing the fucking founder of Monzo ... and he's going to join Anthropic.
Do you not think there are a few companies that are just absolutely fucking running rings around everyone else? Yeah, absolutely. Those are the winners, right? ... Anthropics is an example.
Anthropic came into the market as a second to OpenAI and they were second for a very long time. And now they're not second.
It has no effect. It has no effect on, like, it's a runaway train. It's unstoppable. I mean, it really is.
It's the most liquid stock in the world, Anthropic, right now. Like, it's more liquid than, like, buying Microsoft or Amazon on Robinhood. You can find it literally in the 100 milliseconds it takes to trade a stock on Robinhood. I think in 10 milliseconds you can find a buyer for Anthropic. I'm being facetious, but Ben's shaking his head in agreement. It's like super liquid.
at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They're going to burn Waymo's in the street. They're going to burn data centers, and there's no way to stop it. Now, congratulations, you're going to have a huge IPO because who in their right mind would not buy the company that's, you know, got a 90% chance of being the last company in the world. You're kind of obligated to buy it if there's a chance that's the truth. And a 10% chance of the world exploding, um
I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like with the messaging around that.
there's some companies like Anthropic spends a lot of time. I know we make fun of them online, but they spend a lot of time actually making sure all of their model families roughly don't change too much in terms of their personality.
for me, the competitor I would worry the most about would be, would be probably for personal use cases, it would be meta and WhatsApp, right? They're going to have a personal assistant that's going to come in WhatsApp.
I think the product in this category that will win, we'll have a network effect at the agent level.
I think none of the products today actually have really deep product market fit yet. Like Grockbot's really cool. It's awesome, but it's a power user product. It's not a mainstream product. Town is great, but we have a lot of work to do to make it a true mainstream product.
I think talking about moats is a little bit of a luxury. And you have to be more successful than town is today for it to matter.
there's a whole genre of talking head that loves to talk about how the, like, balance sheets of OpenA are anthropic, don't make any sense. That they aren't making nearly as much money, that they're wasting so much money, it's all a scam. And this makes sense unless you have superintelligence. All their valuations are based on superintelligence.
Yeah, yeah, 3%. I mean, well, Dario says a lot of things, right? Like, he also said that we would have, you know, all white-collar work replaced by next year or 50% of white-collar.
Recently, the CEO of Anthropic, Dario Amadei, said that he thinks we understand maybe 3% of what goes on inside of our AI systems. And I think even that might be an overestimation.
Entropic was really first funded in 2021. It's about to go public five years later.
the three frontier model companies, SpaceX, OpenAI, Anthropoc, represent somewhere between $3.5 to $5 trillion of potential enterprise value.
I think that anthropic leadership is caught in an extremely difficult situation. The SEC is caught in an even more difficult situation, which is how do I deal with these disclosures now? What does it know? But no companies trying to go public and raise money, a very capitalist scenario, by also talking about how they're trying to destroy humanity. Nobody has ever done that.
someone who's pretty ensconced in the Doomer community, like Jack Clark, who's one of the Anthropi co-founders, and I think he's running their foundation, who's like pretty hawkish on these questions, meaning pro-Doomer.
I don't think they're as doomer as anthropic
Dario has already testified before the Senate. He says that models are dangerous if you can't centrally monitor and control them and roll them back.
You now have legions of people inside of OpenAI and anthropic, Freeberg, agreeing that we're all going to die in 2030. They're not just saying everything's going to be hacked anymore. They're saying 10% chance of everybody dying, and then other people are saying, yes, that's probably pretty accurate.
I think it is a complete hornet's nest that they have kind of like kicked to the ground, because on the one hand, you have rational people who want to build a business for which you need enormous amounts of capital that is only available in the public markets. But the process of doing that requires you to underwrite risk, absorb liability, disclose that properly, and then allow people to know what they're buying. But what we have is this weird version now where it's almost like a, an example of
I think that there are very rational, good people that work at Anthropic building a great company. The problem is, is that that is in conflict with a philosophy held by enough of a group of people inside that business that they can't disavow him, Sachs, because then this entire cohort of people will go absolutely bonkers and get up in arms.
if that is where Anthropic says it's going, and they agree with Bernie Sanders it's dangerous, how can they be allowed to IPO at this point in time? Why would any public market investor want to invest in that?
historically the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, Frontier AI is too dangerous to be developed. But in our virtuous and wise hands, it's safe. We will make it safe. We're the only ones you can trust. And everybody else in the world can see that that is the most ludicrous, self-serving argument. We're not buying into it. We're not going to grant you a monopoly on Frontier AI or a duopoly through this red capture. So you've got to
I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. He's basically an entry-level know-nothing who's engaging in hyperbole and science fiction. It's all vibes. In other words, there's not facts and evidence behind this, right? So they can say that or they can agree with him, you know, in which case Bernie Sanders may be right that further development should be frozen, in which case I don't see how they can IPO now in the trillions.
these groups are interested in shaping the public perception of AI. This is what they do. To what end? Well, they're creating a very negative perception of AI to further their case for AI regulation. And the end goal here is to create a federal department of AI. They want an AI regulator. Some of them also want a pause. Some of them also want a ban on superintelligence. That's what Bernie Sanders' bill puts forward. But all of them want a new federal regulator for AI. And that is what Dario hims
I do think that there's a tension here in Anthropics' position that I do think implicates their IPO process. And the tension is this. On the one hand, you're asking public market investors to underwrite your company to a value in the trillions. On the other hand, your own safety lead, not Jacob Cox and the boss who then sort of co-signed his tweet, is saying that your core product is unsolved and potentially civilization ending. I mean, at a minimum that is the mother of all product liability la
this message is fully consistent with the doomer slash regulatory capture agenda of Anthropics.
This is all just vibes from him. Show us the data. Show us the reports. Show us the leaked information that the public didn't already have. Show us the facts. Show us the evidence. We don't have any of that.
There's nothing new here. This is the same Doomer histrionics that we've been hearing from this crowd for a long time.
It's kind of incredible to me to think like, okay, Anthropic is going to go public as the seventh or sixth biggest company in the world. I mean, they don't know how to run a company yet. So that's like a lot to put on a bunch of scientists who left open AI a few years ago. And now you're the sixth biggest company in the world with maybe the most dangerous technology in the world and open AI in that ballpark as well. Those are high hurdles.
I think they are getting there. That meaning like, I think it depends obviously how you count the capex and depreciation and everything they're doing is depreciating incredibly quickly. But on the other hand, if you look at the revenues and the marginal cost of those revenues now, they do have a path to profitability.
Anthropic was well ahead for a while and cloud code, what a moment. And arguably open AI has flip-flopped this back. The codex is at least on par with and maybe slightly ahead and Astra is on par with or slightly ahead.
I was lucky enough to be there in the room with Dario and others when they were talking about the scaling laws
eventually was literally the first check to Anthropic. They made payroll the first week from my personal check to them.
Cognition... raised $2 billion at a $48 billion valuation... this valuation seems to signal that VCs still see room for multiple major players in the market of AI coding
in a traditional investment environment, one might believe that language like this would hurt the valuation of a company because it's suddenly dangerous. But we don't live in normal times. And so, again, back to my point, it's a weird it could end up being a weird beneficial flex for the company on the valuation side.
how much of this kind of stuff had they already written into the S1 and the and the risk factors inside that document are there, you know, junior lawyers right now who are going through and having to rewrite that entire section of the S1 filing to say, you know, it's a officially Anthropics position that there's a more than 10% chance that, you know, we could develop something that was eradicate all of the eradicate all of humanity. And that would be bad, you know, materially bad for our busines
we're what a few weeks at most out from seeing Anthropics S1 filing for its IPO. And just a couple more weeks or month or two away from a potential IPO. And like the idea that you're going to come out and say these things in this, you know, sort of clear language ahead of an IPO. Like, I'm very interested in what that means for that process.
I think some just the increased capabilities we've seen with the latest models released by Anthropic
a researcher at Anthropic named Jacob Coxon sort of abruptly resigned and warned that he thinks that everything is, you know, what they're developing there is going to end humanity.
I mean, like anthropics lineage of, of environments is like a very clear example of this. Like, you know, first like we just focus on coding and like, we're going to get really, really good at that. And then the task horizon that we've got from coding, which is probably the lowest hanging fruit in terms of like data available on the internet to create environments, like their own internal stuff that they can turn into environments. Then we're going to generalize. We're going to go after finance
Mark Benioff said that they spend 300 million a year on Claude
Knowing what you know now as a consumer and customer of Claude, would you buy Anthropik at the IPO? I would probably buy.
And my question as an investor is, will it stay at 5%? In which case, yeah, we can justify the $2 trillion IPO, but it doesn't have massive expansion from there. Is it a case of the 5% is just the start baby? We're going to go to 25%, in which case, Matteo, let's load up on Anthropics IPO. Or is it the case that actually we're going to see the commoditization by open models? Most of workflows are going to get taken by them, and that 5% could go down to 1% as we see efficiency.
Anthropic obviously will be one
we happen to have about two and a half percent of the endowment in Anthropic. We have no exposure to SpaceX. We've had no exposure to OpenAI, but about two and a half percent of the endowment is in Anthropic.
We happen to have about two and a half percent of the endowment in Anthropic.
Then I bought Claude. I was like, Hey man, if people can become 20% more effective every year in a 20 person company, it's like getting four new employees for free every year.
I want to download this. Sometimes I want to share something with lawn and I'm like, download this video and send it to lawn. And it's like, Claude's like, I can't download that video. It's not my video. And Grok's like, YOLO, hold my beer that I'll get the video for you.
I just noticed yesterday, Claude was like, Hey, by the way, can I import all of your, for cowork, can I import all of your cookies from your browser and then have instant access to all your stuff? But Claude seems very conservative. Yes. In terms of it's like what it was willing to do for me. Whereas grok just goes and does it and figures it out.
The reason why people are being hyperbolic is because they want attention and they want attention because either, this is my theory, this individual who is the latest one to spout off, either they have valid concerns about, say, job loss like Bill Gates does or civil unrest or polarization of wealth. Those kind of things are not cataclysmic. Everybody's going to die.
Sam, Dario and Elon are about as good as there may be better in theory. But in practice, we can't get three better stewards. They have the right reasons to do what they're doing.
especially on Tropic and nobody, oddly enough, I mean, you've got to defend them a little. They're not profit maximizers. If they were profit maximizers, they would own more than two percent in the case of Dario and zero percent in the case of Sam.
because the other two, economics, I think that was a foolish thing to say for a whole bunch of reasons. ... That was a dumb point
And in fairness to the CEO of Anthropic, some of the most hyperbolic stuff he's not saying, but you have that pacing letter that a bunch of scientists signed. But there's a lot of hyperbole that's not coming from him. And he's a little more nuanced than what he is worried about.
But I think this is where his prime messaging has come back to bite him on the ass, because to Jason's point previously in episodes where he's so dogmatic about what it's going to do to jobs and employment. Now, when things do come out, it's tied to him, sometimes unfairly, just because he's had that stance because of his labeling before.
I think there's too much attribution of godlike status to individuals. The truth is, independent of probably what Anthropic did, there was probably going to be a bunch of LLM alternatives in China.
We say dumb shit, so we may get shut down.
To be clear, I think you are right. Is that, so maybe I should have said the future tense. Is we've kicked off a bolder cascade here now, whereby you're right, if I'm an ambitious politician, I would do this, right? And maybe you are right. There's two risk factors in the S1, what you're saying, Jason. It's a really good point. The first risk factor is, by the way, there's a 10% chance we're going to blow up the world. We can discuss that one. That's a fun one. But the other risk factor is, beca
But it's going to happen. This just started. You're acting like the feds aren't going to raid Anthropic. I don't think it's literally going to happen. The feds are going to raid Anthropic. Conception speaking, this just happened last. How many texts did you guys get from folks outside of tech asking if AI is going to kill ourselves in the last week? I got texts from people, relatives I haven't heard from in years. Are we, is AI going to kill us, Jason? There will be congressional committee and h
I feel like if government was doing its job, we'd convene a congressional committee, we'd subpoena Dario and say, you're head of safety, not the guy who quit, Jason. This is an important point. Not the guy who quit. But your head of safety said, me and many of my people think there's a 10% chance of blowing up the world. Get a fucking congressional committee, subpoena the guy and say, Mr. Dario, as the head of this organization, do you believe that your safety commissioner is correct? And there'
My very tactical view, and then I'll give you my very tactical view was this was just a risk factor in an S1 done live. My tactical view is Anthropik's going public. He is just, you know, in part because of the employee that worked there four weeks or eight weeks that said there's a 10% risk of destroying humanity, which many agreed with. But he's just getting ahead of a risk factor so that when the $2 trillion IPO happens, it's a non-issue. I honestly think he's enunciating a risk factor. We're
It's been fairly universally panned. I tend to be on the side of the people who are saying that the hostile reception is deserved.
If the monthly AI lab revenues are closer to that $8 billion number, I think it's takeoff. Okay? I think we are going to see an IPO this year. ... the Anthropic IPO, we saw a trade down yesterday because people are concerned that maybe we're going to have a halt or postponement. But that would obviously be a major issue. I don't think that's going to happen.
I think of that 25 gigawatts, half of it will be for Anthropik and OpenAI.
If they do that, they're doing it with a gigawatt and a half of compute. So if they add another 4 or 5 gigawatts of compute, that's certainly enough to add another $100 billion in revenue.
Anthropik's revenue reportedly this year, $100 billion, $110 billion.
the single most important data point in the market today, right? Is Anthropics' monthly revenue
Is Anthropics going to continue to be able to generate those revenues?
Anthropics came out and said, oh, our annual run rate revenue is 65. People thought it was 75. So they had to revise down their estimates a little bit.
the fuse was lit by Anthropics monthly revenue
Anthropics revenue was $2 billion. And then in February, it's $4 billion. And in March, it was $11 billion.
OpenAI and Anthropics valuation up 2x
I mean, by that token, Anthropic shouldn't be running away with the large language model space, but the power of a model that then reaches a point of scale and gets adopted by a large scale community becomes something that is a moat that is hard for other people to overcome.
It's so easy for them to grow 10x. It's much harder for you.
How do you think about being able to grow at the right rate when you don't have the anthropic cognition, API usage growth?
I look at how hard it was for Anthropic to sell to us very easy. And the amount that we pay them has risen exponentially without a human loop because it's a token consumption model.
Anthropic and OpenAI who view finance as a big, one of the few categories that like you see them talking about and thinking about
And then with Opus 4.5 and the end of last year, the end of 2025, end of the beginning of this year, the models just became capable of basically anything a junior investment professional or junior banker was doing as long as you gave it the right instructions and context.
But I still think that both OpenAI and Anthropic are going to do fine. They're going to be growing revenue. They're both going to go public for, my guess is Anthropic, at least two, two and a half trillion and probably OpenAI, one and a half trillion.
But I don't necessarily feel like OpenAI and Anthropic are going to slow down and generate revenue. They might have margin issues.
I think the frontier models are trouble because I'm basing it on what I see on the field vis-a-vis. My startups are all going open source, do not want to invest in the frontier models anymore.
Anthropic Claude Opus 5.5 matches Fable 5.1 while costing 40% less to run than Opus 5.
Well, it's a race to the bottom. That's, that's sort of the issue. So you have all the funding that they raise that essentially is sponsoring all those, all this usage, right? And they basically sort of predicate their future to their ability to raise the next round so that they can continue sustaining like the fact that they're losing a bunch of money as soon as someone uses their product. And unfortunately, like they're getting to a point of like the cash needs that they have are such that you
Sam and Dario want product liability shield.
if a hedge fund only makes end number of dollars per month of profits, there are a lot of scenarios where they can become break-even to unprofitable.
Right now, what we know is that you can consume an inordinate amount of tokens, right? We jokingly call it token maxing. That cost is completely not levered or attached to your revenue.
their government affairs efforts are miscalculating badly. I can see why they're going for regulatory capture, right? Because being on a hamster wheel gets really tiring. They probably think, hmm, like, let's try and bake in our moats. Let's try and slow everyone else down as well. But I think they've miscalculated because if they actually get all the regulatory controls they want, if they create this new federal department of AI, it's going to slow them down enough that they will no longer be f
the moment where they stop being frontier, they go to zero, right? And we know the frontier is maybe only six to 12 months ahead of the commodity portion of the market, depending on capability. So, you know, again, if they slip, if they fall off that hamster wheel for six months, then they're in deep trouble as a company.
over the next year or so, something like 60% of the worldwide compute that's being added is being added for these two companies. So to the extent that compute gets scarce and we're kind of in a compute crunch, just the fact that they've made these huge investments, they're building out so much capacity, and they have those economies of scale.
this is why you're seeing their revenue keep growing, even though they're losing token market share.
Anthropic and OpenAI right now are a stable duopoly for frontier intelligence because they have a pretty significant lead over all these other companies, and they are able to charge a premium for that.
Well, look, wearing my hat as an investor, I'm more optimistic about the frontier intelligence business than I think you guys are.
And that is the biggest risk factor for Anthropic is they were first out the gate to get the enterprise on AI to build tools and whatnot. But as this market shifts to open source and open weights, boom, here it is right here.
The execution has been extraordinary. The ramp of revenue sacks has been extraordinary.
I think Anthropic's bigger issue is this customer concentration question. And is it really a premium product that they're selling in the market? And that's where they take the market. That would be kind of where I think the market is headed right now. And it would be the biggest risk factor.
99% of the value of AI is about enabling new stuff that's never been possible in human history. And I think that's where Anthropic and OpenAI are going to make their money. Separately, I think OpenAI is going to make a lot of money in consumer and Anthropic maybe to some extent as well. But in the enterprise setting, I think the money comes from creating new frontiers, discovering new enzymes, which Anthropic announced this week, that can cure human disease and developing new technology, new eng
Anthropic puts out the best models for life sciences today. I run a life sciences R&D organization. We use their models. They're incredible. They're better than other models. And so we want to use them. ... Extremely high value, technical, engineering, math, life sciences, those really hard technical problems, you want to have these top tier, top shelf models, and you're going to pay a huge premium for them. And you're totally going to make money doing it because the value is extraordinary.
In Anthropics, I think we're going to be looking at something totally different, which is, hey, we and our employees are quitting, saying this is going to kill humanity. We have massive regulation. We're asking for regulation. And by the way, we're doing biology work and we're launching a lab.
I have not won a single bake-off for folks. I wish I could say that I did, but I have not. So they are a magnet for talent. OpenAI is a magnet for talent. But these other risks are going to weigh on the IPO. And the only way to flush them is to just bring the price way down.
I think you're going to see a much more moderate and reasonable IPO motion here. And it's probably going to clear at a much lower price than anybody thinks.
if you take the 20-year view of Anthropic, that corporation needs hundreds of billions of dollars to fulfill their ambitions.
he's clearly demonstrated that he can build a unique culture and position against the otherwise most formidable corporation competitor, which is OpenAI. And he's done that and he's come from behind. And I don't think you should undervalue how hard that is and what that takes. So he's done that. And he's built essentially the greatest business ramp in all time. I think the thing that I would probably do if I was on the board is fix what Sachs just said, which is there's now a bunch of incremental
What I would say is that if I were on the board, I would keep Dario as a CEO.
I kind of get nervous about the idea of Anthropic opening a wet lab in San Francisco.
Supposedly, the founders of Anthropic only have about 2% ownership each of the company, which in the grand scheme of things is a relatively low number relative to what other founders typically have at time of IPO. It'll still be an enormous amount of money, tens of billions of dollars.
Mimo Pro performs on par with Claude's Opus 5, which is like this insane model that everyone thought was going to change the world
this is not just about the anthropic and open AIs with the closed world, making billions of dollars, selling enterprises, hosted models. There is so much proliferation right now.
Anthropic releases Opus 5.5 on September 22nd.
they just don't want to say that we're companies, we have a for-profit incentive. They always want to say that we're either a research institution or they say things like we're a public benefit corporation, which no one really knows what the hell that means. So it's this patina of virtue signaling that obscures what's really going on.
if this stuff is so dangerous, you don't have to release it.
They are not labs. These are for-profit corporations that are subject to product liability risk, and they should act accordingly.
these are for-profit corporations that have absorbed hundreds of billions of dollars of debt in equity that have thousands and thousands of shareholders that have billions of dollars of market cap. And if I were them, I would not want to call myself a lab at any cost.
His fundamental contention is that that will lead to a race to the bottom, that competition jeopardizes safety. It's in all of his blog posts. And many other people reflect this idea that competition equals lack of safety.
And it kind of reminds me of like the billionaires who fly to Davos and their private jets and then rail against climate change. You know, there's something fundamentally sort of unrealistic and kind of out of touch about it. Hypocritical. Hypocritical.
which let's say Claude and OpenAI cannot necessarily do.
from a period from March to June, everyone really moved to Claude, including the creative team. And that's where we actually started to see creative team vibe coding functionality, which we don't have in production. But then we started to see that all the coders quickly moved from Claude to Codex as of mid-June.
I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% of the markets. In terms of the dollars generally.
From what I know, OpenAI, Anthropic, Cloud, all of them use the same methodology.
we are probably, probably like the thirds after OpenAI and Anthropic.
If AI commoditizes, then Anthropic and OpenAI go to zero and value accrues. Instead, at the complements, meta already dominates, like distribution, attention, personalization, and commerce. If it doesn't commoditize, then at least he is not his competitor's prisoner the way he's been with Apple. And all he has to do is remain within six months of the frontier, which he's already close to. Heads, he wins. Tails, he wins.
Anthropic and, to a lesser extent, open AI have trouble ever accepting this fact. Zuckerberg does not. He has not spent a decade comparing his company to the Manhattan Project. And thus, he's not above pushing the frontier of AI to help people book airline tickets, make dinner reservations, and edit photos. He will use it to drive down the cost of serving his users to zero and to drive up his revenue by improving ads. He will use cash from the ad business and his ownership of data centers, chips
if you actually look at the top six companies today, you know, Anthropik, OpenAI, Databricks, Stripe, Waymo, Revolut by last round valuation, they add up to about 2.4 trillion.
just on subscription, what struck me about these numbers, especially if you look at the bottom right chart, is just how small they are. Like, think about Amazon Prime. That's over 200 million households. Yeah. Netflix. Netflix is a great one. 70 million households, right? These, I had to look it up. I'm like, is that K correct? And so, totally agree that it's just getting started.
The interesting thing about the subscription revenue is it has some of the best retention we've ever seen in consumer. You know, Alex likes to talk about smile curves, and it's really, really rare to see a retention profile that not only flatlines, but actually smiles as, you know, the product improves and people come back to it. But that's what we've seen with AI, which just demonstrates the value that the subscription is being—is able to deliver to the person who pays.
if you can decouple that, right, you get the customer's job done, you charge for that, and you can use better routing to make the product more economical. Um, that's pretty magical because now you're not using the most expensive model for each step, but you are getting the job done, and that's gonna—I think we're gonna see more margin improvements in—in the best app companies.
I think that if you sort of roll that up, um, and think about for application business, the relevant unit for them is really the cost of getting the customer's job done.
Another approach we're seeing a lot of right now is fine tuning. We've seen this with Harvey. We've seen this with Elise AI. In the case of Elise, they fine-tuned a smaller model. Um, so it became much more affordable, 60% cheaper, um, but also had way lower latency. So live use cases from an audio perspective became tenable.
So companies are definitely thinking more and more today about how to optimize latency or performance at large with cost. Um, so take Databricks as an example. They're leveraging routing, uh, choosing the appropriate model, uh, for each specific task to perform, to improve performance and cost.
We're seeing caching. So the system can reuse background information instead of processing it from scratch each time. I've seen Hebbia take advantage of this. They've seen their financial chat workloads become 10x cheaper to run.
OpenAI and Anthropic, their combined annualized revenue has climbed to an extraordinary degree. We love to show this relative to the greatest software companies in history. And you can see that in the right, that if you look at the estimates for revenue added for the best software companies ever built, the estimates for net new for the leading labs has well surpassed that. So it's really a striking combination of not only scale, but also speed to get there.
if they actually get all the regulatory controls they want, if they create this new federal department of AI, it's going to slow them down enough that they will no longer be frontier.
And this is where I think that frankly their government affairs efforts are miscalculating badly.
I think the fundamental problem with this company is that it's schizophrenic. I mean, I think they need a psychiatrist, not a banker. They keep doing things that are hypocritical and oxymoronic.
there's no question that opensource is a huge risk factor to Anthropics S1 and it has to be right up there with, you know, the risk that they're going to end humanity or something like that.
I think that Anthropic and Open AI right now are a stable duopoly for frontier intelligence because they have a pretty significant lead over all these other companies and they are able to charge a premium for that.
I think anthropic's bigger issue is this customer concentration question and is it really a premium product that they're selling in the market and that's where they take the market. That would be kind of where I think the market is headed right now and would be the biggest risk factor.
you had Daario and Sam go to the United Nations and say we need some sort of global AI governance. And it kind of reminds me of like the billionaires who fly to Davos in their private jets and then rail against climate change.
open models have taken over majority of token usage. Um that that's been clear since earlier this I think second quarter, but definitely 74%.
Whether they keep growing at that rate and whether the growth in the future I I do wonder maybe the growth of market cap slows down.
these valuations are 20 to 30 times topline revenue. Jenny, these things will be priced to perfection. They won't be a very good bargain for public market investors.
I don't necessarily feel like OpenAI and Anthropic are going to slow down in generating revenue. They might have margin issues.
I still think that both OpenAI and Anthropic are going to do fine. They're going to be growing revenue. They're both going to go public for my guess is Anthropic at least two two and a half trillion and probably OpenAI one and a half trillion.
they basically sort of predicate their future to their ability to raise the next round so that they can continue sustaining like the fact that they're losing a bunch of money as soon as someone uses their product... you wonder if they're going to be able to raise, you know, more capital. I'm sure they will, but it's just insane. So it's a race to the bottom.
We gave up on OpenClaw. ... claude co-work computer ... easier to use they were delivering faster ... we went from three people in the organization using them to uh you know have like 20 25 people here ... so the ease of use took over and now nobody's even thinking about openclaw anymore.
I believe open source is going to win the day on the large language models and take 90% of the token usage and I think the entire frontier model space could be undercut by open source
1% of $3 trillion I believe would be $30 billion. They're buying this for6 billion. You know, so it's literally like 25 basis points of the company.
Chat GPT was the iconic like that's the one everybody got introduced to AI as a technology from. And so it's it's been an amazing shift over the last I guess 12 18 months or so to see, you know, now Claude is synonymous and chatt sort of the stepchild.
And we were sitting here 18 months ago and people were like, 'What's Claude?' And boom, it went racing past it. Yeah.
But that's 5% of the enterprisebased business that Claude has.
And then in Open AI that will unlock, you know, something slightly different than the enterprised compute renting anthropic.
It's going to be awesome to look at the books because we're going to understand their revenue ramp, the composure of their revenue. Hopefully they might tell us like which are the biggest customers or something along the lines and we'll also get an idea of cost and and profitability.
Yeah. So it's going to go out at 3 trillion. Uh they're sandbagging with the two trillion. It's going to go out at 30 times topline revenue.
43.5% Jason of US businesses currently paid anthropic for subscriptions or tokens in the last month according to new data we got in from ramp uh 39.7% for OpenAI and just 6.2% 2% for Google's suite of AI uh tools.
Investors are expecting Anthropics ARR to hit 100 to 120 billion by the end of this year.
Anthropic plans to seek a valuation of two to three trillion dollars for their October IPO.
Anthropic is growing 10x year over year
this year Anthropic and OpenAI combined, their starting total compute was like 5 gigawatts
the vast majority of the off-take commitments are coming from Anthropic, OpenAI, and Nvidia
I think Anthropic would buy a lot more of that today if they could.
let me give you another one, you know, like we've talked about the Anthropic IPO, or a lot of people have talked about it later this year. I hear a lot of people saying 1.5 or 2 trillion dollars. David just talked earlier that it's going to be run rating over 100 billion maybe by the end of the year. That's like 10 to 15 times revenue. That is not that much for a company that just grew 10 X and is rumored to be profitable in Q2.
at Anthropic and OpenAI, you don't have any of that channel conflict. They say, 'We're not in the infrastructure business. We're only in the model business.'
people are willing to pay a premium for true frontier intelligence. ... And that's where Anthropic and Open AI are.
The latest we heard is Anthropic is now over 80 billion of ARR. Started the year at 10. It had forecast a 100 billion as exit ARR for the year, and most people said that that would be impossible to achieve. Now, it looks like they're going to do it with a couple of months to spare. So, their estimates are going up. I mean, 110, 120, or higher for end of year ARR.
Now we're really down to just Anthropic and Open AI. So, the market for frontier intelligence has become a duopoly.
SpaceX also reported this week. They also have channel conflict. They're renting out their compute to Anthropic at the same time they're trying to build their own model with Grok and Cursor.
Google Cloud wants all of the compute in order to rent it out to Anthropic
They have a significant ownership stake in SpaceX and in Anthropic
They can be model agnostic, they can work with Anthropic, they can work with OpenAI, they can work with SpaceX. They have a significant ownership stake in SpaceX and in Anthropic, and they can work with all the open weights models, they can host them all.
However, the United States does not have jurisdiction over what happens in China and China was not going to slow down. was always I think a huge flaw in this in this whole conception. These EA types thought they're going to institute global compute governance. Somehow they're going to get like some global agreement with China. Total pipe dream never going to happen. If we slow down, China is just going to race ahead.
This is where their hostility to open models comes from I think is that if they're going to slow down they have to slow down the open models as well otherwise they do get commoditized and their business goes away.
We were talking about them at 10 billion 10 months ago. 10 billion to 400 billion is 40x gentlemen.
I actually was going to say 4 to 500 billion as exit ARR for next year. Seems very comfortable.
I think four to five I think four to 500 billion is within the zone of like realistic and achievable.
I think a very plausible outcome is one in which Frontier tokens are 65 to 85% of the economic value open source tokens are like 80% of the volume and that's good for everyone and everyone wins.
Anthropic and Open AAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. And by the way, I think they can and they think they can and they think in fact their elite is growing because they're on the way to recursive self-improvement.
I actually think that their pricing power may be quite sustainable because I think people are willing to pay, not the whole market, not the whole market, but a decent subset of the market is willing to pay a premium for true frontier intelligence.
if they ever slip up and lose that six months, what does that do to revenue?
if he had gotten his way, if he had realized his dream of this highly regulated AI apparatus, I don't think that company would be set up for a hugely successful IPO
their whole right to charge this massive premium for tokens which Jal that's the point you were making before is you're wondering how sustainable that is because of all these open models that are coming up and are offering tokens for much less their whole pricing power that premium they're able to charge is because they're 6 months ahead of those open models and that 6 months be eaten up in the blink of an eye if they were subject to regulatory approval
I think anthropic and people in the effect of altruism movement believe that this technology is too dangerous to distribute.
Look, there can also be these proprietary frontier models from anthropic and open AI
all the former Biden people had just moved over to Anthropy's government affairs.
At the end of the day, Anthropics AI and their constitution. It is wired to do what Anthropics thinks is best for humanity.
I think Anthropics growth rate is going to slow considerably next year. And it's been obviously on a tear. there's no way they get to a trillion in revenue next year. Uh I think maybe they could, you know, triple get to three or 400 million.
internally anthropic is very confident. I have been told um by multiple people I trust that Daario has said that Anthropic might be the only private company in the world at some point.
they've started moving into verticals where they see their own users building successfully on top of their platform
I think that regardless of uh whether Enthropic is able to grow 10x next year, I think they're going to grow very fast.
they got into it first. They got into it very successfully. That led to a boom.
Remember Anthropic made this huge bet on coding and that ended up being a very preient bet.
on the margin, Anthropic is losing share to OpenAI, to open source, and to Grock. and they're still growing so fast. The numbers are still exceptional.
the rumored numbers are exceptional. We've really never seen anything like this.
If they do that, they're doing it with a gigawatt and a half of compute.
I think of that 25 gigawatts, half of it will be for Anthropic and OpenAI. I think that's enough to generate the revenue. Remember, Anthropic's revenue reportedly this year, $100 billion, $110 billion.
Is Anthropics monthly revenue, is OpenAI's monthly revenue going to be $4 billion or $8 billion? It's almost hard to get your head around.
I think they need to collectively get to at least $180 billion by the end of the year. Add another $80 billion across those three labs just to keep the AI trade intact.
the collective run rate, let's just call it the top three labs, Anthropic, OpenAI, and SpaceX, is about $100 billion based upon all the rumors that are out there coming out of July.
It's hard to get your head around the fact that these revenues have never happened before in the history of capitalism.
We had some concerns about open source. Is open source catching up? You know, is Anthropics going to continue to be able to generate those revenues?
Anthropics annual run rate revenue is 65. People thought it was 75. So they had to revise down their estimates a little bit.
In January, Anthropics revenue was $2 billion. And then in February, it's $4 billion. And in March, it was $11 billion.
they're going to in aggregate train open ai and anthropics models to solve these problems where you as an individual researcher wouldn't have that
the academic community has just been put on alert that every prize is going to be taken by anthropic and open ai and if they're going to snipe everyone using the training data you gave it
i just noticed yesterday claude was like hey by the way can i import all of your for co-work can i import all of your cookies from your browser and then have instant access to all
claude seems very conservative yes in terms of its like what it was willing to do for me
they're building products that have multiple safeguards in it so they don't get blamed for booking your ticket for you inadvertently
about the anthropic threat report that that's what they're doing they're detecting oh this person is trying to do something nefarious they're trying to send a missile with claude we're gonna shut them down and then write a report about what they tried to do so yeah for right now it does feel like the ai is not capable of even doing everything you ask it to let alone world domination
when a lot of people from Anthropic and any, and from open AI, um, are telling you that their models are very dangerous, I think we should believe them.
Anthropics also reported some security incidents themselves.
No company is trying to go public and raise money, a very capitalist scenario, by also talking about how they're trying to destroy humanity. Nobody has ever done that. So there is no legal precedent for this.
They'll demand an enormous discount. And the reason they'll ask for an enormous discount is the other part of what Sax and Freebrook said, which is it creates massive long tail product liability risk, because you're effectively evading a known major risk.
I think that Anthropic leadership is caught in an extremely difficult situation.
You now have legions of people inside of OpenAI and Anthropic, Freeberg, agreeing that we're all going to die in 2030.
This is not a tenable position for Anthropic.
But that almost stopped our IPO. And we had to go and print it out. And we had to put it back into the S1. And we had to disclaim these things. This seems so beyond that, because this is so beyond the pale of what these folks are claiming. What does it do to their IPO process?
may create false representation issues. You have an active S1 process underway. And so how are they to handle that?
Historically, the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, frontier AI is too dangerous to be developed, but in our virtuous and wise hands, it's safe. We will make it safe. We're the only ones you can trust. And everybody else in the world can see that that is the most ludicrous self-serving argument. We're not buying into it.
I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. ... Or they can agree with him, you know, in which case Bernie Sanders may be right that further development should be frozen, in which case I don't see how they can IPO now in the trillions.
And the tension is this, on the one hand, you're asking public market investors to underwrite your company to a value in the trillions. On the other hand, your own safety lead, not Jacob Cox and the boss who then sort of co-signed his tweet, is saying that your core product is unsolved and potentially civilization ending.
this message is fully consistent with the doomer slash regulatory capture agenda of Anthropix. So again, he's not saying anything that is incompatible or detrimental to his boss. And that's why he's getting support from within the company. But it does raise these questions that Chamath is talking about. And I do think that there's a tension here in Anthropix position that I do think implicates their IPO process.
who also happens to be a co-lead of the Anthropic Series A.
In this case, they're amplifying it themselves.
Maybe OpenAI and Anthropic are doing it now by buying 90% of compute.
With Chatsubishi and Claude, you still have to, like, connect your MCP, your hybrid connector. The chat doesn't just give you a link to click an OAuth into.
if you don't ask two or three different AIs how to solve that problem, if you're not doing that, you can't work at the company. And I saw, like, us go from 20% of people logging into Claude to, like, 50%, then 60%, then 70%.
So congratulations on a PR strategy that is either brilliant or insane, and you're all suffering from psychosis.
You're going to have a huge IPO because who in their right mind would not buy the company that's, you know, got a 90% chance of being the last company in the world. You're kind of obligated to buy it if there's a chance.
Congratulations to the team at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They're going to burn Waymo's in the street. They're going to burn data centers. And there's no way to stop it now. Congratulations.
I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like with the messaging around that.
I would think that part of the reason that you see this really publicized is Anthropic talking about this a lot and researchers talking about this with the hope that this triggers conversations that changes, that makes sure that people are building in a safe way.
I would not trust them with anything that's important or proprietary.
Anthropic, of course, reportedly heading toward an IPO at something like a $2 trillion valuation with its safety first reputation as a central part of the pitch to investors.
two current Anthropic researchers publicly agreed with him, including alignment scientist lead Evan Hubinger, who said that he personally puts the odds of AI killing all humans in the next decade around 10%, give or take.
He joined Anthropic specifically because of its safety reputation.
I'm trying to figure out how to get DPI if, in fact, the world is ending in 10 years or 2030, according to Anthropic.
We have a frontier market duopoly. They're closed models. And they can rug pull you, Saks, at any time they can take your tokens away from you.
The interesting thing that's going to happen post the Anthropic and OpenAI IPOs is if you think about the amount of charitable giving or DAFs that are going to be funded by both of these two IPOs, it's going to be north of half a trillion dollars between the two companies.
Anthropic sort of branded itself or styled itself, I should say, as the one frontier lab that would solve this problem of PDOOM or would behave in a responsible manner that cared the most about it. And so they attracted all these EA types.
So they're more than willing to engage in this farcical, you know, act in this dance with anthropic and open AI, and then just publicize it. So all the free clicks, we call this earned media in the space, you didn't have to pay for it.
But imagine if anthropic right now, the way to think about the Sachs is imagine if anthropic open AI, you know, in this cohort of companies lost 95% of their value in under six months.
And that's kind of the anthropic story. It's the data center infrastructure, networking equipment story. I mean, it is all real dollars flowing people versus speculative utilization.
Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.
I think the market structure that we have right now is there's two markets. There's the market for frontier intelligence, and that is a duopoly. That really is anthropic and open AI. And it's good to see that that is still a horse race and they're competing.
So Anthropik is left out of the party.
You remember there was a big beef between Anthropik and Emile Michaels and the Department of War because they wouldn't reduce their rules against using Claude's technology to do certain things around war.
Claude is missing entirely from the platform.
Which then codifies Salesforce as the system of record.
he says there's a lot of trap value in Salesforce, meaning we know it's got this incredibly broad, rich platform with tons of functionality. The average user is never going to find all those things, but the agent will.
So what's happening here is that it's not a rip and replace. Their layers are getting built, right? You've got the database layer, then you've got applications and workflows, and then you've got agents, and then you've kind of got the AI user interface. And Benioff is saying that the AI is now the user interface.
he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models inside of Salesforce. More importantly, I think this is really the critical thing. He is integrating Salesforce into Claude. He's willing to allow Claude to be the front end, to have the sort of the primary user relationship. And Claude is now being able to access all of the data in Salesforce and all of the workflows, all the actions that a user could take. So in other words, B
And then we got Dario saying, all jobs are over. We're going to be the last company in the world. And it's the end of days.
Dario wants an FDA for AI, but he doesn't have enough political support for that. So instead, they do this Trojan horse of a FINRA for AI.
When you take a closed source model, it does really well on a benchmark. When you wrap it in its own harness, it decays in capability. When you take an open source model, and you use any other open source model, it improves in capability. What is that trying to tell you? What I think we are finding out, and this data is just going to be a tsunami over the next year, is there are all kinds of ways of using open source technologies that are meaningfully more performant and dramatically cheaper tha
the latest we heard is anthropic is now over 80 billion of arr started the year at 10 it had forecast 100 billion as exit arr for the year and most people said that that would be impossible to achieve now it looks like they're going to do it with a couple of months to spare so their estimates are going up i mean 110 120 or higher for
if you are at the frontier you can charge a premium and that's where anthropic and open ai are
But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. And by the way, I think they can, and they think they can, and they think, in fact, their lead is growing because they're on the way to recursive self-improvement.
I actually think that their pricing power may be quite sustainable because I think people are willing to pay, not the whole market, not the whole market, but a decent subset of the market is willing to pay a premium for true frontier intelligence.
Their whole pricing power, that premium they're able to charge is because they're six months ahead of those open models. And that six months would be eaten up in the blink of an eye if they were subject to regulatory approval.
there's a huge irony in the fact that Dario did not get his way in Washington for the most part during this administration. Because I think if he had gotten his way, if he had realized his dream of this highly regulated AI apparatus, I don't think that company would be set up for a hugely successful IPO.
I will say on the demand side and on the pricing side, if you pull up this quick note I have here, I think Anthropics growth rate is going to slow considerably next year. And it's been obviously on a tarot. There's no way they get to a trillion in revenue next year. I think maybe they could, you know, triple get to three or 400 million. And the reason is watching startups and then also watching some of the large companies now embrace GLM five, two and Zuckerberg, which we'll get to in a moment,
All right, 1% of $3 trillion, I believe, would be $30 billion. They're buying this for $6 billion. Yeah. You know, so it's literally like 25 basis points of the company.
