.@leopoldasch on: - the trillion dollar cluster - unhobblings + scaling = 2027 AGI - CCP espionage at AI labs - leaving OpenAI and starting an AGI investment firm - dangers of outsourcing clusters to the Middle East - The Project Full ... See more

Our co-founders discuss the past, present, and future of Anthropic. Timestamps: 00:00 Why work on AI? 02:08 Scaling breakthroughs 10:57 Sentiment shifting 18:30 The Responsible Scaling Policy 30:42 Founding story 39:08 Racing to the top_... See more

IMHO, Anthropic and OpenAI are playing a losing game trying to continue scaling compute by hemorrhaging equity capital losses (massively underwater CAC) as their core competitive strategy. Let me unpack this view: Hyperscalers (specifically MSFT, META and GOOG) have orders of magnitude more resources (talent), users (bi... See more