MONITOR REVENUE

“I have instructed the Department of War to postpone any and all military strikes against Iranian power, plants and energy infrastructures for a five-day period.”

“The announcement is made at 710... Look at the immediate drop from 98.59 to 85 bucks, like this.”

“The USS Tripoli is in the Arabian Sea right now and it is within 12 hours of joining the USS Abraham Lincoln.”

“There's videos of people waiting three hours for getting in.”

“100% of anything we do gets reinvested because of the vision that we have long term.”

“Anthropic has now officially overtaken OpenAI on a run-rate basis.”

“SpaceX filing for IPO at two trillion is a market-defining moment.”

“Seeing Doug Leone return to the helm of Sequoia is truly fascinating.”

“The removal of Delve from Y Combinator is a very rare occurrence.”

“Supabase is now targeting a ten billion dollar valuation in this round.”

“The company realized it would wreak havoc. They ran their own vulnerability testing. They saw that it would allow offensive hacking and people to expose browsers and browser history, expose credit cards, you know, on the Internet. So, you know, what I like about this is they didn't need government to hold their hand on this.”

“Let's spend a hundred days using advanced AI to find and to fix and to harden these software vulnerabilities before hackers exploit them. Now what I think this represents, Jason, is a threshold that we're crossing. Mythos and Spud, which is going to be out from OpenAI any day now, represent the beginning of what I would call AGI models.”

“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.”

“These are models with massive step function improvements and intelligence, and they're just too smart to be released immediately. You know, and by the way, there was nothing that said that every time you finish a model you gotta immediately release it GA. So they set up this idea of sandboxing, building defensive alliances, in order to move away from that regime.”

“It shows you can trust the industry and market forces in coordination with the government. They were talking to the government about this, but they're not relying on some top down regulation in order to do this. They laid out a blueprint that seems to me very pragmatic that now that we're at this threshold, we're gonna sandbox these things.”

“The company realized it would wreak havoc. They ran their own vulnerability testing. They saw that it would allow offensive hacking and people to expose browsers and browser history, expose credit cards, you know, on the Internet. So, you know, what I like about this is they didn't need government to hold their hand on this.”

“Let's spend a hundred days using advanced AI to find and to fix and to harden these software vulnerabilities before hackers exploit them. Now what I think this represents, Jason, is a threshold that we're crossing. Mythos and Spud, which is going to be out from OpenAI any day now, represent the beginning of what I would call AGI models.”

“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.”

“These are models with massive step function improvements and intelligence, and they're just too smart to be released immediately. You know, and by the way, there was nothing that said that every time you finish a model you gotta immediately release it GA. So they set up this idea of sandboxing, building defensive alliances, in order to move away from that regime.”

“It shows you can trust the industry and market forces in coordination with the government. They were talking to the government about this, but they're not relying on some top down regulation in order to do this. They laid out a blueprint that seems to me very pragmatic that now that we're at this threshold, we're gonna sandbox these things.”

“The company realized it would wreak havoc. They ran their own vulnerability testing. They saw that it would allow offensive hacking and people to expose browsers and browser history, expose credit cards, you know, on the Internet. So, you know, what I like about this is they didn't need government to hold their hand on this.”

“Let's spend a hundred days using advanced AI to find and to fix and to harden these software vulnerabilities before hackers exploit them. Now what I think this represents, Jason, is a threshold that we're crossing. Mythos and Spud, which is going to be out from OpenAI any day now, represent the beginning of what I would call AGI models.”

“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.”

“These are models with massive step function improvements and intelligence, and they're just too smart to be released immediately. You know, and by the way, there was nothing that said that every time you finish a model you gotta immediately release it GA. So they set up this idea of sandboxing, building defensive alliances, in order to move away from that regime.”

“It shows you can trust the industry and market forces in coordination with the government. They were talking to the government about this, but they're not relying on some top down regulation in order to do this. They laid out a blueprint that seems to me very pragmatic that now that we're at this threshold, we're gonna sandbox these things.”

