Anthropic is one of the fastest-growing businesses of all time. @DarioAmodei and I chatted about flying past $5b in ARR, Anthropic's focus on B2B, payback economics of individual models, talent wars, AI market structure, and lots more. And you all said that you all want longer episodes, so this is an hour! Timestamps 00:00 Intro 00:51 What’s it like to start a company with your sibling? 01:43 Building Anthropic with 7 cofounders 02:53 $5 billion in ARR; vertical applications 07:18 Developing a platform-first company 10:09 Working with the DoD 11:13 Proving skeptics wrong about revenue projections 13:14 Capitalistic impulses of AI models 15:44 AI market structure and players 16:56 AI models as standalone P&Ls 20:48 The data wall and styles of learning 22:20 AI talent wars 26:04 Pitching Anthropic’s API business to investors 27:49 Cloud providers vs AI labs 29:06 AI customization and Claude for enterprise 33:01 Dwarkesh’s take on limitations 36:12 19th-century notion of vitalism 37:28 AI in medicine, customer service, and taxes 41:00 How to solve for hallucinations 42:41 The double-standard for AI mistakes 44:14 Evolving from researcher to CEO 46:59 Designing AGI-pilled products 47:57 AI-native UIs 50:10 Model progress and building products 52:23 Open-source models 54:43 Keeping Anthropic AGI-pilled 57:11 AI advancements vs safety regulations 01:02:04 How Dario uses AI

Slowly, and then all at once. Excited to partner with @Remitly to launch @stablecoin -powered remittances.

For as long as I've been following the landscape, I've been impressed with JPMC's long-term orientation in doing business: be stable in all business environments, and do right by partners. So this latest ham-fisted attempt to crush competitors and end permissioned data-sharing is very odd coming from them.

For as long as I've been following business, I've been impressed with JPMC's long-term orientation in doing business: be stable in all business environments, and do right by partners. So this latest ham-fisted attempt to crush competitors and end permissioned data-sharing is very odd coming from them.

Find someone who loves you the way o3 loves putting information in little tables.

The more I learn about the MOSAIC light-sport aircraft certification rewrite announced by @SecDuffy at Oshkosh, the more exciting it seems. Acknowledging the long-accepted industry view that existing Part 23 certification has added cost and inhibited new technologies, the new LSA certification regime (almost a self-certification regime) allows for aircraft with a flaps-down stall speed of up to 61 knots, up to four seats, cruise speed of up to 250 kts, no weight limit, night flight and (it seems) a path to IFR. Much of the interesting light-aircraft innovation like new materials, high-efficiency Rotax engines, and modern avionics has been happening in the Experimental Amateur-Built (E-AB) regime. My hope is that the new MOSAIC regime allows these interesting new aircraft to be sold directly to pilots and displaces the legacy designs that are too long in the tooth.

Pieter Levels (@levelsio) and I sat down over a pint to talk about how he’s making $3m a year as a one-person company, what Europe can do to spur economic growth, and his experience as a digital nomad in over 150 cities across 40 countries. Timestamps 00:00 Intro 00:37 Pieter’s resume 01:33 Trying to make money online as a 12 year old 02:43 Being one of the first YouTube creators 03:18 Who should indie hack 04:31 What Pieter hates about VC-backed businesses 07:51 Who is digital nomading for? 09:15 Learning from @patio11 10:17 125k tweets and the brand of @levelsio 10:59 Getting referrals from ChatGPT 11:43 What Pieter automates with AI 13:02 Investing and home country bias 15:05 Hacking thermostats 15:57 EU acceleration movement 18:34 Entrepreneurship in the EU 19:26 Pieter's reflections on Stripe’s API 21:21 Looking 5 years into the future

@sundarpichai Could we get Ctrl-click on Google Calendar to duplicate events, like many native calendar applications have?

When someone has “Do Not Disturb” on it’s like oh ok I didn’t realize the great philosopher was in their hour of seclusion pardon me for even daring to enter their precious mind palace

Founder and CEO of The Bot Company @kvogt—who also cofounded Twitch and Cruise—shares a pint and discusses robots doing your household chores, the autonomy industry, Tesla vs Waymo, and how future $100b companies will look different. Timestamps: 00:00 Intro 00:38 The Bot Company pitch 02:05 Single-task vs. multi-task robots 04:27 What is the Turing test for robotics? 05:52 Why this time is different for home robots 08:42 The last mile in robotics and self-driving 09:47 Viral demos and hype cycles 10:38 Commercializing frontier tech 13:06 Self-driving CapEx 14:15 Regulatory hurdles 16:18 Tesla vs. Waymo 19:21 Why Kyle regrets selling Cruise 21:39 The next $100 billion company Podcast on Spotify/YouTube/etc too!