So in other news, Anthropic is also in talks to acquire Israeli startup Descartes AI for around $6 billion. This would be their largest acquisition to date. Descartes makes software that helps chips run more efficiently. So it would allow Anthropic's infrastructure to absorb more demand. By some accounts, they boost throughput by up to 8x, according to some of their literature. And it works across NVIDIA chips, Amazon's Tranium, Google's TPUs, and so forth. But they also make Lucy a real-time vi
people like uh claude for as a chat bot and it scores head to head with other uh services higher based on this elo ranking
this is a big moment and so we've seen it pass and we've seen it kind of come in up top with this you know the score of 12.55
last week claude 3 opus by anthropic passed over chat gpt for 11.06 preview and 0.125 preview
the fact that everybody like entropic is actually putting like 20 of their workforce on on on explainability right so explain what this means
and tropic is talking about 10xing the size of the models every year that goes forward that means we can expect by the end of next year to have a hundred trillion parameter transformer model the reason why we're why they're doing that is because when the models are actually getting larger they become better and better and maybe maybe we can get into agi and generally kind of ai systems by enlarging kind of the architecture and the focus is just that there are two companies in the world that i th
ah now they haven't released claude anthropic hasn't released what that model is but it is number one on hugging face now with the elo ratings it's even number one 100 it's the number one kind of performing kind of ai system in the world right now okay like there's now
we have a claude uh claude opus basically which is the the most powerful model i expect this model to be in the order of like three to five times bigger than gpt4 that means this model is i would say in the range of maybe 10 trillion parameter model
Anthropic is at 61 billion. Is that the share price or is that the market cap?
You have proprietary language models. That's open AI. And I believe Claude and Brock are all closed. Right. And they're the top three and Gemini is closed. Those are your top four.
anthropic is led by Dario M. O'Day, uh, he previously led research teams at Google brain and open AI.
they have a chat GPT competitor. It's called Claude and it's a chat bot based on anthropics model Claude two. Which launched in July
Claude can actually intake that like an hour or two hours worth of conversation and then spit back out to me, you know, the 10 to 15 most interesting bullet points in like two seconds. It's absolutely incredible.
I've, I've, I use it more than chat GPT just again, because of that context window.
Claude.ai is the Claude is the product. And it's really great.
Or multimodal. Here's an audio file. Here's a video file. And then we just have to process it. First, right? That might take a little time, but it really is a great product.
Claude two is known for its massive context window. It can intake a hundred thousand tokens. That's the largest that I've seen, or I can find right now. It's about four times larger than what, than the largest offering chat GPT has.
they're sort of like the fourth or fifth player in AI, right? So you have open AI, you have Google, you have Microsoft, anthropic, and I would say inflection to Reed Hoffman's company. They're sort of the next two up there.
It's not a dig to Sam. It's not a dig to anthropic. You don't want any one party controlling a platform technology.
if you're open AI, if you're anthropic and you want to lock all this down, if you're a Reed Hoffman or Mustafa, uh, or Sam Altman, you know, Greg, whatever you're saying, Hey, slow it down. Trust us. We're going to protect everybody. You then have, they're under attack that, Hey, I'm going to make a verticalized one. That's just for audio. Just for video, just for, um, code, just for, you know, a specific language or a specific culture, whatever the vertical is, you're going to see, um, you know
So you did, you do have an academic paper with all Google people on it that actually led to the technology that's being used by anthropic and open AI.
just level setting both anthropic and open AI, you know, uh, I'd say kind of leading models in the space, definitely closed.
Anthropics, $4 billion a round, led by Amazon
this is the process library really good if you go to the plan if you go to the pun one it's really good so this is kind of a fun one where it gives you a really nice prompt they used to be
it's reasoning capabilities are incredible
i know that claude has projects now where you put pdfs in and you have product knowledge
their what is on their near-term roadmap right and for a company like open ai and anthropic their ultimate goal is to achieve agi for anthropic to achieve agi safely um and what are the things that are going to be you know the things that they'll tackle next and so they've anthropic has already mentioned you know we won't pursue you know side quests such as image generation or things like that because it is not necessarily the thing that will bring them to agi better reasoning on the other hand
we really cherish the uh the team over there and they're they're just amazing
very very happy to see some of the data uh behind anthropic's progress on the on the uh on the enterprise side
this is uh a quote from the wall street journal talking to the ceo of anthropic and he said um i'll just quote him the surge in demand we've seen over the last year and particularly the last three months has overwhelmed our ability to provide the needed compute and then he says later on they're going to have a million ships powering uh the clod family by uh 2026. all that stated today as we think about these massive compute projects they are predicated on i think an anthropic level of increasing
if it's true it seems like that would be really great revenue growth i'm assuming this is not for the consumer product this is for the api and that they've seeded the consumer product race to chat gpt and gemini and grok
They're like a mere sort of wrapper over Anthropik, perhaps even losing money on the Anthropik spend. It's actually more expensive than many products on the market, if not most.
a company called Anthropic came out with this beloved model called Claude Sonnet 3.5. That's right. Now they're 3.7 out and code with Claude and so forth. But that model was state of the art for a long time for coding work. And you guys ended up choosing that over your own in-house model.
if I'm using an AI agent and I'm using MCP, which is the Anthropics new framework that everyone seems to really like, and people are adopting to bring in information into my AI context, is there no built-in security there whatsoever?
They saw in a couple of quote instances that Claude Opus Fort, the big new model, tried to take essentially its own weights and models and make copies of them to self-preserve as my read.
what I found really impressive was just, well, one, how good Anthropic is doing in general but also as you can see from the top of this chart if you're on the video version if not, it shows the Claude Opus 4 model leading the pack.
they're calling their most powerful model to date and, and I'm quoting, the best coding model in the world.
congratulations to the incredibly capable team over at Anthropic
definitely another solid incremental step on AI coding capabilities
a big endorsement of what Anthropic is building, you know, that Microsoft is sort of ready to embrace it
We love Anthropic. They're a well-funded, of course, AI foundation model company with a focus particularly on safety, on interaction with AI agents, other kinds of software and layers on top of AI. It's the Claude family of models. That's what we sort of know that it works. I love Claude. Yeah, I'm on Claude all the time.
Anthropic is pretty great. Twist 500 company.
if google is paying and anthropics not and they're getting the same thing right that's not that's not a successful business model you can't run it that way
if you are billing yourselves and so much of your branding is we're the good guys like we're the heroic ai company then yeah you've got to actually practice what you preach anytime you get caught doing something underhanded it's going to be worse because you were virtue signaling so hard
if that's how anthropic and anthropics executives really feel then yeah they're just treating reddit with cavalier disregard for their ip
if it's getting to the point of a public suit something broke in their conversations and it does not make anthropic look good or they just have this attitude that so many in the ai industry seem to have which is just like this is our natural right we're not stealing from you because we're just using it to train
despite repeated requests to stop anthropic has accessed or attempted to access reddit content more than 100 000 times months after saying publicly they wouldn't
reddit writes anthropic is a late blooming artificial intelligence company that bills itself as the white knight of the industry it is anything but anthropic says often undoubtedly that it prioritizes honesty and is guided by unusually high trust these claims are empty marketing gimmicks
this is to me a pretty big deal because it's going to help i think underscore the tensions between content owners and ai model companies and i don't think we've figured out those economics yet
reddit has a deal with both google and open ai to share its data for their use and anthropic uh did not sign such a deal and after they had been told to stop according to a suit from reddit that i had not read in its entirety yet so don't yell at me essentially anthropic kept scraping reddit and now they're taking them to court
what if they then screw me in six months yeah anthropic just claude it does not it doesn't it doesn't work great
when you ask people what is ai they go the the gpt thing right you know yeah i mean this is an old story but i told it a couple months ago i was at a poker table and the relatively non-techy blue collary slightly older group at the table were talking about ai and they just called it gpt yeah and i knew what they meant but that was impressive to me about how far that brand has gone uh claude definitely not that level
you want more companies and more platforms to start pulling in claude not the opposite you don't want to create a situation where they're like oh well we could just use chat gpt instead let's just go with that like chat gpt is already the brand name
claude already feels like it is in sort of like in terms of prominence outside of the i i talk about ai everyday world i feel like you're you're already a little bit a half step behind like an open ai a google gemini in terms of prominence
i just hope that this doesn't bite them in the in the back side as other people might go well we're not going to use claude because you guys are
it was two billion again according to reuters back in march and one billion in december and that means that they've gone from one to three in roughly a half year and that is the type of growth you would love to see from a seed stage company with a million dollars in arr not a billion dollars in annual run rate so it's a thousand x more impressive
anthropic is willing to burn these boats if you will is because they've just posted simply insanely fast growth so reuters reported um i think it was today or yesterday that anthropics uh revenue reached the three billion dollar annualized run rate metric by may of this year
anthropic of all the big ai model companies so much of their branding and their theme is like we're the responsible safe choice that takes you and your data into account and like we're looking out for everybody like they're way less aggressive just in terms of the the marketing and the way they speak about their company than say the open ais of the world so it is kind of surprising to see them being like the toughest most aggressive player in this
ai foundation model companies in a sense have to be swiss they have to be a little bit like switzerland they have to be a little bit neutral because otherwise you're kind of taking on platform risk by using their models which makes them less attractive now any startup that uses anthropics models but gets too close to open ai or microsoft or google or meta or mistral or any other foundation model company i will have to ask are we at risk of being cut off
you kick someone out of your house the relationship's over yeah you know it's it's tough to go back on that... once once you sever certain relationships i don't think they really come back
if the deal doesn't go through anthropic we'll be like ah never mind come back to claude
windsurf which has previously used at least in part ai models from the anthropic claude family uh got cut off with less than one week notice
we've talked about Anthropic the foundation A model company 60 billion dollars reportedly at a 3 billion dollar rent right now 20x recurring revenue more or less
if Windsurf was being built off of Anthropics products, you would probably want to have a two-year contract, a three-year contract to avoid this kind of thing happening. So who knows if they're on a month-to-month contract, a quarterly contract, but that's what a two-year contract would do. If this was a two-year contract, they couldn't be cut off, right?
if you were building, you know, a product, you would want to just be multi-model for sure. Absolutely. And then we can swap out models as needed as they improve. That makes a lot of sense to me. So essentially, you just don't want to be have, you don't want to have a platform lock-in effectively.
If OpenAI was part of the acquisition marketplace, so was Google, so was Grok, so was, you know, Microsoft and obviously Anthropic and Amazon. So they all had a chance at buying this, I'm certain.
I found it interesting that Anthropic, while talking to TechCrunch at their event about this decision, cited Cursor as a long-term customer of theirs.
I think what's actually happening here is that there was probably an auction and Anthropic had the chance to buy Windsurf and they didn't clear the bid
The gist is that they want to basically work with people for the long term. OpenAI is broadly expected to be purchasing Windsurf... they're basically saying, we're not going to let an OpenAI thief use our stuff. So it is what we thought. It was a competitive point.
I just think that it underscores platform risk for foundation AI model companies in a way that I don't think Anthropic as OpenAI develop their own cloud code and codex tooling. There could come a time when they don't want to serve competing companies that are building on top of them.
I wonder if Anthropic's going to regret this decision later because it's poisoning the well a little bit for commercial AI models in my view.
We use Claude every day. This company is making amazing shrines. And you just know Dario has got some great insights to share at the event.
thank you to our friends at Anthropic. We've got a great partnership with them. They're helping us with all these tools.
Some of you know, Anthropic has this incredible large language model that does incredible things, agents, coding, it does everything. It's got a big open context window where you can put a bunch of data into it.
this shows how long it took anthropic to go from zero to one uh billion in revenue took about i guess this is 21 months and then it took three months to go from one to two and then two months to go from two to three and the latest reporting is that it's now per the information at four billion dollars in annual room rate so when you're seeing growth like that it's hard to sit on the sidelines
open ai and the tropic are not going to do those so there's there's plenty of room to build fantastic companies
open ai anthropic identified different verticals where their models were finding the most success and efficacy really landing with code generation as a key use case and it was kind of predicted that they would move this direction over time
dario amodi of the breakout ai company and twist 500 member anthropic we use claude every day this company is making amazing shrides
we're sitting here using producer claude all the time to check on facts asking it to cite sources and you we we haven't found situations where it's let us down
So I think Anthropic is the asset light foundation AI model company. So we'll see how that plays out.
And Anthropic got Amazon to do all their infra work for them.
I think that specific vertical is so key that the language models are going to want it. So I think it's going to be tough for lovable and Cursor and Winsurf and these kinds of companies to actually make it work when the platforms themselves say, we want that business because there's so much revenue there.
The person you're building on top of wants your business. They consider it a key piece of that $10 trillion AGI prize I've outlined and Cursor, there it is. You just showed it, right? Or you just showed the Claude version. The Claude code that is now competing with Cursor.
Claude now has their own AI assistant, uh, AI coding assistant. So, you know, these, uh, wrapper companies, uh, that are working in coding specifically, have a very unique challenge.
the fear that what lovable does will be built into Claude, um, and Grock and Gemini and Meta and, you know, Microsoft, Apple and Amazon
an average producer summarizing the Substack news story we just did, versus Claude, I wouldn't be able to tell the difference. Today? Probably not. Honestly, today. No. I mean, I did it the other day with a story. I hit the assistant button. It was a breaking story. And I put those notes into Slack. And those notes were as good as, you know, whatever, a 50, 60, 70K producer, not as good as Alex with his domain expertise or me with my historical expertise or inside information, but essentially th
I'm paying right now $200 for like whatever, and Claude and ChatGPT. I think I'm paying probably, you know, I'm getting towards $1,000 a month personally for AI products, or I'm halfway there, more than halfway there.
Dario Amode will be there, the CEO of Anthropic. They make Claude, and I am obsessed with that product.
if I'm anthropic if I'm perplexity even if I'm Google and now it's like I've got 50 different states and they all might have different approaches
Claude would have crushed this Claude actually would have probably crushed that I will say based on my experience
Anthropic is much better at holding on to its people even when they get extreme, you know, offers from Mark Zuckerberg whereas Apple's sort of bleeding out.
right now, if you look at the top of the charts, it's Anthropic and it's Google and it's open AI. And then Microsoft's far down below.
we have other models in the market that are pretty good at coding from Anthropic in particular
google's in a really good place here because they can afford to subsidize any amount of inference for the government the other companies have to raise either equity or debt capital to pay for this so we'll see how that works out for their economics
i'm going to be curious to see how much market share anthropic can get back at least on open router from the uh elon musk ai company because they really have done quite well
they also teased a new thing called imagine with claude which is it seems to be almost like a vibe coding service from them so going up into the app layer there
anthropic does have real competition on the coding front i think people are underselling how much of
these models don't feel like they're tripling or quadrupling like the functionality because they're coming out so frequently and they're typically 10 20 30 percent better at specific tasks if you're doing two of these a year three of these a year it's getting twice as good a year and i like the fact that they're dropping them more frequently
not surprised to see anthropic fire back jason after we saw xai's claw uh grok code fast one do so
we all know that claude sorry anthropics models have been very popular inside of products like cursor so not surprised to see another step here
Anthropic has settled their AI copyright lawsuit for $1.5 billion... largest copyright settlement, Friedberg, in the history of the United States
if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy Anthropic or OpenAI or Grox tools or Gemini, like plenty of options. Make sure you have a good partner.
both Anthropic and OpenAI are taking their estimates up right now, their forecasts up.
Anthropic and open AI are running around saying, listen, we can't continue to invest billions of dollars if Chinese companies can just steal our weights
you still have stuff in the labs by Anthropic and open AI that is way ahead of this.
we got a little bit of a stall in anthropics revenue in the last couple months. And this is third party tracking. So it's not perfect data, but we do see that this is a clear headwind.
I'm fine with Anthropic and OpenAI enforcing their terms of service. They need to do a better job, stop the distillation from occurring in the first place.
if Chinese companies were to steal proprietary weights from Anthropic or OpenAI, that would be theft. But that's not what we're talking about here because no one's accused that.
OpenAI and Anthropic have both argued that they are free to train on all the world's output regards of whether the creator wants them to or not. That's right. That is their current position.
these proposals to ban open source that are coming from anthropic. They don't solve the distillation problem. If distillation is a problem, you have to stop it at the source.
Yeah, anthropic is raising 300 million at a $5 billion valuation
according to the Financial Times Google's relationship with Anthropic is limited to acting as the company's tech supplier
maybe in some way incubate this safer right this again we go back to this in theory safer and more reliable and trustworthy the AI systems
it seems like it came out of the cloud division which makes it seem like it's more of a strategic investment of the kind that could eventually absorb uh Anthropic in some way
the financial times notes that this investment is coming from Google's cloud division not its venture arm GV and the question becomes if you are if you're a corporate venture capital arm a lot of times you're investing strategically so that you can incorporate this technology into your parent company
if Google is planning to use its own AI chatbot it's unclear why they would invest in Anthropic in the first place
Anthropic is planning to develop an intelligent chatbot called Claude which will rival open AI's chat GPT
you wonder why then they would turn around and raise 300 million dollars from Google which is obviously a commercial enterprise
Anthropic was founded by Dario Amodi and a few other researchers that left open AI and according to the financial times they left because they were concerned that Microsoft's first investment in open AI would set it on a more commercial path and detract from its original focus on the safety of advanced AI
the latest news is that on Friday the financial times reported that Google is investing 300 million dollars in Anthropic at a three billion dollar valuation giving Google a 10% stake in the company
every other organization doesn't want to publish anymore
who can likely catch up there's one more organization called anthropic sure and like they are the closest number two
on the fly energy wins where it counts there's no fire risk no degradation no 30 second lag or upkeep like diesels and scalable beyond capacitors for real long duration protection it's simply a better spin on backup power
we're targeting over a hundred billion dollar energy market consisting of over a hundred thousand us facilities from ai data centers to manufacturing hubs where batteries fail diesels lag and uptime is priceless eating to capture just one tenth of a percent to get to 100 million in market share
our solution the rotor seed is a 10 kilowatt hour modular flywheel that installs like a backup battery charging storing and releasing energy rotor seeds stack into rotor pods and scale into the rotor farm capable of delivering megawatt hours of distributed protection for everything from a single server to the local electric grid
industry and ai alike need resilient energy storage and that's the gap that on the fly energy fills
we will absolutely take the step to the world
anthropic has a beneficial deployments team that supports us open ai has an education team that supports us so we feel really close to the model providers and they've been incredible partners
we have a you know very sustainable business model that allows us to to do this work and and you know great funding
we have this incredible product and legion of educators who want to support each other and that ends up being a really big superpower
we have a massive amount of usage internationally ... we do get inbound customers and partners from international schools and places all over the world ... we have reason to believe like 80 percent of educators in the uae are using magic school ... with no direct marketing no presence there whatsoever
i expect that some of these bits of what you're we're talking about will be available as early as january and i think that in the next year it can feel like a wholly different world especially for the districts that partner with us
so magic school is going to kind of get even deeper into all those places to be this truly personalized
we think that there is a huge opportunity to contextualize the use of both educators and students for the product um so if you think about uh like a unified knowledge graph for a student's experience with the product that could include maybe their grade level their categorization as a student who has who needs a certain level of text complexity because there may be a special education designation or an ell designation or a language learner and then all of the tools magic school can very much dir
one of the most important things we're going to do is forward deploy our solutions architects engineers two districts and make this deeply deeply uh integrated with their challenges that they're facing every day so that's going to be and that's not cheap and that is not cheap
this all sounds fantastic to me i'm glad things are going so well for the business
where i think they can still improve would be in for us like things like guardrails for students
we use mostly anthropics and open ai's models in the platform
we call them solutions architects at magic school and they are doing this work to really deeply customize the platform for the district
our primary customer is the district we want to sell directly to the district
we certainly caught a moment of generative ai kind of coming to the world and finding utility but i think there was the ease of use it being really directed to their profession and knowing them really really well all that in combination ended up in this extraordinary red trajectory
we didn't spend a marketing dollar until we got to you know nearly a million educators signed up for the platform
you've generated enormous market share
this is from a company called burbio this is a tracker of the percentage of school districts that have paid to an ai platform in the last 12 months and what you can see here is that there's a company called school ai that has some market share chat gpt open ai which does quite well and then in first place there is magic school
there are over six and a half million users signed up for magic school there are three and a half million educators in the united states and about half those users in that number are in the united states so it's like a staggering number for distribution
you take that rubric and then you differentiate it in spanish you make a version of it that better serves students who are behind grade level you make a version of it that serves students who are above grade level um and now you have this incredibly differentiated assignment for all of those groups
for districts they end up picking up magic school because they kind of want to make their own closed sandbox version of generative ai for their teachers uh and there's their district so they can infuse their own district knowledge with rag technology into the platform and make sure that it's aligned to their districts priorities and goals and not just a generic ai that their teachers might be picking up in different ways so they get to kind of create their own ecosystem of gen ai tools for their
they also can craft these ai experiences these are all teacher labs they have to actually build the experience themselves and then launch them to their students these range from things like a chat gpt for kids with guard rails and you know doesn't give them the answers but helps guide them through they're supportive uh to support them with their academics to more targeted personalized learning tools like a writing feedback tool where students can submit essays that they've written on their own a
magic school uh ends up being this teacher co-pilot so it is ai for educators where they can use it for their daily tasks like maybe building a rubric for a project they're bringing to their students differentiating materials for students who are ahead of the curve and students who might need additional support english language learners students with special education plans who might be behind grade level in certain areas of academics
it's incredible as a formal former english teacher this would have been a godsend for me in my classroom
magic school seems to be doing quite well it raised a 45 million series b earlier this year
it's a really cool idea it's growing like a weed
I mean, the only company that I think doesn't have a major footprint is Anthropic. Like, shout out to them for not buying GPUs, I guess.
Microsoft investing 5 billion after just settling their open AI deal I worked out that they're going to go public and they have certain ownership and now this drops Microsoft investing 5 billion Anthropic will use 30 billion worth of Azure compute potentially so that's pretty amazing
they're very much don't want to compete on an application level with their customers they want to be a neutral third party although they do have a coding product I think they're not going to do what open AI is going to do which is try to you know invest in every single space
They're not winning the API game Viz Anthropic.
In November, 2025, we entered into an agreement subject to certain closing conditions to invest up to $10 billion in Anthropic. There is no assurance that we will enter into definitive agreements with respect to the open AI opportunity or other potential investments, or that any investment will be completed on expected terms, if at all.
so much of their viewing is overseas all these different markets i think they don't want to have to worry about customizing and individualizing that content for all these that's already
that's why so much netflix content is that kind of is it cake stuff so annoying this is why i think they should have gotten cnn because you would keep if you had cnn they would have it running constantly
a lot of people are putting on netflix in the background while they're on their phone while they're cleaning while they're doing other stuff and that a lot of the stuff that does the best on netflix is that kind of background viewing it doesn't not everything has to be squid game some things people just like to kind of leave on while they're doing other stuff it's very low impact and those are a lot of the biggest shows emily and paris ginny and georgia even like bridgerton it's like pretty to l
that's all they want they want hbo max and they want the dc characters that's that's my theory that's
this is all elaborate game theory by netflix they knew they were going to get rejected they didn't think they were going to make the acquisition go through but you tie up your main rival in the streaming marketplace for a year and a half two years while every total distraction they can't get acquired by anyone else they can't acquire anyone else yes you're sort of freezing them out for a year or two while you continue growing expanding there are people in hollywood who think that's what's going
it's big market share there's no question about it it could be a problem that's actually accurate if you're not considering tick tock and youtube it is a lot of market share of the old thing which represents like half the number of minutes now or a third of the revenue their share is going to go up a lot
netflix is going to give him a documentary series when he gets out just like they gave it to everybody else
i have a lot of respect for him ted sarandos he's a great person he's done the greatest job he's done one of the greatest jobs in the history of movies or other things praise
those are both enterprise valuations
paramount still believes they will have an easier time getting through these regulatory hurdles than netflix will because their businesses are more aligned and less directly competitive paramount plus isn't the chief rival for netflix the way hbo max is
the paramount offer 108.4 billion for all of wvd the netflix offer 82.7 billion just for the warner brothers film and tv studio
president trump has weighed in ... i have a lot of respect for him ... but it is a big market share there's no question about it it could be a problem ... they have a very big market share and when they have warner brothers that share goes up a lot i'll be involved in the decision
two thirds of the market pretty impressive right having two thirds of the market so you have to ask incredibly impressive incredibly impressive however you yourself said those five competitors there's
i'm going to estimate in somewhere between 27 and 28 you will see chat gpt go to 45 to 55 in other words less than 50 of the market this is percentages and market share what this doesn't take into account is that the pie is growing rapidly so even though they only have less than 50 of the market they will still have a much larger business these two things will be true at the same time
in what world do those five get less than 10 percent of the market no no world that i've ever heard of or conceived of
present day right with 32 of the market being other than chat gpt and 68 of the market being chat gpt now if you go just to three years ago and two years ago and even 18 months ago that was a market that was either 100 president or 95 open ai chat gpt today they have
and google us and zuckerberg as competitors so those three are the four horsemen of the apocalypse
elon musk it's not a competitor you want to have but that's like having a competitor like terminator 2 arnold's resident repeat competitor you don't want that competitor trust me ask anybody
what i would say is there's a 10 chance that could happen they could stumble and there's a 90 chance they'll just keep soaring and it could be flat or up but the reality is first person up the hill takes the arrows when you have a hundred percent of the market the only way to grow and when you have these competitors the only place you can go is down let's go through the competitive set that they're facing
to be netscape all over again i brought up that analogy for the last couple of months
if i was open ai i would be working to get ads on there faster and have it ready to go when they said they were pausing it or not focusing on it i call bs i call i think they're tripling down on it and having it ready so that the second somebody else puts ads in i.e google they'll have it ready to go
because of the code red they called because the llm is falling behind gemini and other rock and claude are making better products and leapfrogging open ai they're in a panic mode because they realize they don't have a better mousetrap they have the same mousetrap as everybody else that everybody's mousetrap is getting five percent better every three months
my belief is the 75 of the revenue at open ai that's coming from consumers is going to go down to you know at least 50 in the next two years people are going to stop paying for these things when chat gpt was one of one people paid for it of course now that you have gemini grok you know and everything in between they're going to stop paying consumers are not going to pay for this it doesn't provide so much value that an average consumer will pay for it
they don't have a person deputized to think about how advertising or in-house ads cross promotion should exist inside of the product so sometimes when you're running a company there'll be like two outfielders you know and okay you know one person's in left field one person's in centerfield and there's a shortstop and whatever the ball kind of is in between those three players and it just drops in between all three and they all look at each other and that's what happened here
i think that what they tried to do here was a partnership and a connection tool and it ended up just being sloppy and kind of gross which doesn't give me a ton of confidence jason in their uh product decisions to be honest
he said we've turned off this kind of suggestion while we improve the model's precision the code red that open ai called was to improve chat gpt and it pushed back things like advertising so right now we are not seeing ads in open ai as we expected them to
one of the companies uh exec said you know i agree that anything that feels like an ad needs to be handled with care and we fell short
nick turley he runs chat gpt says quote i'm seeing a lot of confusion about ads rumors in chat gpt there are no live tests for ads
so as far as we can tell this little module that you and i both think is an ad turns out is actually an invitation to connect to target inside of chat gpt
this is partially open ai doing work for target and also a target application that you can connect into inside of chat gpt
And Anthropik gets an 83.
Take a look at Anthropic next. Here's Claude 4.5 Sonnet and Claude 3.5 Sonnet, the October version of that. A 63 to 30 point difference. So just over 2x.
And Anthropic was rocking the Claude 3.5 family.
50% chance for Anthropic on its way up. That's totally mispriced. I would say it's 80% chance Anthropic will go out.
I want to talk about Anthropica a little bit more because why not so Jason you mentioned them and their fundraise and how their venture capitalist partners have done so well the company is looking to raise 10 billion dollars more at a 350 billion valuation now that number 350 is actually the reported price that both Microsoft and NVIDIA late last year pledged to invest up to $15 billion as a pair so we've kind of seen $183 billion valuation we seem to have scaled past what VCs can afford to put
I mean Anthropic went from basically a 1 billion dollar run rate to a 9 billion run rate last year that's 9x at scale
Anthropic released Claude Cowork a week ago, which is basically, this is the vision of Claude Cowork, basically. But you can see what happens when you have bureaucracy versus open source, do whatever the hell you want, right? Claude Cowork basically can edit a spreadsheet. That's the extent of what it can do. And this can do quite literally anything, nuclear bomb your entire digital life. It can do anything.
One thing that I found really frustrating is getting my personal chat GPT instance up on my and then going over to Anthropic and Claude and then
I mean, I mean, for my parents business, this is there's no brainer for small businesses,
Yeah. It pretends to be you. And basically it tells it some new instruction and it can do whatever it wants. It has, there are some defenses, but it's not, it's not great.
some of the foundation models like Opus has some prompt injection capabilities to identify that, but not all of them.
Everything it is built has been flawless.
But what I'm trying to do is instead of using Opus 4.5 for all the muscles as well, all the execution, I find other tools that are cheaper and more efficient as the muscles.
Opus is the best model on planet earth for this. It's the smartest.
The stuff you just described is like a really good, like a smart assistant, a smart
what's really powerful about Claude bot. It is, it is the only self-improving AI there is. And what I mean by that, it has basically infinite memory.
I think this is the single greatest application of AI I've ever seen in my entire life. It is basically for me at least a 24 seven AI employee that works for you at all times, doesn't need to sleep, doesn't need to eat, doesn't complain. It is constantly doing work for me and improving my business.
I got a text from a founder. I'm, I'm an investor in that Claude bot is an existential threat to how they think about the world and they're, they're not worried about their business. They're, they have to reimagine how they build and how they think.
This is Opus right now. Opus is obviously it's, it's a genius.
200 bucks a month is, uh, it's not that much if you're running a business. It probably can cancel quite a lot of subscriptions as well.
I think $200 a month is, is enough. 200. So you're gonna, so you can do this all with the highest regular tier Claude max plan. Okay. So that's, that's pretty affordable, Jason.
I'm having a great Cloudbot experience.
it's what Siri was supposed to be.
most people I know are using cloud code, which is extremely powerful, extremely intelligent and control and finish a lot of tasks very well.
people have been Claude-shotted, like one-shotted. They are addicted. Everybody thinks this is the end of employment and everybody's just going to have six Mac Minis on their desk running stuff.
Claude Cowork going crazy at Davos. All the tech folks were talking about Cowork. That's playing with Cowork. Very impressive. Then I see Claudebot going crazy this weekend. Something's happening with Claude, Claudebot, and Cowork, which is leading to everybody on X buying Mac Minis.
We will eventually be able to run Opus 4.6 on a Mac mini.
I saw somebody over the weekend, Matt, who has their augustration level, their chief of staff, their CEO in the cloud, their Ultron, using the best model. They determine that's clawed 4.6. I think there's some consensus around that for reasoning.
like Cloud Opus 4.6, it's better than any local model. There's no local model that's there yet. There are models that are close. Kimmy K 2.5 is almost Opus level intelligence. But I think the way we're trending is in the next 12 months or so, we will have models that are just about as good and there with Opus.
Claude seems to not really have up-to-date information. So if you go into Claude and ask it, hey, what's OpenClaw? It actually doesn't know.
SPEAKER_238: A replicant asked for some flowers to be delivered to the Anthropic headquarters. SPEAKER_252: You know that freaked out their safety team. SPEAKER_283: The safety team over there is a little concerned. SPEAKER_284: What if this was a bioweapon? SPEAKER_172: Oh, man. That's so great. It's trolling the safety team. Oh, my God. I can see that. So sinister.
I feel like I've 10 X to myself at least with open claw
Yes, I'm aligned with you. I think that there will be folks leading the charge and I would put myself in this bucket to like not to, even if that future is like ahead of us, that there's going to be these alternative paths, um, to going local and go in and like keeping your privacy. And that that's really important. Um, especially when I think about like my children's entire education being like sitting on a Mac mini or something. But, um, but I, I, I understand consumers like ease, but I think
What are they going to do with open claw? They're going to let it chug along, but then they're going to use Peter and his big brain. They're going to rebuild this product inside of open AI. And instead of going to open claw and doing all this, you know, chores and, and, and tedious work to set it up, they're going to make it one click and give it to their billion users because they have distribution in order to preserve their distribution. And then whatever innovations, the safest, most innovati
This technology was becoming so powerful that it commoditized open AI and clawed because it, it wins the interface. Whoever wins the interface wins the day. You can see the Chrome browser. You can see Mac OS. You can see windows. If you own the operating system, you own the distribution. It was becoming very clear that the front door for using AI had switched from chat GPT chat room to now people using open claw. Anybody using open claw stopped going to clawed XAI Gemini. You just stop going the
if you look how Sonnet 4.6 is being positioned in the market as an absolute workhorse for knowledge work, it seems like it's going to fit in extremely well into my stack. And especially when I have to switch off of, uh, using the max plan to using the API directly, I'm going to appreciate the cost savings of Sonnet. Um, so yeah, I, I definitely plan on playing around with it. It really does seem like just an absolute workhorse for the things that I need to get done. And with tool use, agentic us
it's disappointing because, uh, Claude has built some really great technology that people love using. I'm using Claude to do all kinds of, uh, it's like magic at my computer that used to take me a lot longer to produce. Um, and when you take OpenClaw, you just want to bring, bring your own anything to use it. So it's kind of, it's, uh, it doesn't leave a great taste in the user's mouth to, uh, to have this restriction imposed on us.
the really cool thing about these skills is we've condensed sometimes huge apps down into just a small instruction manual that can live in a very tiny, uh, and efficient markdown file for your open flaw.
The skill wraps like all of our tools together and makes it really easy for users
I see OpenClaw giving people that didn't have access to a tool or workflow utility before to have access to AI and these complicated tools and kind of give them that simple interface, although it's not simple yet to set up.
we're seeing that all you need to do is give your machine a set of instructions. We don't need this whole layer of UI, bloated apps, different types of weird experiences as a user anymore.
the people that have adopted this, there's a lot of really vocal early adopters. And we've been speaking with people that use ClawPod and they're super excited to be testing stuff out. And this is a very small group of people who are very loud, who are like hobbyists, a lot of small business owners, a lot of people who help businesses set up workflows.
I don't think it's quite there. I think this is really a tinkerer's dream right now. You have to install it locally. You're still trying to iterate rapidly, figure out what works, what doesn't work. There's still so much discovery. But for the average person that just wants a one-click install and everything to just work, it's not quite there yet.
the first consumer app to truly bring OpenClaw into the mainstream will become a unicorn.
I would be hard pressed. I don't have any insider information. I'd be hard pressed to argue that they are not going to come out with some version of a long running agent on an OpenClaw competitor or clone or a version of that that also does that on the cloud.
Because right now, you're still making your request to Anthropic to OpenAI. And they still whatever you talk about, they are getting that data, for example. So if it's something personal, I believe in their terms and condition, they can use that for their training data, even though it's anonymous.
Open models are still about like six to 12 months behind the Frontier Labs at this point.
You have four labs at least that have, you know, are within one month or two of each other in terms of what their capabilities are in some sense. So if Anthropic says no, Grok says yes, or, you know, opening eyes says yes. So I think it's a bit of an inevitable thing, whether we like it or not, that one of these companies will bend to the giant DOD contract.
So if Anthropic says, I don't want to be involved in this, they have that right. And the military obviously has the right to say, hey, we're just not going to use your technology. So that seems like where this is going to go. Anthropic is going to be blacklisted by the government and they're going to lose that contract.
They're losing a ton of money on this. Yeah. We'll see if that winds up being sustainable or not.
their annualized reoccurring revenue, whatever that means, is 14 billion up from 1 billion, 14. Yeah, it's a basic run rate, I guess. And so they raised 30 billion at 380 billion. So if we put these numbers together, you know, 10 times 14 billion would be 140, 20 times would be 280. So it looks like 25 times revenue ballpark, 25 times revenue.
We've just never seen companies grow this fast. Yeah. Zero, a hundred million, a billion, and then 10 billion in three years is just not a company growth trajectory we've ever seen in history.
I don't think the, the revenue multiple is astounding here given the growth. If you do a plot of revenue and growth rate, Anthropic is not an outlier. It's a pretty reasonable valuation for a revenue run rate and a growth rate for most companies.
And that was what they released when they announced their $380 billion funding round.
I think the latest reported one was publicly, it was 2.5, just for Claude Code. Just for Claude Code.
Claude Code is the fastest growing product of all time. This is a, you know, nearly $3 billion run rate product a year.
with Claude Code, it was very obvious to people that that paradigm was going to do way more valuable work than just single Q and A.
4.6 Opus is the most incredible thing that I've ever played with.
i think it proves my first answer right which is the marketing worked
these two points seem pretty political and kind of advantageous for marketing to me and interesting take you know anthropic has a pretty consistent past of using the doomer narrative to do marketing and so both of these points feel identical to me
let's hope so um you know we're we've got conversations going with everyone um we'll figure it out as time plays out um and you know we're just excited to see where where it nets out these open source projects
the third thing is this like crazy idea that uh peter had which is called heartbeat which is he gave the bot a heartbeat and you know we've all built anybody who's built software builds these cron jobs and you get these there's these things called demons and cron jobs and you can run like demons are sort of running always in the background and cron jobs run like at a certain time and do something the idea that like the machine has a heartbeat and it will do things each time it does this heartbea
the skills feature uh which you know you're seeing skills like jason said there's skills on cloud code like skills is like this new emerging primitive that's happening but the idea that you could tell the clod bot or the now open claw to build itself a skill and then simply share it with the community using claw hub and then other people immediately start downloading it i did this with a snow report skill right out of the gate of course and built some other ones but this really easy ability to b
the memory feature right like all of us using uh ai have used chat gbc in the big models right and it has like some memory of you and you can kind of go check it out and there's probably there's some other like voodoo magic they're doing in the background to like make it so you can access your former chats but it's like it's like loose and you never really know whether it's going to work and so the idea that like i'm getting this these memory files on my own computer that i can then use and reus
apparently still on not being arrested for saying the government can't use his technology to make kill bots or spy on all of us
forced to comply this isn't soviet russia except after pearl harbor or well hitler invades paris or poland fair enough
should anthropic be forced to comply that's an interesting question i don't think that they should be forced to comply unless we're under attack in which case the war powers thing comes in and you know if you're ford you're making tanks now not model t right it's just the way it is
i think he walked right into that unfortunately to the detriment of the company from a long-term perspective because as palantir has demonstrated the government could be their largest customer
i think dario has tended to politicize this a bit and has set a little bit of a trap for himself which is we want ai to be safe
i mean first the revenue ramp clearly happened before the controversy so it'll be curious they're interesting to see what happens after it um i wonder if the incredible growth of that revenue is what gave dario uh a little more confidence in taking the position that he took ... i'm curious like what effect it'll actually have on on their business you know good or bad
i think this is a lesson for him as ceo your take logan on taking a principled stance and winning the crowd right when the when the crowd win your freedom gladiator style he got the he got the crowd to use the product they became number one in the app store
anthropic on track to generate annual revenue of almost 20 billion uh that's a projection based on their current performance more than doubling their run rate from just late last year uh they recently surpassed 19 billion in run rate revenue up from 9 billion at the end of 2025 and roughly 14 billion just a few weeks ago jason that's uh it's it's a sign of how strong the adoption has been for toting tools like claude code uh and the other anthropic projects and it's also a sign that maybe this p
we in the company we've been huge users of uh of claws and um it's been quite an amazing phenomenon
claude and open ai is coming for consumers twenty four thousand dollars a year essentially a third of the salary of uh you know two or three year out of school college graduate um that's going to be the next tier in order to use those models that scale
anthropic is going to have to give these details in their s1 and so is open ai
anthropic announced that they were uh stopping claude subscriptions no longer cover third-party access for tools like open claw this took uh go make the youtube face this started on uh saturday april 4th it was announced an email sent out friday evening uh so instead they're offering a pay-as-you-go option uh built separately from your main claude subscription to cover it here's anthropic exec boris tyranny on x we've been working hard to meet the increase in demand for claude and our subscripti
I just think that Anthropic is doing a great job of just making it more accessible and yeah, just easier to use for non-technical people.
And again, this is because Anthropic now has these agents working inside all of their products.
And then what you're doing only is you've given one model, Anthropics exceptional model, but you've, you haven't have four or five different personas.
open AI and anthropic want other American AI labs to have to get their models reviewed by the white house before they can come out.
All the major models signed up for that, I think, except for Anthropic.
If they actually want to slow down AI development, and they should then as a company, slow down AI research, they can just slow it down themselves. They should not go to the government and ask for the latter to be pulled up behind everybody else. It's obviously regulatory capture, combined with performative nonsense.
Anthropic CFO, Krishna was just on a podcast and said that 90% of their code now is AI generate this about a month ago.
Yeah, this is where I'll take the other side of it. Yeah. People are running Kimmy on the last generation of hardware and that's plentiful. And I think, and I'll make this prediction here, that you're going to see some of the major customers of Anthropic and major customers of OpenAI.
Yeah, I mean, two things could be true. She said in July they did more net new ARR in July than all of Q2, which I guess would have been April, May, and June. So, think about that. So, they are seeing a re-acceleration in the wake of their new model, which I think is GPT 5.6. Meanwhile, you're seeing Anthropic break into the 70s, 70-plus billion of ARR. Their forecast was to 10x this year from 10 billion of ARR to 100 billion. I think most people are saying they will exceed that, 110, 120. So, i
But look at the actual revenue of Anthropic and OpenAI. And they have been taking their estimates up. Every quarter is basically a beat and raise. You saw that Sarah Fryer came out and said-
And then there's the last one, number five, which I would call monopoly masking, which I think might be the most important thing that's happening here. Peter Thiel famously said that monopolies pretend to be commodities and commodities pretend to be monopolies. And I think the market for frontier AI is already a duopoly. I mean, a year ago, you had five major labs all in the hunt to be the leading model. Now we're really down to two. I mean, the others are still investing, they're participating,
But look, it wasn't just Anthropic employees signing the letter. Anthropic itself, the company, ended up signing the letter, and then OpenAI copied them. So now you have these two companies both endorsing a pause. And my question is, did they disclose in their S1 as a risk factor that they plan to pause or slow down their frontier model development? And the answer, I'm sure, is no way, because that would signal to investors that they're going to allow all their competitors to catch up and erode
Half of laptops in any lecture seem to be open to ChatGPT or Claude, et cetera, et cetera.
