TRACK AI REVENUE

“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.”

“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.”