“The company realized it would wreak havoc. They ran their own vulnerability testing. They saw that it would allow offensive hacking and people to expose browsers and browser history, expose credit cards, you know, on the Internet. So, you know, what I like about this is they didn't need government to hold their hand on this.”

“Let's spend a hundred days using advanced AI to find and to fix and to harden these software vulnerabilities before hackers exploit them. Now what I think this represents, Jason, is a threshold that we're crossing. Mythos and Spud, which is going to be out from OpenAI any day now, represent the beginning of what I would call AGI models.”

“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.”

“These are models with massive step function improvements and intelligence, and they're just too smart to be released immediately. You know, and by the way, there was nothing that said that every time you finish a model you gotta immediately release it GA. So they set up this idea of sandboxing, building defensive alliances, in order to move away from that regime.”

“It shows you can trust the industry and market forces in coordination with the government. They were talking to the government about this, but they're not relying on some top down regulation in order to do this. They laid out a blueprint that seems to me very pragmatic that now that we're at this threshold, we're gonna sandbox these things.”

“I want to start with, you guessed it, Anthropic, unbelievable 28 day month of February, where they did 6 billion in revenue, which was more than Databricks has done in their entire lifetime. It was actually the accidental leak of Claude Mythos, essentially 3,000 unpublished assets leaked. It's a 10 trillion parameter model apparently, that is this next level step changing capabilities that they're not releasing because of how powerful it is.”

“The faster we vibe code, the faster we ship, the more corners we cut in general on application level security. It happens. I mean, so many folks are accidentally uploading code to insecure GitHub's, to database, to super bases that are by default open. So this is this is accelerating our data, which is just open on the Internet. And you could say, but God, this shouldn't happen at the Anthropic level. And I'm sure someone will get will get scolded.”

“You're seeing the economists, the accountants have wandered into the room, and they said, we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it. You haven't lived till you've seen an 85% decline in an index. I think shooting Sora in the head is even more significant in terms of what it says about the strategic direction of the company.”

“On the cybersecurity leak, it was noteworthy that Anthropic, quote unquote, blamed human error. We may be at the stage where we throw the humans under the bus, not the AI anymore. Which I think at some level is pretty terrifying. But and you know exactly what happened. You often see this where you're about to do a big announcement. You have your content management system. You stage all the assets, be it their fed press release.”

“The autonomous agents which I've been talking about how this is going to consume orders of magnitude more tokens and change our life. I'm excited to see more is coming and open claw was just this brief thing that woke us up to what Anthropic appears to be all in on. Truly autonomous agents running 24 seven, hopefully safely, hopefully not leaking all of our source code, but it's coming soon.”

“Today on the podcast, we're talking about OpenAI that just closed the largest private funding round in tech history, $121 billion at a $852 billion valuation. We also need to talk about what that means, who's writing the checks, where all this money is actually going. This is absolutely wild, but as far as who's actually putting money into this, that is, I think, maybe the bigger story that's interesting.”

“The 950pr apparently is going straight after that, and I guess they're sort of addressing it. It's a lot more compatible with CUDA workflows, and the response time is a lot better. But by basically integrating with the software that NVIDIA uses, they're able to get into that same ecosystem without people having to completely rebuild everything from scratch.”

“Anthropic accidentally published the entire source code of Claude code to a public NPM registry, about 500,000 lines of code. It was about 1900 files. A lot of people were impressed by just how big, robust, I mean, no shocker, but like this is basically their flagship core product that has kept their whole company alive.”

“Amazon has committed to put about $50 billion into this, which is basically the single largest chunk. $35 billion of their $50 billion is contingent. It only goes through if OpenAI either goes public or reaches the milestones of AGI. So basically, I have some really interesting clause that tells you that Amazon is making a bet.”

“OpenAI says that they're now generating about $2 billion a month. That's up from $13.1 billion for all of last year. So right, that could be putting them on track in the next 12 months to make about $24 billion, which is significantly higher than the $13 billion from last year. It's a pretty steep growth.”