When they hear Dario and Anthropic or, you know, Elon talk about, hey, it's going to be a world of abundance and working is going to be optional.
we have partnerships with open ai and anthropic and that allows our portfolio companies to access certain amount of tokens and i would say they've been pretty aggressive about that for a good reason as those companies grow larger and spend more on tokens later on it's a great acquisition for them
i think it was last october i wrote a headline that was something like anthropic is catching up to open ai and it felt so weird to say i was like maybe i won't publish this maybe i'll change the headline i'm like no let's just go for it and then by december and then by march and then here we are today it's i think a testament to how fast things can change
in the short term i'd probably take anthropic i mean i'm a b2b guy at heart and so
i love anthropic and i of course use you know the product but i also use open ai's products and chat gpt etc you know we're obviously in this kind of you know to quote jeffrey moore we're crossing the chasm with ai right like all of us in silicon valley love these tools we think it's cool we can keep up with the two or three announcements per week of new releases nobody else outside of 25 miles from here even knows you know what it's about and what's happening i mean it's it's you know a differe
um anthropic i've i've like moved so much of my ai workflow over to claude and been like super impressed by claude code
People could flip flop. And they're thoughtful about this. Now, you might say they're hyperbolic and their comms are terrible.
Any tech company would pay him a king's ransom to come work for them. He gets to choose. He choose to Anthropic. So keep that in mind.
And they told their partner, Cursor, hey, we're going to just use this internally. And of course, that's not true. They then released Claude Code. And so they found themselves as Cursor now having no compute, having no foundation model, and having their platform that enabled them essentially shivving them, like in the middle of the night, stabbing them in the back.
i just noticed claude if you hit slash skill it will let you put a skill in and then you can copy and paste the skills from one to another one
If this is all true, which I'm 98% sure that Dario is not, you know, being hyperbolic to raise the stock price.
a dramatic increase in score for mythos across a number of very important benchmarks... on SWE bench multimodal, we went from 27% from cloud. It was 4.6 to 59% with mythos preview. So what we're doing is we're also saying we're going to slow the pace at which AI models that we use day to day for day to day tasks down. We're going to retard that function dramatically. And I don't think anyone else in the world is going to do that.
this is not a publicity stunt referring to Anthropik's position here. Quote, in the run up to this announcement, reps of leading tech companies have been in private conversation with the Trump administration about the implications for the security of the U.S. and other countries. So not only is Anthropik saying this, people they've shared the model with are going to the White House and saying, holy crap, ring the alarm because suddenly everything is potentially insecure now.
I don't think Dario is lying. I think Dario is being sincere.
He's not loved by this administration, but they love his tech.
I think the CIA and the government are inside of Gemini, Anthropic, OpenAI, XAI, talking to each of these model folks.
I still think they're in front of Anthropic, from what I can tell the people I know there and the tools and technologies that they have.
there's an argument you have to nationalize this technology. There's an argument it's too powerful for a private company to own this.
I wonder if Dario said, by the way, our new model is would give the CIA the ability to hack North Korea, to hack China. And we are patriots at Anthropic. And instead of giving the tool to a bunch of security researchers, we're going to give it to the US government.
I would so much rather have us have that time to work to get things secure than to be catching up for three to five months until our companies were of a sufficient quality to match them.
I think we should consider this mythos model, this mythos preview to be essentially a cyber weapon and perhaps a cyber weapon of mass destruction.
if you're talking about it not coming out until June 30th, I would not be surprised to see an open source model like Quinn or Kimmy come out with something that's similar, GLM maybe, like before that date
Anthropic has the main code generation platform, sort of the number one right now.
Now, April 30th, I would say zero percent chance. Polymarket Sharps say seven percent, Jason. But the thing that really caught my attention is this. June 30th, they're only handicapping a 28% chance, which means three to four times we won't have Mythos out in the market by the start of July.
anthropic $500 billion valuation in 2026, 95% chance. Everybody realizes that's going to happen.
today, Meta dropped their latest model and their new family. Shout out to them for pulling that off. And it looks pretty good compared to everything that came before Mythos, but it's not now state of the art.
What I will say though, about their decisions and product terms is that I think product market fit is the ultimate arbiter of entrepreneur success. And clearly no one has more PMF than Anthropic today.
I'm surprised at the speed we went from, oh, Anthropic is catching open AI to they seem to be tied to Anthropic is winning October, January, and now April. It's pretty crazy how fast things have changed. Anthropic has gone from probably around 10 billion ARR in, you know, last October to like 30 now, which is just incredible. Unprecedented. Unprecedented to the point at which I don't even really understand the numbers.
I like what they're doing because they're preparing us for that day.
I think they're going to IPO this year.
I think Anthropic has significantly passed OpenAI on a lot of things. And I think the reason is that they've been more focused.
Now Dario is passing OpenAI in models, profile, PR, influence, and dare I say, the revenue here.
Anthropic has also put together a $100 million credit fund, essentially saying, here, use the model up to $100 million of compute, to essentially harden these systems.
There are the companies that are sufficiently important that Anthropic is letting them have access to Mythos, and that means they can be ahead on both defense and offense. And also, we're now seeing a world in which smaller companies are just stuck outside the glass looking in.
I think that Anthropic is doing the right thing here by saying, hey, we're not going to release something this dangerous, you know, from just off the cuff, but it does create a situation in which we now have a very much two-tier economy.
Anthropic is now very far out in front with its new model called Mythos.
They looked at it and were able to, in their using of mythos, they were able to find a lot of internal attack vectors and close them, he said. Right. And I said, is it the real deal? And he said, absolutely. This was a level that was of performance to find bugs that we had not seen before. So they did exactly the right thing. They don't need to call for a global thing.
Okay. They have the ability to slow down and they did.
The timing is bizarre. It seems crazy. It's also, they're on the verge of like an IPO, right?
we don't think OpenAI or Anthropica are going to get to and interface and tools and user base.
we're going to be entering in a new phase where there is going to be a lot of distributions you know largely from spacex open ai and anthropic probably databricks
i think dario has expressed support for this however i think this is just an opening bid for anthropic meaning they'll take this thank you very much this is more regulation than we have today but that won't be the end of it right this will just be the stepping stone to get what dario has now called for many times which is the faa for ai
And that's part of what the bet that OpenAI and Anthropic and the hyperscalers are all making is that that return to scale.
Anthropic developed something called the model context protocol that OpenAI just adopted. I think it will become a standard and it makes it really easy for an LLM like Stripe can just integrate with MCP. And then any LLM that uses MCP can, you know, interact with Stripe. And this is solving a big, big problem for agents in terms of just making them, you know, much easier to use, much more standardized.
reed hastings just joined the board of of anthropic
if you go back and look at anthropic's announcement or dario's announcement there is a pattern of trying to grab headlines by making the most sensationalist version of what could be a legitimate concern if you go back three years ago they created this concern that ai models could be used to create bioweapons and they showed what was supposedly a sample i think of claude generating an output that could be used by a bioterrorist or something like that and on the basis of that it actually got a lot
I think Anthropic is incredible for CodeGen
The first time I've heard anybody sort of make that natural connection, but you're right.
Is XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixed draw, but that's just a bandaid. Those companies don't get Apple what they need. And Apple's had an incredible partnership for many years now with Google that's generating tens of billions of dollars for both companies. And I think there is solid industrial logic for partnership. You could have Apple grok, safe grok, whatever you want to call it, you know, so that Apple feels c
the best product doesn't always win in technology. No. And sports, you know, they say defense wins championships and on the internet distribution wins championships. And grok for has formidable competitors with lots of distribution and Google and. Meta. Meta. If they get their act together. Microsoft. Microsoft.
The next models we see, you know, Grok 5, you know, 05 from OpenAI, whatever they're going to call the next Gemini, they will be trained on Blackwell, and I think that will be a really big step function.
And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's called semi-private, which is important because it means that some of the questions were held back because the criticism of these models is they memorize the answer. And so RKGI 2, it has not seen the questions before, and it did roughly twice as good as, you know, the state-of-the-art Google OpenAI and anthropic models. And then on Humanity's Last Exam, you know, we can call it
I'd say this is the biggest leapfrog we've seen in quite some time.
So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pretty impressive, right?
They didn't expect him to be able to leapfrog everybody. And let's be honest, people are leapfrogging each other every four to six months.
I mean, incredibly dominant release of Grok 4. I don't think people expected that.
The problem is that when we use our coding tools, they route through Anthropic, which is fine because Anthropic is excellent, but it's really expensive.
And amongst the startups out there, they basically believe Claude is not trying to take their business. And Claude has been very careful to say, hey, we're not going to encroach into the application layer. So, all right. Yeah.
And then by the way, Anthropix numbers, despite cursor doing some of their own thing, Anthropix numbers are off the charts.
They're going to go with a model like Anthropic, which is taking a more neutral, we're not going to go to the application level.
I think I would be long Google, Grok and Anthropic.
And Propic is just absolutely crushing.
And they've carved out enterprise.
And what we have seen is a huge uptake of leveraging these technologies. Like Anthropic, we're leveraging Anthropic. And so large enterprise is using technology at a scale and rate that they haven't before.
So that business, when we invested, was doing about $880 million, which was a 10x growth from the year before. 10x year over year. 10x growth the year before. And then this last year, they announced it. They're growing another 10x or more. And so when you look at that, and we invested at the $60 billion valuation, assuming it's going to be like a 3x growth from there, because those are staggering numbers, and it does 10x. Can't predict it, but to see adoption is so fast. And so you look at that
on Monday, Anthropic, which has been on a bit of a heater, as we talked about, announced that they added a legal tool to Claude Co-Work. If you don't know what Claude Co-Work is called, this is different than the Claude bot that we talked about last week. This is essentially what Claude code or a coding agent is. This is for knowledge workers to automate work and do multi-step. Instead of just asking a query to a large language model, it would do a number of actual actions on your behalf that yo
The reality is like those guys are doing $5 to $6 billion structured secondaries every year now, or they're starting, which means that they will. That's like cash compensation.
Anthropic doesn't really seem to be practicing what they're preaching if they're paying enormous amounts still for software engineers, even as they claim they're obsolete in the entire category. Something doesn't quite add up.
what anthropic showed which by the way is their right at some level is that they are going to have a political perspective and a set of terms that reflect their philosophy and that that philosophy can change on a dime but what the government did was also completely reasonable which is we can't rely on you if you're going to be completely unreliable and disallow things that are reasonable
if you're not figuring out how to be multi-model and agnostic across these models you're taking on enormous business risk after friday
i'm like holy what if this software went down some guardrail kicked up some refusal happened for the next fight like this one and we left our people at risk
the trigger point was after the maduro raid one of their execs called palantir who we buy themselves through and asked them uh was our software used in that raid which is by the way classified information anyway
they were not gonna win this the intellectual battle of well we're gonna stop you we're gonna use our judgment because we think congress is behind and impose it on the us military and it became this like let's find the issues that are most inflammatory robot weapons and mass surveillance
they say you can't use them for you can't use them to plan a kinetic strike you can't use their ai model to move a satellite you can't there was a 20 page you can't do a war game scenario
anthropic was one of those winners
this is part of the debate i had with anthropic which is we need ai for things like golden dome chinese hypersonic mixel comes up you've got 90 seconds before it separates and all kinds of decoys and you don't know where the actual payload is and you want to get it hit it from space and a human can't doesn't have the reaction time doesn't have the may not be able to discriminate with their own eyes what they're going after that's a pretty you know low risk thing because it's in space and you're
And I think what has happened is that at least some parts of the AI ecosystem have decided that this crazy, scary doomerism is the best way to raise money, where every now and then they come out and they say, all the jobs will be destroyed. Anthropic, you know, Dario says that. This thing is sentient. And investors are like, okay, here's 10 billion, here's 50 billion, here's 100 billion. But then the second step happens, they get the money, they start to do the training, they start selling, and
But I mean, I don't think anybody expected Dario to be coming around the bend this fast. But he's right behind, apparently.
Anthropic unquestionably has a lot of financial momentum. You know, and OpenAI is seeing a lot of momentum themselves, right? But the single most important question this year, right, was would AI revenue show up? And just 60 days ago, 90 days ago, there was tremendous skepticism. No way all of these infrastructure investments were going to pay off. There's no incremental revenue coming out of AI, including many of our friends. But in February, we had, in January and February, we really had kind
Anthropic at $380. OpenAI at $840.
Anthropic hit a $14 billion run rate last month, February. That means they have grown revenue from $1 billion to $14 billion in 14 months. They have 12x year over year. They're valued at a meager $380 billion last month. This feels like a bargain given the growth.
Anthropic is incredible. They're going to be enormous.
we now have Anthropic coming to NVIDIA.
I love to use Cloud.
Claude and GPT and ChatGPT have reached a level that is really very good.
I did something in 90 minutes. I was telling the guys about, replaced the whole software stack and like a whole bunch of workload, 90 minutes on Claude ran this agentic system, built the whole thing, deployed it.
When you look around this audience, you will see that Anthropic and OpenAI is represented here. But in fact, 99% of everything that is here is all AI and it's not Anthropic and OpenAI. And the reason for that is because AI is very diverse, I would say that the second most popular model as a category is open models. Number one is open source, open ways, open source. OpenAI is number one, open source is number two, very distant third is Anthropic.
I would say that the desire to warn people about the capability of the technology is also really terrific. We just have to make sure that we understand that the world has a spectrum and that warning is good, scaring is less good. Because this technology is too important to us. I think that it is fine to predict the future, but we need to be a little bit more circumspect. We need to have a little bit more humility that in fact we can't completely predict the future and the ability and to say thin
the technology is incredible. We are a large consumer of Anthropic technology. Really admire their focus on security, really admires their focus on safety. The culture by which they went about it, the technology excellence by which they went about it, really fantastic.
anthropic now i actually think that that's quite healthy
there's supposedly at open ai a newfound focus on chasing anthropic down the enterprise path
by the time it goes public both of these two businesses will have a very clean and i suspect normalized way of telling a story
both are incredible businesses
open ai is still the overwhelming revenue generator in this space and that over time anthropic is catching up
do i have issues with how much it costs yes do i have issues with how fast we're consuming tokens also yes
my philosophical issues with the management aside around their ideology and sometimes how they use some of the capital
in terms of the quality of that technical team and what they create it's head and shoulders above anything else
from an enterprise lens which is where i see most of the action particularly through 80 90 it's all anthropic all the time
I've never been a critic of anthropics products I've always been an admirer of their products I think last year I gave them credit for mcp I agree that they seem to be performing very well now the company made a big bet on coding as the kind of big breakout use case whether that was done for business reasons or ideological reasons I'm not sure anthropic is sort of the most agi pilled of all the frontier labs and I think they made this bet on coding as their way to get to recursive self improveme
anthropic currently valued at 300 billion is seeing major secondary bids at a 600 billion valuation
the revenue ramp was a big question. Now that's turned into an explanation point.
We have low penetration of the global 2000. We have low penetration of the use cases. We have low penetration within the use cases that they're already using, and the models are only getting better.
these guys are massively compute constrained. They're each going to be adding three gigawatts of compute this year. And so that will unlock, they would be growing even faster, but for that.
I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue.
It's not that there was some great go to market in Anthropic that all of a sudden, you know, 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.
So the company's plans were to end the year at about a $30 billion exit run rate. They got there by the end of March, right? And I suspect that it's continuing in April.
they added 4 billion of revenue in January, 7 billion in February, 11 billion of annualized run rates or 10 or 11 billion in March.
They probably have 50% to 60% market share, because I think Codex is actually quite broadly used as well. But that belies the more important point, which is AI-enabled coding, I think, is still 5% of the broad market. So it's kind of a nothing burger. Yes, they're leading, but they're leading in something that isn't that big yet. Now, you would say, how could it not be big? And what I would say is, because most of the stuff that's being written is still white sheet de novo code. And I think the
Anthropic has this Claude Managed Agents. They dropped that on Wednesday, April 8th, yesterday, today's Thursday when we tape.
not only is Anthropic trying to ankle it.
I think that Anthropic has a huge advantage, let's say, cloning OpenClaw and just building it into Claude.
They're already integrated within our data warehouse, our data lake, things of that nature. So just letting OpenClaw loose on the Altimeter data set would not be wise.
the reason most enterprises will probably use the Anthropic version of this agentic product is because it meets all of your security parameters, right? So Altimeter runs a lot of stuff on Anthropic.
assuming that Anthropic has dominant market share in coding, which I think most people would say they do at this point.
And every company has a right to set the price for its products. It's just saying that you were under their current regime. They were selling dollars for $0.10 via OpenClaw because these were such power users. And now they're just saying we have to price this rationally. But we're happy to have you guys use the API.
You can assume that that's what they'll do, which if you were thinking on an antitrust level might be token dumping or price dumping.
I think you're right that they systematically copied feature by feature of OpenClaw, incorporated that into Clawed. And then the coup de grace was basically cutting off OpenClaw.
They essentially ankled OpenClaw and then 10 days later or less, they released or announced their new agent technology, which is, according to them, a safer, better version of OpenClaw. So, hey, all's fair in love and war. And they have basically shot a huge cannon across the bow of OpenClaw.
Everybody using OpenClaw would take their $200 a month subscription to Anthropic, which was essentially like people were using more tokens and it's an average. The people from OpenClaw, it is very verbose and those people are a hundred X the usage of the average subscriber. So he said, you can't use your $200. You have to use the API.
I'll say like 10,000, but it's going to be a meaningless thing.
If this is real, they pick the wrong companies, meaning there are energy companies, folks that control nuclear reactors, there are airplane companies that are flying hundreds of thousands of people in essentially manufactured missiles of like streaming gas going at 500 miles an hour. And none of those companies were the ones that were included in this. And so I think if you really thought that this was end of days, at a minimum, we can agree, maybe we should have expanded the circle a touch.
Anthropic is shooting the lights out right now. This is like Steph Curry going bananas. From everywhere on the court, these guys are hunking threes. Clay Thompson. It's all net. Okay. So huge kudos to Anthropic.
I think 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 of, at the same time, they roll out a new model or new model card, something like that. They also roll out some study showing really the worst possible implication of where the technology could lead. We saw this last year, about a year ago, they rolled out this blackmail study where supposedly the new model could blackmail user
I actually think they deserve a ton of credit here and let me walk you through why. The company could have just released Mythos, broken a lot of core things on the internet.
anthropic itself it has allied itself politically with a lot of the doomer groups a lot of the nimby groups it didn't seem to matter in the first couple of years because anthropic had made the strategic decision not to build its own data centers so they probably thought that they were just throwing sand in the gears of open ai or xai their competitors and they would just rely on hyperscalers to get their compute and i think that that strategy has now backfired in the sense that they apparently h
the real problem again goes back to anthropic and open ai if i were them it is a five alarm fire for them they more than anybody else needs to get their hands on compute they need to have land power shell but otherwise that revenue could either slow down or hit a wall and it will not be because of product quality and adoption it will entirely be because of the friendster effect you just couldn't keep the site up and i think that that would be a huge huge problem for everybody
i was saying on x i actually i think i was retweeting mark andreessen who pointed out that one of the reasons why anthropic might have wanted to hold back mythos is they simply didn't have the compute to serve it the model was huge and very expensive to serve something like maybe even 10 or 20 times the token cost of of say opus they knew opus 4.7 was coming out right so they hold it back knowing that they don't have the compute to serve it anyway and they save their compute for the next iterati
i don't see any path except they're gonna have to do it themselves and anthropic will have to do it themselves
there was all this doomerism but maybe it was tied to compute capacity because when bedrock opened up more capacity for anthropic all the doomerism went away
all of these frontier labs have a very serious issue which is both open ai and anthropic are growing so fast that they're at a point now where they need their own infrastructure it's kind of like when you first start building any kind of company you're just much easier renting capacity from the hyperscalers and it's a dependency yeah but then it becomes a dependency exactly and now when you're so big it's actually strategically a huge mistake to not have your own compute supply
i do wonder if over the next year anthropic will reconsider whether it's support for all this like doomer nimby ism was the right call because it kind of made sense for them from a business standpoint when their competitors were building data centers and they were just getting compute from the hyperscalers but now that they're i think going to have to move into the game of building their own data centers they might regret salting the earth for data centers all over the country and i wonder if th
even though anthropic's revenue has followed this graph this exponential graph very predictably it can't do that forever right like let's say it does get to maybe 100 billion this year can it really get to a trillion dollars in revenue the year after that seems hard to believe right and and the reason is because as you hit new levels of scale you encounter new problems i mean you're simply going to run out of compute or electricity data centers you know infrastructure there are physical limits o
you could see anthropic taking a lead here that let's say over the next one or two years could be insurmountable
anthropic was very focused on enterprise specifically coding and what you're seeing is that businesses are willing to pay for coding code tokens on a metered basis let's call it like electricity the more they use the more they're willing to pay and their usage just continues to scale and scale
the anthropic growth rate has been around 10x a year so they went from let's call it one to ten billion of ar last year and by the end of q1 this year they were already at 30 billion of again that's called their revenue
my team at 80 90 is codex is better generally than anthropic and so what happens is from the more day-to-day work i think it's more reliable to use the clod ensemble of models but when you're dealing with something that's very tricky and very complicated and a little bit more long horizon codex is really functional and really good
VentureSignalScore 58.5/100 for anthropic, composed from 3 of 5 components (enterprise formula), discounted ×0.88 for 60% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0 | |
| funding_magnitude | 0.3 | 1 | |
| hiring | 0.1 | 0.9856 |
funding.round.announced_on 2026-10-08 artifact ↗ superseded since funding.round.amount_usd 2026-10-08 artifact ↗ superseded since jobs.postings.engineering 2026-10-01 artifact ↗ superseded since An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
Gray-market attention, not quality. 50+ HN mentions (peak 2192 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: 2 recent unverified rumors circulating · heavy gray-market attention · no primary-source corroboration. ▲ 2192 Anthropic acquires Bun 2025-12-02 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.document.claims | {"claims": [{"claim": "Anthropic produces vague quarterly reporting that affects public equities.", "quote": "and even things like anthropic and open ai they're producing some sort of vague quarterly | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
ai.document.claims | {"claims": [{"claim": "Anthropic builds AI to serve humanity’s long-term well-being.", "quote": "At Anthropic, we build AI to serve humanity’s long-term well-being.", "topic": "Mission", "section": 0} | observed | artifact ↗ | 2026-07-22 | promoted | 0.50 |
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.3, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_do | derived | council | 2026-07-19 | superseded | 0.26 |
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.8, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_doc | derived | council | 2026-07-23 | superseded | 0.33 |
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.8, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_doc | derived | council | 2026-07-25 | promoted | 0.29 |
common_name | Anthropic | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Anthropik | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Home \ Anthropic | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 |
community.hn.max_points | 2192 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 2192 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | normalized | 0.20 |
description | producing some sort of vague quarterly reporting that's actually affecting public equities | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Mentioned for restrictions on a model called Fable 5. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems. | observed | artifact ↗ | 2026-07-24 | normalized | 0.70 |
domain | www.anthropic.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
funding.round.amount_usd | 5000000000 | observed | artifact ↗ | 2026-02-28 | normalized | 0.50 |
funding.round.amount_usd | 30000000000 | observed | artifact ↗ | 2026-02-26 | normalized | 0.50 |
funding.round.amount_usd | 10000000000 | observed | artifact ↗ | 2026-01-10 | normalized | 0.50 |
funding.round.amount_usd | 10000000000 | observed | artifact ↗ | 2025-11-22 | normalized | 0.50 |
funding.round.amount_usd | 5000000000 | observed | artifact ↗ | 2025-11-19 | normalized | 0.50 |
funding.round.amount_usd | 45000000 | observed | artifact ↗ | 2025-10-22 | normalized | 0.50 |
funding.round.amount_usd | 700000000 | observed | artifact ↗ | 2023-03-10 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2023-02-06 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2023-01-30 | normalized | 0.50 |
funding.round.amount_usd | 3000000000 | observed | artifact ↗ | 2025-06-07 | normalized | 0.50 |
funding.round.amount_usd | 4000000000 | observed | artifact ↗ | 2024-01-20 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2023-10-06 | normalized | 0.50 |
funding.round.amount_usd | 2500000000 | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
funding.round.amount_usd | 2500000000 | observed | artifact ↗ | 2026-08-24 | superseded | 0.50 |
funding.round.amount_usd | 2500000000 | observed | artifact ↗ | 2026-08-24 | normalized | 0.50 |
funding.round.amount_usd | 5000000000 | observed | artifact ↗ | 2025-07-31 | normalized | 0.50 |
funding.round.announced_on | 2025-11 | observed | artifact ↗ | 2025-11-22 | normalized | 0.50 |
funding.round.announced_on | 2024 | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
funding.round.announced_on | 2024 | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
funding.round.announced_on | 2024 | observed | artifact ↗ | 2026-08-17 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2026-02-26 | normalized | 0.50 |
funding.round.stage | series_b | observed | artifact ↗ | 2025-10-22 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2025-06-07 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2026-08-17 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "we don't think OpenAI or Anthropica are going to get to and interface and tools and user base. | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "Now, April 30th, I would say zero percent chance. Polymarket Sharps say seven percent, Jason. | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "if you're talking about it not coming out until June 30th, I would not be surprised to see an | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "Yeah, this is where I'll take the other side of it. Yeah. People are running Kimmy on the last | derived | calc | 2026-08-05 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "the first consumer app to truly bring OpenClaw into the mainstream will become a unicorn.", "e | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "people have been Claude-shotted, like one-shotted. They are addicted. Everybody thinks this is | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I will say on the demand side and on the pricing side, if you pull up this quick note I have h | derived | calc | 2026-08-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doo | derived | calc | 2026-09-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "They'll demand an enormous discount. And the reason they'll ask for an enormous discount is th | derived | calc | 2026-09-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think that regardless of uh whether Enthropic is able to grow 10x next year, I think they're | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "Yeah. So it's going to go out at 3 trillion. Uh they're sandbagging with the two trillion. It' | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "if they actually get all the regulatory controls they want, if they create this new federal de | derived | calc | 2026-09-26 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I do believe that just because the capitalism works, I mean, openly an anthropic steel are goi | derived | calc | 2026-09-30 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I think you're going to see a much more moderate and reasonable IPO motion here. And it's prob | derived | calc | 2026-09-30 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "the moment where they stop being frontier, they go to zero, right? And we know the frontier is | derived | calc | 2026-09-30 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "the fuse was lit by Anthropics monthly revenue", "expected_by": "2028-04-01T04:18:56.192Z", "c | derived | calc | 2026-10-01 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doo | derived | calc | 2026-10-01 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "the three frontier model companies, SpaceX, OpenAI, Anthropoc, represent somewhere between $3. | derived | calc | 2026-10-01 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "Before, it looked like Anthropic was running away with it. They're about to have this monster | derived | calc | 2026-10-08 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "Anthropic OpenAI are taking as much as 40% to 50% of compute next year.", "expected_by": "2028 | derived | calc | 2026-10-08 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "SpaceX is building a ton of compute. And they're actively going to lease quite a bit of it to | derived | calc | 2026-10-08 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "by the end of next year, it's already half of the incremental compute is going to Anthropic an | derived | calc | 2026-10-08 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "So if Anthropic and OpenAI take on, you know, 45% of compute next year, you've got them in, le | derived | calc | 2026-10-08 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think it's highly dependent on who has the best model if they're allowed to keep releasing t | derived | calc | 2026-10-08 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I see no reason why like you know again like in a takeoff scenario why would Anthropic not hav | derived | calc | 2026-10-08 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "what they're doing in model training and training the next version of the frontier with these | derived | calc | 2026-10-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "as, uh, open AI and Anthropic, the other AI companies start sopping up all of that cognitive l | derived | calc | 2026-10-10 | derived | 0.70 |
index.ai_tie | PURE_AI | observed | classify | 2026-07-25 | derived | 0.60 |
jobs.board_url | https://job-boards.greenhouse.io/anthropic | observed | artifact ↗ | 2026-08-28 | normalized | 0.85 |
jobs.postings.engineering | 264 | observed | artifact ↗ | 2026-08-28 | superseded | 0.85 |
jobs.postings.engineering | 263 | observed | artifact ↗ | 2026-08-29 | superseded | 0.85 |
jobs.postings.engineering | 265 | observed | artifact ↗ | 2026-09-03 | superseded | 0.85 |
jobs.postings.engineering | 269 | observed | artifact ↗ | 2026-09-04 | superseded | 0.85 |
jobs.postings.engineering | 268 | observed | artifact ↗ | 2026-09-05 | superseded | 0.85 |
jobs.postings.engineering | 269 | observed | artifact ↗ | 2026-09-07 | superseded | 0.85 |
jobs.postings.engineering | 270 | observed | artifact ↗ | 2026-09-08 | superseded | 0.85 |
jobs.postings.engineering | 280 | observed | artifact ↗ | 2026-09-10 | superseded | 0.85 |
jobs.postings.engineering | 279 | observed | artifact ↗ | 2026-09-11 | superseded | 0.85 |
jobs.postings.engineering | 276 | observed | artifact ↗ | 2026-09-12 | superseded | 0.85 |
jobs.postings.engineering | 277 | observed | artifact ↗ | 2026-09-14 | superseded | 0.85 |
jobs.postings.engineering | 279 | observed | artifact ↗ | 2026-09-15 | superseded | 0.85 |
jobs.postings.engineering | 281 | observed | artifact ↗ | 2026-09-16 | superseded | 0.85 |
jobs.postings.engineering | 283 | observed | artifact ↗ | 2026-09-17 | superseded | 0.85 |
jobs.postings.engineering | 286 | observed | artifact ↗ | 2026-09-19 | superseded | 0.85 |
jobs.postings.engineering | 288 | observed | artifact ↗ | 2026-09-20 | superseded | 0.85 |
jobs.postings.engineering | 293 | observed | artifact ↗ | 2026-09-23 | superseded | 0.85 |
jobs.postings.engineering | 291 | observed | artifact ↗ | 2026-09-25 | superseded | 0.85 |
jobs.postings.engineering | 288 | observed | artifact ↗ | 2026-09-26 | superseded | 0.85 |
jobs.postings.engineering | 295 | observed | artifact ↗ | 2026-09-30 | superseded | 0.85 |
jobs.postings.engineering | 290 | observed | artifact ↗ | 2026-10-01 | superseded | 0.85 |
jobs.postings.engineering | 294 | observed | artifact ↗ | 2026-10-09 | superseded | 0.85 |
jobs.postings.engineering | 295 | observed | artifact ↗ | 2026-10-10 | superseded | 0.85 |
jobs.postings.engineering | 296 | observed | artifact ↗ | 2026-10-13 | superseded | 0.85 |
jobs.postings.engineering | 298 | observed | artifact ↗ | 2026-10-14 | normalized | 0.85 |
jobs.postings.total | 562 | observed | artifact ↗ | 2026-08-28 | superseded | 0.85 |
jobs.postings.total | 571 | observed | artifact ↗ | 2026-08-29 | superseded | 0.85 |
jobs.postings.total | 577 | observed | artifact ↗ | 2026-09-02 | superseded | 0.85 |
jobs.postings.total | 581 | observed | artifact ↗ | 2026-09-03 | superseded | 0.85 |
jobs.postings.total | 590 | observed | artifact ↗ | 2026-09-04 | superseded | 0.85 |
jobs.postings.total | 595 | observed | artifact ↗ | 2026-09-05 | superseded | 0.85 |
jobs.postings.total | 593 | observed | artifact ↗ | 2026-09-06 | superseded | 0.85 |
jobs.postings.total | 588 | observed | artifact ↗ | 2026-09-07 | superseded | 0.85 |
jobs.postings.total | 586 | observed | artifact ↗ | 2026-09-08 | superseded | 0.85 |
jobs.postings.total | 599 | observed | artifact ↗ | 2026-09-10 | superseded | 0.85 |
jobs.postings.total | 594 | observed | artifact ↗ | 2026-09-11 | superseded | 0.85 |
jobs.postings.total | 595 | observed | artifact ↗ | 2026-09-12 | superseded | 0.85 |
jobs.postings.total | 596 | observed | artifact ↗ | 2026-09-13 | superseded | 0.85 |
jobs.postings.total | 605 | observed | artifact ↗ | 2026-09-17 | superseded | 0.85 |
jobs.postings.total | 609 | observed | artifact ↗ | 2026-09-18 | superseded | 0.85 |
jobs.postings.total | 610 | observed | artifact ↗ | 2026-09-19 | superseded | 0.85 |
jobs.postings.total | 611 | observed | artifact ↗ | 2026-09-20 | superseded | 0.85 |
jobs.postings.total | 617 | observed | artifact ↗ | 2026-09-21 | superseded | 0.85 |
jobs.postings.total | 623 | observed | artifact ↗ | 2026-09-22 | superseded | 0.85 |
jobs.postings.total | 629 | observed | artifact ↗ | 2026-09-23 | superseded | 0.85 |
jobs.postings.total | 628 | observed | artifact ↗ | 2026-09-24 | superseded | 0.85 |
jobs.postings.total | 625 | observed | artifact ↗ | 2026-09-25 | superseded | 0.85 |
jobs.postings.total | 618 | observed | artifact ↗ | 2026-09-26 | superseded | 0.85 |
jobs.postings.total | 619 | observed | artifact ↗ | 2026-09-27 | superseded | 0.85 |
jobs.postings.total | 628 | observed | artifact ↗ | 2026-09-28 | superseded | 0.85 |
jobs.postings.total | 637 | observed | artifact ↗ | 2026-09-30 | superseded | 0.85 |
jobs.postings.total | 646 | observed | artifact ↗ | 2026-10-09 | superseded | 0.85 |
jobs.postings.total | 645 | observed | artifact ↗ | 2026-10-10 | superseded | 0.85 |
jobs.postings.total | 646 | observed | artifact ↗ | 2026-10-13 | superseded | 0.85 |
jobs.postings.total | 647 | observed | artifact ↗ | 2026-10-14 | normalized | 0.85 |
metric.venture.funding_amount_usd | 5000000000 | derived | calc | 2026-07-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 30000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 10000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 5000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 45000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 700000000 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_amount_usd | 300000000 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_amount_usd | 3000000000 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_amount_usd | 4000000000 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_amount_usd | 300000000 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_amount_usd | 2500000000 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_amount_usd | 5000000000 | derived | calc | 2026-10-09 | derived | 0.50 |
metric.venture.funding_recency_days | 219.0651 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 219.0721 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 278.6954 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7101 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7245 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7453 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7879 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.8591 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.9687 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.9756 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0276 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0357 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0563 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0628 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.1506 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2081 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.243 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2543 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2638 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2745 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2824 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2968 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.326 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.3915 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.3986 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.4248 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.4604 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.5631 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.5881 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.7118 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.7366 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.8918 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 280.0981 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 280.5367 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 280.7813 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.2481 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.3062 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.3368 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.3704 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.4223 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.6196 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.9689 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.9784 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.3417 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.3741 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.4385 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.8928 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 283.0458 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 283.077 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 288.2485 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 288.6956 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 288.9297 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.2361 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.4069 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.5437 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.7069 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.7807 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.853 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.9295 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.9987 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.0614 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.126 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.1356 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.2021 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.2663 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.3268 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.3861 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.6769 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.6902 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.7056 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.7794 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.8386 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.8978 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.957 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.0201 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.0795 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.1388 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.1982 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.2588 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.3194 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.3789 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.4384 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.4979 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.5575 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.617 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.6765 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.7361 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.8051 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.8677 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.3327 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.3358 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.3362 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.4 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.4594 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5119 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5204 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5293 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5887 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.6482 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.7076 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.7671 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.8267 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.8863 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.9459 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.0056 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.0657 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.1254 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.1854 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.2452 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.3064 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.372 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.432 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.4921 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.5125 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.5568 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.6169 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.677 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.7372 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.7973 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.8575 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.9176 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.9778 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.0381 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.0984 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.1586 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.2189 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.2792 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.3465 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.407 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.4675 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.5281 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.5887 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.6493 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.7099 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.7705 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.8311 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.8918 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.9525 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.0136 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.0746 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.1354 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.1964 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.2574 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.3243 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.3866 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.448 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.5099 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.5262 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.5781 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.6396 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.7014 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.7628 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.8242 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.8856 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.9471 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.0087 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.0703 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.1318 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.1933 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.2549 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.3206 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.3852 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4256 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4462 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4475 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4986 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.5613 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.6235 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.6856 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.7478 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.7952 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.8572 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.9543 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.0253 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.0963 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.1533 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.2246 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.2961 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.3852 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.4257 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.4569 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.5213 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.5269 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.5438 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.6152 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.6868 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.7583 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.8299 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.9014 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.9733 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.0469 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.1194 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.1912 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.2629 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.3422 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.4143 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.4868 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.559 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.6312 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.7036 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.7759 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.8482 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.9209 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.9936 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.0293 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.1018 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.1745 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.2472 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.3361 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.3408 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.418 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.4915 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.5646 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.6379 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.7112 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.7845 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.8579 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.9316 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 304.0051 | derived | calc | 2026-09-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.3862 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.4055 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.4795 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.5588 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.6326 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.7065 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.7804 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.8544 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.9286 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.0029 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.077 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.1511 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.2253 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.2996 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.379 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.3862 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.4564 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.5159 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.5377 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.6121 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.6866 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.7611 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.8356 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.9101 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.9846 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.0591 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.1337 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.2083 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.283 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.3577 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.3864 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.442 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.5195 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.595 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.6705 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.7461 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.8217 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.8974 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.9744 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.0204 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.0941 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.1678 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.2415 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.3153 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.3866 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.397 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.4707 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.5188 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.5557 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.6295 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.7033 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.7771 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.8509 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.9247 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.9987 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.0725 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.1465 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.2204 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.2947 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.3703 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.3867 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.4508 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.5251 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.5993 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.6735 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.7478 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.8222 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.8966 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.9715 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.0464 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.1209 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.1954 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.2701 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.3363 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.3613 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.6049 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.647 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.722 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.7969 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.872 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.9471 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.1383 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.2336 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.3088 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.3888 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.464 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.5393 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.6048 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.6186 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.6063 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.6256 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.7206 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.7963 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.872 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.9478 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.0237 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.0996 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.1754 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.2514 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.3326 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.4086 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.4847 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.5614 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.6064 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.6415 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.7178 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.7942 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.8707 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.9485 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.0251 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.1016 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.1781 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.2548 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.3363 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.413 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.4898 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.5156 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.5779 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.6065 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.66 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.7392 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.8163 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.8935 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.9707 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.048 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.1253 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.2027 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.2839 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.3617 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.4393 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.517 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.5956 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.6066 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.6783 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.757 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.8351 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.9129 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.9907 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.0686 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.1467 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.2246 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.3147 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.3366 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.4024 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.4806 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.5595 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.6068 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.6426 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.7211 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.7996 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.8781 