A Cheeky Pint with Anthropic CEO Dario Amodei

Dario Amodei joins John Collison to talk about Anthropic's growth to ~$5 billion in ARR, how AI models show capitalistic impulses, predictions for an agentic future, the economics of model businesses, and the 19th-century concept of vitalism.

Full transcript on Substack: https://cheekypint.substack.com/p/a-cheeky-pint-with-anthropic-ceo

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Key moments
00:00 Intro
00:50 Working with your sibling
01:43 Building Anthropic with 7 cofounders
02:52 ~$5 billion in ARR and vertical applications of products
07:18 Developing a platform-first company
10:08 Working with the DoD
11:11 Proving skeptics wrong about revenue projections
13:13 Capitalistic impulses of AI models
15:43 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
29:05 AI customization and Claude for enterprise
33:01 Dwarkesh’s take on limitations
36:12 19th-century notion of vitalism
37:27 AI in medicine, customer service, and taxes
40:59 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
50:09 Model progress and building products
52:22 Open-source models
54:43 Keeping Anthropic AGI-pilled
57:11 AI advancements vs. safety regulations
01:02:04 How Dario uses AI