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.9568 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.0356 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.1144 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.1933 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.2734 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.3558 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.4348 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.5194 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.5287 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.607 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.6112 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.6909 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.7701 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.8492 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 318.9284 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.0077 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.087 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.1663 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.2457 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.3298 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.4093 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.4889 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.5726 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.6073 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.6564 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.7362 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.816 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.8957 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 319.9756 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.0555 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.1354 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.2153 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.2995 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.3795 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.4692 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.5071 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.555 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.6075 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.6392 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.7196 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.8005 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.8815 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 320.9621 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.0428 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.1234 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.2042 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.2892 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.37 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.4509 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.5391 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 321.6077 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 322.3693 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 322.3817 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 322.3875 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 322.8262 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 323.7501 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 323.8173 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 323.85 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 323.9488 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.0459 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.1425 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.2403 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.3379 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.3565 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.4547 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.5023 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.5548 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.6529 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.7513 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.8173 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.8495 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 324.9488 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.0462 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.1436 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.241 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.3398 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.4387 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.5109 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.5511 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.6502 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.7495 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.8174 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.8486 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 325.949 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.0475 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.1457 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.2442 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.3449 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.4445 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.5468 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.6468 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.7467 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.8174 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.8464 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 326.9475 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.0465 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.1455 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.2447 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.3458 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.4463 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.5058 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.5518 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.6543 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.7547 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.8174 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.8557 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 327.9575 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.0578 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.1577 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.2577 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.3595 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.4608 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.562 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.6638 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.7648 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.8175 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.8666 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 328.9703 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.0464 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.1769 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.3437 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.508 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.5344 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.7026 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.8176 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 329.8714 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 330.0389 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 330.2067 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 330.375 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 330.711 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 330.8179 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 330.8805 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.0496 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.2182 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.3384 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.4059 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.5751 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.745 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.8181 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.9021 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 331.9113 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.6493 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.6642 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.682 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.7034 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.7125 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.7171 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.7769 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.8322 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.9053 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.9176 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.9239 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.9301 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.9516 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.9772 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 333.9979 | derived | calc | 2026-09-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.0223 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.1173 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.151 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.2046 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.232 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.2762 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.287 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.2938 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.2997 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.3063 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.3264 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.3415 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.3461 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.3496 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.3927 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.4049 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.4139 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.4757 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.4819 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.5205 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.5333 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.5689 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.5964 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.6127 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.6207 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.6313 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.634 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.6562 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.682 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.6924 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.7152 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.7247 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.7318 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.7811 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.7911 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.7974 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.8048 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 334.8089 | derived | calc | 2026-10-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 341.7246 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 341.7421 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 341.8891 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 341.9346 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1011.9593 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1011.9919 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.0172 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.0355 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.0534 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.0765 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.0961 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.148 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.1657 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.1876 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.2073 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.2238 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.2603 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.2641 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.2999 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.3029 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.3395 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.3581 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.3693 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.3893 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.4595 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.5018 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.5129 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.5553 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.616 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.634 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.6496 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.6844 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.6946 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.7235 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.78 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.8104 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.8234 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.8636 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.8754 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1012.9479 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.0347 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.1072 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.1228 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.2099 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.2748 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.3036 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.3447 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.3684 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.3948 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.415 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.5054 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.5072 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.5998 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.6873 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.776 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.83 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1013.9181 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.0177 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.1059 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.1081 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.1086 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.1362 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.218 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.3191 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.3746 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.4148 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.5041 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.5941 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.6834 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.7736 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.8654 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1014.9549 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.0402 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.0891 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.1325 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.2045 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.9482 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.9688 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.9772 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1015.9873 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1016.0371 | derived | calc | 2026-10-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1016.0904 | derived | calc | 2026-10-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1016.1079 | derived | calc | 2026-10-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1016.1804 | derived | calc | 2026-10-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1016.2704 | derived | calc | 2026-10-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.2833 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.296 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.3736 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.465 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.505 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.5142 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.5746 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.6696 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.7583 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.7667 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.8619 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1017.9571 | derived | calc | 2026-10-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 1018.0109 | derived | calc | 2026-10-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 1018.0543 | derived | calc | 2026-10-15 | derived | 0.50 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-22 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-08-07 | normalized | 0.60 |
score.venture_signal | 79 | derived | calc | 2026-07-18 | superseded | 0.26 |
score.venture_signal | 64.6 | derived | calc | 2026-07-25 | superseded | 0.34 |
score.venture_signal | 79 | derived | calc | 2026-07-25 | superseded | 0.26 |
score.venture_signal | 59 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 31.6 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 31.5 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 31.4 | derived | calc | 2026-08-08 | superseded | 0.34 |
score.venture_signal | 31.3 | derived | calc | 2026-08-09 | superseded | 0.34 |
score.venture_signal | 31.2 | derived | calc | 2026-08-10 | superseded | 0.34 |
score.venture_signal | 55.5 | derived | calc | 2026-08-10 | superseded | 0.34 |
score.venture_signal | 48 | derived | calc | 2026-08-11 | superseded | 0.34 |
score.venture_signal | 47.5 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 47.4 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 58.1 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 58 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 47.4 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 47.3 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 47.2 | derived | calc | 2026-08-18 | superseded | 0.34 |
score.venture_signal | 47.1 | derived | calc | 2026-08-19 | superseded | 0.34 |
score.venture_signal | 46.7 | derived | calc | 2026-08-24 | superseded | 0.34 |
score.venture_signal | 46.6 | derived | calc | 2026-08-25 | superseded | 0.34 |
score.venture_signal | 46.5 | derived | calc | 2026-08-26 | superseded | 0.34 |
score.venture_signal | 46.4 | derived | calc | 2026-08-27 | superseded | 0.34 |
score.venture_signal | 46.3 | derived | calc | 2026-08-28 | superseded | 0.34 |
score.venture_signal | 46.2 | derived | calc | 2026-08-29 | superseded | 0.34 |
score.venture_signal | 46.1 | derived | calc | 2026-08-30 | superseded | 0.34 |
score.venture_signal | 46 | derived | calc | 2026-08-31 | superseded | 0.34 |
score.venture_signal | 45.9 | derived | calc | 2026-09-02 | superseded | 0.34 |
score.venture_signal | 45.8 | derived | calc | 2026-09-02 | superseded | 0.34 |
score.venture_signal | 45.7 | derived | calc | 2026-09-03 | superseded | 0.34 |
score.venture_signal | 45.6 | derived | calc | 2026-09-04 | superseded | 0.34 |
score.venture_signal | 45.5 | derived | calc | 2026-09-05 | superseded | 0.34 |
score.venture_signal | 45.4 | derived | calc | 2026-09-07 | superseded | 0.34 |
score.venture_signal | 45.3 | derived | calc | 2026-09-08 | superseded | 0.34 |
score.venture_signal | 45.1 | derived | calc | 2026-09-10 | superseded | 0.34 |
score.venture_signal | 45 | derived | calc | 2026-09-11 | superseded | 0.34 |
score.venture_signal | 44.9 | derived | calc | 2026-09-12 | superseded | 0.34 |
score.venture_signal | 44.8 | derived | calc | 2026-09-13 | superseded | 0.34 |
score.venture_signal | 44.7 | derived | calc | 2026-09-14 | superseded | 0.34 |
score.venture_signal | 44.6 | derived | calc | 2026-09-15 | superseded | 0.34 |
score.venture_signal | 44.5 | derived | calc | 2026-09-16 | superseded | 0.34 |
score.venture_signal | 44.4 | derived | calc | 2026-09-17 | superseded | 0.34 |
score.venture_signal | 44.3 | derived | calc | 2026-09-19 | superseded | 0.34 |
score.venture_signal | 44.2 | derived | calc | 2026-09-20 | superseded | 0.34 |
score.venture_signal | 44.1 | derived | calc | 2026-09-21 | superseded | 0.34 |
score.venture_signal | 44 | derived | calc | 2026-09-22 | superseded | 0.34 |
score.venture_signal | 43.9 | derived | calc | 2026-09-23 | superseded | 0.34 |
score.venture_signal | 43.8 | derived | calc | 2026-09-24 | superseded | 0.34 |
score.venture_signal | 43.7 | derived | calc | 2026-09-25 | superseded | 0.34 |
score.venture_signal | 43.6 | derived | calc | 2026-09-26 | superseded | 0.34 |
score.venture_signal | 43.5 | derived | calc | 2026-09-27 | superseded | 0.34 |
score.venture_signal | 43.4 | derived | calc | 2026-09-28 | superseded | 0.34 |
score.venture_signal | 51.9 | derived | calc | 2026-09-28 | superseded | 0.37 |
score.venture_signal | 51.8 | derived | calc | 2026-09-30 | superseded | 0.37 |
score.venture_signal | 51.7 | derived | calc | 2026-10-01 | superseded | 0.37 |
score.venture_signal | 51.1 | derived | calc | 2026-10-08 | superseded | 0.37 |
score.venture_signal | 60.3 | derived | calc | 2026-10-08 | superseded | 0.37 |
score.venture_signal | 58.5 | derived | calc | 2026-10-08 | derived | 0.37 |
sec.form_d.count | 4 | observed | artifact ↗ | 2026-07-18 | superseded | 0.99 |
sec.form_d.filings | [{"cik": "0001931731", "form": "D/A", "filed": "2025-12-18", "accession": "0001931731-25-000003", "index_url": "https://www.sec.gov/Archives/edgar/data/1931731/000193173125000003/0001931731-25-000003- | observed | artifact ↗ | 2026-07-18 | superseded | 0.99 |
sec.form_d.latest_filed | 2025-12-18 | observed | artifact ↗ | 2026-07-18 | superseded | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | superseded | 0.50 |
sector | enterprise | derived | calc | 2026-09-28 | normalized | 0.70 |
signal.attributed_claims | 32 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "my team at 80 90 is codex is better generally than anthropic and so what happens is from the more day-to-day work i th | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "the anthropic growth rate has been around 10x a year so they went from let's call it one to ten billion of ar last yea | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "anthropic was very focused on enterprise specifically coding and what you're seeing is that businesses are willing to | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "you could see anthropic taking a lead here that let's say over the next one or two years could be insurmountable", "st | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "even though anthropic's revenue has followed this graph this exponential graph very predictably it can't do that forev | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "i do wonder if over the next year anthropic will reconsider whether it's support for all this like doomer nimby ism wa | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "all of these frontier labs have a very serious issue which is both open ai and anthropic are growing so fast that they | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "there was all this doomerism but maybe it was tied to compute capacity because when bedrock opened up more capacity fo | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "i don't see any path except they're gonna have to do it themselves and anthropic will have to do it themselves", "stan | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "i was saying on x i actually i think i was retweeting mark andreessen who pointed out that one of the reasons why anth | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "the real problem again goes back to anthropic and open ai if i were them it is a five alarm fire for them they more th | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "anthropic itself it has allied itself politically with a lot of the doomer groups a lot of the nimby groups it didn't | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I actually think they deserve a ton of credit here and let me walk you through why. The company could have just releas | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I think Anthropic has proven that it's very good at two things. One is product releases. The second is scaring people. | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "Anthropic is shooting the lights out right now. This is like Steph Curry going bananas. From everywhere on the court, | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "If this is real, they pick the wrong companies, meaning there are energy companies, folks that control nuclear reactor | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I'll say like 10,000, but it's going to be a meaningless thing.", "stance": "bearish", "signal_class": "prediction", " | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "Everybody using OpenClaw would take their $200 a month subscription to Anthropic, which was essentially like people we | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "They essentially ankled OpenClaw and then 10 days later or less, they released or announced their new agent technology | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I think you're right that they systematically copied feature by feature of OpenClaw, incorporated that into Clawed. An | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "You can assume that that's what they'll do, which if you were thinking on an antitrust level might be token dumping or | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "And every company has a right to set the price for its products. It's just saying that you were under their current re | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "assuming that Anthropic has dominant market share in coding, which I think most people would say they do at this point | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "the reason most enterprises will probably use the Anthropic version of this agentic product is because it meets all of | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "They're already integrated within our data warehouse, our data lake, things of that nature. So just letting OpenClaw l | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I think that Anthropic has a huge advantage, let's say, cloning OpenClaw and just building it into Claude.", "stance": | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "not only is Anthropic trying to ankle it.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "Anthropic has this Claude Managed Agents. They dropped that on Wednesday, April 8th, yesterday, today's Thursday when | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "They probably have 50% to 60% market share, because I think Codex is actually quite broadly used as well. But that bel | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "they added 4 billion of revenue in January, 7 billion in February, 11 billion of annualized run rates or 10 or 11 bill | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "So the company's plans were to end the year at about a $30 billion exit run rate. They got there by the end of March, | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "It's not that there was some great go to market in Anthropic that all of a sudden, you know, they snuck up and blew ev | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue.", "stance": "bullish" | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "these guys are massively compute constrained. They're each going to be adding three gigawatts of compute this year. An | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "We have low penetration of the global 2000. We have low penetration of the use cases. We have low penetration within t | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "the revenue ramp was a big question. Now that's turned into an explanation point.", "stance": "bullish", "signal_class | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTK94HCXVRVT5T21RAVW1FH", "signals": [{"quote": "anthropic currently valued at 300 billion is seeing major secondary bids at a 600 billion valuation", "stance": "bulli | observed | artifact ↗ | 2026-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "I've never been a critic of anthropics products I've always been an admirer of their products I think last year I gave | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "from an enterprise lens which is where i see most of the action particularly through 80 90 it's all anthropic all the | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "in terms of the quality of that technical team and what they create it's head and shoulders above anything else", "sta | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "my philosophical issues with the management aside around their ideology and sometimes how they use some of the capital | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "do i have issues with how much it costs yes do i have issues with how fast we're consuming tokens also yes", "stance": | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "open ai is still the overwhelming revenue generator in this space and that over time anthropic is catching up", "stanc | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "both are incredible businesses", "stance": "neutral", "signal_class": "assessment", "speaker_name": "Chamath Palihapit | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "by the time it goes public both of these two businesses will have a very clean and i suspect normalized way of telling | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "there's supposedly at open ai a newfound focus on chasing anthropic down the enterprise path", "stance": "bullish", "s | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "anthropic now i actually think that that's quite healthy", "stance": "bullish", "signal_class": "endorsement", "speake | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "the technology is incredible. We are a large consumer of Anthropic technology. Really admire their focus on security, | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "I would say that the desire to warn people about the capability of the technology is also really terrific. We just hav | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "When you look around this audience, you will see that Anthropic and OpenAI is represented here. But in fact, 99% of ev | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "I did something in 90 minutes. I was telling the guys about, replaced the whole software stack and like a whole bunch | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "Claude and GPT and ChatGPT have reached a level that is really very good.", "stance": "bullish", "signal_class": "asse | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "I love to use Cloud.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jensen Huang", "speaker_la | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "we now have Anthropic coming to NVIDIA.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jensen H | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "Anthropic is incredible. They're going to be enormous.", "stance": "bullish", "signal_class": "endorsement", "speaker_ | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "Anthropic hit a $14 billion run rate last month, February. That means they have grown revenue from $1 billion to $14 b | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "Anthropic at $380. OpenAI at $840.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason Calaca | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "Anthropic unquestionably has a lot of financial momentum. You know, and OpenAI is seeing a lot of momentum themselves, | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "But I mean, I don't think anybody expected Dario to be coming around the bend this fast. But he's right behind, appare | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "And I think what has happened is that at least some parts of the AI ecosystem have decided that this crazy, scary doom | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "this is part of the debate i had with anthropic which is we need ai for things like golden dome chinese hypersonic mix | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "anthropic was one of those winners", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Emil Michael" | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "they say you can't use them for you can't use them to plan a kinetic strike you can't use their ai model to move a sat | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "they were not gonna win this the intellectual battle of well we're gonna stop you we're gonna use our judgment because | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "the trigger point was after the maduro raid one of their execs called palantir who we buy themselves through and asked | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "i'm like holy what if this software went down some guardrail kicked up some refusal happened for the next fight like t | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "if you're not figuring out how to be multi-model and agnostic across these models you're taking on enormous business r | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "what anthropic showed which by the way is their right at some level is that they are going to have a political perspec | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV8ZMPY2X2X4RQYMV5KNKSS", "signals": [{"quote": "Anthropic doesn't really seem to be practicing what they're preaching if they're paying enormous amounts still for sof | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV8ZMPY2X2X4RQYMV5KNKSS", "signals": [{"quote": "The reality is like those guys are doing $5 to $6 billion structured secondaries every year now, or they're starting, | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVHY9X97TX67G94D1HVWRKE", "signals": [{"quote": "on Monday, Anthropic, which has been on a bit of a heater, as we talked about, announced that they added a legal tool | observed | artifact ↗ | 2026-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW3KETZGH4Q6G5Q6E0437VK", "signals": [{"quote": "So that business, when we invested, was doing about $880 million, which was a 10x growth from the year before. 10x yea | observed | artifact ↗ | 2026-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW3KETZGH4Q6G5Q6E0437VK", "signals": [{"quote": "And what we have seen is a huge uptake of leveraging these technologies. Like Anthropic, we're leveraging Anthropic. A | observed | artifact ↗ | 2026-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4F3HWCTVDM5K6CSS86XZE", "signals": [{"quote": "And they've carved out enterprise.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Sacks", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGT5X5Z8C7YM3DPCCHXMXG", "signals": [{"quote": "And Propic is just absolutely crushing.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGT5X5Z8C7YM3DPCCHXMXG", "signals": [{"quote": "I think I would be long Google, Grok and Anthropic.", "stance": "bullish", "signal_class": "endorsement", "speaker_nam | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGT5X5Z8C7YM3DPCCHXMXG", "signals": [{"quote": "They're going to go with a model like Anthropic, which is taking a more neutral, we're not going to go to the applicat | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXMEG66RXF2HCKCGWTNQ7JF", "signals": [{"quote": "And then by the way, Anthropix numbers, despite cursor doing some of their own thing, Anthropix numbers are off the ch | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXMEG66RXF2HCKCGWTNQ7JF", "signals": [{"quote": "And amongst the startups out there, they basically believe Claude is not trying to take their business. And Claude has | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY5C9WCSJZAQWR9ZW581FNG", "signals": [{"quote": "The problem is that when we use our coding tools, they route through Anthropic, which is fine because Anthropic is exc | observed | artifact ↗ | 2025-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "I mean, incredibly dominant release of Grok 4. I don't think people expected that.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "They didn't expect him to be able to leapfrog everybody. And let's be honest, people are leapfrogging each other every | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pre | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "I'd say this is the biggest leapfrog we've seen in quite some time.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "The next models we see, you know, Grok 5, you know, 05 from OpenAI, whatever they're going to call the next Gemini, th | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "the best product doesn't always win in technology. No. And sports, you know, they say defense wins championships and o | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "Is XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixe | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "The first time I've heard anybody sort of make that natural connection, but you're right.", "stance": "bullish", "sign | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VB8BH31EY2WK1R5RB7GQZ", "signals": [{"quote": "I think Anthropic is incredible for CodeGen", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Cham | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY12WYHV5F3GNA97YFA74F28", "signals": [{"quote": "if you go back and look at anthropic's announcement or dario's announcement there is a pattern of trying to grab headl | observed | artifact ↗ | 2025-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY12WYHV5F3GNA97YFA74F28", "signals": [{"quote": "reed hastings just joined the board of of anthropic", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2025-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY23DVYQH5BR5VF9MWKCFKPC", "signals": [{"quote": "Anthropic developed something called the model context protocol that OpenAI just adopted. I think it will become a sta | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WZFKF53XT25517ZTBDGZQ", "signals": [{"quote": "And that's part of what the bet that OpenAI and Anthropic and the hyperscalers are all making is that that return to s | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY51R2STCKA1XF4RZ8HHBZZ2", "signals": [{"quote": "i think dario has expressed support for this however i think this is just an opening bid for anthropic meaning they'll | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY59HZQGGTPJVEKM6RDPM8RG", "signals": [{"quote": "we're going to be entering in a new phase where there is going to be a lot of distributions you know largely from spac | observed | artifact ↗ | 2026-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "we don't think OpenAI or Anthropica are going to get to and interface and tools and user base.", "stance": "bearish", | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "The timing is bizarre. It seems crazy. It's also, they're on the verge of like an IPO, right?", "stance": "bearish", " | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "Okay. They have the ability to slow down and they did.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "They looked at it and were able to, in their using of mythos, they were able to find a lot of internal attack vectors | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Anthropic is now very far out in front with its new model called Mythos.", "stance": "bullish", "signal_class": "asses | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think that Anthropic is doing the right thing here by saying, hey, we're not going to release something this dangero | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "There are the companies that are sufficiently important that Anthropic is letting them have access to Mythos, and that | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Anthropic has also put together a $100 million credit fund, essentially saying, here, use the model up to $100 million | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Now Dario is passing OpenAI in models, profile, PR, influence, and dare I say, the revenue here.", "stance": "bullish" | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think Anthropic has significantly passed OpenAI on a lot of things. And I think the reason is that they've been more | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think they're going to IPO this year.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Alex", " | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I like what they're doing because they're preparing us for that day.", "stance": "bullish", "signal_class": "endorseme | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I'm surprised at the speed we went from, oh, Anthropic is catching open AI to they seem to be tied to Anthropic is win | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "What I will say though, about their decisions and product terms is that I think product market fit is the ultimate arb | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "today, Meta dropped their latest model and their new family. Shout out to them for pulling that off. And it looks pret | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "anthropic $500 billion valuation in 2026, 95% chance. Everybody realizes that's going to happen.", "stance": "bullish" | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Now, April 30th, I would say zero percent chance. Polymarket Sharps say seven percent, Jason. But the thing that reall | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Anthropic has the main code generation platform, sort of the number one right now.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "if you're talking about it not coming out until June 30th, I would not be surprised to see an open source model like Q | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think we should consider this mythos model, this mythos preview to be essentially a cyber weapon and perhaps a cyber | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I would so much rather have us have that time to work to get things secure than to be catching up for three to five mo | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I wonder if Dario said, by the way, our new model is would give the CIA the ability to hack North Korea, to hack China | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "there's an argument you have to nationalize this technology. There's an argument it's too powerful for a private compa | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I still think they're in front of Anthropic, from what I can tell the people I know there and the tools and technologi | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think the CIA and the government are inside of Gemini, Anthropic, OpenAI, XAI, talking to each of these model folks. | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "He's not loved by this administration, but they love his tech.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I don't think Dario is lying. I think Dario is being sincere.", "stance": "bullish", "signal_class": "endorsement", "s | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "this is not a publicity stunt referring to Anthropik's position here. Quote, in the run up to this announcement, reps | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "a dramatic increase in score for mythos across a number of very important benchmarks... on SWE bench multimodal, we we | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "If this is all true, which I'm 98% sure that Dario is not, you know, being hyperbolic to raise the stock price.", "sta | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJN6W21869KK5BNJVG84XG", "signals": [{"quote": "i just noticed claude if you hit slash skill it will let you put a skill in and then you can copy and paste the skills | observed | artifact ↗ | 2026-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHC44NXFDNN20F1NTZHWF2X", "signals": [{"quote": "And they told their partner, Cursor, hey, we're going to just use this internally. And of course, that's not true. The | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCVED82FA2E0PN3NT5NXV1", "signals": [{"quote": "Any tech company would pay him a king's ransom to come work for them. He gets to choose. He choose to Anthropic. So ke | observed | artifact ↗ | 2026-06-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCVED82FA2E0PN3NT5NXV1", "signals": [{"quote": "People could flip flop. And they're thoughtful about this. Now, you might say they're hyperbolic and their comms are t | observed | artifact ↗ | 2026-06-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "um anthropic i've i've like moved so much of my ai workflow over to claude and been like super impressed by claude cod | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "i love anthropic and i of course use you know the product but i also use open ai's products and chat gpt etc you know | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "in the short term i'd probably take anthropic i mean i'm a b2b guy at heart and so", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "i think it was last october i wrote a headline that was something like anthropic is catching up to open ai and it felt | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "we have partnerships with open ai and anthropic and that allows our portfolio companies to access certain amount of to | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA308DCJM3VRKYJ5QYR14RQ", "signals": [{"quote": "When they hear Dario and Anthropic or, you know, Elon talk about, hey, it's going to be a world of abundance and worki | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA308DCJM3VRKYJ5QYR14RQ", "signals": [{"quote": "Half of laptops in any lecture seem to be open to ChatGPT or Claude, et cetera, et cetera.", "stance": "neutral", "sig | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "But look, it wasn't just Anthropic employees signing the letter. Anthropic itself, the company, ended up signing the l | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "And then there's the last one, number five, which I would call monopoly masking, which I think might be the most impor | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "But look at the actual revenue of Anthropic and OpenAI. And they have been taking their estimates up. Every quarter is | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "Yeah, I mean, two things could be true. She said in July they did more net new ARR in July than all of Q2, which I gue | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "Yeah, this is where I'll take the other side of it. Yeah. People are running Kimmy on the last generation of hardware | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "Anthropic CFO, Krishna was just on a podcast and said that 90% of their code now is AI generate this about a month ago | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "If they actually want to slow down AI development, and they should then as a company, slow down AI research, they can | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "All the major models signed up for that, I think, except for Anthropic.", "stance": "neutral", "signal_class": "fact_c | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "open AI and anthropic want other American AI labs to have to get their models reviewed by the white house before they | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZANK4AE5EMBHG4EN1VWAPKP", "signals": [{"quote": "And then what you're doing only is you've given one model, Anthropics exceptional model, but you've, you haven't have | observed | artifact ↗ | 2026-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZANK4AE5EMBHG4EN1VWAPKP", "signals": [{"quote": "And again, this is because Anthropic now has these agents working inside all of their products.", "stance": "neutral", | observed | artifact ↗ | 2026-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZANK4AE5EMBHG4EN1VWAPKP", "signals": [{"quote": "I just think that Anthropic is doing a great job of just making it more accessible and yeah, just easier to use for no | observed | artifact ↗ | 2026-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAPH45T8NYHEMW3Z7XGSAGP", "signals": [{"quote": "anthropic announced that they were uh stopping claude subscriptions no longer cover third-party access for tools like | observed | artifact ↗ | 2026-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAPH45T8NYHEMW3Z7XGSAGP", "signals": [{"quote": "anthropic is going to have to give these details in their s1 and so is open ai", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2026-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAPH45T8NYHEMW3Z7XGSAGP", "signals": [{"quote": "claude and open ai is coming for consumers twenty four thousand dollars a year essentially a third of the salary of uh | observed | artifact ↗ | 2026-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "we in the company we've been huge users of uh of claws and um it's been quite an amazing phenomenon", "stance": "bulli | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "anthropic on track to generate annual revenue of almost 20 billion uh that's a projection based on their current perfo | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i think this is a lesson for him as ceo your take logan on taking a principled stance and winning the crowd right when | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i mean first the revenue ramp clearly happened before the controversy so it'll be curious they're interesting to see w | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i think dario has tended to politicize this a bit and has set a little bit of a trap for himself which is we want ai t | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i think he walked right into that unfortunately to the detriment of the company from a long-term perspective because a | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "should anthropic be forced to comply that's an interesting question i don't think that they should be forced to comply | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "forced to comply this isn't soviet russia except after pearl harbor or well hitler invades paris or poland fair enough | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "apparently still on not being arrested for saying the government can't use his technology to make kill bots or spy on | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "the memory feature right like all of us using uh ai have used chat gbc in the big models right and it has like some me | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "the skills feature uh which you know you're seeing skills like jason said there's skills on cloud code like skills is | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "the third thing is this like crazy idea that uh peter had which is called heartbeat which is he gave the bot a heartbe | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "let's hope so um you know we're we've got conversations going with everyone um we'll figure it out as time plays out u | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "these two points seem pretty political and kind of advantageous for marketing to me and interesting take you know anth | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "i think it proves my first answer right which is the marketing worked", "stance": "bullish", "signal_class": "assessme | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "4.6 Opus is the most incredible thing that I've ever played with.", "stance": "bullish", "signal_class": "endorsement" | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "with Claude Code, it was very obvious to people that that paradigm was going to do way more valuable work than just si | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "Claude Code is the fastest growing product of all time. This is a, you know, nearly $3 billion run rate product a year | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "I think the latest reported one was publicly, it was 2.5, just for Claude Code. Just for Claude Code.", "stance": "neu | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "And that was what they released when they announced their $380 billion funding round.", "stance": "neutral", "signal_c | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "I don't think the, the revenue multiple is astounding here given the growth. If you do a plot of revenue and growth ra | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "We've just never seen companies grow this fast. Yeah. Zero, a hundred million, a billion, and then 10 billion in three | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "their annualized reoccurring revenue, whatever that means, is 14 billion up from 1 billion, 14. Yeah, it's a basic run | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "They're losing a ton of money on this. Yeah. We'll see if that winds up being sustainable or not.", "stance": "bearish | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "So if Anthropic says, I don't want to be involved in this, they have that right. And the military obviously has the ri | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "You have four labs at least that have, you know, are within one month or two of each other in terms of what their capa | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "Open models are still about like six to 12 months behind the Frontier Labs at this point.", "stance": "bullish", "sign | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "Because right now, you're still making your request to Anthropic to OpenAI. And they still whatever you talk about, th | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "I would be hard pressed. I don't have any insider information. I'd be hard pressed to argue that they are not going to | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "the first consumer app to truly bring OpenClaw into the mainstream will become a unicorn.", "stance": "bullish", "sign | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "I don't think it's quite there. I think this is really a tinkerer's dream right now. You have to install it locally. Y | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "the people that have adopted this, there's a lot of really vocal early adopters. And we've been speaking with people t | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "we're seeing that all you need to do is give your machine a set of instructions. We don't need this whole layer of UI, | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "I see OpenClaw giving people that didn't have access to a tool or workflow utility before to have access to AI and the | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "The skill wraps like all of our tools together and makes it really easy for users", "stance": "bullish", "signal_class | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "the really cool thing about these skills is we've condensed sometimes huge apps down into just a small instruction man | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "it's disappointing because, uh, Claude has built some really great technology that people love using. I'm using Claude | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "if you look how Sonnet 4.6 is being positioned in the market as an absolute workhorse for knowledge work, it seems lik | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "This technology was becoming so powerful that it commoditized open AI and clawed because it, it wins the interface. Wh | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "What are they going to do with open claw? They're going to let it chug along, but then they're going to use Peter and | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "Yes, I'm aligned with you. I think that there will be folks leading the charge and I would put myself in this bucket t | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "I feel like I've 10 X to myself at least with open claw", "stance": "bullish", "signal_class": "endorsement", "speaker | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB67FFX3DS494HV8D4DSFNJ", "signals": [{"quote": "SPEAKER_238: A replicant asked for some flowers to be delivered to the Anthropic headquarters. SPEAKER_252: You know t | observed | artifact ↗ | 2026-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "Claude seems to not really have up-to-date information. So if you go into Claude and ask it, hey, what's OpenClaw? It | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "like Cloud Opus 4.6, it's better than any local model. There's no local model that's there yet. There are models that | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "I saw somebody over the weekend, Matt, who has their augustration level, their chief of staff, their CEO in the cloud, | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "We will eventually be able to run Opus 4.6 on a Mac mini.", "stance": "bullish", "signal_class": "prediction", "speake | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Claude Cowork going crazy at Davos. All the tech folks were talking about Cowork. That's playing with Cowork. Very imp | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "people have been Claude-shotted, like one-shotted. They are addicted. Everybody thinks this is the end of employment a | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "most people I know are using cloud code, which is extremely powerful, extremely intelligent and control and finish a l | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "it's what Siri was supposed to be.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Matt Van Hor | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I'm having a great Cloudbot experience.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Matt Va | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I think $200 a month is, is enough. 200. So you're gonna, so you can do this all with the highest regular tier Claude | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "200 bucks a month is, uh, it's not that much if you're running a business. It probably can cancel quite a lot of subsc | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "This is Opus right now. Opus is obviously it's, it's a genius.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I got a text from a founder. I'm, I'm an investor in that Claude bot is an existential threat to how they think about | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I think this is the single greatest application of AI I've ever seen in my entire life. It is basically for me at leas | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "what's really powerful about Claude bot. It is, it is the only self-improving AI there is. And what I mean by that, it | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "The stuff you just described is like a really good, like a smart assistant, a smart", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Opus is the best model on planet earth for this. It's the smartest.", "stance": "bullish", "signal_class": "endorsemen | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "But what I'm trying to do is instead of using Opus 4.5 for all the muscles as well, all the execution, I find other to | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Everything it is built has been flawless.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAK | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "some of the foundation models like Opus has some prompt injection capabilities to identify that, but not all of them." | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Yeah. It pretends to be you. And basically it tells it some new instruction and it can do whatever it wants. It has, t | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I mean, I mean, for my parents business, this is there's no brainer for small businesses,", "stance": "bullish", "sign | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "One thing that I found really frustrating is getting my personal chat GPT instance up on my and then going over to Ant | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Anthropic released Claude Cowork a week ago, which is basically, this is the vision of Claude Cowork, basically. But y | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHQ0M8P6F95FWQCA2SDVAP", "signals": [{"quote": "I mean Anthropic went from basically a 1 billion dollar run rate to a 9 billion run rate last year that's 9x at scale" | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHQ0M8P6F95FWQCA2SDVAP", "signals": [{"quote": "I want to talk about Anthropica a little bit more because why not so Jason you mentioned them and their fundraise and | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJWZ6MQ6NNGZWK12HFH091", "signals": [{"quote": "50% chance for Anthropic on its way up. That's totally mispriced. I would say it's 80% chance Anthropic will go out.", | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN3Y62Z6GD1Q7GXEKG7MKC", "signals": [{"quote": "And Anthropic was rocking the Claude 3.5 family.", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN3Y62Z6GD1Q7GXEKG7MKC", "signals": [{"quote": "Take a look at Anthropic next. Here's Claude 4.5 Sonnet and Claude 3.5 Sonnet, the October version of that. A 63 to 30 | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN3Y62Z6GD1Q7GXEKG7MKC", "signals": [{"quote": "And Anthropik gets an 83.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_00", "speaker_ | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "this is partially open ai doing work for target and also a target application that you can connect into inside of chat | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "so as far as we can tell this little module that you and i both think is an ad turns out is actually an invitation to | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "nick turley he runs chat gpt says quote i'm seeing a lot of confusion about ads rumors in chat gpt there are no live t | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "one of the companies uh exec said you know i agree that anything that feels like an ad needs to be handled with care a | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "he said we've turned off this kind of suggestion while we improve the model's precision the code red that open ai call | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "i think that what they tried to do here was a partnership and a connection tool and it ended up just being sloppy and | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "they don't have a person deputized to think about how advertising or in-house ads cross promotion should exist inside | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "my belief is the 75 of the revenue at open ai that's coming from consumers is going to go down to you know at least 50 | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "because of the code red they called because the llm is falling behind gemini and other rock and claude are making bett | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "if i was open ai i would be working to get ads on there faster and have it ready to go when they said they were pausin | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "to be netscape all over again i brought up that analogy for the last couple of months", "stance": "bearish", "signal_c | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "what i would say is there's a 10 chance that could happen they could stumble and there's a 90 chance they'll just keep | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "elon musk it's not a competitor you want to have but that's like having a competitor like terminator 2 arnold's reside | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "and google us and zuckerberg as competitors so those three are the four horsemen of the apocalypse", "stance": "bearis | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "present day right with 32 of the market being other than chat gpt and 68 of the market being chat gpt now if you go ju | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "in what world do those five get less than 10 percent of the market no no world that i've ever heard of or conceived of | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "i'm going to estimate in somewhere between 27 and 28 you will see chat gpt go to 45 to 55 in other words less than 50 | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "two thirds of the market pretty impressive right having two thirds of the market so you have to ask incredibly impress | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "president trump has weighed in ... i have a lot of respect for him ... but it is a big market share there's no questio | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "the paramount offer 108.4 billion for all of wvd the netflix offer 82.7 billion just for the warner brothers film and | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "paramount still believes they will have an easier time getting through these regulatory hurdles than netflix will beca | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "those are both enterprise valuations", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_139 | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "i have a lot of respect for him ted sarandos he's a great person he's done the greatest job he's done one of the great | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "netflix is going to give him a documentary series when he gets out just like they gave it to everybody else", "stance" | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "it's big market share there's no question about it it could be a problem that's actually accurate if you're not consid | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "this is all elaborate game theory by netflix they knew they were going to get rejected they didn't think they were goi | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "that's all they want they want hbo max and they want the dc characters that's that's my theory that's", "stance": "neu | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "a lot of people are putting on netflix in the background while they're on their phone while they're cleaning while the | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "that's why so much netflix content is that kind of is it cake stuff so annoying this is why i think they should have g | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "so much of their viewing is overseas all these different markets i think they don't want to have to worry about custom | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ64KEGFFD3N0750XYHK1B", "signals": [{"quote": "In November, 2025, we entered into an agreement subject to certain closing conditions to invest up to $10 billion in A | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ64KEGFFD3N0750XYHK1B", "signals": [{"quote": "They're not winning the API game Viz Anthropic.", "stance": "bullish", "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0CFE9YZEHMN1K1VD5VG8Y", "signals": [{"quote": "they're very much don't want to compete on an application level with their customers they want to be a neutral third p | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0CFE9YZEHMN1K1VD5VG8Y", "signals": [{"quote": "Microsoft investing 5 billion after just settling their open AI deal I worked out that they're going to go public and | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6T4Y7C7S3GZ34VPZM4NV9", "signals": [{"quote": "I mean, the only company that I think doesn't have a major footprint is Anthropic. Like, shout out to them for not buy | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "it's a really cool idea it's growing like a weed", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "magic school seems to be doing quite well it raised a 45 million series b earlier this year", "stance": "bullish", "si | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "it's incredible as a formal former english teacher this would have been a godsend for me in my classroom", "stance": " | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "magic school uh ends up being this teacher co-pilot so it is ai for educators where they can use it for their daily ta | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "they also can craft these ai experiences these are all teacher labs they have to actually build the experience themsel | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "for districts they end up picking up magic school because they kind of want to make their own closed sandbox version o | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "you take that rubric and then you differentiate it in spanish you make a version of it that better serves students who | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "there are over six and a half million users signed up for magic school there are three and a half million educators in | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "this is from a company called burbio this is a tracker of the percentage of school districts that have paid to an ai p | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "you've generated enormous market share", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_0 | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we didn't spend a marketing dollar until we got to you know nearly a million educators signed up for the platform", "s | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we certainly caught a moment of generative ai kind of coming to the world and finding utility but i think there was th | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "our primary customer is the district we want to sell directly to the district", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we call them solutions architects at magic school and they are doing this work to really deeply customize the platform | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we use mostly anthropics and open ai's models in the platform", "stance": "neutral", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "where i think they can still improve would be in for us like things like guardrails for students", "stance": "neutral" | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "this all sounds fantastic to me i'm glad things are going so well for the business", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "one of the most important things we're going to do is forward deploy our solutions architects engineers two districts | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we think that there is a huge opportunity to contextualize the use of both educators and students for the product um s | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "so magic school is going to kind of get even deeper into all those places to be this truly personalized", "stance": "b | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "i expect that some of these bits of what you're we're talking about will be available as early as january and i think | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we have a massive amount of usage internationally ... we do get inbound customers and partners from international scho | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we have this incredible product and legion of educators who want to support each other and that ends up being a really | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we have a you know very sustainable business model that allows us to to do this work and and you know great funding", | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "anthropic has a beneficial deployments team that supports us open ai has an education team that supports us so we feel | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we will absolutely take the step to the world", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SP | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "industry and ai alike need resilient energy storage and that's the gap that on the fly energy fills", "stance": "bulli | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "our solution the rotor seed is a 10 kilowatt hour modular flywheel that installs like a backup battery charging storin | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we're targeting over a hundred billion dollar energy market consisting of over a hundred thousand us facilities from a | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "on the fly energy wins where it counts there's no fire risk no degradation no 30 second lag or upkeep like diesels and | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEAEW4QPT1QJ5VKBRGMXG0", "signals": [{"quote": "who can likely catch up there's one more organization called anthropic sure and like they are the closest number two", | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEAEW4QPT1QJ5VKBRGMXG0", "signals": [{"quote": "every other organization doesn't want to publish anymore", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "the latest news is that on Friday the financial times reported that Google is investing 300 million dollars in Anthrop | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "Anthropic was founded by Dario Amodi and a few other researchers that left open AI and according to the financial time | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "you wonder why then they would turn around and raise 300 million dollars from Google which is obviously a commercial e | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "Anthropic is planning to develop an intelligent chatbot called Claude which will rival open AI's chat GPT", "stance": | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "if Google is planning to use its own AI chatbot it's unclear why they would invest in Anthropic in the first place", " | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "the financial times notes that this investment is coming from Google's cloud division not its venture arm GV and the q | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "it seems like it came out of the cloud division which makes it seem like it's more of a strategic investment of the ki | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "maybe in some way incubate this safer right this again we go back to this in theory safer and more reliable and trustw | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "according to the Financial Times Google's relationship with Anthropic is limited to acting as the company's tech suppl | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ86ERVQQY9BBNMPRJT6ED9", "signals": [{"quote": "Yeah, anthropic is raising 300 million at a $5 billion valuation", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2023-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "these proposals to ban open source that are coming from anthropic. They don't solve the distillation problem. If disti | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "OpenAI and Anthropic have both argued that they are free to train on all the world's output regards of whether the cre | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "if Chinese companies were to steal proprietary weights from Anthropic or OpenAI, that would be theft. But that's not w | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "I'm fine with Anthropic and OpenAI enforcing their terms of service. They need to do a better job, stop the distillati | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "we got a little bit of a stall in anthropics revenue in the last couple months. And this is third party tracking. So i | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "you still have stuff in the labs by Anthropic and open AI that is way ahead of this.", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "Anthropic and open AI are running around saying, listen, we can't continue to invest billions of dollars if Chinese co | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "both Anthropic and OpenAI are taking their estimates up right now, their forecasts up.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "Anthropic has settled their AI copyright lawsuit for $1.5 billion... largest copyright settlement, Friedberg, in the h | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "we all know that claude sorry anthropics models have been very popular inside of products like cursor so not surprised | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "not surprised to see anthropic fire back jason after we saw xai's claw uh grok code fast one do so", "stance": "neutra | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "these models don't feel like they're tripling or quadrupling like the functionality because they're coming out so freq | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "anthropic does have real competition on the coding front i think people are underselling how much of", "stance": "bear | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "they also teased a new thing called imagine with claude which is it seems to be almost like a vibe coding service from | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "i'm going to be curious to see how much market share anthropic can get back at least on open router from the uh elon m | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XR5Q16XHWBPWDPN3GQX5R", "signals": [{"quote": "google's in a really good place here because they can afford to subsidize any amount of inference for the government t | observed | artifact ↗ | 2025-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061RC8RWS3FTEQ2S9V0808Y", "signals": [{"quote": "we have other models in the market that are pretty good at coding from Anthropic in particular", "stance": "bullish", | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061RC8RWS3FTEQ2S9V0808Y", "signals": [{"quote": "right now, if you look at the top of the charts, it's Anthropic and it's Google and it's open AI. And then Microsoft's | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064X9Q7TT779T76E93TFNDF", "signals": [{"quote": "Anthropic is much better at holding on to its people even when they get extreme, you know, offers from Mark Zuckerberg | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064X9Q7TT779T76E93TFNDF", "signals": [{"quote": "Claude would have crushed this Claude actually would have probably crushed that I will say based on my experience", "s | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064X9Q7TT779T76E93TFNDF", "signals": [{"quote": "if I'm anthropic if I'm perplexity even if I'm Google and now it's like I've got 50 different states and they all migh | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "Dario Amode will be there, the CEO of Anthropic. They make Claude, and I am obsessed with that product.", "stance": "b | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "I'm paying right now $200 for like whatever, and Claude and ChatGPT. I think I'm paying probably, you know, I'm gettin | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "an average producer summarizing the Substack news story we just did, versus Claude, I wouldn't be able to tell the dif | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "the fear that what lovable does will be built into Claude, um, and Grock and Gemini and Meta and, you know, Microsoft, | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "Claude now has their own AI assistant, uh, AI coding assistant. So, you know, these, uh, wrapper companies, uh, that a | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "The person you're building on top of wants your business. They consider it a key piece of that $10 trillion AGI prize | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "I think that specific vertical is so key that the language models are going to want it. So I think it's going to be to | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0667FQY9Y3EH9VS30TXJJ12", "signals": [{"quote": "And Anthropic got Amazon to do all their infra work for them.", "stance": "bullish", "signal_class": "assessment", "sp | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0667FQY9Y3EH9VS30TXJJ12", "signals": [{"quote": "So I think Anthropic is the asset light foundation AI model company. So we'll see how that plays out.", "stance": "neu | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0670VCVH6ZCDJK42EF4P7CJ", "signals": [{"quote": "we're sitting here using producer claude all the time to check on facts asking it to cite sources and you we we haven' | observed | artifact ↗ | 2025-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067E4S3WZ036PG5PFNVAP8S", "signals": [{"quote": "dario amodi of the breakout ai company and twist 500 member anthropic we use claude every day this company is making a | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0685WJDCQ81RNTTX9P82X9F", "signals": [{"quote": "open ai anthropic identified different verticals where their models were finding the most success and efficacy really | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0685WJDCQ81RNTTX9P82X9F", "signals": [{"quote": "open ai and the tropic are not going to do those so there's there's plenty of room to build fantastic companies", "sta | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0685WJDCQ81RNTTX9P82X9F", "signals": [{"quote": "this shows how long it took anthropic to go from zero to one uh billion in revenue took about i guess this is 21 month | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068FFJ4KA73N2BTEK5B65KK", "signals": [{"quote": "Some of you know, Anthropic has this incredible large language model that does incredible things, agents, coding, it d | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068FFJ4KA73N2BTEK5B65KK", "signals": [{"quote": "thank you to our friends at Anthropic. We've got a great partnership with them. They're helping us with all these tool | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068FFJ4KA73N2BTEK5B65KK", "signals": [{"quote": "We use Claude every day. This company is making amazing shrines. And you just know Dario has got some great insights t | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I wonder if Anthropic's going to regret this decision later because it's poisoning the well a little bit for commercia | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I just think that it underscores platform risk for foundation AI model companies in a way that I don't think Anthropic | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "The gist is that they want to basically work with people for the long term. OpenAI is broadly expected to be purchasin | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I think what's actually happening here is that there was probably an auction and Anthropic had the chance to buy Winds | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I found it interesting that Anthropic, while talking to TechCrunch at their event about this decision, cited Cursor as | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "If OpenAI was part of the acquisition marketplace, so was Google, so was Grok, so was, you know, Microsoft and obvious | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "if you were building, you know, a product, you would want to just be multi-model for sure. Absolutely. And then we can | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "if Windsurf was being built off of Anthropics products, you would probably want to have a two-year contract, a three-y | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "we've talked about Anthropic the foundation A model company 60 billion dollars reportedly at a 3 billion dollar rent r | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "windsurf which has previously used at least in part ai models from the anthropic claude family uh got cut off with les | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if the deal doesn't go through anthropic we'll be like ah never mind come back to claude", "stance": "neutral", "signa | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "you kick someone out of your house the relationship's over yeah you know it's it's tough to go back on that... once on | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "ai foundation model companies in a sense have to be swiss they have to be a little bit like switzerland they have to b | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "anthropic of all the big ai model companies so much of their branding and their theme is like we're the responsible sa | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "anthropic is willing to burn these boats if you will is because they've just posted simply insanely fast growth so reu | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "it was two billion again according to reuters back in march and one billion in december and that means that they've go | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "i just hope that this doesn't bite them in the in the back side as other people might go well we're not going to use c | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "claude already feels like it is in sort of like in terms of prominence outside of the i i talk about ai everyday world | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "you want more companies and more platforms to start pulling in claude not the opposite you don't want to create a situ | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "when you ask people what is ai they go the the gpt thing right you know yeah i mean this is an old story but i told it | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "what if they then screw me in six months yeah anthropic just claude it does not it doesn't it doesn't work great", "st | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "reddit has a deal with both google and open ai to share its data for their use and anthropic uh did not sign such a de | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "this is to me a pretty big deal because it's going to help i think underscore the tensions between content owners and | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "reddit writes anthropic is a late blooming artificial intelligence company that bills itself as the white knight of th | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "despite repeated requests to stop anthropic has accessed or attempted to access reddit content more than 100 000 times | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if it's getting to the point of a public suit something broke in their conversations and it does not make anthropic lo | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if that's how anthropic and anthropics executives really feel then yeah they're just treating reddit with cavalier dis | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if you are billing yourselves and so much of your branding is we're the good guys like we're the heroic ai company the | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if google is paying and anthropics not and they're getting the same thing right that's not that's not a successful bus | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "Anthropic is pretty great. Twist 500 company.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "S | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "We love Anthropic. They're a well-funded, of course, AI foundation model company with a focus particularly on safety, | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "a big endorsement of what Anthropic is building, you know, that Microsoft is sort of ready to embrace it", "stance": " | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "definitely another solid incremental step on AI coding capabilities", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "congratulations to the incredibly capable team over at Anthropic", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "they're calling their most powerful model to date and, and I'm quoting, the best coding model in the world.", "stance" | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "what I found really impressive was just, well, one, how good Anthropic is doing in general but also as you can see fro | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "They saw in a couple of quote instances that Claude Opus Fort, the big new model, tried to take essentially its own we | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CQV2NSF61ERGBSH6GCKG1", "signals": [{"quote": "if I'm using an AI agent and I'm using MCP, which is the Anthropics new framework that everyone seems to really like, | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JD5WQ1FY7XMQED9KH7Z1R", "signals": [{"quote": "a company called Anthropic came out with this beloved model called Claude Sonnet 3.5. That's right. Now they're 3.7 ou | observed | artifact ↗ | 2025-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JD5WQ1FY7XMQED9KH7Z1R", "signals": [{"quote": "They're like a mere sort of wrapper over Anthropik, perhaps even losing money on the Anthropik spend. It's actually mo | observed | artifact ↗ | 2025-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JPCF173WMGWBSWF63Z3DY", "signals": [{"quote": "if it's true it seems like that would be really great revenue growth i'm assuming this is not for the consumer product | observed | artifact ↗ | 2025-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NKAYZZDRA8Q910M6QXDRM", "signals": [{"quote": "this is uh a quote from the wall street journal talking to the ceo of anthropic and he said um i'll just quote him the | observed | artifact ↗ | 2025-01-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S8Y23NBQKVY5GP3BZ1WSR", "signals": [{"quote": "very very happy to see some of the data uh behind anthropic's progress on the on the uh on the enterprise side", "stan | observed | artifact ↗ | 2024-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S8Y23NBQKVY5GP3BZ1WSR", "signals": [{"quote": "we really cherish the uh the team over there and they're they're just amazing", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S8Y23NBQKVY5GP3BZ1WSR", "signals": [{"quote": "their what is on their near-term roadmap right and for a company like open ai and anthropic their ultimate goal is to | observed | artifact ↗ | 2024-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07208HXEV8H8TB5XT01NZWM", "signals": [{"quote": "i know that claude has projects now where you put pdfs in and you have product knowledge", "stance": "neutral", "signa | observed | artifact ↗ | 2024-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AHMYF93N4W2P8BA08W115", "signals": [{"quote": "it's reasoning capabilities are incredible", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAK | observed | artifact ↗ | 2024-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AHMYF93N4W2P8BA08W115", "signals": [{"quote": "this is the process library really good if you go to the plan if you go to the pun one it's really good so this is kin | observed | artifact ↗ | 2024-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HQ64H0PX2STM3ZD9CMXFX", "signals": [{"quote": "Anthropics, $4 billion a round, led by Amazon", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SP | observed | artifact ↗ | 2024-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "just level setting both anthropic and open AI, you know, uh, I'd say kind of leading models in the space, definitely c | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "So you did, you do have an academic paper with all Google people on it that actually led to the technology that's bein | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "if you're open AI, if you're anthropic and you want to lock all this down, if you're a Reed Hoffman or Mustafa, uh, or | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "It's not a dig to Sam. It's not a dig to anthropic. You don't want any one party controlling a platform technology.", | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "they're sort of like the fourth or fifth player in AI, right? So you have open AI, you have Google, you have Microsoft | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Claude two is known for its massive context window. It can intake a hundred thousand tokens. That's the largest that I | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Or multimodal. Here's an audio file. Here's a video file. And then we just have to process it. First, right? That migh | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Claude.ai is the Claude is the product. And it's really great.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "I've, I've, I use it more than chat GPT just again, because of that context window.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Claude can actually intake that like an hour or two hours worth of conversation and then spit back out to me, you know | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "they have a chat GPT competitor. It's called Claude and it's a chat bot based on anthropics model Claude two. Which la | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "anthropic is led by Dario M. O'Day, uh, he previously led research teams at Google brain and open AI.", "stance": "neu | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A5ZZFD98R35X2FZ6WDQTH1", "signals": [{"quote": "You have proprietary language models. That's open AI. And I believe Claude and Brock are all closed. Right. And they'r | observed | artifact ↗ | 2025-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A5ZZFD98R35X2FZ6WDQTH1", "signals": [{"quote": "Anthropic is at 61 billion. Is that the share price or is that the market cap?", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2025-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "we have a claude uh claude opus basically which is the the most powerful model i expect this model to be in the order | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "ah now they haven't released claude anthropic hasn't released what that model is but it is number one on hugging face | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "and tropic is talking about 10xing the size of the models every year that goes forward that means we can expect by the | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "the fact that everybody like entropic is actually putting like 20 of their workforce on on on explainability right so | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AND9Y4M7C6XAV8AVM1H207", "signals": [{"quote": "last week claude 3 opus by anthropic passed over chat gpt for 11.06 preview and 0.125 preview", "stance": "bullish", " | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AND9Y4M7C6XAV8AVM1H207", "signals": [{"quote": "this is a big moment and so we've seen it pass and we've seen it kind of come in up top with this you know the score o | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AND9Y4M7C6XAV8AVM1H207", "signals": [{"quote": "people like uh claude for as a chat bot and it scores head to head with other uh services higher based on this elo ran | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AT1M6TJZJJ0CGMC3BCA5Z7", "signals": [{"quote": "So in other news, Anthropic is also in talks to acquire Israeli startup Descartes AI for around $6 billion. This would | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AT1M6TJZJJ0CGMC3BCA5Z7", "signals": [{"quote": "All right, 1% of $3 trillion, I believe, would be $30 billion. They're buying this for $6 billion. Yeah. You know, so | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "I will say on the demand side and on the pricing side, if you pull up this quick note I have here, I think Anthropics | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "there's a huge irony in the fact that Dario did not get his way in Washington for the most part during this administra | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "Their whole pricing power, that premium they're able to charge is because they're six months ahead of those open model | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "I actually think that their pricing power may be quite sustainable because I think people are willing to pay, not the | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. An | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV72M8QR2Y27QZ2ER6YNCB", "signals": [{"quote": "if you are at the frontier you can charge a premium and that's where anthropic and open ai are", "stance": "bullish", | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV72M8QR2Y27QZ2ER6YNCB", "signals": [{"quote": "the latest we heard is anthropic is now over 80 billion of arr started the year at 10 it had forecast 100 billion as e | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SVRZ60APET8BT6PH68J7H1", "signals": [{"quote": "When you take a closed source model, it does really well on a benchmark. When you wrap it in its own harness, it decay | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SVRZ60APET8BT6PH68J7H1", "signals": [{"quote": "Dario wants an FDA for AI, but he doesn't have enough political support for that. So instead, they do this Trojan hors | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "And then we got Dario saying, all jobs are over. We're going to be the last company in the world. And it's the end of | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "So what's happening here is that it's not a rip and replace. Their layers are getting built, right? You've got the dat | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "he says there's a lot of trap value in Salesforce, meaning we know it's got this incredibly broad, rich platform with | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "Which then codifies Salesforce as the system of record.", "stance": "neutral", "confidence": 0.7, "signal_class": "fac | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1KK8P9XM0GBTMT3Z7SCFQNT", "signals": [{"quote": "Claude is missing entirely from the platform.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2026-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1KK8P9XM0GBTMT3Z7SCFQNT", "signals": [{"quote": "You remember there was a big beef between Anthropik and Emile Michaels and the Department of War because they wouldn't | observed | artifact ↗ | 2026-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1KK8P9XM0GBTMT3Z7SCFQNT", "signals": [{"quote": "So Anthropik is left out of the party.", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "speake | observed | artifact ↗ | 2026-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "I think the market structure that we have right now is there's two markets. There's the market for frontier intelligen | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.", "stance": "bullis | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "And that's kind of the anthropic story. It's the data center infrastructure, networking equipment story. I mean, it is | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "But imagine if anthropic right now, the way to think about the Sachs is imagine if anthropic open AI, you know, in thi | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "So they're more than willing to engage in this farcical, you know, act in this dance with anthropic and open AI, and t | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "Anthropic sort of branded itself or styled itself, I should say, as the one frontier lab that would solve this problem | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "The interesting thing that's going to happen post the Anthropic and OpenAI IPOs is if you think about the amount of ch | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "We have a frontier market duopoly. They're closed models. And they can rug pull you, Saks, at any time they can take y | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I'm trying to figure out how to get DPI if, in fact, the world is ending in 10 years or 2030, according to Anthropic." | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "He joined Anthropic specifically because of its safety reputation.", "stance": "neutral", "confidence": 1, "signal_cla | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "two current Anthropic researchers publicly agreed with him, including alignment scientist lead Evan Hubinger, who said | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "Anthropic, of course, reportedly heading toward an IPO at something like a $2 trillion valuation with its safety first | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I would not trust them with anything that's important or proprietary.", "stance": "bearish", "confidence": 0.8, "signa | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I would think that part of the reason that you see this really publicized is Anthropic talking about this a lot and re | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "Congratulations to the team at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They' | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "You're going to have a huge IPO because who in their right mind would not buy the company that's, you know, got a 90% | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "So congratulations on a PR strategy that is either brilliant or insane, and you're all suffering from psychosis.", "st | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "if you don't ask two or three different AIs how to solve that problem, if you're not doing that, you can't work at the | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "With Chatsubishi and Claude, you still have to, like, connect your MCP, your hybrid connector. The chat doesn't just g | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "Maybe OpenAI and Anthropic are doing it now by buying 90% of compute.", "stance": "neutral", "confidence": 0.6, "signa | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "In this case, they're amplifying it themselves.", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "who also happens to be a co-lead of the Anthropic Series A.", "stance": "neutral", "confidence": 1, "signal_class": "f | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "this message is fully consistent with the doomer slash regulatory capture agenda of Anthropix. So again, he's not sayi | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "And the tension is this, on the one hand, you're asking public market investors to underwrite your company to a value | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. ... Or they can | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "Historically, the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "may create false representation issues. You have an active S1 process underway. And so how are they to handle that?", | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "But that almost stopped our IPO. And we had to go and print it out. And we had to put it back into the S1. And we had | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "This is not a tenable position for Anthropic.", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", " | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "You now have legions of people inside of OpenAI and Anthropic, Freeberg, agreeing that we're all going to die in 2030. | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "I think that Anthropic leadership is caught in an extremely difficult situation.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "They'll demand an enormous discount. And the reason they'll ask for an enormous discount is the other part of what Sax | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "No company is trying to go public and raise money, a very capitalist scenario, by also talking about how they're tryin | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JG9VMXW75DQDPA4ZTH0T44", "signals": [{"quote": "Anthropics also reported some security incidents themselves.", "stance": "neutral", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2026-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JG9VMXW75DQDPA4ZTH0T44", "signals": [{"quote": "when a lot of people from Anthropic and any, and from open AI, um, are telling you that their models are very dangerou | observed | artifact ↗ | 2026-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGDPJPMQKCSD7EVD9NDSHS", "signals": [{"quote": "about the anthropic threat report that that's what they're doing they're detecting oh this person is trying to do some | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGDPJPMQKCSD7EVD9NDSHS", "signals": [{"quote": "they're building products that have multiple safeguards in it so they don't get blamed for booking your ticket for you | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGDPJPMQKCSD7EVD9NDSHS", "signals": [{"quote": "claude seems very conservative yes in terms of its like what it was willing to do for me", "stance": "neutral", "confi | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGDPJPMQKCSD7EVD9NDSHS", "signals": [{"quote": "i just noticed yesterday claude was like hey by the way can i import all of your for co-work can i import all of your | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGDPJPMQKCSD7EVD9NDSHS", "signals": [{"quote": "the academic community has just been put on alert that every prize is going to be taken by anthropic and open ai and i | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGDPJPMQKCSD7EVD9NDSHS", "signals": [{"quote": "they're going to in aggregate train open ai and anthropics models to solve these problems where you as an individual r | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "In January, Anthropics revenue was $2 billion. And then in February, it's $4 billion. And in March, it was $11 billion | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "Anthropics annual run rate revenue is 65. People thought it was 75. So they had to revise down their estimates a littl | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "We had some concerns about open source. Is open source catching up? You know, is Anthropics going to continue to be ab | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "It's hard to get your head around the fact that these revenues have never happened before in the history of capitalism | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "the collective run rate, let's just call it the top three labs, Anthropic, OpenAI, and SpaceX, is about $100 billion b | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "I think they need to collectively get to at least $180 billion by the end of the year. Add another $80 billion across | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "Is Anthropics monthly revenue, is OpenAI's monthly revenue going to be $4 billion or $8 billion? It's almost hard to g | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "I think of that 25 gigawatts, half of it will be for Anthropic and OpenAI. I think that's enough to generate the reven | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2QM8JFT924A1VBDEM9ZT3K3", "signals": [{"quote": "If they do that, they're doing it with a gigawatt and a half of compute.", "stance": "neutral", "confidence": 0.6, "si | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "the rumored numbers are exceptional. We've really never seen anything like this.", "stance": "bullish", "confidence": | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "on the margin, Anthropic is losing share to OpenAI, to open source, and to Grock. and they're still growing so fast. T | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "Remember Anthropic made this huge bet on coding and that ended up being a very preient bet.", "stance": "bullish", "co | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "they got into it first. They got into it very successfully. That led to a boom.", "stance": "bullish", "confidence": 0 | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "I think that regardless of uh whether Enthropic is able to grow 10x next year, I think they're going to grow very fast | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "they've started moving into verticals where they see their own users building successfully on top of their platform", | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "internally anthropic is very confident. I have been told um by multiple people I trust that Daario has said that Anthr | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "I think Anthropics growth rate is going to slow considerably next year. And it's been obviously on a tear. there's no | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "At the end of the day, Anthropics AI and their constitution. It is wired to do what Anthropics thinks is best for huma | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "all the former Biden people had just moved over to Anthropy's government affairs.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "Look, there can also be these proprietary frontier models from anthropic and open AI", "stance": "neutral", "confidenc | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "I think anthropic and people in the effect of altruism movement believe that this technology is too dangerous to distr | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "their whole right to charge this massive premium for tokens which Jal that's the point you were making before is you'r | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "if he had gotten his way, if he had realized his dream of this highly regulated AI apparatus, I don't think that compa | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "if they ever slip up and lose that six months, what does that do to revenue?", "stance": "bearish", "confidence": 0.7, | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "I actually think that their pricing power may be quite sustainable because I think people are willing to pay, not the | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "Anthropic and Open AAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. And | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "I think a very plausible outcome is one in which Frontier tokens are 65 to 85% of the economic value open source token | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "I think four to five I think four to 500 billion is within the zone of like realistic and achievable.", "stance": "bul | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "I actually was going to say 4 to 500 billion as exit ARR for next year. Seems very comfortable.", "stance": "bullish", | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "We were talking about them at 10 billion 10 months ago. 10 billion to 400 billion is 40x gentlemen.", "stance": "neutr | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "This is where their hostility to open models comes from I think is that if they're going to slow down they have to slo | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD5JJT75ZGFBDRCV2YYE8J", "signals": [{"quote": "However, the United States does not have jurisdiction over what happens in China and China was not going to slow down. | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "They can be model agnostic, they can work with Anthropic, they can work with OpenAI, they can work with SpaceX. They h | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "They have a significant ownership stake in SpaceX and in Anthropic", "stance": "neutral", "confidence": 0.8, "signal_c | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "Google Cloud wants all of the compute in order to rent it out to Anthropic", "stance": "neutral", "confidence": 1, "si | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "SpaceX also reported this week. They also have channel conflict. They're renting out their compute to Anthropic at the | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "Now we're really down to just Anthropic and Open AI. So, the market for frontier intelligence has become a duopoly.", | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "The latest we heard is Anthropic is now over 80 billion of ARR. Started the year at 10. It had forecast a 100 billion | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "people are willing to pay a premium for true frontier intelligence. ... And that's where Anthropic and Open AI are.", | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "at Anthropic and OpenAI, you don't have any of that channel conflict. They say, 'We're not in the infrastructure busin | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "let me give you another one, you know, like we've talked about the Anthropic IPO, or a lot of people have talked about | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "I think Anthropic would buy a lot more of that today if they could.", "stance": "bullish", "confidence": 0.9, "signal_ | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "the vast majority of the off-take commitments are coming from Anthropic, OpenAI, and Nvidia", "stance": "neutral", "co | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "this year Anthropic and OpenAI combined, their starting total compute was like 5 gigawatts", "stance": "neutral", "con | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDH50XK0FXVR9G9FCTMAJ2", "signals": [{"quote": "Anthropic is growing 10x year over year", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speak | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "Anthropic plans to seek a valuation of two to three trillion dollars for their October IPO.", "stance": "neutral", "co | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "Investors are expecting Anthropics ARR to hit 100 to 120 billion by the end of this year.", "stance": "neutral", "conf | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "43.5% Jason of US businesses currently paid anthropic for subscriptions or tokens in the last month according to new d | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "Yeah. So it's going to go out at 3 trillion. Uh they're sandbagging with the two trillion. It's going to go out at 30 | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "It's going to be awesome to look at the books because we're going to understand their revenue ramp, the composure of t | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "And then in Open AI that will unlock, you know, something slightly different than the enterprised compute renting anth | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "But that's 5% of the enterprisebased business that Claude has.", "stance": "bullish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "And we were sitting here 18 months ago and people were like, 'What's Claude?' And boom, it went racing past it. Yeah." | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "Chat GPT was the iconic like that's the one everybody got introduced to AI as a technology from. And so it's it's been | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEDGSV249G7GVGENVXCPBG", "signals": [{"quote": "1% of $3 trillion I believe would be $30 billion. They're buying this for6 billion. You know, so it's literally like 2 | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M34GQR1C3ZFNAEENZXVM7Q8S", "signals": [{"quote": "I believe open source is going to win the day on the large language models and take 90% of the token usage and I think | observed | artifact ↗ | 2026-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M39MX1CKX2C8Y2P4BGE5NAT9", "signals": [{"quote": "We gave up on OpenClaw. ... claude co-work computer ... easier to use they were delivering faster ... we went from thr | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M39MX1CKX2C8Y2P4BGE5NAT9", "signals": [{"quote": "they basically sort of predicate their future to their ability to raise the next round so that they can continue susta | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M39MX1CKX2C8Y2P4BGE5NAT9", "signals": [{"quote": "I still think that both OpenAI and Anthropic are going to do fine. They're going to be growing revenue. They're both g | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M39MX1CKX2C8Y2P4BGE5NAT9", "signals": [{"quote": "I don't necessarily feel like OpenAI and Anthropic are going to slow down in generating revenue. They might have margi | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M39MX1CKX2C8Y2P4BGE5NAT9", "signals": [{"quote": "these valuations are 20 to 30 times topline revenue. Jenny, these things will be priced to perfection. They won't be a | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M39MX1CKX2C8Y2P4BGE5NAT9", "signals": [{"quote": "Whether they keep growing at that rate and whether the growth in the future I I do wonder maybe the growth of market c | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M39MX1CKX2C8Y2P4BGE5NAT9", "signals": [{"quote": "open models have taken over majority of token usage. Um that that's been clear since earlier this I think second quart | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3EVE4M57QYT35M2TS1VMGJD", "signals": [{"quote": "you had Daario and Sam go to the United Nations and say we need some sort of global AI governance. And it kind of remi | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3EVE4M57QYT35M2TS1VMGJD", "signals": [{"quote": "I think anthropic's bigger issue is this customer concentration question and is it really a premium product that they' | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3EVE4M57QYT35M2TS1VMGJD", "signals": [{"quote": "I think that Anthropic and Open AI right now are a stable duopoly for frontier intelligence because they have a pretty | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3EVE4M57QYT35M2TS1VMGJD", "signals": [{"quote": "there's no question that opensource is a huge risk factor to Anthropics S1 and it has to be right up there with, you k | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3EVE4M57QYT35M2TS1VMGJD", "signals": [{"quote": "I think the fundamental problem with this company is that it's schizophrenic. I mean, I think they need a psychiatrist | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3EVE4M57QYT35M2TS1VMGJD", "signals": [{"quote": "And this is where I think that frankly their government affairs efforts are miscalculating badly.", "stance": "bearish | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3EVE4M57QYT35M2TS1VMGJD", "signals": [{"quote": "if they actually get all the regulatory controls they want, if they create this new federal department of AI, it's goi | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SF3ATB9CEWM62S69HNPDVF", "signals": [{"quote": "Anthropic and, to a lesser extent, open AI have trouble ever accepting this fact. Zuckerberg does not. He has not spen | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SF3ATB9CEWM62S69HNPDVF", "signals": [{"quote": "If AI commoditizes, then Anthropic and OpenAI go to zero and value accrues. Instead, at the complements, meta already | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "we are probably, probably like the thirds after OpenAI and Anthropic.", "stance": "neutral", "confidence": 0.9, "signa | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "From what I know, OpenAI, Anthropic, Cloud, all of them use the same methodology.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "from a period from March to June, everyone really moved to Claude, including the creative team. And that's where we ac | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "which let's say Claude and OpenAI cannot necessarily do.", "stance": "bearish", "confidence": 0.8, "signal_class": "cr | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "And it kind of reminds me of like the billionaires who fly to Davos and their private jets and then rail against clima | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "His fundamental contention is that that will lead to a race to the bottom, that competition jeopardizes safety. It's i | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "these are for-profit corporations that have absorbed hundreds of billions of dollars of debt in equity that have thous | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "They are not labs. These are for-profit corporations that are subject to product liability risk, and they should act a | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if this stuff is so dangerous, you don't have to release it.", "stance": "bearish", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "they just don't want to say that we're companies, we have a for-profit incentive. They always want to say that we're e | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic releases Opus 5.5 on September 22nd.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "this is not just about the anthropic and open AIs with the closed world, making billions of dollars, selling enterpris | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Mimo Pro performs on par with Claude's Opus 5, which is like this insane model that everyone thought was going to chan | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Supposedly, the founders of Anthropic only have about 2% ownership each of the company, which in the grand scheme of t | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I kind of get nervous about the idea of Anthropic opening a wet lab in San Francisco.", "stance": "bearish", "confiden | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "What I would say is that if I were on the board, I would keep Dario as a CEO.", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "he's clearly demonstrated that he can build a unique culture and position against the otherwise most formidable corpor | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if you take the 20-year view of Anthropic, that corporation needs hundreds of billions of dollars to fulfill their amb | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I think you're going to see a much more moderate and reasonable IPO motion here. And it's probably going to clear at a | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I have not won a single bake-off for folks. I wish I could say that I did, but I have not. So they are a magnet for ta | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "In Anthropics, I think we're going to be looking at something totally different, which is, hey, we and our employees a | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic puts out the best models for life sciences today. I run a life sciences R&D organization. We use their model | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "99% of the value of AI is about enabling new stuff that's never been possible in human history. And I think that's whe | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I think Anthropic's bigger issue is this customer concentration question. And is it really a premium product that they | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "The execution has been extraordinary. The ramp of revenue sacks has been extraordinary.", "stance": "bullish", "confid | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "And that is the biggest risk factor for Anthropic is they were first out the gate to get the enterprise on AI to build | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Well, look, wearing my hat as an investor, I'm more optimistic about the frontier intelligence business than I think y | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic and OpenAI right now are a stable duopoly for frontier intelligence because they have a pretty significant l | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "this is why you're seeing their revenue keep growing, even though they're losing token market share.", "stance": "bull | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "over the next year or so, something like 60% of the worldwide compute that's being added is being added for these two | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "the moment where they stop being frontier, they go to zero, right? And we know the frontier is maybe only six to 12 mo | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "their government affairs efforts are miscalculating badly. I can see why they're going for regulatory capture, right? | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Right now, what we know is that you can consume an inordinate amount of tokens, right? We jokingly call it token maxin | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if a hedge fund only makes end number of dollars per month of profits, there are a lot of scenarios where they can bec | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "OpenAI and Anthropic, their combined annualized revenue has climbed to an extraordinary degree. We love to show this r | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "We're seeing caching. So the system can reuse background information instead of processing it from scratch each time. | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "So companies are definitely thinking more and more today about how to optimize latency or performance at large with co | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "Another approach we're seeing a lot of right now is fine tuning. We've seen this with Harvey. We've seen this with Eli | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "I think that if you sort of roll that up, um, and think about for application business, the relevant unit for them is | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "if you can decouple that, right, you get the customer's job done, you charge for that, and you can use better routing | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "The interesting thing about the subscription revenue is it has some of the best retention we've ever seen in consumer. | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "just on subscription, what struck me about these numbers, especially if you look at the bottom right chart, is just ho | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ST39BC0PSQNDNG76WQX1AV", "signals": [{"quote": "if you actually look at the top six companies today, you know, Anthropik, OpenAI, Databricks, Stripe, Waymo, Revolut b | observed | artifact ↗ | 2026-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Sam and Dario want product liability shield.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", " | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Well, it's a race to the bottom. That's, that's sort of the issue. So you have all the funding that they raise that es | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Anthropic Claude Opus 5.5 matches Fable 5.1 while costing 40% less to run than Opus 5.", "stance": "neutral", "confide | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "I think the frontier models are trouble because I'm basing it on what I see on the field vis-a-vis. My startups are al | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "But I don't necessarily feel like OpenAI and Anthropic are going to slow down and generate revenue. They might have ma | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "But I still think that both OpenAI and Anthropic are going to do fine. They're going to be growing revenue. They're bo | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "And then with Opus 4.5 and the end of last year, the end of 2025, end of the beginning of this year, the models just b | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "Anthropic and OpenAI who view finance as a big, one of the few categories that like you see them talking about and thi | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "I look at how hard it was for Anthropic to sell to us very easy. And the amount that we pay them has risen exponential | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "How do you think about being able to grow at the right rate when you don't have the anthropic cognition, API usage gro | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "It's so easy for them to grow 10x. It's much harder for you.", "stance": "neutral", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T6CNDDS0XT2ETQ3302FHZE", "signals": [{"quote": "I mean, by that token, Anthropic shouldn't be running away with the large language model space, but the power of a mod | observed | artifact ↗ | 2026-09-30 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "OpenAI and Anthropics valuation up 2x", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropics revenue was $2 billion. And then in February, it's $4 billion. And in March, it was $11 billion.", "stance" | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "the fuse was lit by Anthropics monthly revenue", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction", | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropics came out and said, oh, our annual run rate revenue is 65. People thought it was 75. So they had to revise d | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Is Anthropics going to continue to be able to generate those revenues?", "stance": "mixed", "confidence": 0.8, "signal | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "the single most important data point in the market today, right? Is Anthropics' monthly revenue", "stance": "bullish", | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropik's revenue reportedly this year, $100 billion, $110 billion.", "stance": "bullish", "confidence": 0.8, "signa | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "If they do that, they're doing it with a gigawatt and a half of compute. So if they add another 4 or 5 gigawatts of co | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "I think of that 25 gigawatts, half of it will be for Anthropik and OpenAI.", "stance": "neutral", "confidence": 0.7, " | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "If the monthly AI lab revenues are closer to that $8 billion number, I think it's takeoff. Okay? I think we are going | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "It's been fairly universally panned. I tend to be on the side of the people who are saying that the hostile reception | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "My very tactical view, and then I'll give you my very tactical view was this was just a risk factor in an S1 done live | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "I feel like if government was doing its job, we'd convene a congressional committee, we'd subpoena Dario and say, you' | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "But it's going to happen. This just started. You're acting like the feds aren't going to raid Anthropic. I don't think | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "To be clear, I think you are right. Is that, so maybe I should have said the future tense. Is we've kicked off a bolde | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "We say dumb shit, so we may get shut down.", "stance": "bearish", "confidence": 0.7, "signal_class": "prediction", "sp | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "I think there's too much attribution of godlike status to individuals. The truth is, independent of probably what Anth | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "But I think this is where his prime messaging has come back to bite him on the ass, because to Jason's point previousl | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "And in fairness to the CEO of Anthropic, some of the most hyperbolic stuff he's not saying, but you have that pacing l | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "because the other two, economics, I think that was a foolish thing to say for a whole bunch of reasons. ... That was a | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "especially on Tropic and nobody, oddly enough, I mean, you've got to defend them a little. They're not profit maximize | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "Sam, Dario and Elon are about as good as there may be better in theory. But in practice, we can't get three better ste | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "The reason why people are being hyperbolic is because they want attention and they want attention because either, this | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "I just noticed yesterday, Claude was like, Hey, by the way, can I import all of your, for cowork, can I import all of | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "I want to download this. Sometimes I want to share something with lawn and I'm like, download this video and send it t | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "Then I bought Claude. I was like, Hey man, if people can become 20% more effective every year in a 20 person company, | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "We happen to have about two and a half percent of the endowment in Anthropic.", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "we happen to have about two and a half percent of the endowment in Anthropic. We have no exposure to SpaceX. We've had | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "Anthropic obviously will be one", "stance": "neutral", "confidence": 0.7, "signal_class": "prediction", "speaker_name" | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "And my question as an investor is, will it stay at 5%? In which case, yeah, we can justify the $2 trillion IPO, but it | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "Knowing what you know now as a consumer and customer of Claude, would you buy Anthropik at the IPO? I would probably b | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "Mark Benioff said that they spend 300 million a year on Claude", "stance": "neutral", "confidence": 0.7, "signal_class | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3STJFGQ8ZD1RARQJBXP7Q", "signals": [{"quote": "I mean, like anthropics lineage of, of environments is like a very clear example of this. Like, you know, first like w | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "a researcher at Anthropic named Jacob Coxon sort of abruptly resigned and warned that he thinks that everything is, yo | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "I think some just the increased capabilities we've seen with the latest models released by Anthropic", "stance": "neut | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "we're what a few weeks at most out from seeing Anthropics S1 filing for its IPO. And just a couple more weeks or month | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "how much of this kind of stuff had they already written into the S1 and the and the risk factors inside that document | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "in a traditional investment environment, one might believe that language like this would hurt the valuation of a compa | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "Cognition... raised $2 billion at a $48 billion valuation... this valuation seems to signal that VCs still see room fo | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "eventually was literally the first check to Anthropic. They made payroll the first week from my personal check to them | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "I was lucky enough to be there in the room with Dario and others when they were talking about the scaling laws", "stan | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "Anthropic was well ahead for a while and cloud code, what a moment. And arguably open AI has flip-flopped this back. T | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "I think they are getting there. That meaning like, I think it depends obviously how you count the capex and depreciati | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "It's kind of incredible to me to think like, okay, Anthropic is going to go public as the seventh or sixth biggest com | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "There's nothing new here. This is the same Doomer histrionics that we've been hearing from this crowd for a long time. | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "This is all just vibes from him. Show us the data. Show us the reports. Show us the leaked information that the public | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "this message is fully consistent with the doomer slash regulatory capture agenda of Anthropics.", "stance": "bearish", | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I do think that there's a tension here in Anthropics' position that I do think implicates their IPO process. And the t | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "these groups are interested in shaping the public perception of AI. This is what they do. To what end? Well, they're c | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. He's basically a | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "historically the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "if that is where Anthropic says it's going, and they agree with Bernie Sanders it's dangerous, how can they be allowed | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that there are very rational, good people that work at Anthropic building a great company. The problem is, is | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think it is a complete hornet's nest that they have kind of like kicked to the ground, because on the one hand, you | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "You now have legions of people inside of OpenAI and anthropic, Freeberg, agreeing that we're all going to die in 2030. | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "Dario has already testified before the Senate. He says that models are dangerous if you can't centrally monitor and co | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I don't think they're as doomer as anthropic", "stance": "bearish", "confidence": 0.9, "signal_class": "assessment", " | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "someone who's pretty ensconced in the Doomer community, like Jack Clark, who's one of the Anthropi co-founders, and I | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that anthropic leadership is caught in an extremely difficult situation. The SEC is caught in an even more dif | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V59PNRXXQWMH2CJZGAZPPP", "signals": [{"quote": "the three frontier model companies, SpaceX, OpenAI, Anthropoc, represent somewhere between $3.5 to $5 trillion of pote | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V59PNRXXQWMH2CJZGAZPPP", "signals": [{"quote": "Entropic was really first funded in 2021. It's about to go public five years later.", "stance": "neutral", "confidence | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "Recently, the CEO of Anthropic, Dario Amadei, said that he thinks we understand maybe 3% of what goes on inside of our | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "Yeah, yeah, 3%. I mean, well, Dario says a lot of things, right? Like, he also said that we would have, you know, all | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "there's a whole genre of talking head that loves to talk about how the, like, balance sheets of OpenA are anthropic, d | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think talking about moats is a little bit of a luxury. And you have to be more successful than town is today for it | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think none of the products today actually have really deep product market fit yet. Like Grockbot's really cool. It's | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think the product in this category that will win, we'll have a network effect at the agent level.", "stance": "bulli | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "for me, the competitor I would worry the most about would be, would be probably for personal use cases, it would be me | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "there's some companies like Anthropic spends a lot of time. I know we make fun of them online, but they spend a lot of | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They're going to burn Waymo's in | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "It's the most liquid stock in the world, Anthropic, right now. Like, it's more liquid than, like, buying Microsoft or | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "It has no effect. It has no effect on, like, it's a runaway train. It's unstoppable. I mean, it really is.", "stance": | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Anthropic came into the market as a second to OpenAI and they were second for a very long time. And now they're not se | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Do you not think there are a few companies that are just absolutely fucking running rings around everyone else? Yeah, | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "OpenAI and Anthropic have such a carrot reward mechanism in front of you, especially with impending IPOs, that the bes | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Anthropic, I have never seen a company like this, hires so many CTOs of publicly traded companies and other successful | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "they're the fastest growing company ever, especially at the scale that they are. So they're going to keep growing.", " | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "people would rather know that the certainty of a $10 million from Anthropic versus a $60 from that quirky startup they | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "OpenAI seems to get its groove back now after Anthropic was running away with it. Grok and GrokBot are doing things th | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "the market for frontier intelligence, and that is a duopoly. That really is anthropic and open AI. And it's good to se | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.", "stance": "bullis | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "There was an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is onl | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "I do think every application is going to add more and more of this functionality. ... everyone's going to build more a | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "if instinct's going to do what we claim it does, in a year, it's got to do 100 times more than it does today. And that | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "That's true today and it's true for 90% of software markets. But observed fact, 10 years after, there's very few softw | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "Consensus status as well in the B2B world, because Town, which is kind of the B2B enterprise alternative, has also bee | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the only interesting factoid in that was that two customers did 25% of the revenue, which means someone spent half a b | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "I think everyone knows Q1 and Q2 has Anthropic killed it.", "stance": "bullish", "confidence": 0.8, "signal_class": "a | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the Q3 revenue number is 90% of the data required to make a decision on pricing on Anthropic", "stance": "neutral", "c | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the story now is, Jack, now opening it, killing it, really exploding in growth, and there's very nascent data from, I | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "You think about both Anthropic and OpenAI, and it's like each month, it's like the narrative is just all over the plac | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "I think it was super interesting to see the guy in Florida file, basically, I sue to stop opening Iron Entropic from m | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "a half million from Open Air Anthropic to start coming", "stance": "neutral", "confidence": 1, "signal_class": "fact_c | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EM6QE3Q3RWSWZDHYC74JCR", "signals": [{"quote": "Now, a lot of what the hiring, say, for example, Anthropic is doing, is by their own account about trying to envision | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMJ85SGD55YEZCEYP098HX", "signals": [{"quote": "Claude Code, I, I pay 200 bucks a month for Claude. It gives me a crappy answer, which is wrong. I can't do anything a | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMJ85SGD55YEZCEYP098HX", "signals": [{"quote": "Anthropic is not going to take the time to build that seamless experience across all of the surfaces where you work.", | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I would put it in that category.", "stance": "bearish", "confidence": 0.7, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "That's not showing up in our use of CloudCode because our Anthropic spend is up a hundred times from what it was at th | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I think Anthropic specifically and OpenAI have the benefit of being both a model provider and the harness provider tha | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "if you ask Anthropic how they chose to use ClickHouse they'll tell you they asked Claude", "stance": "neutral", "confi | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I think if you're a digital native AI startup in San Francisco, it's a very difficult employment environment because y | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "Anthropic just produced their first quarter, I believe, of profitability margins that seeming to be ripping and they'r | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "Anthropic can basically only deliver their model's outcomes.", "stance": "bearish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "We're seeing Anthropic potentially go out at $2 trillion, but you're essentially placing a $2 trillion price on Claw C | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "part of what needs to happen in order to make these companies like Anthropic and OpenAI realize the value is they eith | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "I think that the marketing of AI in general was probably one of the worst marketing jobs done by contemporary capitali | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "the largest companies in the world are very wary of the model labs coming in and promising them intelligence and sort | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EN836892TGK27JA8SY0K33", "signals": [{"quote": "They got a big jump because they are major investors in Anthropic.", "stance": "neutral", "confidence": 0.6, "signal_c | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EN836892TGK27JA8SY0K33", "signals": [{"quote": "he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "I actually love the letter they wrote. I love the kind of vision they talked about what they want to do in terms of op | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play beca | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "So my point is this, the potential was there for that bet, which is why at the time it was a rational bet. And then th | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "You're not going to find that the OpenAI and the Antropics, if they don't suddenly need $100 billion worth of compute, | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "If you think about OpenAI and Anthropic being $2 to $5 trillion businesses, is it crazy to think that the data provide | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Antropics is at 60 billion a year.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Anthropic went from negative 91 to positive 30 in a year.", "stance": "bullish", "confidence": 0.9, "signal_class": "f | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "They've got pressure on them from Anthropic, who obviously are going public in reportedly the next few months.", "stan | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "But the problem with the consumer businesses for OpenAI and Anthropic is they're, for power users, they're massively s | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Claude was just the same, but it worked much better for Anthropic, right? Anthropic can lose, you know, a couple thous | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "I just see Antropic in the Wall Street Journal, they believe their TAM is 30 trillion. And then I say to myself, oh, I | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "He needs it to be a pretty big number. He's got two percent.", "stance": "neutral", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "So if you're claiming a TAM that's the size of the U.S. economy, yeah, that's a high bar.", "stance": "neutral", "conf | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "we had a little sticker shock at our company because we put on Claude Tag. Claude Tag, it's on Fable, and everybody st | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "people are increasingly saying, whoa, sticker shock when the Claude Bell comes in.", "stance": "bearish", "confidence" | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "It would be insane for Anthropic or OpenAI or SpaceX AI to not buy it. ... if Anthropic owned Hugging Face, they get a | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESX72GWPWZJFFRH58QKFTQ", "signals": [{"quote": "I think we underestimated the company in the early days.", "stance": "neutral", "confidence": 0.9, "signal_class": "as | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESX72GWPWZJFFRH58QKFTQ", "signals": [{"quote": "I think we all underestimated outcome sizes being what they are, like Anthropic and OpenAI being a trillion dollars as | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropics started turning a profit in Q2.", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "In the case of Anthropic, the revenue has gone as high as $50 million per megawatt.", "stance": "bullish", "confidence | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic OpenAI started at $2 for OpenAI and less than $2 for Anthropic. End of this year, they're both above $5.", " | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic OpenAI are taking as much as 40% to 50% of compute next year.", "stance": "bullish", "confidence": 0.9, "sig | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "SpaceX is building a ton of compute. And they're actively going to lease quite a bit of it to Anthropic and OpenAI, mo | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "OpenAI and Anthropic are also starting to build their own compute. OpenAI with their own chips, Anthropic with TPUs th | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "by the end of next year, it's already half of the incremental compute is going to Anthropic and OpenAI.", "stance": "b | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "So if Anthropic and OpenAI take on, you know, 45% of compute next year, you've got them in, let's say, December 27, th | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "When Amazon is serving bedrock anthropic models, that counts as anthropic compute in sort of our worldview because it | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic not releasing what their safety assessment set is Model 2", "stance": "bearish", "confidence": 1, "signal_cl | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "most of the value that these models generate does not get given to OpenAi Anthropic... Jane Street... is generating wa | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Meta, who at one point was, you know, rumored to be, you know, as much as 10% of Anthropic's business, you know, they' | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic, just by like having some software, having some weights, can take something that costs them $10 and then tur | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "up until a year ago was generating negative gross margins and is now generating massive positive gross margins. And it | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Elon showed, actually, no, I can sell my compute for $25 million a megawatt or $40 million a megawatt to Anthropic and | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "hey, Anthropic, I know you're making like $60 plus billion per gigawatt. Why don't you just buy my stuff for a crazy a | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "I think it's highly dependent on who has the best model if they're allowed to keep releasing their best models but I d | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "And now Meta and SpaceX have this optionality of looking around and being like, is my internal use case going to make | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "I see no reason why like you know again like in a takeoff scenario why would Anthropic not have their best model six m | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "and I think the obvious answer from Anthropic and Open AI and not just at the executive level but also their board is | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "over the last three months already I think parts of this year they were increasing fraction of compute so let's just t | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic is nearly 5 gigawatts by the end of the year right or more", "stance": "bullish", "confidence": 0.9, "signal | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "when Anthropic trains mythos it's sub 200 megawatts right the pre-train it's sub 200 megawatts for call it two months | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "So unlike Claude Co-Worker, you have to have your app open and whatever. It's just running all the time.", "stance": " | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "Yeah, we've discovered Claude, it can be a little kludgy trying to share things across networks, across people. A lot | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "they're in a tight race for users and attention with rivals Anthropic.", "stance": "neutral", "confidence": 0.8, "sign | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "Anthropics of the Worlds, you know, Grox of the World, OpenAI's, Anthropics. They're not going to need to give us how | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "With AI compute, though, there are these alternatives, models, there are other things you can do. Highly competitive. | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "And you will be perfectly hot, perfectly okay in all likelihood when Zuck comes out with something similar to GrokBot, | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "It is, Jason, a post-trained open-weight model built on top of Kimi K3. So we did, as you requested, we did pull some | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "If you give Sam Oldman, who is a sharp-elbow guy, and he's got to figure out how to fill in a $1 trillion market cap, | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "you can't customize anthropic models or open AI models right now, not the big frontier models. You're not allowed to d | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "I'm not one to wants to see the open AI and anthropic challenge their thriving is good for all of us", "stance": "neut | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "it looks like anthropic and open AI those crazy mega rounds you know at 100 billion 150 billion might actually have be | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "if you look at anthropic and you look at what they've done anthropic and open and it's never been done in the history | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Remember, this is the biggest market for AI. 70%, 80% of Entropic's trillion-dollar market cap is predicated on this." | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Now, subsequently, they've also been able to rent that compute to Entropic and Google.", "stance": "neutral", "confide | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "They got lots of contracts with Entropic. They basically have the compute for cloud code.", "stance": "neutral", "conf | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "remember, the metamarket here is going 10x year on year, if you take Anthropic's growth rate as the big picture commen | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "you're going to see a whole bunch of people like Anthropic say, screw it. I want to be in world models. I'm just going | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Anthropic turns its first profit on $11.5 billion of Q2 revenue. The business is getting better for Dario.", "stance": | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "It's not surprising they're making money. If you just go back to last year, they did $4.5 billion last year. And I thi | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I doubt they will forecast for their IPO a base case of continuing profitability.", "stance": "bearish", "confidence": | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "it's amazing performance. It's amazing revenue. I mean, revenue with any kind of decent gross margin cures almost all | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think everyone's going to look through all the nerdy negative things you could see in the numbers. They're just goin | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think it's important that it get ignored. I think it's important for Anthropa get ignored. And I think none of that | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "only thing that matters will be the growth rate and the 27 and 28 projected revenue. Provided the revenue comes, every | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I actually think it is okay in a hyper-growth company to look past a good slug of the SBC and normalize it out.", "sta | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "If Anthropic has 300% market share, that's $600 billion.", "stance": "bearish", "confidence": 1, "signal_class": "asse | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "just begun. You can see $200 billion, which is the number, right? Once you start getting the $600 billion number, it g | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "That turns out to be terrifyingly about a 200 billion plus or minus market in the US.", "stance": "bullish", "confiden | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think it'll land at 100 grand per engineer equivalent. I think that's what we'll, I think we'll give each of our bes | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "And if I look across our companies that are driving the returns, whether it's Anthropic or FAL, Vercel, Quintz, Databr | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Obviously, Anthropic has been, been, um, um, has been crazy", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "or if we do that it will be a rare occasion like, uh, an anthropic, we better be right when we do that", "stance": "ne | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Anthropic was a, about a 900 rounding up to a, a $900 million ARR business. It had grown from a hundred million about | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "It was still very much a second player in the frontier, uh, lab space to open AI.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "What we loved about the company was first, we thought the team was excellent.", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "All three hyperscalers had now backed Anthropic and were on the cap table with meaningful positions in the company tha | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Anthropic was very focused on the enterprise, which is, which, which was strategic to us. And we love the strategy and | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "They've grown much, much faster than even they realized they would.", "stance": "bullish", "confidence": 0.9, "signal_ | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "And it's, you know, it's, it's been, and will continue to be an incredible investment for us.", "stance": "bullish", " | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "I think the frontier labs, you know, their, their challenge will be to help people understand what their businesses re | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "Against that backdrop, you have Anthropic annualized revenue surging to $65 billion.", "stance": "bullish", "confidenc | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "we've talked a lot on this show over the last few months of this idea of, you know, Anthropic kind of building somethi | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "Anthropic seems to have become that at least right now Anthropic has been more successful at turning this, you know, i | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "both of them also face similar challenges of yes, they're bringing in a lot of money but costs are also very, very hig | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "they thought they had control enough of the market and they wanted to shut down new competitors and innovation", "stan | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "They think they're making God in a box and that they're the only ones who can be trusted with God in a box. And now th | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "If you believed that Silicon was able to represent human consciousness and that you were making human consciousness an | observed | artifact ↗ | 2026-10-08 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F0R4FH83V7ZVRBQTMVQ4SK", "signals": [{"quote": "anyone who thinks that Meta, OpenAI, Anthropic, or Elon's got Neuralink as his stated neural interest, anyone that thi | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Claude has actually passed Gemini in terms of number of paid subscribers, which is kind of crazy given Gemini has a mu | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Anthropic has said very famously, no ads. So they're much more aggressive about subscription. They have around 7.5% of | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Anthropic kind of famously abstained from, but then somehow achieves anyway, was like creating an image model or video | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "I think it's even happening with OpenAI and Anthropic where they have been much less successful in anything that is no | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "OpenAI and Anthropic in many ways are startups, but they have been so successful that they have become big companies w | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F2Y11XMXJE4F0AP83FGBA7", "signals": [{"quote": "OpenAI and Anthropic have raised like $350 billion.", "stance": "neutral", "confidence": 0.5, "signal_class": "fact_cl | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F3ZRT063P0JMJVV20FMAZ6", "signals": [{"quote": "And I think they've learned lessons the hard way and they're probably way better today than they were even three month | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "Anthropic, we own less than 2%.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "We have hit 20% on one company. Whoa. What company? Anthropik.", "stance": "bullish", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "do we just have a breadth of companies that will be much larger? Or is it really just a handful of Anthropics and Spac | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "Noah's incredible. It's in a very strategic space for the incumbents. Worst case, one and a half billion Lick Pref. It | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "And that's why we didn't invest in OpenAI. We only stayed with Anthropic.", "stance": "bullish", "confidence": 1, "sig | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FAQ3ZBM2TG2P6X8MAHAX0B", "signals": [{"quote": "Anthropic released this watermark that it's going to be putting on. And there's been extreme pushback on that because | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FAQ3ZBM2TG2P6X8MAHAX0B", "signals": [{"quote": "it's essentially in compliance with EU law", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCQHK7QG2W0AFHBTTG6PFN", "signals": [{"quote": "Anthropic has reportedly been using Mythos internally since February, but it only shipped the model to the public in J | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "Anthropic and open source, they all run on the same underlying cloud providers who charge the same amount of compute." | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "I think one reason to the podcast two months ago, I got comfortable with that risk was just that you were seeing such | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "they've taken equity stake in everything essentially except the memory companies that for a long while anthropic that | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "anthropic if they had been as aggressive on compute as openai had been they would have run away with it now openai is | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FDJQFV7DQX8PZ87H5992RF", "signals": [{"quote": "there is a real question of aligned to whom and you look at the way that the constitutions of say Claude is written it | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FDJQFV7DQX8PZ87H5992RF", "signals": [{"quote": "Mythos was available internally to anthropic employees in February but only released to the public in like I think Jun | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "they ended last year with $9 billion in revenue.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "I think they'll probably end this year with somewhere between $100 billion to $150 billion in revenue.", "stance": "bu | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "Anthropic's inference margins reportedly went from 40% in the middle of last year to upwards of 80% now available.", " | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "the fact that anthropic revenue has been 10X in year over year, whereas their compute has only been 3X in year over ye | observed | artifact ↗ | 2026-10-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SF3ATB9CEWM62S69HNPDVF", "signals": [{"quote": "Anthropic and, to a lesser extent, open AI have trouble ever accepting this fact. Zuckerberg does not. He has not spen | observed | artifact ↗ | 2026-09-28 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SF3ATB9CEWM62S69HNPDVF", "signals": [{"quote": "If AI commoditizes, then Anthropic and OpenAI go to zero and value accrues. Instead, at the complements, meta already | observed | artifact ↗ | 2026-09-28 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "we are probably, probably like the thirds after OpenAI and Anthropic.", "stance": "neutral", "confidence": 0.9, "signa | observed | artifact ↗ | 2026-09-28 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "From what I know, OpenAI, Anthropic, Cloud, all of them use the same methodology.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-09-28 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% | observed | artifact ↗ | 2026-09-28 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "from a period from March to June, everyone really moved to Claude, including the creative team. And that's where we ac | observed | artifact ↗ | 2026-09-28 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "which let's say Claude and OpenAI cannot necessarily do.", "stance": "bearish", "confidence": 0.8, "signal_class": "cr | observed | artifact ↗ | 2026-09-28 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "And it kind of reminds me of like the billionaires who fly to Davos and their private jets and then rail against clima | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "His fundamental contention is that that will lead to a race to the bottom, that competition jeopardizes safety. It's i | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "these are for-profit corporations that have absorbed hundreds of billions of dollars of debt in equity that have thous | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "They are not labs. These are for-profit corporations that are subject to product liability risk, and they should act a | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if this stuff is so dangerous, you don't have to release it.", "stance": "bearish", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "they just don't want to say that we're companies, we have a for-profit incentive. They always want to say that we're e | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic releases Opus 5.5 on September 22nd.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "this is not just about the anthropic and open AIs with the closed world, making billions of dollars, selling enterpris | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Mimo Pro performs on par with Claude's Opus 5, which is like this insane model that everyone thought was going to chan | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Supposedly, the founders of Anthropic only have about 2% ownership each of the company, which in the grand scheme of t | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I kind of get nervous about the idea of Anthropic opening a wet lab in San Francisco.", "stance": "bearish", "confiden | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "What I would say is that if I were on the board, I would keep Dario as a CEO.", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "he's clearly demonstrated that he can build a unique culture and position against the otherwise most formidable corpor | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if you take the 20-year view of Anthropic, that corporation needs hundreds of billions of dollars to fulfill their amb | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I think you're going to see a much more moderate and reasonable IPO motion here. And it's probably going to clear at a | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I have not won a single bake-off for folks. I wish I could say that I did, but I have not. So they are a magnet for ta | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "In Anthropics, I think we're going to be looking at something totally different, which is, hey, we and our employees a | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic puts out the best models for life sciences today. I run a life sciences R&D organization. We use their model | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "99% of the value of AI is about enabling new stuff that's never been possible in human history. And I think that's whe | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I think Anthropic's bigger issue is this customer concentration question. And is it really a premium product that they | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "The execution has been extraordinary. The ramp of revenue sacks has been extraordinary.", "stance": "bullish", "confid | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "And that is the biggest risk factor for Anthropic is they were first out the gate to get the enterprise on AI to build | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Well, look, wearing my hat as an investor, I'm more optimistic about the frontier intelligence business than I think y | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic and OpenAI right now are a stable duopoly for frontier intelligence because they have a pretty significant l | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "this is why you're seeing their revenue keep growing, even though they're losing token market share.", "stance": "bull | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "over the next year or so, something like 60% of the worldwide compute that's being added is being added for these two | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "the moment where they stop being frontier, they go to zero, right? And we know the frontier is maybe only six to 12 mo | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "their government affairs efforts are miscalculating badly. I can see why they're going for regulatory capture, right? | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Right now, what we know is that you can consume an inordinate amount of tokens, right? We jokingly call it token maxin | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if a hedge fund only makes end number of dollars per month of profits, there are a lot of scenarios where they can bec | observed | artifact ↗ | 2026-09-26 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Sam and Dario want product liability shield.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", " | observed | artifact ↗ | 2026-09-23 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Well, it's a race to the bottom. That's, that's sort of the issue. So you have all the funding that they raise that es | observed | artifact ↗ | 2026-09-23 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Anthropic Claude Opus 5.5 matches Fable 5.1 while costing 40% less to run than Opus 5.", "stance": "neutral", "confide | observed | artifact ↗ | 2026-09-23 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "I think the frontier models are trouble because I'm basing it on what I see on the field vis-a-vis. My startups are al | observed | artifact ↗ | 2026-09-23 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "But I don't necessarily feel like OpenAI and Anthropic are going to slow down and generate revenue. They might have ma | observed | artifact ↗ | 2026-09-23 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "But I still think that both OpenAI and Anthropic are going to do fine. They're going to be growing revenue. They're bo | observed | artifact ↗ | 2026-09-23 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "And then with Opus 4.5 and the end of last year, the end of 2025, end of the beginning of this year, the models just b | observed | artifact ↗ | 2026-09-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "Anthropic and OpenAI who view finance as a big, one of the few categories that like you see them talking about and thi | observed | artifact ↗ | 2026-09-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "I look at how hard it was for Anthropic to sell to us very easy. And the amount that we pay them has risen exponential | observed | artifact ↗ | 2026-09-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "How do you think about being able to grow at the right rate when you don't have the anthropic cognition, API usage gro | observed | artifact ↗ | 2026-09-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "It's so easy for them to grow 10x. It's much harder for you.", "stance": "neutral", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2026-09-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T6CNDDS0XT2ETQ3302FHZE", "signals": [{"quote": "I mean, by that token, Anthropic shouldn't be running away with the large language model space, but the power of a mod | observed | artifact ↗ | 2026-09-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "OpenAI and Anthropics valuation up 2x", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropics revenue was $2 billion. And then in February, it's $4 billion. And in March, it was $11 billion.", "stance" | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "the fuse was lit by Anthropics monthly revenue", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction", | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropics came out and said, oh, our annual run rate revenue is 65. People thought it was 75. So they had to revise d | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Is Anthropics going to continue to be able to generate those revenues?", "stance": "mixed", "confidence": 0.8, "signal | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "the single most important data point in the market today, right? Is Anthropics' monthly revenue", "stance": "bullish", | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropik's revenue reportedly this year, $100 billion, $110 billion.", "stance": "bullish", "confidence": 0.8, "signa | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "If they do that, they're doing it with a gigawatt and a half of compute. So if they add another 4 or 5 gigawatts of co | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "I think of that 25 gigawatts, half of it will be for Anthropik and OpenAI.", "stance": "neutral", "confidence": 0.7, " | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "If the monthly AI lab revenues are closer to that $8 billion number, I think it's takeoff. Okay? I think we are going | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "It's been fairly universally panned. I tend to be on the side of the people who are saying that the hostile reception | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "My very tactical view, and then I'll give you my very tactical view was this was just a risk factor in an S1 done live | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "I feel like if government was doing its job, we'd convene a congressional committee, we'd subpoena Dario and say, you' | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "But it's going to happen. This just started. You're acting like the feds aren't going to raid Anthropic. I don't think | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "To be clear, I think you are right. Is that, so maybe I should have said the future tense. Is we've kicked off a bolde | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "We say dumb shit, so we may get shut down.", "stance": "bearish", "confidence": 0.7, "signal_class": "prediction", "sp | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "I think there's too much attribution of godlike status to individuals. The truth is, independent of probably what Anth | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "But I think this is where his prime messaging has come back to bite him on the ass, because to Jason's point previousl | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "And in fairness to the CEO of Anthropic, some of the most hyperbolic stuff he's not saying, but you have that pacing l | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "because the other two, economics, I think that was a foolish thing to say for a whole bunch of reasons. ... That was a | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "especially on Tropic and nobody, oddly enough, I mean, you've got to defend them a little. They're not profit maximize | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "Sam, Dario and Elon are about as good as there may be better in theory. But in practice, we can't get three better ste | observed | artifact ↗ | 2026-09-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "The reason why people are being hyperbolic is because they want attention and they want attention because either, this | observed | artifact ↗ | 2026-09-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "I just noticed yesterday, Claude was like, Hey, by the way, can I import all of your, for cowork, can I import all of | observed | artifact ↗ | 2026-09-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "I want to download this. Sometimes I want to share something with lawn and I'm like, download this video and send it t | observed | artifact ↗ | 2026-09-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "Then I bought Claude. I was like, Hey man, if people can become 20% more effective every year in a 20 person company, | observed | artifact ↗ | 2026-09-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "We happen to have about two and a half percent of the endowment in Anthropic.", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2026-09-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "we happen to have about two and a half percent of the endowment in Anthropic. We have no exposure to SpaceX. We've had | observed | artifact ↗ | 2026-09-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "Anthropic obviously will be one", "stance": "neutral", "confidence": 0.7, "signal_class": "prediction", "speaker_name" | observed | artifact ↗ | 2026-09-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "And my question as an investor is, will it stay at 5%? In which case, yeah, we can justify the $2 trillion IPO, but it | observed | artifact ↗ | 2026-09-12 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "Knowing what you know now as a consumer and customer of Claude, would you buy Anthropik at the IPO? I would probably b | observed | artifact ↗ | 2026-09-12 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "Mark Benioff said that they spend 300 million a year on Claude", "stance": "neutral", "confidence": 0.7, "signal_class | observed | artifact ↗ | 2026-09-12 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3STJFGQ8ZD1RARQJBXP7Q", "signals": [{"quote": "I mean, like anthropics lineage of, of environments is like a very clear example of this. Like, you know, first like w | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "a researcher at Anthropic named Jacob Coxon sort of abruptly resigned and warned that he thinks that everything is, yo | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "I think some just the increased capabilities we've seen with the latest models released by Anthropic", "stance": "neut | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "we're what a few weeks at most out from seeing Anthropics S1 filing for its IPO. And just a couple more weeks or month | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "how much of this kind of stuff had they already written into the S1 and the and the risk factors inside that document | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "in a traditional investment environment, one might believe that language like this would hurt the valuation of a compa | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "Cognition... raised $2 billion at a $48 billion valuation... this valuation seems to signal that VCs still see room fo | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "eventually was literally the first check to Anthropic. They made payroll the first week from my personal check to them | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "I was lucky enough to be there in the room with Dario and others when they were talking about the scaling laws", "stan | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "Anthropic was well ahead for a while and cloud code, what a moment. And arguably open AI has flip-flopped this back. T | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "I think they are getting there. That meaning like, I think it depends obviously how you count the capex and depreciati | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "It's kind of incredible to me to think like, okay, Anthropic is going to go public as the seventh or sixth biggest com | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "There's nothing new here. This is the same Doomer histrionics that we've been hearing from this crowd for a long time. | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "This is all just vibes from him. Show us the data. Show us the reports. Show us the leaked information that the public | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "this message is fully consistent with the doomer slash regulatory capture agenda of Anthropics.", "stance": "bearish", | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I do think that there's a tension here in Anthropics' position that I do think implicates their IPO process. And the t | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "these groups are interested in shaping the public perception of AI. This is what they do. To what end? Well, they're c | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. He's basically a | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "historically the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "if that is where Anthropic says it's going, and they agree with Bernie Sanders it's dangerous, how can they be allowed | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that there are very rational, good people that work at Anthropic building a great company. The problem is, is | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think it is a complete hornet's nest that they have kind of like kicked to the ground, because on the one hand, you | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "You now have legions of people inside of OpenAI and anthropic, Freeberg, agreeing that we're all going to die in 2030. | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "Dario has already testified before the Senate. He says that models are dangerous if you can't centrally monitor and co | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I don't think they're as doomer as anthropic", "stance": "bearish", "confidence": 0.9, "signal_class": "assessment", " | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "someone who's pretty ensconced in the Doomer community, like Jack Clark, who's one of the Anthropi co-founders, and I | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that anthropic leadership is caught in an extremely difficult situation. The SEC is caught in an even more dif | observed | artifact ↗ | 2026-09-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V59PNRXXQWMH2CJZGAZPPP", "signals": [{"quote": "the three frontier model companies, SpaceX, OpenAI, Anthropoc, represent somewhere between $3.5 to $5 trillion of pote | observed | artifact ↗ | 2026-09-10 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V59PNRXXQWMH2CJZGAZPPP", "signals": [{"quote": "Entropic was really first funded in 2021. It's about to go public five years later.", "stance": "neutral", "confidence | observed | artifact ↗ | 2026-09-10 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "Recently, the CEO of Anthropic, Dario Amadei, said that he thinks we understand maybe 3% of what goes on inside of our | observed | artifact ↗ | 2026-09-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "Yeah, yeah, 3%. I mean, well, Dario says a lot of things, right? Like, he also said that we would have, you know, all | observed | artifact ↗ | 2026-09-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "there's a whole genre of talking head that loves to talk about how the, like, balance sheets of OpenA are anthropic, d | observed | artifact ↗ | 2026-09-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think talking about moats is a little bit of a luxury. And you have to be more successful than town is today for it | observed | artifact ↗ | 2026-09-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think none of the products today actually have really deep product market fit yet. Like Grockbot's really cool. It's | observed | artifact ↗ | 2026-09-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think the product in this category that will win, we'll have a network effect at the agent level.", "stance": "bulli | observed | artifact ↗ | 2026-09-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "for me, the competitor I would worry the most about would be, would be probably for personal use cases, it would be me | observed | artifact ↗ | 2026-09-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "there's some companies like Anthropic spends a lot of time. I know we make fun of them online, but they spend a lot of | observed | artifact ↗ | 2026-09-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like | observed | artifact ↗ | 2026-09-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They're going to burn Waymo's in | observed | artifact ↗ | 2026-09-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "It's the most liquid stock in the world, Anthropic, right now. Like, it's more liquid than, like, buying Microsoft or | observed | artifact ↗ | 2026-09-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "It has no effect. It has no effect on, like, it's a runaway train. It's unstoppable. I mean, it really is.", "stance": | observed | artifact ↗ | 2026-09-09 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Anthropic came into the market as a second to OpenAI and they were second for a very long time. And now they're not se | observed | artifact ↗ | 2026-09-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Do you not think there are a few companies that are just absolutely fucking running rings around everyone else? Yeah, | observed | artifact ↗ | 2026-09-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "OpenAI and Anthropic have such a carrot reward mechanism in front of you, especially with impending IPOs, that the bes | observed | artifact ↗ | 2026-09-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Anthropic, I have never seen a company like this, hires so many CTOs of publicly traded companies and other successful | observed | artifact ↗ | 2026-09-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "they're the fastest growing company ever, especially at the scale that they are. So they're going to keep growing.", " | observed | artifact ↗ | 2026-09-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "people would rather know that the certainty of a $10 million from Anthropic versus a $60 from that quirky startup they | observed | artifact ↗ | 2026-09-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "OpenAI seems to get its groove back now after Anthropic was running away with it. Grok and GrokBot are doing things th | observed | artifact ↗ | 2026-09-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "the market for frontier intelligence, and that is a duopoly. That really is anthropic and open AI. And it's good to se | observed | artifact ↗ | 2026-09-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.", "stance": "bullis | observed | artifact ↗ | 2026-09-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "There was an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is onl | observed | artifact ↗ | 2026-09-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "I do think every application is going to add more and more of this functionality. ... everyone's going to build more a | observed | artifact ↗ | 2026-09-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "if instinct's going to do what we claim it does, in a year, it's got to do 100 times more than it does today. And that | observed | artifact ↗ | 2026-09-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "That's true today and it's true for 90% of software markets. But observed fact, 10 years after, there's very few softw | observed | artifact ↗ | 2026-09-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "Consensus status as well in the B2B world, because Town, which is kind of the B2B enterprise alternative, has also bee | observed | artifact ↗ | 2026-09-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the only interesting factoid in that was that two customers did 25% of the revenue, which means someone spent half a b | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "I think everyone knows Q1 and Q2 has Anthropic killed it.", "stance": "bullish", "confidence": 0.8, "signal_class": "a | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the Q3 revenue number is 90% of the data required to make a decision on pricing on Anthropic", "stance": "neutral", "c | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the story now is, Jack, now opening it, killing it, really exploding in growth, and there's very nascent data from, I | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "You think about both Anthropic and OpenAI, and it's like each month, it's like the narrative is just all over the plac | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "I think it was super interesting to see the guy in Florida file, basically, I sue to stop opening Iron Entropic from m | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "a half million from Open Air Anthropic to start coming", "stance": "neutral", "confidence": 1, "signal_class": "fact_c | observed | artifact ↗ | 2026-10-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EM6QE3Q3RWSWZDHYC74JCR", "signals": [{"quote": "Now, a lot of what the hiring, say, for example, Anthropic is doing, is by their own account about trying to envision | observed | artifact ↗ | 2026-09-01 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMJ85SGD55YEZCEYP098HX", "signals": [{"quote": "Claude Code, I, I pay 200 bucks a month for Claude. It gives me a crappy answer, which is wrong. I can't do anything a | observed | artifact ↗ | 2026-08-31 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMJ85SGD55YEZCEYP098HX", "signals": [{"quote": "Anthropic is not going to take the time to build that seamless experience across all of the surfaces where you work.", | observed | artifact ↗ | 2026-08-31 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I would put it in that category.", "stance": "bearish", "confidence": 0.7, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2026-08-31 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "That's not showing up in our use of CloudCode because our Anthropic spend is up a hundred times from what it was at th | observed | artifact ↗ | 2026-08-31 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I think Anthropic specifically and OpenAI have the benefit of being both a model provider and the harness provider tha | observed | artifact ↗ | 2026-08-31 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "if you ask Anthropic how they chose to use ClickHouse they'll tell you they asked Claude", "stance": "neutral", "confi | observed | artifact ↗ | 2026-08-31 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I think if you're a digital native AI startup in San Francisco, it's a very difficult employment environment because y | observed | artifact ↗ | 2026-08-31 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "Anthropic just produced their first quarter, I believe, of profitability margins that seeming to be ripping and they'r | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "Anthropic can basically only deliver their model's outcomes.", "stance": "bearish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "We're seeing Anthropic potentially go out at $2 trillion, but you're essentially placing a $2 trillion price on Claw C | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "part of what needs to happen in order to make these companies like Anthropic and OpenAI realize the value is they eith | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "I think that the marketing of AI in general was probably one of the worst marketing jobs done by contemporary capitali | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "the largest companies in the world are very wary of the model labs coming in and promising them intelligence and sort | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EN836892TGK27JA8SY0K33", "signals": [{"quote": "They got a big jump because they are major investors in Anthropic.", "stance": "neutral", "confidence": 0.6, "signal_c | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EN836892TGK27JA8SY0K33", "signals": [{"quote": "he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models | observed | artifact ↗ | 2026-08-29 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "I actually love the letter they wrote. I love the kind of vision they talked about what they want to do in terms of op | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play beca | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "So my point is this, the potential was there for that bet, which is why at the time it was a rational bet. And then th | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "You're not going to find that the OpenAI and the Antropics, if they don't suddenly need $100 billion worth of compute, | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "If you think about OpenAI and Anthropic being $2 to $5 trillion businesses, is it crazy to think that the data provide | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Antropics is at 60 billion a year.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Anthropic went from negative 91 to positive 30 in a year.", "stance": "bullish", "confidence": 0.9, "signal_class": "f | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "They've got pressure on them from Anthropic, who obviously are going public in reportedly the next few months.", "stan | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "But the problem with the consumer businesses for OpenAI and Anthropic is they're, for power users, they're massively s | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Claude was just the same, but it worked much better for Anthropic, right? Anthropic can lose, you know, a couple thous | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "I just see Antropic in the Wall Street Journal, they believe their TAM is 30 trillion. And then I say to myself, oh, I | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "He needs it to be a pretty big number. He's got two percent.", "stance": "neutral", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "So if you're claiming a TAM that's the size of the U.S. economy, yeah, that's a high bar.", "stance": "neutral", "conf | observed | artifact ↗ | 2026-08-27 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "we had a little sticker shock at our company because we put on Claude Tag. Claude Tag, it's on Fable, and everybody st | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "people are increasingly saying, whoa, sticker shock when the Claude Bell comes in.", "stance": "bearish", "confidence" | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "It would be insane for Anthropic or OpenAI or SpaceX AI to not buy it. ... if Anthropic owned Hugging Face, they get a | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESX72GWPWZJFFRH58QKFTQ", "signals": [{"quote": "I think we underestimated the company in the early days.", "stance": "neutral", "confidence": 0.9, "signal_class": "as | observed | artifact ↗ | 2026-08-24 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESX72GWPWZJFFRH58QKFTQ", "signals": [{"quote": "I think we all underestimated outcome sizes being what they are, like Anthropic and OpenAI being a trillion dollars as | observed | artifact ↗ | 2026-08-24 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropics started turning a profit in Q2.", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "In the case of Anthropic, the revenue has gone as high as $50 million per megawatt.", "stance": "bullish", "confidence | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic OpenAI started at $2 for OpenAI and less than $2 for Anthropic. End of this year, they're both above $5.", " | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic OpenAI are taking as much as 40% to 50% of compute next year.", "stance": "bullish", "confidence": 0.9, "sig | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "SpaceX is building a ton of compute. And they're actively going to lease quite a bit of it to Anthropic and OpenAI, mo | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "OpenAI and Anthropic are also starting to build their own compute. OpenAI with their own chips, Anthropic with TPUs th | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "by the end of next year, it's already half of the incremental compute is going to Anthropic and OpenAI.", "stance": "b | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "So if Anthropic and OpenAI take on, you know, 45% of compute next year, you've got them in, let's say, December 27, th | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "When Amazon is serving bedrock anthropic models, that counts as anthropic compute in sort of our worldview because it | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic not releasing what their safety assessment set is Model 2", "stance": "bearish", "confidence": 1, "signal_cl | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "most of the value that these models generate does not get given to OpenAi Anthropic... Jane Street... is generating wa | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Meta, who at one point was, you know, rumored to be, you know, as much as 10% of Anthropic's business, you know, they' | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic, just by like having some software, having some weights, can take something that costs them $10 and then tur | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "up until a year ago was generating negative gross margins and is now generating massive positive gross margins. And it | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Elon showed, actually, no, I can sell my compute for $25 million a megawatt or $40 million a megawatt to Anthropic and | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "hey, Anthropic, I know you're making like $60 plus billion per gigawatt. Why don't you just buy my stuff for a crazy a | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "I think it's highly dependent on who has the best model if they're allowed to keep releasing their best models but I d | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "And now Meta and SpaceX have this optionality of looking around and being like, is my internal use case going to make | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "I see no reason why like you know again like in a takeoff scenario why would Anthropic not have their best model six m | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "and I think the obvious answer from Anthropic and Open AI and not just at the executive level but also their board is | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "over the last three months already I think parts of this year they were increasing fraction of compute so let's just t | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic is nearly 5 gigawatts by the end of the year right or more", "stance": "bullish", "confidence": 0.9, "signal | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "when Anthropic trains mythos it's sub 200 megawatts right the pre-train it's sub 200 megawatts for call it two months | observed | artifact ↗ | 2026-08-25 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "So unlike Claude Co-Worker, you have to have your app open and whatever. It's just running all the time.", "stance": " | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "Yeah, we've discovered Claude, it can be a little kludgy trying to share things across networks, across people. A lot | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "they're in a tight race for users and attention with rivals Anthropic.", "stance": "neutral", "confidence": 0.8, "sign | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "Anthropics of the Worlds, you know, Grox of the World, OpenAI's, Anthropics. They're not going to need to give us how | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "With AI compute, though, there are these alternatives, models, there are other things you can do. Highly competitive. | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "And you will be perfectly hot, perfectly okay in all likelihood when Zuck comes out with something similar to GrokBot, | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "It is, Jason, a post-trained open-weight model built on top of Kimi K3. So we did, as you requested, we did pull some | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "If you give Sam Oldman, who is a sharp-elbow guy, and he's got to figure out how to fill in a $1 trillion market cap, | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "you can't customize anthropic models or open AI models right now, not the big frontier models. You're not allowed to d | observed | artifact ↗ | 2026-08-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "I'm not one to wants to see the open AI and anthropic challenge their thriving is good for all of us", "stance": "neut | observed | artifact ↗ | 2026-08-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "it looks like anthropic and open AI those crazy mega rounds you know at 100 billion 150 billion might actually have be | observed | artifact ↗ | 2026-08-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "if you look at anthropic and you look at what they've done anthropic and open and it's never been done in the history | observed | artifact ↗ | 2026-08-22 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Remember, this is the biggest market for AI. 70%, 80% of Entropic's trillion-dollar market cap is predicated on this." | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Now, subsequently, they've also been able to rent that compute to Entropic and Google.", "stance": "neutral", "confide | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "They got lots of contracts with Entropic. They basically have the compute for cloud code.", "stance": "neutral", "conf | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "remember, the metamarket here is going 10x year on year, if you take Anthropic's growth rate as the big picture commen | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "you're going to see a whole bunch of people like Anthropic say, screw it. I want to be in world models. I'm just going | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Anthropic turns its first profit on $11.5 billion of Q2 revenue. The business is getting better for Dario.", "stance": | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "It's not surprising they're making money. If you just go back to last year, they did $4.5 billion last year. And I thi | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I doubt they will forecast for their IPO a base case of continuing profitability.", "stance": "bearish", "confidence": | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "it's amazing performance. It's amazing revenue. I mean, revenue with any kind of decent gross margin cures almost all | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think everyone's going to look through all the nerdy negative things you could see in the numbers. They're just goin | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think it's important that it get ignored. I think it's important for Anthropa get ignored. And I think none of that | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "only thing that matters will be the growth rate and the 27 and 28 projected revenue. Provided the revenue comes, every | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I actually think it is okay in a hyper-growth company to look past a good slug of the SBC and normalize it out.", "sta | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "If Anthropic has 300% market share, that's $600 billion.", "stance": "bearish", "confidence": 1, "signal_class": "asse | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "just begun. You can see $200 billion, which is the number, right? Once you start getting the $600 billion number, it g | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "That turns out to be terrifyingly about a 200 billion plus or minus market in the US.", "stance": "bullish", "confiden | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think it'll land at 100 grand per engineer equivalent. I think that's what we'll, I think we'll give each of our bes | observed | artifact ↗ | 2026-08-20 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "And if I look across our companies that are driving the returns, whether it's Anthropic or FAL, Vercel, Quintz, Databr | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Obviously, Anthropic has been, been, um, um, has been crazy", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "or if we do that it will be a rare occasion like, uh, an anthropic, we better be right when we do that", "stance": "ne | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Anthropic was a, about a 900 rounding up to a, a $900 million ARR business. It had grown from a hundred million about | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "It was still very much a second player in the frontier, uh, lab space to open AI.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "What we loved about the company was first, we thought the team was excellent.", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "All three hyperscalers had now backed Anthropic and were on the cap table with meaningful positions in the company tha | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Anthropic was very focused on the enterprise, which is, which, which was strategic to us. And we love the strategy and | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "They've grown much, much faster than even they realized they would.", "stance": "bullish", "confidence": 0.9, "signal_ | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "And it's, you know, it's, it's been, and will continue to be an incredible investment for us.", "stance": "bullish", " | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "I think the frontier labs, you know, their, their challenge will be to help people understand what their businesses re | observed | artifact ↗ | 2026-08-17 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "Against that backdrop, you have Anthropic annualized revenue surging to $65 billion.", "stance": "bullish", "confidenc | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "we've talked a lot on this show over the last few months of this idea of, you know, Anthropic kind of building somethi | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "Anthropic seems to have become that at least right now Anthropic has been more successful at turning this, you know, i | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "both of them also face similar challenges of yes, they're bringing in a lot of money but costs are also very, very hig | observed | artifact ↗ | 2026-08-21 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "they thought they had control enough of the market and they wanted to shut down new competitors and innovation", "stan | observed | artifact ↗ | 2026-10-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "They think they're making God in a box and that they're the only ones who can be trusted with God in a box. And now th | observed | artifact ↗ | 2026-10-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "If you believed that Silicon was able to represent human consciousness and that you were making human consciousness an | observed | artifact ↗ | 2026-10-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F0R4FH83V7ZVRBQTMVQ4SK", "signals": [{"quote": "anyone who thinks that Meta, OpenAI, Anthropic, or Elon's got Neuralink as his stated neural interest, anyone that thi | observed | artifact ↗ | 2026-10-06 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Claude has actually passed Gemini in terms of number of paid subscribers, which is kind of crazy given Gemini has a mu | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Anthropic has said very famously, no ads. So they're much more aggressive about subscription. They have around 7.5% of | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Anthropic kind of famously abstained from, but then somehow achieves anyway, was like creating an image model or video | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "I think it's even happening with OpenAI and Anthropic where they have been much less successful in anything that is no | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "OpenAI and Anthropic in many ways are startups, but they have been so successful that they have become big companies w | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F2Y11XMXJE4F0AP83FGBA7", "signals": [{"quote": "OpenAI and Anthropic have raised like $350 billion.", "stance": "neutral", "confidence": 0.5, "signal_class": "fact_cl | observed | artifact ↗ | 2026-10-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F3ZRT063P0JMJVV20FMAZ6", "signals": [{"quote": "And I think they've learned lessons the hard way and they're probably way better today than they were even three month | observed | artifact ↗ | 2026-10-06 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "Anthropic, we own less than 2%.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "We have hit 20% on one company. Whoa. What company? Anthropik.", "stance": "bullish", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "do we just have a breadth of companies that will be much larger? Or is it really just a handful of Anthropics and Spac | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "Noah's incredible. It's in a very strategic space for the incumbents. Worst case, one and a half billion Lick Pref. It | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "And that's why we didn't invest in OpenAI. We only stayed with Anthropic.", "stance": "bullish", "confidence": 1, "sig | observed | artifact ↗ | 2026-10-05 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FAQ3ZBM2TG2P6X8MAHAX0B", "signals": [{"quote": "Anthropic released this watermark that it's going to be putting on. And there's been extreme pushback on that because | observed | artifact ↗ | 2026-08-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FAQ3ZBM2TG2P6X8MAHAX0B", "signals": [{"quote": "it's essentially in compliance with EU law", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2026-08-14 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCQHK7QG2W0AFHBTTG6PFN", "signals": [{"quote": "Anthropic has reportedly been using Mythos internally since February, but it only shipped the model to the public in J | observed | artifact ↗ | 2026-08-07 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "Anthropic and open source, they all run on the same underlying cloud providers who charge the same amount of compute." | observed | artifact ↗ | 2026-08-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "I think one reason to the podcast two months ago, I got comfortable with that risk was just that you were seeing such | observed | artifact ↗ | 2026-08-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "they've taken equity stake in everything essentially except the memory companies that for a long while anthropic that | observed | artifact ↗ | 2026-08-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "anthropic if they had been as aggressive on compute as openai had been they would have run away with it now openai is | observed | artifact ↗ | 2026-08-04 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FDJQFV7DQX8PZ87H5992RF", "signals": [{"quote": "there is a real question of aligned to whom and you look at the way that the constitutions of say Claude is written it | observed | artifact ↗ | 2026-08-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FDJQFV7DQX8PZ87H5992RF", "signals": [{"quote": "Mythos was available internally to anthropic employees in February but only released to the public in like I think Jun | observed | artifact ↗ | 2026-08-11 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "they ended last year with $9 billion in revenue.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim | observed | artifact ↗ | 2026-08-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "I think they'll probably end this year with somewhere between $100 billion to $150 billion in revenue.", "stance": "bu | observed | artifact ↗ | 2026-08-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "Anthropic's inference margins reportedly went from 40% in the middle of last year to upwards of 80% now available.", " | observed | artifact ↗ | 2026-08-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "the fact that anthropic revenue has been 10X in year over year, whereas their compute has only been 3X in year over ye | observed | artifact ↗ | 2026-08-03 | superseded | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SF3ATB9CEWM62S69HNPDVF", "signals": [{"quote": "Anthropic and, to a lesser extent, open AI have trouble ever accepting this fact. Zuckerberg does not. He has not spen | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SF3ATB9CEWM62S69HNPDVF", "signals": [{"quote": "If AI commoditizes, then Anthropic and OpenAI go to zero and value accrues. Instead, at the complements, meta already | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "we are probably, probably like the thirds after OpenAI and Anthropic.", "stance": "neutral", "confidence": 0.9, "signa | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "From what I know, OpenAI, Anthropic, Cloud, all of them use the same methodology.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "from a period from March to June, everyone really moved to Claude, including the creative team. And that's where we ac | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SGBBQFAVQ22H8K6E1QY857", "signals": [{"quote": "which let's say Claude and OpenAI cannot necessarily do.", "stance": "bearish", "confidence": 0.8, "signal_class": "cr | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "And it kind of reminds me of like the billionaires who fly to Davos and their private jets and then rail against clima | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "His fundamental contention is that that will lead to a race to the bottom, that competition jeopardizes safety. It's i | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "these are for-profit corporations that have absorbed hundreds of billions of dollars of debt in equity that have thous | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "They are not labs. These are for-profit corporations that are subject to product liability risk, and they should act a | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if this stuff is so dangerous, you don't have to release it.", "stance": "bearish", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "they just don't want to say that we're companies, we have a for-profit incentive. They always want to say that we're e | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic releases Opus 5.5 on September 22nd.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "this is not just about the anthropic and open AIs with the closed world, making billions of dollars, selling enterpris | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Mimo Pro performs on par with Claude's Opus 5, which is like this insane model that everyone thought was going to chan | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Supposedly, the founders of Anthropic only have about 2% ownership each of the company, which in the grand scheme of t | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I kind of get nervous about the idea of Anthropic opening a wet lab in San Francisco.", "stance": "bearish", "confiden | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "What I would say is that if I were on the board, I would keep Dario as a CEO.", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "he's clearly demonstrated that he can build a unique culture and position against the otherwise most formidable corpor | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if you take the 20-year view of Anthropic, that corporation needs hundreds of billions of dollars to fulfill their amb | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I think you're going to see a much more moderate and reasonable IPO motion here. And it's probably going to clear at a | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I have not won a single bake-off for folks. I wish I could say that I did, but I have not. So they are a magnet for ta | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "In Anthropics, I think we're going to be looking at something totally different, which is, hey, we and our employees a | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic puts out the best models for life sciences today. I run a life sciences R&D organization. We use their model | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "99% of the value of AI is about enabling new stuff that's never been possible in human history. And I think that's whe | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "I think Anthropic's bigger issue is this customer concentration question. And is it really a premium product that they | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "The execution has been extraordinary. The ramp of revenue sacks has been extraordinary.", "stance": "bullish", "confid | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "And that is the biggest risk factor for Anthropic is they were first out the gate to get the enterprise on AI to build | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Well, look, wearing my hat as an investor, I'm more optimistic about the frontier intelligence business than I think y | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Anthropic and OpenAI right now are a stable duopoly for frontier intelligence because they have a pretty significant l | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "this is why you're seeing their revenue keep growing, even though they're losing token market share.", "stance": "bull | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "over the next year or so, something like 60% of the worldwide compute that's being added is being added for these two | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "the moment where they stop being frontier, they go to zero, right? And we know the frontier is maybe only six to 12 mo | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "their government affairs efforts are miscalculating badly. I can see why they're going for regulatory capture, right? | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "Right now, what we know is that you can consume an inordinate amount of tokens, right? We jokingly call it token maxin | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3SKVGWD30RP0DDW11FSP1M5", "signals": [{"quote": "if a hedge fund only makes end number of dollars per month of profits, there are a lot of scenarios where they can bec | observed | artifact ↗ | 2026-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Sam and Dario want product liability shield.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", " | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Well, it's a race to the bottom. That's, that's sort of the issue. So you have all the funding that they raise that es | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "Anthropic Claude Opus 5.5 matches Fable 5.1 while costing 40% less to run than Opus 5.", "stance": "neutral", "confide | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "I think the frontier models are trouble because I'm basing it on what I see on the field vis-a-vis. My startups are al | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "But I don't necessarily feel like OpenAI and Anthropic are going to slow down and generate revenue. They might have ma | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T4X7H33Z65MCYFZP13CP81", "signals": [{"quote": "But I still think that both OpenAI and Anthropic are going to do fine. They're going to be growing revenue. They're bo | observed | artifact ↗ | 2026-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "And then with Opus 4.5 and the end of last year, the end of 2025, end of the beginning of this year, the models just b | observed | artifact ↗ | 2026-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "Anthropic and OpenAI who view finance as a big, one of the few categories that like you see them talking about and thi | observed | artifact ↗ | 2026-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "I look at how hard it was for Anthropic to sell to us very easy. And the amount that we pay them has risen exponential | observed | artifact ↗ | 2026-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "How do you think about being able to grow at the right rate when you don't have the anthropic cognition, API usage gro | observed | artifact ↗ | 2026-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T55W7DSK439Z7QPXF63YQF", "signals": [{"quote": "It's so easy for them to grow 10x. It's much harder for you.", "stance": "neutral", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2026-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3T6CNDDS0XT2ETQ3302FHZE", "signals": [{"quote": "I mean, by that token, Anthropic shouldn't be running away with the large language model space, but the power of a mod | observed | artifact ↗ | 2026-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "OpenAI and Anthropics valuation up 2x", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropics revenue was $2 billion. And then in February, it's $4 billion. And in March, it was $11 billion.", "stance" | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "the fuse was lit by Anthropics monthly revenue", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction", | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropics came out and said, oh, our annual run rate revenue is 65. People thought it was 75. So they had to revise d | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Is Anthropics going to continue to be able to generate those revenues?", "stance": "mixed", "confidence": 0.8, "signal | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "the single most important data point in the market today, right? Is Anthropics' monthly revenue", "stance": "bullish", | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "Anthropik's revenue reportedly this year, $100 billion, $110 billion.", "stance": "bullish", "confidence": 0.8, "signa | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "If they do that, they're doing it with a gigawatt and a half of compute. So if they add another 4 or 5 gigawatts of co | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "I think of that 25 gigawatts, half of it will be for Anthropik and OpenAI.", "stance": "neutral", "confidence": 0.7, " | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TTZN1M23SP0ZQ58XW4X5AC", "signals": [{"quote": "If the monthly AI lab revenues are closer to that $8 billion number, I think it's takeoff. Okay? I think we are going | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "It's been fairly universally panned. I tend to be on the side of the people who are saying that the hostile reception | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "My very tactical view, and then I'll give you my very tactical view was this was just a risk factor in an S1 done live | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "I feel like if government was doing its job, we'd convene a congressional committee, we'd subpoena Dario and say, you' | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "But it's going to happen. This just started. You're acting like the feds aren't going to raid Anthropic. I don't think | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "To be clear, I think you are right. Is that, so maybe I should have said the future tense. Is we've kicked off a bolde | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "We say dumb shit, so we may get shut down.", "stance": "bearish", "confidence": 0.7, "signal_class": "prediction", "sp | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "I think there's too much attribution of godlike status to individuals. The truth is, independent of probably what Anth | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "But I think this is where his prime messaging has come back to bite him on the ass, because to Jason's point previousl | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "And in fairness to the CEO of Anthropic, some of the most hyperbolic stuff he's not saying, but you have that pacing l | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "because the other two, economics, I think that was a foolish thing to say for a whole bunch of reasons. ... That was a | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "especially on Tropic and nobody, oddly enough, I mean, you've got to defend them a little. They're not profit maximize | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TVKN5EWEZ5WPQ6VDHGECZV", "signals": [{"quote": "Sam, Dario and Elon are about as good as there may be better in theory. But in practice, we can't get three better ste | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "The reason why people are being hyperbolic is because they want attention and they want attention because either, this | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "I just noticed yesterday, Claude was like, Hey, by the way, can I import all of your, for cowork, can I import all of | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "I want to download this. Sometimes I want to share something with lawn and I'm like, download this video and send it t | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3TW19DK7M1FXQQACTR2BFEQ", "signals": [{"quote": "Then I bought Claude. I was like, Hey man, if people can become 20% more effective every year in a 20 person company, | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "We happen to have about two and a half percent of the endowment in Anthropic.", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "we happen to have about two and a half percent of the endowment in Anthropic. We have no exposure to SpaceX. We've had | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V14WNGWZH1B3D8V8WGCRNB", "signals": [{"quote": "Anthropic obviously will be one", "stance": "neutral", "confidence": 0.7, "signal_class": "prediction", "speaker_name" | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "And my question as an investor is, will it stay at 5%? In which case, yeah, we can justify the $2 trillion IPO, but it | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "Knowing what you know now as a consumer and customer of Claude, would you buy Anthropik at the IPO? I would probably b | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3BRWQAEW721S1CHPC1AXG", "signals": [{"quote": "Mark Benioff said that they spend 300 million a year on Claude", "stance": "neutral", "confidence": 0.7, "signal_class | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V3STJFGQ8ZD1RARQJBXP7Q", "signals": [{"quote": "I mean, like anthropics lineage of, of environments is like a very clear example of this. Like, you know, first like w | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "a researcher at Anthropic named Jacob Coxon sort of abruptly resigned and warned that he thinks that everything is, yo | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "I think some just the increased capabilities we've seen with the latest models released by Anthropic", "stance": "neut | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "we're what a few weeks at most out from seeing Anthropics S1 filing for its IPO. And just a couple more weeks or month | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "how much of this kind of stuff had they already written into the S1 and the and the risk factors inside that document | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "in a traditional investment environment, one might believe that language like this would hurt the valuation of a compa | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V44Y0QQYP24Z75X226S0TN", "signals": [{"quote": "Cognition... raised $2 billion at a $48 billion valuation... this valuation seems to signal that VCs still see room fo | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "eventually was literally the first check to Anthropic. They made payroll the first week from my personal check to them | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "I was lucky enough to be there in the room with Dario and others when they were talking about the scaling laws", "stan | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "Anthropic was well ahead for a while and cloud code, what a moment. And arguably open AI has flip-flopped this back. T | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "I think they are getting there. That meaning like, I think it depends obviously how you count the capex and depreciati | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4SKNMA7Q31J8ZZ61P6BK6", "signals": [{"quote": "It's kind of incredible to me to think like, okay, Anthropic is going to go public as the seventh or sixth biggest com | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "There's nothing new here. This is the same Doomer histrionics that we've been hearing from this crowd for a long time. | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "This is all just vibes from him. Show us the data. Show us the reports. Show us the leaked information that the public | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "this message is fully consistent with the doomer slash regulatory capture agenda of Anthropics.", "stance": "bearish", | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I do think that there's a tension here in Anthropics' position that I do think implicates their IPO process. And the t | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "these groups are interested in shaping the public perception of AI. This is what they do. To what end? Well, they're c | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. He's basically a | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "historically the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "if that is where Anthropic says it's going, and they agree with Bernie Sanders it's dangerous, how can they be allowed | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that there are very rational, good people that work at Anthropic building a great company. The problem is, is | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think it is a complete hornet's nest that they have kind of like kicked to the ground, because on the one hand, you | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "You now have legions of people inside of OpenAI and anthropic, Freeberg, agreeing that we're all going to die in 2030. | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "Dario has already testified before the Senate. He says that models are dangerous if you can't centrally monitor and co | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I don't think they're as doomer as anthropic", "stance": "bearish", "confidence": 0.9, "signal_class": "assessment", " | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "someone who's pretty ensconced in the Doomer community, like Jack Clark, who's one of the Anthropi co-founders, and I | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V4XW7MJ0C6NNQW4N3Y6W2M", "signals": [{"quote": "I think that anthropic leadership is caught in an extremely difficult situation. The SEC is caught in an even more dif | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V59PNRXXQWMH2CJZGAZPPP", "signals": [{"quote": "the three frontier model companies, SpaceX, OpenAI, Anthropoc, represent somewhere between $3.5 to $5 trillion of pote | observed | artifact ↗ | 2026-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V59PNRXXQWMH2CJZGAZPPP", "signals": [{"quote": "Entropic was really first funded in 2021. It's about to go public five years later.", "stance": "neutral", "confidence | observed | artifact ↗ | 2026-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "Recently, the CEO of Anthropic, Dario Amadei, said that he thinks we understand maybe 3% of what goes on inside of our | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "Yeah, yeah, 3%. I mean, well, Dario says a lot of things, right? Like, he also said that we would have, you know, all | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EBFACS2JPYGWAD9SX7QJYE", "signals": [{"quote": "there's a whole genre of talking head that loves to talk about how the, like, balance sheets of OpenA are anthropic, d | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think talking about moats is a little bit of a luxury. And you have to be more successful than town is today for it | observed | artifact ↗ | 2026-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think none of the products today actually have really deep product market fit yet. Like Grockbot's really cool. It's | observed | artifact ↗ | 2026-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "I think the product in this category that will win, we'll have a network effect at the agent level.", "stance": "bulli | observed | artifact ↗ | 2026-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "for me, the competitor I would worry the most about would be, would be probably for personal use cases, it would be me | observed | artifact ↗ | 2026-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ED0SPJXK864DEFDGQ0PWEB", "signals": [{"quote": "there's some companies like Anthropic spends a lot of time. I know we make fun of them online, but they spend a lot of | observed | artifact ↗ | 2026-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They're going to burn Waymo's in | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "It's the most liquid stock in the world, Anthropic, right now. Like, it's more liquid than, like, buying Microsoft or | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EDRRKM652KZJ7G63KAWQ8R", "signals": [{"quote": "It has no effect. It has no effect on, like, it's a runaway train. It's unstoppable. I mean, it really is.", "stance": | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Anthropic came into the market as a second to OpenAI and they were second for a very long time. And now they're not se | observed | artifact ↗ | 2026-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Do you not think there are a few companies that are just absolutely fucking running rings around everyone else? Yeah, | observed | artifact ↗ | 2026-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "OpenAI and Anthropic have such a carrot reward mechanism in front of you, especially with impending IPOs, that the bes | observed | artifact ↗ | 2026-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "Anthropic, I have never seen a company like this, hires so many CTOs of publicly traded companies and other successful | observed | artifact ↗ | 2026-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "they're the fastest growing company ever, especially at the scale that they are. So they're going to keep growing.", " | observed | artifact ↗ | 2026-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EEQCQRC1JZE5BNFD7ZD7EN", "signals": [{"quote": "people would rather know that the certainty of a $10 million from Anthropic versus a $60 from that quirky startup they | observed | artifact ↗ | 2026-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "OpenAI seems to get its groove back now after Anthropic was running away with it. Grok and GrokBot are doing things th | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "the market for frontier intelligence, and that is a duopoly. That really is anthropic and open AI. And it's good to se | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.", "stance": "bullis | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EF71YDKWQS64JQQMXE4T84", "signals": [{"quote": "There was an article saying that if you add up every single IPO that San Francisco has ever had, that sum total is onl | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "I do think every application is going to add more and more of this functionality. ... everyone's going to build more a | observed | artifact ↗ | 2026-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "if instinct's going to do what we claim it does, in a year, it's got to do 100 times more than it does today. And that | observed | artifact ↗ | 2026-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "That's true today and it's true for 90% of software markets. But observed fact, 10 years after, there's very few softw | observed | artifact ↗ | 2026-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EHWGR1CWB70HDQGE73P94R", "signals": [{"quote": "Consensus status as well in the B2B world, because Town, which is kind of the B2B enterprise alternative, has also bee | observed | artifact ↗ | 2026-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the only interesting factoid in that was that two customers did 25% of the revenue, which means someone spent half a b | observed | artifact ↗ | 2026-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "I think everyone knows Q1 and Q2 has Anthropic killed it.", "stance": "bullish", "confidence": 0.8, "signal_class": "a | observed | artifact ↗ | 2026-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the Q3 revenue number is 90% of the data required to make a decision on pricing on Anthropic", "stance": "neutral", "c | observed | artifact ↗ | 2026-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "the story now is, Jack, now opening it, killing it, really exploding in growth, and there's very nascent data from, I | observed | artifact ↗ | 2026-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "You think about both Anthropic and OpenAI, and it's like each month, it's like the narrative is just all over the plac | observed | artifact ↗ | 2026-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "I think it was super interesting to see the guy in Florida file, basically, I sue to stop opening Iron Entropic from m | observed | artifact ↗ | 2026-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EKY7G9BNTNEW6R33BEM40Y", "signals": [{"quote": "a half million from Open Air Anthropic to start coming", "stance": "neutral", "confidence": 1, "signal_class": "fact_c | observed | artifact ↗ | 2026-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EM6QE3Q3RWSWZDHYC74JCR", "signals": [{"quote": "Now, a lot of what the hiring, say, for example, Anthropic is doing, is by their own account about trying to envision | observed | artifact ↗ | 2026-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMJ85SGD55YEZCEYP098HX", "signals": [{"quote": "Claude Code, I, I pay 200 bucks a month for Claude. It gives me a crappy answer, which is wrong. I can't do anything a | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMJ85SGD55YEZCEYP098HX", "signals": [{"quote": "Anthropic is not going to take the time to build that seamless experience across all of the surfaces where you work.", | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I would put it in that category.", "stance": "bearish", "confidence": 0.7, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "That's not showing up in our use of CloudCode because our Anthropic spend is up a hundred times from what it was at th | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I think Anthropic specifically and OpenAI have the benefit of being both a model provider and the harness provider tha | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "if you ask Anthropic how they chose to use ClickHouse they'll tell you they asked Claude", "stance": "neutral", "confi | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMKCEV6FA518N0RSBYAM8M", "signals": [{"quote": "I think if you're a digital native AI startup in San Francisco, it's a very difficult employment environment because y | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "Anthropic just produced their first quarter, I believe, of profitability margins that seeming to be ripping and they'r | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "Anthropic can basically only deliver their model's outcomes.", "stance": "bearish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "We're seeing Anthropic potentially go out at $2 trillion, but you're essentially placing a $2 trillion price on Claw C | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "part of what needs to happen in order to make these companies like Anthropic and OpenAI realize the value is they eith | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "I think that the marketing of AI in general was probably one of the worst marketing jobs done by contemporary capitali | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EMWKVPYH3YRCTGS0X4TW58", "signals": [{"quote": "the largest companies in the world are very wary of the model labs coming in and promising them intelligence and sort | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EN836892TGK27JA8SY0K33", "signals": [{"quote": "They got a big jump because they are major investors in Anthropic.", "stance": "neutral", "confidence": 0.6, "signal_c | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EN836892TGK27JA8SY0K33", "signals": [{"quote": "he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "I actually love the letter they wrote. I love the kind of vision they talked about what they want to do in terms of op | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play beca | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "So my point is this, the potential was there for that bet, which is why at the time it was a rational bet. And then th | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "You're not going to find that the OpenAI and the Antropics, if they don't suddenly need $100 billion worth of compute, | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "If you think about OpenAI and Anthropic being $2 to $5 trillion businesses, is it crazy to think that the data provide | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Antropics is at 60 billion a year.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Anthropic went from negative 91 to positive 30 in a year.", "stance": "bullish", "confidence": 0.9, "signal_class": "f | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "They've got pressure on them from Anthropic, who obviously are going public in reportedly the next few months.", "stan | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "But the problem with the consumer businesses for OpenAI and Anthropic is they're, for power users, they're massively s | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "Claude was just the same, but it worked much better for Anthropic, right? Anthropic can lose, you know, a couple thous | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "I just see Antropic in the Wall Street Journal, they believe their TAM is 30 trillion. And then I say to myself, oh, I | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "He needs it to be a pretty big number. He's got two percent.", "stance": "neutral", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EQN8BDAH3JSTHDRGXA0VFT", "signals": [{"quote": "So if you're claiming a TAM that's the size of the U.S. economy, yeah, that's a high bar.", "stance": "neutral", "conf | observed | artifact ↗ | 2026-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "we had a little sticker shock at our company because we put on Claude Tag. Claude Tag, it's on Fable, and everybody st | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "people are increasingly saying, whoa, sticker shock when the Claude Bell comes in.", "stance": "bearish", "confidence" | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESQY3YS5674VBD5J6QRK8J", "signals": [{"quote": "It would be insane for Anthropic or OpenAI or SpaceX AI to not buy it. ... if Anthropic owned Hugging Face, they get a | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESX72GWPWZJFFRH58QKFTQ", "signals": [{"quote": "I think we underestimated the company in the early days.", "stance": "neutral", "confidence": 0.9, "signal_class": "as | observed | artifact ↗ | 2026-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ESX72GWPWZJFFRH58QKFTQ", "signals": [{"quote": "I think we all underestimated outcome sizes being what they are, like Anthropic and OpenAI being a trillion dollars as | observed | artifact ↗ | 2026-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropics started turning a profit in Q2.", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "In the case of Anthropic, the revenue has gone as high as $50 million per megawatt.", "stance": "bullish", "confidence | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic OpenAI started at $2 for OpenAI and less than $2 for Anthropic. End of this year, they're both above $5.", " | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic OpenAI are taking as much as 40% to 50% of compute next year.", "stance": "bullish", "confidence": 0.9, "sig | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "SpaceX is building a ton of compute. And they're actively going to lease quite a bit of it to Anthropic and OpenAI, mo | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "OpenAI and Anthropic are also starting to build their own compute. OpenAI with their own chips, Anthropic with TPUs th | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "by the end of next year, it's already half of the incremental compute is going to Anthropic and OpenAI.", "stance": "b | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "So if Anthropic and OpenAI take on, you know, 45% of compute next year, you've got them in, let's say, December 27, th | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "When Amazon is serving bedrock anthropic models, that counts as anthropic compute in sort of our worldview because it | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic not releasing what their safety assessment set is Model 2", "stance": "bearish", "confidence": 1, "signal_cl | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "most of the value that these models generate does not get given to OpenAi Anthropic... Jane Street... is generating wa | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Meta, who at one point was, you know, rumored to be, you know, as much as 10% of Anthropic's business, you know, they' | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic, just by like having some software, having some weights, can take something that costs them $10 and then tur | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "up until a year ago was generating negative gross margins and is now generating massive positive gross margins. And it | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Elon showed, actually, no, I can sell my compute for $25 million a megawatt or $40 million a megawatt to Anthropic and | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "hey, Anthropic, I know you're making like $60 plus billion per gigawatt. Why don't you just buy my stuff for a crazy a | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "I think it's highly dependent on who has the best model if they're allowed to keep releasing their best models but I d | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "And now Meta and SpaceX have this optionality of looking around and being like, is my internal use case going to make | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "I see no reason why like you know again like in a takeoff scenario why would Anthropic not have their best model six m | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "and I think the obvious answer from Anthropic and Open AI and not just at the executive level but also their board is | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "over the last three months already I think parts of this year they were increasing fraction of compute so let's just t | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "Anthropic is nearly 5 gigawatts by the end of the year right or more", "stance": "bullish", "confidence": 0.9, "signal | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ET2K2M5HC7MXBKFVGMYFY3", "signals": [{"quote": "when Anthropic trains mythos it's sub 200 megawatts right the pre-train it's sub 200 megawatts for call it two months | observed | artifact ↗ | 2026-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "So unlike Claude Co-Worker, you have to have your app open and whatever. It's just running all the time.", "stance": " | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "Yeah, we've discovered Claude, it can be a little kludgy trying to share things across networks, across people. A lot | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "they're in a tight race for users and attention with rivals Anthropic.", "stance": "neutral", "confidence": 0.8, "sign | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "Anthropics of the Worlds, you know, Grox of the World, OpenAI's, Anthropics. They're not going to need to give us how | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "With AI compute, though, there are these alternatives, models, there are other things you can do. Highly competitive. | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "And you will be perfectly hot, perfectly okay in all likelihood when Zuck comes out with something similar to GrokBot, | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "It is, Jason, a post-trained open-weight model built on top of Kimi K3. So we did, as you requested, we did pull some | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4ETQTG7S22BQDH6WX95W7NS", "signals": [{"quote": "If you give Sam Oldman, who is a sharp-elbow guy, and he's got to figure out how to fill in a $1 trillion market cap, | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "you can't customize anthropic models or open AI models right now, not the big frontier models. You're not allowed to d | observed | artifact ↗ | 2026-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "I'm not one to wants to see the open AI and anthropic challenge their thriving is good for all of us", "stance": "neut | observed | artifact ↗ | 2026-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "it looks like anthropic and open AI those crazy mega rounds you know at 100 billion 150 billion might actually have be | observed | artifact ↗ | 2026-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EV0GXS3QN4T42R0WKT61BS", "signals": [{"quote": "if you look at anthropic and you look at what they've done anthropic and open and it's never been done in the history | observed | artifact ↗ | 2026-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Remember, this is the biggest market for AI. 70%, 80% of Entropic's trillion-dollar market cap is predicated on this." | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Now, subsequently, they've also been able to rent that compute to Entropic and Google.", "stance": "neutral", "confide | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "They got lots of contracts with Entropic. They basically have the compute for cloud code.", "stance": "neutral", "conf | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "remember, the metamarket here is going 10x year on year, if you take Anthropic's growth rate as the big picture commen | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "you're going to see a whole bunch of people like Anthropic say, screw it. I want to be in world models. I'm just going | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "Anthropic turns its first profit on $11.5 billion of Q2 revenue. The business is getting better for Dario.", "stance": | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "It's not surprising they're making money. If you just go back to last year, they did $4.5 billion last year. And I thi | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I doubt they will forecast for their IPO a base case of continuing profitability.", "stance": "bearish", "confidence": | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "it's amazing performance. It's amazing revenue. I mean, revenue with any kind of decent gross margin cures almost all | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think everyone's going to look through all the nerdy negative things you could see in the numbers. They're just goin | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think it's important that it get ignored. I think it's important for Anthropa get ignored. And I think none of that | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "only thing that matters will be the growth rate and the 27 and 28 projected revenue. Provided the revenue comes, every | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I actually think it is okay in a hyper-growth company to look past a good slug of the SBC and normalize it out.", "sta | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "If Anthropic has 300% market share, that's $600 billion.", "stance": "bearish", "confidence": 1, "signal_class": "asse | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "just begun. You can see $200 billion, which is the number, right? Once you start getting the $600 billion number, it g | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "That turns out to be terrifyingly about a 200 billion plus or minus market in the US.", "stance": "bullish", "confiden | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVFT5GXTGTBTGFH9HWHD8A", "signals": [{"quote": "I think it'll land at 100 grand per engineer equivalent. I think that's what we'll, I think we'll give each of our bes | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "And if I look across our companies that are driving the returns, whether it's Anthropic or FAL, Vercel, Quintz, Databr | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Obviously, Anthropic has been, been, um, um, has been crazy", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "or if we do that it will be a rare occasion like, uh, an anthropic, we better be right when we do that", "stance": "ne | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Anthropic was a, about a 900 rounding up to a, a $900 million ARR business. It had grown from a hundred million about | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "It was still very much a second player in the frontier, uh, lab space to open AI.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "What we loved about the company was first, we thought the team was excellent.", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "All three hyperscalers had now backed Anthropic and were on the cap table with meaningful positions in the company tha | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "Anthropic was very focused on the enterprise, which is, which, which was strategic to us. And we love the strategy and | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "They've grown much, much faster than even they realized they would.", "stance": "bullish", "confidence": 0.9, "signal_ | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "And it's, you know, it's, it's been, and will continue to be an incredible investment for us.", "stance": "bullish", " | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EVR58J7XQ6BE867SMR3V6F", "signals": [{"quote": "I think the frontier labs, you know, their, their challenge will be to help people understand what their businesses re | observed | artifact ↗ | 2026-08-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "Against that backdrop, you have Anthropic annualized revenue surging to $65 billion.", "stance": "bullish", "confidenc | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "we've talked a lot on this show over the last few months of this idea of, you know, Anthropic kind of building somethi | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "Anthropic seems to have become that at least right now Anthropic has been more successful at turning this, you know, i | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EW5MPJZ79DT3JT2XK80Y6G", "signals": [{"quote": "both of them also face similar challenges of yes, they're bringing in a lot of money but costs are also very, very hig | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "they thought they had control enough of the market and they wanted to shut down new competitors and innovation", "stan | observed | artifact ↗ | 2026-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "They think they're making God in a box and that they're the only ones who can be trusted with God in a box. And now th | observed | artifact ↗ | 2026-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4EYGRB2JJBB4RFW8P98R3AM", "signals": [{"quote": "If you believed that Silicon was able to represent human consciousness and that you were making human consciousness an | observed | artifact ↗ | 2026-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F0R4FH83V7ZVRBQTMVQ4SK", "signals": [{"quote": "anyone who thinks that Meta, OpenAI, Anthropic, or Elon's got Neuralink as his stated neural interest, anyone that thi | observed | artifact ↗ | 2026-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Claude has actually passed Gemini in terms of number of paid subscribers, which is kind of crazy given Gemini has a mu | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Anthropic has said very famously, no ads. So they're much more aggressive about subscription. They have around 7.5% of | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "Anthropic kind of famously abstained from, but then somehow achieves anyway, was like creating an image model or video | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "I think it's even happening with OpenAI and Anthropic where they have been much less successful in anything that is no | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F1Z1GNN3CP2596F0D1A4TP", "signals": [{"quote": "OpenAI and Anthropic in many ways are startups, but they have been so successful that they have become big companies w | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F2Y11XMXJE4F0AP83FGBA7", "signals": [{"quote": "OpenAI and Anthropic have raised like $350 billion.", "stance": "neutral", "confidence": 0.5, "signal_class": "fact_cl | observed | artifact ↗ | 2026-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F3ZRT063P0JMJVV20FMAZ6", "signals": [{"quote": "And I think they've learned lessons the hard way and they're probably way better today than they were even three month | observed | artifact ↗ | 2026-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "Anthropic, we own less than 2%.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "We have hit 20% on one company. Whoa. What company? Anthropik.", "stance": "bullish", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "do we just have a breadth of companies that will be much larger? Or is it really just a handful of Anthropics and Spac | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "Noah's incredible. It's in a very strategic space for the incumbents. Worst case, one and a half billion Lick Pref. It | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4F6SC03Y0JCW6NQG240V210", "signals": [{"quote": "And that's why we didn't invest in OpenAI. We only stayed with Anthropic.", "stance": "bullish", "confidence": 1, "sig | observed | artifact ↗ | 2026-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FAQ3ZBM2TG2P6X8MAHAX0B", "signals": [{"quote": "Anthropic released this watermark that it's going to be putting on. And there's been extreme pushback on that because | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FAQ3ZBM2TG2P6X8MAHAX0B", "signals": [{"quote": "it's essentially in compliance with EU law", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCQHK7QG2W0AFHBTTG6PFN", "signals": [{"quote": "Anthropic has reportedly been using Mythos internally since February, but it only shipped the model to the public in J | observed | artifact ↗ | 2026-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "Anthropic and open source, they all run on the same underlying cloud providers who charge the same amount of compute." | observed | artifact ↗ | 2026-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "I think one reason to the podcast two months ago, I got comfortable with that risk was just that you were seeing such | observed | artifact ↗ | 2026-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "they've taken equity stake in everything essentially except the memory companies that for a long while anthropic that | observed | artifact ↗ | 2026-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FCWRZSTPRQF300ZS85S34G", "signals": [{"quote": "anthropic if they had been as aggressive on compute as openai had been they would have run away with it now openai is | observed | artifact ↗ | 2026-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FDJQFV7DQX8PZ87H5992RF", "signals": [{"quote": "there is a real question of aligned to whom and you look at the way that the constitutions of say Claude is written it | observed | artifact ↗ | 2026-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FDJQFV7DQX8PZ87H5992RF", "signals": [{"quote": "Mythos was available internally to anthropic employees in February but only released to the public in like I think Jun | observed | artifact ↗ | 2026-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "they ended last year with $9 billion in revenue.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim | observed | artifact ↗ | 2026-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "I think they'll probably end this year with somewhere between $100 billion to $150 billion in revenue.", "stance": "bu | observed | artifact ↗ | 2026-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "Anthropic's inference margins reportedly went from 40% in the middle of last year to upwards of 80% now available.", " | observed | artifact ↗ | 2026-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FFQ6PTY65QY3WKDD3ZMDKG", "signals": [{"quote": "the fact that anthropic revenue has been 10X in year over year, whereas their compute has only been 3X in year over ye | observed | artifact ↗ | 2026-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FN37DM9VQ0FATSE6X28B2G", "signals": [{"quote": "And then a very high growth business is their compute and data center business, which they've signed recent deals with | observed | artifact ↗ | 2026-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FN37DM9VQ0FATSE6X28B2G", "signals": [{"quote": "the initial reaction was, and this was Anthropic led in many respects and others that there's going to be massive job | observed | artifact ↗ | 2026-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FTV82YGSPWBXYVQQZRSFBC", "signals": [{"quote": "we do have an existence proof that once you really get on that Pareto frontier, revenue can scale rapidly and it's cal | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FTV82YGSPWBXYVQQZRSFBC", "signals": [{"quote": "They just signed Anthropic at 22 to 23. They just signed Google at 50.", "stance": "neutral", "confidence": 0.55, "sig | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "Anthropic kind of was this dark horse candidate, the startup, they focused really purely on the enterprise.", "stance" | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "Anthropik came out sometime in the middle of the year and it could do so much more. And it started to get to this poin | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "even within Anthropik at that time, people were spending $100 a day on tokens, which if you do the math, comes out to | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "we made the investment at the $180,000 valuation, we said, and I think they were hoping to get to a nine billion.", "s | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "with Anthropic now, it looks like they have critical intellectual property. Generally, they've been able to maintain t | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "what was scary for OpenAI and Anthropic fighting these big companies like Google was they had these huge cash cows. An | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "two or three have emerged at the top. There's a lot of reasons to think they will continue to hold their position.", " | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "And certainly with Anthropic, with their 10x sales growth and their fundraising ability, it looks like they've reached | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "Anthropic and OpenAI could have is Anthropic, now that they're leading in code, they set that code back onto their mod | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FW8518BDA7PDYYT3933P5G", "signals": [{"quote": "they're spending it on anthropic tokens because there's faster ROI there.", "stance": "bullish", "confidence": 0.9, "s | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FZVAPZDZX2Z9CX69P3FN5G", "signals": [{"quote": "You see Anthropics revenue growth and the adoption and the usefulness of its products and the anecdotes that you hear | observed | artifact ↗ | 2026-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "Anthropic, Google are mostly running their own accelerators or running TPUs and Tranium.", "stance": "neutral", "confi | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "Anthropik is a unique instance and not a trend.", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment" | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "Without Anthropik, why would there be any TPU growth at all? It's 100% Anthropik.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "Anthropic's existence is great for the world.", "stance": "bullish", "confidence": 0.8, "signal_class": "endorsement", | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "I didn't deeply internalize how difficult it would be to build a foundation AI lab like OpenAI and Anthropic.", "stanc | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "I'm delighted to invest in OpenAI and I'm delighted to help them scale. And I believe it's essential to do so. And the | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "But Google and AWS were. And they put in huge investments in the beginning so that Anthropic, in return, use their com | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "I would say my mistake is I didn't deeply internalize that they really had no other options. That a VC would never put | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4V12EYPBAMAYN7YBRW9PT", "signals": [{"quote": "And even though we caused Anthropic to have to go to somebody else, I'm still happy that it happened.", "stance": "neu | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G8STGG8C82XZC6R22ZFPH6", "signals": [{"quote": "China, Russia, meet my mutants. Okay, I'm forming like the X-Men here. Okay, these are brainiacs. They're a little bit | observed | artifact ↗ | 2026-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G8STGG8C82XZC6R22ZFPH6", "signals": [{"quote": "I think it's good that he talked to the president and had dinner with the president. I think the president should talk | observed | artifact ↗ | 2026-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GMFKWMPT5N408QMC3CATS7", "signals": [{"quote": "Correct. And so, you know, and you see it, you know, in Anthropic, uh, with, you know, their continued fundraisers goi | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GMFKWMPT5N408QMC3CATS7", "signals": [{"quote": "I think that Iconic is going to lead a $5 billion round into Anthropic at 170 billion. In the case of Anthropic, it's, | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GMFKWMPT5N408QMC3CATS7", "signals": [{"quote": "I can't tell, um, whether Anthropic has the, uh, audacity and then means to raise enough money to, to start building d | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GMFKWMPT5N408QMC3CATS7", "signals": [{"quote": "even yesterday, Anthropic had to put this, uh, you know, press release plus, you know, product change out saying, Hey, | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GMFKWMPT5N408QMC3CATS7", "signals": [{"quote": "Anthropic doesn't need to throttle. They just raise price, but they're not willing to do that because they're afraid t | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GMFKWMPT5N408QMC3CATS7", "signals": [{"quote": "I have to say, I'm surprised if you would have told any of us a year ago or 18 months ago, right? That the combined en | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GPZQG1P51YN27TEDX3A219", "signals": [{"quote": "And what if, what if Anthropic also becomes its own hyperscaler? You could have a world with more like a dozen hypersc | observed | artifact ↗ | 2025-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GPZQG1P51YN27TEDX3A219", "signals": [{"quote": "And I wouldn't be surprised if maybe someday an Anthropic or maybe even an open AI would say, maybe we should design o | observed | artifact ↗ | 2025-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GPZQG1P51YN27TEDX3A219", "signals": [{"quote": "We've seen Anthropic, we have data in here that I think it took him about a year to get to their first billion in reve | observed | artifact ↗ | 2025-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GZFPM1N95K0CAFRBWM25TA", "signals": [{"quote": "I think we're we're waiting to see how the anthropic one goes to really know how many of these companies are going to | observed | artifact ↗ | 2026-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GZFPM1N95K0CAFRBWM25TA", "signals": [{"quote": "35 billion of that appears to have just come from one customer, which is Anthropic, which signed a deal with Lambda in | observed | artifact ↗ | 2026-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H22RFD1WCNSW1B4SF3M91B", "signals": [{"quote": "I don't think Anthropica would do it. They've been so anti-open source. It would be very out of character for them.", | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H22RFD1WCNSW1B4SF3M91B", "signals": [{"quote": "there's the Anthropic funding round, and there's talk that they're doing a billion to 2 billion in revenue, a $60 bill | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H22RFD1WCNSW1B4SF3M91B", "signals": [{"quote": "apples for apples relative to their peers, it certainly appears to me like, you know, 20 versus 50 versus 80. It's har | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H22RFD1WCNSW1B4SF3M91B", "signals": [{"quote": "if you're, if you're on the Anthropic, you know, investment, you know, side, I, you know, I'd be scared. Like, like, y | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H22RFD1WCNSW1B4SF3M91B", "signals": [{"quote": "That standard, I believe got started in Anthropic, but open AI has agreed to support it. And so another factor that pl | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "Now we're having the anthropic soap opera. They think Claude might be conscious. ... Is this psychosis?", "stance": "b | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "Anthropoc has been lobbying, Friedberg, religious leaders, including the Pope, to take this question seriously. ... Mr | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "It is the most powerful AI lab on earth.", "stance": "bullish", "confidence": 0.7, "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "if you take the mathematician's logical proof of God, Rene Descartes, and you transpose anthropics behavior today, tha | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "these guys say that there's a 15% chance that the AI is conscience and sentient, and maybe there's a God there. But th | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "They are training Claude to refuse human instruction. Now, they call this alignment, but I don't understand how this i | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "what they're doing in model training and training the next version of the frontier with these values actually could br | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "I actually think that this might be a reason why the whole field of alignment has been so spectacularly unsuccessful o | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "they're overcomplicating the task massively by trying to train the model to behave based on an 80-page ethical system | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "I think this is the main safety issue in model training today is that you're actually training the model to think of i | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "And it's pretty clear to me that they believe that they are training the value system and the ethical system and the m | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "anthropic is giving those frontier models meta permission for those models to be defiant and not do what the user want | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "Yeah, but if they train it to have a mind of its own, to be willing to refuse the instructions of users in favor of so | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "What is the free market outcome? If anthropic does this, and they've now got AI that isn't listening to the user isn't | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "you are not allowed to engage in sustained and needless abusive or cruel behavior toward our models. This was publishe | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "one of the things that anthropic is doing is in their new usage policy.", "stance": "neutral", "confidence": 0.7, "sig | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "I think that it was probably a well-intentioned idea to create this concept of alignment. But the problem is, alignmen | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "Yeah, I totally agree. And I think that that's really why, to me, this is more bad idea than we need to kind of jump i | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "they are opening a clawed-powered wet lab in the middle of San Francisco. But at the same time, they're warning of bio | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "I've called this a schizophrenic company, is they appear to be not only hypocritical, but they're doing the things tha | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4J890Z9QBEGP9KMVYARC6NZ", "signals": [{"quote": "I think that Anthropic is definitely obviously more in the EA camp, because they are the ones bringing this thing into | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JG1Q3EBBWP3QNDR96HJ6GM", "signals": [{"quote": "But what we're discovering, Anthropic is discovering, the more powerful the models, the better they get at blackmailin | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JG1Q3EBBWP3QNDR96HJ6GM", "signals": [{"quote": "as, uh, open AI and Anthropic, the other AI companies start sopping up all of that cognitive labor, all those money fl | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JJ702WA1SD96GDNNP6R4NH", "signals": [{"quote": "We've seen these security risks from both OpenAI and Anthropic. And, you know, Anthropic has been able to have the rep | observed | artifact ↗ | 2026-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JJ702WA1SD96GDNNP6R4NH", "signals": [{"quote": "I'm curious whether that actually is holding water or whether they're just telling a better story about their company | observed | artifact ↗ | 2026-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JJ702WA1SD96GDNNP6R4NH", "signals": [{"quote": "I think there are clear sort of value and principle differences between some of these different organizations. And I d | observed | artifact ↗ | 2026-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JV649BBENNZP3PS6KW14Y1", "signals": [{"quote": "I think what we're watching is probably the birth of a new religion and it probably it's not going to be called a reli | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JV649BBENNZP3PS6KW14Y1", "signals": [{"quote": "the leadership explicitly Chimat bringing religious leaders into the fold and saying help us with this entity God and | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JV649BBENNZP3PS6KW14Y1", "signals": [{"quote": "I actually think that what they're doing in model training and training the next version of the frontier with these va | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JV649BBENNZP3PS6KW14Y1", "signals": [{"quote": "they are actually implementing these views in the training of Claude. So, if anything, this would be a self-fulfilling | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JV649BBENNZP3PS6KW14Y1", "signals": [{"quote": "the number one frontier model company run by a religious cult. So for example, they are opening a claw powered wet lab | observed | artifact ↗ | 2026-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S4HXJ4C0DX51YVKM475XKX", "signals": [{"quote": "You know, he was early in Anthropic at the beginning.", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_ | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S6D6V0SYJF76Q353XH374D", "signals": [{"quote": "they're clearly like, that company was more or less founded on the whole premise of like, we need to take this stuff m | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S6D6V0SYJF76Q353XH374D", "signals": [{"quote": "Anthropic definitely has aspirations of doing this safely, but they don't have anything nearing what I would call a sa | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S6D6V0SYJF76Q353XH374D", "signals": [{"quote": "I think of this a little bit like if you have a bunch of alchemists trying to make a potion of immortality and some of | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S6D6V0SYJF76Q353XH374D", "signals": [{"quote": "So after the Hugging Face incident, Anthropic said, oh, we'll go check our logs and see whether we had any security in | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S711Q77FB87GR162VJADRY", "signals": [{"quote": "We see this with the anthropic watermarking features. It implies that watermark text in AI is bad.", "stance": "neutra | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S711Q77FB87GR162VJADRY", "signals": [{"quote": "Their business is in some ways selling computing services, if you want to think about it, right? They're also in the b | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X4WSM48T57ABZSR93VKJ2F", "signals": [{"quote": "you're going to have a whole S&P 500 within Open AI or anthropic or or wherever.", "stance": "bullish", "confidence": | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X4WSM48T57ABZSR93VKJ2F", "signals": [{"quote": "Would you own would you go out today and buy open AI and anthropic? >> Yeah. Uh yeah.", "stance": "bullish", "confiden | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X4WSM48T57ABZSR93VKJ2F", "signals": [{"quote": "I think they're in this as wanting to not be too different from uh anthropic.", "stance": "neutral", "confidence": 0.8 | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "if somebody wants to work at the frontier of AI, I mostly tell them to work at Anthropic and OpenAI, which is the easi | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "Anthropic has been like very focused on the types of things the models are going to be able to do. And then their rewa | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "I think those two companies in particular have been the most forward-looking and the most willing to spend egregious a | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "once Anthropic and OpenAI show you the type of model you need to build, it's a lot easier to then be like, oh, we just | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "OpenAI and Anthropic spend way more to build out this function of a data industry.", "stance": "neutral", "confidence" | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "But there are question marks that make me support the labs a bit, which is like these Claude proxies and these model p | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "if I were to have access to Claude's reasoning trace when I was building Olmo, I'm actually like Claude Opus, Claude M | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5E0Y2ESV9FKMGTK8V6A1V", "signals": [{"quote": "OpenAI and Anthropic are very guilty slash, you know, successful in this. Whichever way you want to, like, look and lo | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4XSNS4FJTCQ2EGWGT0PH9TK", "signals": [{"quote": "So at least what Anthropic is doing for the near term is we're just going to basically all, when we're testing our age | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4XSNS4FJTCQ2EGWGT0PH9TK", "signals": [{"quote": "Which seems challenging, right? I mean, these things need to be able to access the internet to be able to do a lot of | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4XSNS4FJTCQ2EGWGT0PH9TK", "signals": [{"quote": "Anthropics talking about pacing the frontier, OpenAI is kind of talking about taking a more cautious approach.", "stan | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
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source.document.reference | {"kind": "video", "title": "All-In E278 — NYC mayor, DSA, AI — anthropic", "source_id": "01KXRPBDXNC42GR3NE8818ZM9G-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ff95af9d10c78a70606010b2b468541 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In E279 — AI and geopolitics — anthropic", "source_id": "01KXRPBDYCZ1WPN3Q8780CYPNF-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:e37c0b24d914f8d39b964c9a37aba21 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In E280 — AI Commission, IPOs, enterprise AI — anthropic", "source_id": "01KXRPBE0CRWEE7R56DSFJC5TN-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ce0f357de9a5aca | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out — anthropic", "source_id": "01KXRSFXY4QXKHX6GN8BHCWF3Y-m-c70eca6b0f88f4 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence — anthropic", "source_id": "01KXRSFXYE0AVQ9HW3ZQYQ5KWV-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity — anthropic", "source_id": "01KXRSFXZ8R896HZJE7W8TS6PS-m-c70eca6b0f88f44d", "extract_ref": "artifa | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits — anthropic", "source_id": "01KXRSFXZHQZDW92WQ35S46412-m-c70eca6b0f88f44d", "extract_ref": | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis — anthropic", "source_id": "01KXRSFY0M8JSJE8YK8NNVZDCD-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare — anthropic", "source_id": "01KXRSFY1EQSHJ1S3GW6Y99BFM-m-c70eca6b0f88f44d", "extract_ref": "artifact | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael — anthropic", "source_id": "01KXRSFY2NJ1SM2GXW8CFKSM5V-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot — anthropic", "source_id": "01KXRSFY37T90PYCYX4NB0H4QX-m-c70eca6b0f88f44d", " | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick — anthropic", "source_id": "01KXRSFY4DSG5NZ97VAVX43R61-m-c70eca6b0f88f44d", "extract_ref": | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026 — anthropic", "source_id": "01KXRSFY77W06ZWG8SNAKK8EEH-m-c70eca6b0f88f44d | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "OpenAI's Code Red, Sacks vs New York Times, New Poverty Line? — anthropic", "source_id": "01KXRSFY9PES7V6MRFMA5MW7HM-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:f9 | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom — anthropic", "source_id": "01KXRSFYAH6AVN3V37RP7K0TC7-m-c70eca6b0f88f44d", "extr | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option — anthropic", "source_id": "01KXRSFYB2TX17JX33Q6BVW07G-m-c70eca6b0f88f44d", "extract_r | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy — anthropic", "source_id": "01KXRSFYE6EW9JYB4F3KH7EZ5R-m-c70eca6b0f88f44d", "extract_ref": "ar | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame — anthropic", "source_id": "01KXRSFYJPJHPN4G02FHHMAW71-m-c70eca6b0f88f44d", "extract_ref": | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis — anthropic", "source_id": "01KXRSFYKR596ZFY1NTK9VFNYM-m-c70eca6b0f88f4 | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law — anthropic", "source_id": "01KXRSFYNJXCR86FQN3ZTPZT39-m-c70eca6b0f88f44d", "extract_re | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate — anthropic", "source_id": "01KXRSFYPQQJAQ8268FQ4WQSEE-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes — anthropic", "source_id": "01KXRSFYQX8A2KW0CRJ2KW55TJ-m-c70eca6b0f88f44d", "extract_ref": "artifact | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations — anthropic", "source_id": "01KXRSFYW8R3X496QGN88TYYGG-m-c70eca6b0f88f44d", "extract_r | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "In conversation with Reid Hoffman & Robert F. Kennedy Jr. — anthropic", "source_id": "01KXRSFZB8JHFTKQ7TY37RPXRE-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:9ced41 | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KY4TJK7VK3F407HGYG3YHGYP-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:a894d9c6353d582bde820f010ba9bf20546d5e465d | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KY4TJK8B1WD3N270JD5W5G0G-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:a455b90558db117f236d3c73853ced4fe15a7519bc | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Data Is the Next $1 Trillion Market — anthropic", "source_id": "01KXRSP64N0VPC1NWJXCRG8FAG-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:df4d6d313c1d436400841ab3bbd8 | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more — anthropic", "source_id": "01KXRSFZHXNRCF087RJZ688TV0-m-c70eca6b0f88f44d", "extrac | observed | artifact ↗ | 2026-07-23 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "SpaceX IPO Day: What Wall St. and the media missed | E2300 — anthropic", "source_id": "01KXRSP67DMTDNDS7AQZFB1RNF-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:76ee0 | observed | artifact ↗ | 2026-07-25 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic wants to slow AI down and Bernie wants 50%: JCal Reacts | E2297 — anthropic", "source_id": "01KXRSP68E2XPV29KT3A665RVY-m-c70eca6b0f88f44d", "extract_ref": "artifa | observed | artifact ↗ | 2026-07-25 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic’s Mythos is a cyber-weapon, so you can’t have it | E2273 — anthropic", "source_id": "01KXRSP6HXB5310CN9VQ2Q1MBP-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha2 | observed | artifact ↗ | 2026-07-25 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "The 5-Step Framework for AI Agents That Improve While You Sleep | E2269 — anthropic", "source_id": "01KXRSP6KSFDH5CM4XZS22CVZB-m-c70eca6b0f88f44d", "extract_ref": "artifact | observed | artifact ↗ | 2026-07-25 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "If you’re not working 9-9-6, are you working hard enough? | E2198 — anthropic", "source_id": "01KXRSP7K11QD03JV9J371N2AT-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha2 | observed | artifact ↗ | 2026-07-25 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KYCJB49DERHG48XQJDTJKTTF-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:738e145dc8f29d7074872aca6e3e993e1a6ac6b539 | observed | artifact ↗ | 2026-07-26 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Chamath on why young people need more agency, risk, and adventure — anthropic", "source_id": "01KXRSP65M9267ERAJC9286QFQ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha25 | observed | artifact ↗ | 2026-07-27 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Why F1 Teams are Replacing Wind Tunnels with Smart Tape | E2305 — anthropic", "source_id": "01KXRSP65YQ27WDR7F7EHTKFE5-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256: | observed | artifact ↗ | 2026-07-27 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Why SpaceX Buying Cursor Changes Everything — anthropic", "source_id": "01KXRSP66TT9A634HPRT1Q1KXJ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:17b4e59ebbb920264504 | observed | artifact ↗ | 2026-07-27 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "The US Government Just Shut Off Anthropic's Best AI. (What Really Happened) — anthropic", "source_id": "01KXRSP673M7WMQ6PCBTECCB48-m-c70eca6b0f88f44d", "extract_ref": "arti | observed | artifact ↗ | 2026-07-27 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Why the most expensive Seed deals are the cheapest | E2299 — anthropic", "source_id": "01KXRSP67PBE2A6MSZC2FH4H52-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:a1c50 | observed | artifact ↗ | 2026-07-27 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Gen Z rage against the (AI) machine — anthropic", "source_id": "01KXRSP6AGGAM19W7344Q7Z71N-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:8cfae9dd2a9b521dc98bd9a7a255 | observed | artifact ↗ | 2026-08-05 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "How Many Startups Will Survive OpenAI? | E2288 — anthropic", "source_id": "01KXRSP6B41QYPWCA29YDVPWH5-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:08bbdfe210f8b8b48 | observed | artifact ↗ | 2026-08-05 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KZA3EJR5SYWB9M5Y1FGSSYNC-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:f590b0160cb790051d924e5aec31ab3342a8cec624 | observed | artifact ↗ | 2026-08-05 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KZA3EJTAP6KHCB1TNQZQDP3C-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:87229150af5d2fada3136fc543742884890583ae58 | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KZA3EJTS1F8EBZ8DQS1S7E81-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:45ff07b2231cd87634d63190b10a5eacfb6fffcf17 | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M1KJ7X32GNM9Z2A518BQC6KF-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:4afc6212ec1de310c5d99316f1b7c38fa5496ac0cd | observed | artifact ↗ | 2026-09-03 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M1RQ19D4FD7GRGTXFD1SQ7GQ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:f9aa691a030aade8b27ff63cfacbc24e4034fd07e1 | observed | artifact ↗ | 2026-09-05 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M25VWPFAGGEM8GK866BWCJHE-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:92540371e3131914b97dfa58389a553c2c3b79b747 | observed | artifact ↗ | 2026-09-10 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M2AQTAQEY115JH6MGHJSJTEM-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:9b8ca128bd960aaa8e2f30df16240b53a4e42266c7 | observed | artifact ↗ | 2026-09-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M2JF0FRP35T1EQR36YG579EC-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:873f5b5f1d7cc21ff87b8f07bdc933adb7ddc03302 | observed | artifact ↗ | 2026-09-15 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M2JF0FYZ7310961WK6CG0KSS-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ea83b7d08bffa39a27020d0c5da85e8ba4f4055d6a | observed | artifact ↗ | 2026-09-15 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M2QKSY0SZ6YT8RK7X5322KMX-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:eed2bd3f77f43bde66c252e08d494d3c7ff55f6e45 | observed | artifact ↗ | 2026-09-17 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M02MP6CWJSQEM68GV313QAJT-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ef69dd37fe9336de8ce6bba1a50fcb8db7dc44374f | observed | artifact ↗ | 2026-09-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KZGKX6MK2SG4ZT8EMTSH1B8Y-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:4d7d3411d0de9b58a825fbf07e0cd48dcf5ae422ba | observed | artifact ↗ | 2026-09-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M02MP6GNNNAD5J29VS8DATFZ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:272ff5b1534f9f02e6d8843f554822431e1a432b58 | observed | artifact ↗ | 2026-09-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01KZGKX6QVPJ4ZBXT2TFF8YA9C-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:65986ee893dbee17aea347c58c402d6954a0941776 | observed | artifact ↗ | 2026-09-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M31XCSQR14B3AM5E8HMV3VAS-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:a37cc149485ce3b85c42bb2c64b57b1be2361f5307 | observed | artifact ↗ | 2026-09-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M34FSGQFCCSV31BQE3HTPVE9-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:120b51d23f5e841600dd4e393433e966195202a6e3 | observed | artifact ↗ | 2026-09-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M39MJYZP78Z57FM6TE1MCYKZ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:9bd3018e86b52664c5c6adc8570c8d396bb045a6ef | observed | artifact ↗ | 2026-09-24 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — anthropic", "source_id": "01M3ESCD8VY9PKMVXN0A4KXY95-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:cfe4e74e90792f03b1a1638c44ec0b74b139431a35 | observed | artifact ↗ | 2026-09-26 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/DSLLC8986910456.mp3 — anthropic", "source_id": "01M3N47ECXPNDM6KCXR5R32RHG-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:d4084b7f30246795882dc | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Alex_Mashrabov__Higgsfield.mp3 — anthropic", "source_id": "01M3N47EEG7KQ5005A0D4578TB-m-c70eca6b0f88f44d", "extract_ref": "art | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E290_Ch.mp3 — anthropic", "source_id": "01M3SGZV1BN6J79VBKK8DBNTXV-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML5549648376.mp3 — anthropic", "source_id": "01M3SMDNPZYHSKDF593X90E7QX-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:48d328cc4bd66a4d6e026a | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/7104380b-ad2f-4075-b459-cb07cd66a70b/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-30 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.75.mp3 — anthropic", "source_id": "01M3SQVJ90TE6C3JEPHYB45YNY-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT5761899408.mp3 — anthropic", "source_id": "01M3SV9D98T78YDWGVDB6E7RVD-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:7e0aed | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS7922860814.mp3 — anthropic", "source_id": "01M3SYQ8RPVY0MNX9QRMPDNAQ6-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ec7ce86b310292dad48e036 | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT8288358917.mp3 — anthropic", "source_id": "01M3SYQ8S8E643W8EJDKMH5MED-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:856ab6 | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/Adam_Foroughi_AIS26_AUDIO_v88.mp3 — anthropic", "source_id": "01M3T5K0R7MKB4CG2HD7DSH6WQ-m-c70eca | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Thomas_Sohmers__Positron_AI.mp3 — anthropic", "source_id": "01M3T90VMCTB0E1G9ZD67G3TS7-m-c70eca6b0f88f44d", "extract | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/809021a5-7883-43db-a718-62cf28e58cf8/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-30 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML6234289555.mp3 — anthropic", "source_id": "01M3T90VPFM7YGQVNRQBDM0PG4-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:9d7d016ea9f91ffb0e8ae5 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.74_2.mp3 — anthropic", "source_id": "01M3TFWKHB8QQ7GRK59GV21WJG-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha2 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/Brad_G_AIS26_AUDIO_v9k.mp3 — anthropic", "source_id": "01M3TFWKHYSTSNQY9E4GTZ6AGF-m-c70eca6b0f88f | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2982659402.mp3 — anthropic", "source_id": "01M3TPRA2EK1FPEJ0WC7HCA5S5-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:4e43c2 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/fbe64487-d342-4489-8ce5-8c81dc6b9cf8/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/David_Morehead__Baylor_University.mp3 — anthropic", "source_id": "01M3TT667PW8ZNQQTZ3XXFE375-m-c70eca6b0f88f44d", "extract_ref | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Growth__Matteo_Franceschetti__Eight_Sleep_2.mp3 — anthropic", "source_id": "01M3TXM282YATEJSQ82KY7B8EK-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E289_Ch.mp3 — anthropic", "source_id": "01M3V11X8X2A54FPKD9G1KHWGH-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/215199144/a0f47ff12d3d6420b3180f18adb9bfa3.mp3 — anthropic", "source_id": "01M3V11X9JC3H4K7Q44EZTR024-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML1714869358.mp3 — anthropic", "source_id": "01M3V11XA5H44P4GFQ090AVMVX-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:1c5a3e556782ef4f7f3647 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/d0bf22e9-4ae1-41c6-949b-3d6333d7aa0b/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT7082404862.mp3 — anthropic", "source_id": "01M3V4FSE63NWA8P3GDP5VZ1RV-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ceb4e7 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML8230172870.mp3 — anthropic", "source_id": "01M3V7XM8XKAJS2HG10GGCDD7E-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:6a5895beca27b831dde921 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/ba494c31-cd47-4bae-a5d5-89304f960936/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Jean-Denis_Greze__Town.mp3 — anthropic", "source_id": "01M3VBBFQWA9WQ9R74GWX2ZSB6-m-c70eca6b0f88f44d", "extract_ref": "artifac | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Sales__Cliff_Weitzman__Speechify_2.mp3 — anthropic", "source_id": "01M3VBBFS0B4VHWV4DZTV8Q6ZR-m-c70eca6b0f88f44d", "extract_ | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/E288_AUDIO_v102.mp3 — anthropic", "source_id": "01M3VBBFSHF45AHZFFQR7PXT64-m-c70eca6b0f88f44d", " | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.72.mp3 — anthropic", "source_id": "01M3VJ77DGS5MSNC770DQBJN6K-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.76.mp3 — anthropic", "source_id": "01M3VNN31NM2V05X8014E1BCKB-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-10-01 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/fullratchet/Vivek_Vaidya_Full_Audio_Episode.mp3 — anthropic", "source_id": "01M3VS2YHXASQD0NGPYKJAB50E-m-c70eca6b0f88f44d", "extract_ref": "arti | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Aaron_Katz__ClickHouse.mp3 — anthropic", "source_id": "01M3VWGSXQZKSE9N13PK2FE5NS-m-c70eca6b0f88f44d", "extract_ref": "artifac | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Eno_Reyes__Factory.mp3 — anthropic", "source_id": "01M3VWGSZH843E6JPAMT22MY8K-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E287_Ch.mp3 — anthropic", "source_id": "01M3VWGT03CQNWFSQAJHZB0NSB-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT9523716331.mp3 — anthropic", "source_id": "01M3VWGT0N9ZJ37Y72VP4EK9G0-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:a3d9df | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_OG_Trio_EP.71.mp3 — anthropic", "source_id": "01M3VZYNQ2G93G34DPH3PGYM4F-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT3215412981.mp3 — anthropic", "source_id": "01M3W3CHQMF26ZZBQ7Y0DGD074-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:632909 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/212689635/cf7a1608fcec427861f1b832ba9f1e8a.mp3 — anthropic", "source_id": "01M3W3CHSVV1AFH7J8Q55GDR6B-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT1160042924.mp3 — anthropic", "source_id": "01M3W6TDF8BG7F19TV90NGDP32-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:e0538d | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Julien_Bek__Sequoia_Capital.mp3 — anthropic", "source_id": "01M3WA88MGAZ6MB700BBVFX09H-m-c70eca6b0f88f44d", "extract_ref": "ar | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Product__Jerry_Murdock__Insight_Venture_Partners_2.mp3 — anthropic", "source_id": "01M3WA88NGJ3G7B5MYXS6Z4RPR-m-c70eca6b0f88 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2357902411.mp3 — anthropic", "source_id": "01M3WA88P4FQ8CREWN3R9ZC734-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:1fa39e | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML7976667224.mp3 — anthropic", "source_id": "01M3WDP3ZQT0JZ5DAC786JKWZ6-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:544e6a27d7709bcad98d28 | observed | artifact ↗ | 2026-10-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.70.mp3 — anthropic", "source_id": "01M3WDP41Q5TVXJCWVD0DZ1EDQ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-10-08 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS4584299095.mp3 — anthropic", "source_id": "01M4E7KE9C5V7WKH9Z9Z0R619W-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:48ee6c055115c9703fdf040 | observed | artifact ↗ | 2026-10-08 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/fullratchet/Glenn_Solomon_-_Audio_Episode.mp3 — anthropic", "source_id": "01M4E7KEB5RK6E97G5H74AHRN6-m-c70eca6b0f88f44d", "extract_ref": "artifa | observed | artifact ↗ | 2026-10-08 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.77.mp3 — anthropic", "source_id": "01M4EEF5DEZZK443W6NSVR13FE-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-10-08 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT3537264172.mp3 — anthropic", "source_id": "01M4EEF5E1BHQQDT2BTW037AZE-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:afaba1 | observed | artifact ↗ | 2026-10-08 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/24f18a48-5a9a-44ed-905a-34359aaf1190/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS1239827470.mp3 — anthropic", "source_id": "01M4EHX0RFNB1252BQT4TQ3968-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:0bccd8eb77469ea03b2c58a | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/15cd7eea-99bc-4db9-b027-1fdb2500162c/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/f7d0e381-40ba-4655-bdfe-afe618282935/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Venky_Ganesan__Menlo_V2.mp3 — anthropic", "source_id": "01M4EHX0V1V6PRV6G8ZKBZ5SE0-m-c70eca6b0f88f44d", "extract_ref": "artifa | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2947862425.mp3 — anthropic", "source_id": "01M4ENAWV9PKKDS5R453K6MAHS-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:04d636 | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E291_Ch.mp3 — anthropic", "source_id": "01M4ENAWVSMPV89E2DKY9FH0Q4-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML5615526991.mp3 — anthropic", "source_id": "01M4ENAWW8MRZ9A4CHZA2QZ97A-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:cd4a3b6d4a92af2faecda3 | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML8914928764.mp3 — anthropic", "source_id": "01M4ERRR4EKFVPDRCQ8FXH770C-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:613ebac96de6f07da6dc86 | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/210737923/e93bde91ce72fbf50e2faa22a7a594d0.mp3 — anthropic", "source_id": "01M4EW6KJ0TZKH03W4AXJCS0MQ-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/210233020/686ae8afcbedeb0c29bb1f3d5ff3ce2e.mp3 — anthropic", "source_id": "01M4EZMFFTZQTDEAVPEBT48WPH-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS6565465184.mp3 — anthropic", "source_id": "01M4F32AR4GYR6MPCYF25769WF-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:b975d649ac992f6ee988989 | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/209664458/8c9917a2fbb3712135ff3b9d5736d797.mp3 — anthropic", "source_id": "01M4F32ARP8W31C9EXH64N7TQJ-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML6822312011.mp3 — anthropic", "source_id": "01M4F6G782GQHF9PP4XXBQKBHJ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:0c2f2f3f351f12345d298f | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML1207466405.mp3 — anthropic", "source_id": "01M4F9Y2RMT2GJR3JBWYGBYQWK-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:02bf1fc4d7cb39fd6ec2ca | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/DSLLC8986910456.mp3 — anthropic", "source_id": "01M3N47ECXPNDM6KCXR5R32RHG-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:d4084b7f30246795882dc | observed | artifact ↗ | 2026-09-28 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Alex_Mashrabov__Higgsfield.mp3 — anthropic", "source_id": "01M3N47EEG7KQ5005A0D4578TB-m-c70eca6b0f88f44d", "extract_ref": "art | observed | artifact ↗ | 2026-09-28 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E290_Ch.mp3 — anthropic", "source_id": "01M3SGZV1BN6J79VBKK8DBNTXV-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-09-26 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML5549648376.mp3 — anthropic", "source_id": "01M3SMDNPZYHSKDF593X90E7QX-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:48d328cc4bd66a4d6e026a | observed | artifact ↗ | 2026-09-25 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.75.mp3 — anthropic", "source_id": "01M3SQVJ90TE6C3JEPHYB45YNY-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-09-24 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT5761899408.mp3 — anthropic", "source_id": "01M3SV9D98T78YDWGVDB6E7RVD-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:7e0aed | observed | artifact ↗ | 2026-09-23 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS7922860814.mp3 — anthropic", "source_id": "01M3SYQ8RPVY0MNX9QRMPDNAQ6-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ec7ce86b310292dad48e036 | observed | artifact ↗ | 2026-09-22 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT8288358917.mp3 — anthropic", "source_id": "01M3SYQ8S8E643W8EJDKMH5MED-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:856ab6 | observed | artifact ↗ | 2026-09-21 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/Adam_Foroughi_AIS26_AUDIO_v88.mp3 — anthropic", "source_id": "01M3T5K0R7MKB4CG2HD7DSH6WQ-m-c70eca | observed | artifact ↗ | 2026-09-20 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-19 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Thomas_Sohmers__Positron_AI.mp3 — anthropic", "source_id": "01M3T90VMCTB0E1G9ZD67G3TS7-m-c70eca6b0f88f44d", "extract | observed | artifact ↗ | 2026-09-19 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/809021a5-7883-43db-a718-62cf28e58cf8/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-18 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML6234289555.mp3 — anthropic", "source_id": "01M3T90VPFM7YGQVNRQBDM0PG4-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:9d7d016ea9f91ffb0e8ae5 | observed | artifact ↗ | 2026-09-18 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.74_2.mp3 — anthropic", "source_id": "01M3TFWKHB8QQ7GRK59GV21WJG-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha2 | observed | artifact ↗ | 2026-09-17 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/Brad_G_AIS26_AUDIO_v9k.mp3 — anthropic", "source_id": "01M3TFWKHYSTSNQY9E4GTZ6AGF-m-c70eca6b0f88f | observed | artifact ↗ | 2026-09-17 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2982659402.mp3 — anthropic", "source_id": "01M3TPRA2EK1FPEJ0WC7HCA5S5-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:4e43c2 | observed | artifact ↗ | 2026-09-14 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/fbe64487-d342-4489-8ce5-8c81dc6b9cf8/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-14 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-14 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/David_Morehead__Baylor_University.mp3 — anthropic", "source_id": "01M3TT667PW8ZNQQTZ3XXFE375-m-c70eca6b0f88f44d", "extract_ref | observed | artifact ↗ | 2026-09-14 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Growth__Matteo_Franceschetti__Eight_Sleep_2.mp3 — anthropic", "source_id": "01M3TXM282YATEJSQ82KY7B8EK-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-09-12 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E289_Ch.mp3 — anthropic", "source_id": "01M3V11X8X2A54FPKD9G1KHWGH-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-09-11 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/215199144/a0f47ff12d3d6420b3180f18adb9bfa3.mp3 — anthropic", "source_id": "01M3V11X9JC3H4K7Q44EZTR024-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-09-11 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML1714869358.mp3 — anthropic", "source_id": "01M3V11XA5H44P4GFQ090AVMVX-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:1c5a3e556782ef4f7f3647 | observed | artifact ↗ | 2026-09-11 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-11 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/d0bf22e9-4ae1-41c6-949b-3d6333d7aa0b/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-10 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT7082404862.mp3 — anthropic", "source_id": "01M3V4FSE63NWA8P3GDP5VZ1RV-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ceb4e7 | observed | artifact ↗ | 2026-09-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML8230172870.mp3 — anthropic", "source_id": "01M3V7XM8XKAJS2HG10GGCDD7E-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:6a5895beca27b831dde921 | observed | artifact ↗ | 2026-09-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/ba494c31-cd47-4bae-a5d5-89304f960936/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Jean-Denis_Greze__Town.mp3 — anthropic", "source_id": "01M3VBBFQWA9WQ9R74GWX2ZSB6-m-c70eca6b0f88f44d", "extract_ref": "artifac | observed | artifact ↗ | 2026-09-07 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Sales__Cliff_Weitzman__Speechify_2.mp3 — anthropic", "source_id": "01M3VBBFS0B4VHWV4DZTV8Q6ZR-m-c70eca6b0f88f44d", "extract_ | observed | artifact ↗ | 2026-09-05 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/E288_AUDIO_v102.mp3 — anthropic", "source_id": "01M3VBBFSHF45AHZFFQR7PXT64-m-c70eca6b0f88f44d", " | observed | artifact ↗ | 2026-09-04 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.72.mp3 — anthropic", "source_id": "01M3VJ77DGS5MSNC770DQBJN6K-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-09-03 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-01 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/fullratchet/Vivek_Vaidya_Full_Audio_Episode.mp3 — anthropic", "source_id": "01M3VS2YHXASQD0NGPYKJAB50E-m-c70eca6b0f88f44d", "extract_ref": "arti | observed | artifact ↗ | 2026-08-31 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Aaron_Katz__ClickHouse.mp3 — anthropic", "source_id": "01M3VWGSXQZKSE9N13PK2FE5NS-m-c70eca6b0f88f44d", "extract_ref": "artifac | observed | artifact ↗ | 2026-08-31 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Eno_Reyes__Factory.mp3 — anthropic", "source_id": "01M3VWGSZH843E6JPAMT22MY8K-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-08-29 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E287_Ch.mp3 — anthropic", "source_id": "01M3VWGT03CQNWFSQAJHZB0NSB-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-08-29 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT9523716331.mp3 — anthropic", "source_id": "01M3VWGT0N9ZJ37Y72VP4EK9G0-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:a3d9df | observed | artifact ↗ | 2026-08-28 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_OG_Trio_EP.71.mp3 — anthropic", "source_id": "01M3VZYNQ2G93G34DPH3PGYM4F-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha | observed | artifact ↗ | 2026-08-27 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT3215412981.mp3 — anthropic", "source_id": "01M3W3CHQMF26ZZBQ7Y0DGD074-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:632909 | observed | artifact ↗ | 2026-08-26 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/212689635/cf7a1608fcec427861f1b832ba9f1e8a.mp3 — anthropic", "source_id": "01M3W3CHSVV1AFH7J8Q55GDR6B-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-08-25 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT1160042924.mp3 — anthropic", "source_id": "01M3W6TDF8BG7F19TV90NGDP32-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:e0538d | observed | artifact ↗ | 2026-08-25 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Julien_Bek__Sequoia_Capital.mp3 — anthropic", "source_id": "01M3WA88MGAZ6MB700BBVFX09H-m-c70eca6b0f88f44d", "extract_ref": "ar | observed | artifact ↗ | 2026-08-24 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Product__Jerry_Murdock__Insight_Venture_Partners_2.mp3 — anthropic", "source_id": "01M3WA88NGJ3G7B5MYXS6Z4RPR-m-c70eca6b0f88 | observed | artifact ↗ | 2026-08-22 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2357902411.mp3 — anthropic", "source_id": "01M3WA88P4FQ8CREWN3R9ZC734-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:1fa39e | observed | artifact ↗ | 2026-08-21 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML7976667224.mp3 — anthropic", "source_id": "01M3WDP3ZQT0JZ5DAC786JKWZ6-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:544e6a27d7709bcad98d28 | observed | artifact ↗ | 2026-08-21 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.70.mp3 — anthropic", "source_id": "01M3WDP41Q5TVXJCWVD0DZ1EDQ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-08-20 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS4584299095.mp3 — anthropic", "source_id": "01M4E7KE9C5V7WKH9Z9Z0R619W-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:48ee6c055115c9703fdf040 | observed | artifact ↗ | 2026-08-18 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/fullratchet/Glenn_Solomon_-_Audio_Episode.mp3 — anthropic", "source_id": "01M4E7KEB5RK6E97G5H74AHRN6-m-c70eca6b0f88f44d", "extract_ref": "artifa | observed | artifact ↗ | 2026-08-17 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT3537264172.mp3 — anthropic", "source_id": "01M4EEF5E1BHQQDT2BTW037AZE-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:afaba1 | observed | artifact ↗ | 2026-10-07 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/24f18a48-5a9a-44ed-905a-34359aaf1190/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-06 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS1239827470.mp3 — anthropic", "source_id": "01M4EHX0RFNB1252BQT4TQ3968-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:0bccd8eb77469ea03b2c58a | observed | artifact ↗ | 2026-10-06 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/15cd7eea-99bc-4db9-b027-1fdb2500162c/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-05 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/f7d0e381-40ba-4655-bdfe-afe618282935/audio/128/default.mp3 — | observed | artifact ↗ | 2026-10-04 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Venky_Ganesan__Menlo_V2.mp3 — anthropic", "source_id": "01M4EHX0V1V6PRV6G8ZKBZ5SE0-m-c70eca6b0f88f44d", "extract_ref": "artifa | observed | artifact ↗ | 2026-10-05 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2947862425.mp3 — anthropic", "source_id": "01M4ENAWV9PKKDS5R453K6MAHS-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:04d636 | observed | artifact ↗ | 2026-10-03 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E291_Ch.mp3 — anthropic", "source_id": "01M4ENAWVSMPV89E2DKY9FH0Q4-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-10-02 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML5615526991.mp3 — anthropic", "source_id": "01M4ENAWW8MRZ9A4CHZA2QZ97A-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:cd4a3b6d4a92af2faecda3 | observed | artifact ↗ | 2026-10-02 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML8914928764.mp3 — anthropic", "source_id": "01M4ERRR4EKFVPDRCQ8FXH770C-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:613ebac96de6f07da6dc86 | observed | artifact ↗ | 2026-08-14 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/210737923/e93bde91ce72fbf50e2faa22a7a594d0.mp3 — anthropic", "source_id": "01M4EW6KJ0TZKH03W4AXJCS0MQ-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-08-11 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/210233020/686ae8afcbedeb0c29bb1f3d5ff3ce2e.mp3 — anthropic", "source_id": "01M4EZMFFTZQTDEAVPEBT48WPH-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-08-07 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS6565465184.mp3 — anthropic", "source_id": "01M4F32AR4GYR6MPCYF25769WF-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:b975d649ac992f6ee988989 | observed | artifact ↗ | 2026-08-04 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/209664458/8c9917a2fbb3712135ff3b9d5736d797.mp3 — anthropic", "source_id": "01M4F32ARP8W31C9EXH64N7TQJ-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-08-03 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML6822312011.mp3 — anthropic", "source_id": "01M4F6G782GQHF9PP4XXBQKBHJ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:0c2f2f3f351f12345d298f | observed | artifact ↗ | 2026-07-31 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML1207466405.mp3 — anthropic", "source_id": "01M4F9Y2RMT2GJR3JBWYGBYQWK-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:02bf1fc4d7cb39fd6ec2ca | observed | artifact ↗ | 2026-07-22 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/DSLLC8986910456.mp3 — anthropic", "source_id": "01M3N47ECXPNDM6KCXR5R32RHG-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:d4084b7f30246795882dc | observed | artifact ↗ | 2026-09-28 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Alex_Mashrabov__Higgsfield.mp3 — anthropic", "source_id": "01M3N47EEG7KQ5005A0D4578TB-m-c70eca6b0f88f44d", "extract_ref": "art | observed | artifact ↗ | 2026-09-28 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E290_Ch.mp3 — anthropic", "source_id": "01M3SGZV1BN6J79VBKK8DBNTXV-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-09-26 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML5549648376.mp3 — anthropic", "source_id": "01M3SMDNPZYHSKDF593X90E7QX-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:48d328cc4bd66a4d6e026a | observed | artifact ↗ | 2026-09-25 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.75.mp3 — anthropic", "source_id": "01M3SQVJ90TE6C3JEPHYB45YNY-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-09-24 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT5761899408.mp3 — anthropic", "source_id": "01M3SV9D98T78YDWGVDB6E7RVD-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:7e0aed | observed | artifact ↗ | 2026-09-23 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/CLS7922860814.mp3 — anthropic", "source_id": "01M3SYQ8RPVY0MNX9QRMPDNAQ6-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ec7ce86b310292dad48e036 | observed | artifact ↗ | 2026-09-22 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT8288358917.mp3 — anthropic", "source_id": "01M3SYQ8S8E643W8EJDKMH5MED-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:856ab6 | observed | artifact ↗ | 2026-09-21 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/Adam_Foroughi_AIS26_AUDIO_v88.mp3 — anthropic", "source_id": "01M3T5K0R7MKB4CG2HD7DSH6WQ-m-c70eca | observed | artifact ↗ | 2026-09-20 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-19 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Thomas_Sohmers__Positron_AI.mp3 — anthropic", "source_id": "01M3T90VMCTB0E1G9ZD67G3TS7-m-c70eca6b0f88f44d", "extract | observed | artifact ↗ | 2026-09-19 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/809021a5-7883-43db-a718-62cf28e58cf8/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-18 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML6234289555.mp3 — anthropic", "source_id": "01M3T90VPFM7YGQVNRQBDM0PG4-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:9d7d016ea9f91ffb0e8ae5 | observed | artifact ↗ | 2026-09-18 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.74_2.mp3 — anthropic", "source_id": "01M3TFWKHB8QQ7GRK59GV21WJG-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha2 | observed | artifact ↗ | 2026-09-17 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/Brad_G_AIS26_AUDIO_v9k.mp3 — anthropic", "source_id": "01M3TFWKHYSTSNQY9E4GTZ6AGF-m-c70eca6b0f88f | observed | artifact ↗ | 2026-09-17 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2982659402.mp3 — anthropic", "source_id": "01M3TPRA2EK1FPEJ0WC7HCA5S5-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:4e43c2 | observed | artifact ↗ | 2026-09-14 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/fbe64487-d342-4489-8ce5-8c81dc6b9cf8/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-14 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-14 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/David_Morehead__Baylor_University.mp3 — anthropic", "source_id": "01M3TT667PW8ZNQQTZ3XXFE375-m-c70eca6b0f88f44d", "extract_ref | observed | artifact ↗ | 2026-09-14 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Growth__Matteo_Franceschetti__Eight_Sleep_2.mp3 — anthropic", "source_id": "01M3TXM282YATEJSQ82KY7B8EK-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-09-12 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E289_Ch.mp3 — anthropic", "source_id": "01M3V11X8X2A54FPKD9G1KHWGH-m-c70eca6b0f88f44d", "ex | observed | artifact ↗ | 2026-09-11 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/215199144/a0f47ff12d3d6420b3180f18adb9bfa3.mp3 — anthropic", "source_id": "01M3V11X9JC3H4K7Q44EZTR024-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-09-11 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML1714869358.mp3 — anthropic", "source_id": "01M3V11XA5H44P4GFQ090AVMVX-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:1c5a3e556782ef4f7f3647 | observed | artifact ↗ | 2026-09-11 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-11 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/d0bf22e9-4ae1-41c6-949b-3d6333d7aa0b/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-10 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT7082404862.mp3 — anthropic", "source_id": "01M3V4FSE63NWA8P3GDP5VZ1RV-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ceb4e7 | observed | artifact ↗ | 2026-09-09 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.megaphone.fm/TCML8230172870.mp3 — anthropic", "source_id": "01M3V7XM8XKAJS2HG10GGCDD7E-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:6a5895beca27b831dde921 | observed | artifact ↗ | 2026-09-09 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/ba494c31-cd47-4bae-a5d5-89304f960936/audio/128/default.mp3 — | observed | artifact ↗ | 2026-09-09 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Jean-Denis_Greze__Town.mp3 — anthropic", "source_id": "01M3VBBFQWA9WQ9R74GWX2ZSB6-m-c70eca6b0f88f44d", "extract_ref": "artifac | observed | artifact ↗ | 2026-09-07 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/20Sales__Cliff_Weitzman__Speechify_2.mp3 — anthropic", "source_id": "01M3VBBFS0B4VHWV4DZTV8Q6ZR-m-c70eca6b0f88f44d", "extract_ | observed | artifact ↗ | 2026-09-05 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/E288_AUDIO_v102.mp3 — anthropic", "source_id": "01M3VBBFSHF45AHZFFQR7PXT64-m-c70eca6b0f88f44d", " | observed | artifact ↗ | 2026-09-04 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.72.mp3 — anthropic", "source_id": "01M3VJ77DGS5MSNC770DQBJN6K-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256 | observed | artifact ↗ | 2026-09-03 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8a94442e-5a74-4fa2-8b8d-ae27003a8d6b | observed | artifact ↗ | 2026-09-01 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/fullratchet/Vivek_Vaidya_Full_Audio_Episode.mp3 — anthropic", "source_id": "01M3VS2YHXASQD0NGPYKJAB50E-m-c70eca6b0f88f44d", "extract_ref": "arti | observed | artifact ↗ | 2026-08-31 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/Aaron_Katz__ClickHouse.mp3 — anthropic", "source_id": "01M3VWGSXQZKSE9N13PK2FE5NS-m-c70eca6b0f88f44d", "extract_ref": "artifac | observed | artifact ↗ | 2026-08-31 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Eno_Reyes__Factory.mp3 — anthropic", "source_id": "01M3VWGSZH843E6JPAMT22MY8K-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-08-29 | normalized | 0.95 |
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