Anthropic
☆ WatchAnthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems. observed
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Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. 322 signals in the last 60 days back this number.
Counted from the company's own job board — each point a dated observation.
Subdomains appearing in public certificate-transparency logs — infrastructure standing up, dated at detection. Intent labels are deterministic (token map), not guessed.
↗ Strongest signal: funding_magnitude (24% of the score).
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
Cross-source signals that survived the scoring gauntlet or were hand-curated. ✓ verified = bound to an exact transcript passage with a voiceprint-confirmed speaker.
No single number decides. Layers can disagree — that's the point. New to this? →
The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
No company is trying to go public and raise money, a very capitalist scenario, by also talking about how they're trying to destroy humanity. Nobody has ever done that. So there is no legal precedent for this.
They'll demand an enormous discount. And the reason they'll ask for an enormous discount is the other part of what Sax and Freebrook said, which is it creates massive long tail product liability risk, because you're effectively evading a known major risk.
I think that Anthropic leadership is caught in an extremely difficult situation.
You now have legions of people inside of OpenAI and Anthropic, Freeberg, agreeing that we're all going to die in 2030.
This is not a tenable position for Anthropic.
But that almost stopped our IPO. And we had to go and print it out. And we had to put it back into the S1. And we had to disclaim these things. This seems so beyond that, because this is so beyond the pale of what these folks are claiming. What does it do to their IPO process?
may create false representation issues. You have an active S1 process underway. And so how are they to handle that?
Historically, the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, frontier AI is too dangerous to be developed, but in our virtuous and wise hands, it's safe. We will make it safe. We're the only ones you can trust. And everybody else in the world can see that that is the most ludicrous self-serving argument. We're not buying into it.
I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. ... Or they can agree with him, you know, in which case Bernie Sanders may be right that further development should be frozen, in which case I don't see how they can IPO now in the trillions.
And the tension is this, on the one hand, you're asking public market investors to underwrite your company to a value in the trillions. On the other hand, your own safety lead, not Jacob Cox and the boss who then sort of co-signed his tweet, is saying that your core product is unsolved and potentially civilization ending.
this message is fully consistent with the doomer slash regulatory capture agenda of Anthropix. So again, he's not saying anything that is incompatible or detrimental to his boss. And that's why he's getting support from within the company. But it does raise these questions that Chamath is talking about. And I do think that there's a tension here in Anthropix position that I do think implicates their IPO process.
who also happens to be a co-lead of the Anthropic Series A.
In this case, they're amplifying it themselves.
Maybe OpenAI and Anthropic are doing it now by buying 90% of compute.
With Chatsubishi and Claude, you still have to, like, connect your MCP, your hybrid connector. The chat doesn't just give you a link to click an OAuth into.
if you don't ask two or three different AIs how to solve that problem, if you're not doing that, you can't work at the company. And I saw, like, us go from 20% of people logging into Claude to, like, 50%, then 60%, then 70%.
So congratulations on a PR strategy that is either brilliant or insane, and you're all suffering from psychosis.
You're going to have a huge IPO because who in their right mind would not buy the company that's, you know, got a 90% chance of being the last company in the world. You're kind of obligated to buy it if there's a chance.
Congratulations to the team at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They're going to burn Waymo's in the street. They're going to burn data centers. And there's no way to stop it now. Congratulations.
I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like with the messaging around that.
I would think that part of the reason that you see this really publicized is Anthropic talking about this a lot and researchers talking about this with the hope that this triggers conversations that changes, that makes sure that people are building in a safe way.
I would not trust them with anything that's important or proprietary.
Anthropic, of course, reportedly heading toward an IPO at something like a $2 trillion valuation with its safety first reputation as a central part of the pitch to investors.
two current Anthropic researchers publicly agreed with him, including alignment scientist lead Evan Hubinger, who said that he personally puts the odds of AI killing all humans in the next decade around 10%, give or take.
He joined Anthropic specifically because of its safety reputation.
I'm trying to figure out how to get DPI if, in fact, the world is ending in 10 years or 2030, according to Anthropic.
We have a frontier market duopoly. They're closed models. And they can rug pull you, Saks, at any time they can take your tokens away from you.
The interesting thing that's going to happen post the Anthropic and OpenAI IPOs is if you think about the amount of charitable giving or DAFs that are going to be funded by both of these two IPOs, it's going to be north of half a trillion dollars between the two companies.
Anthropic sort of branded itself or styled itself, I should say, as the one frontier lab that would solve this problem of PDOOM or would behave in a responsible manner that cared the most about it. And so they attracted all these EA types.
So they're more than willing to engage in this farcical, you know, act in this dance with anthropic and open AI, and then just publicize it. So all the free clicks, we call this earned media in the space, you didn't have to pay for it.
But imagine if anthropic right now, the way to think about the Sachs is imagine if anthropic open AI, you know, in this cohort of companies lost 95% of their value in under six months.
And that's kind of the anthropic story. It's the data center infrastructure, networking equipment story. I mean, it is all real dollars flowing people versus speculative utilization.
Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.
I think the market structure that we have right now is there's two markets. There's the market for frontier intelligence, and that is a duopoly. That really is anthropic and open AI. And it's good to see that that is still a horse race and they're competing.
So Anthropik is left out of the party.
You remember there was a big beef between Anthropik and Emile Michaels and the Department of War because they wouldn't reduce their rules against using Claude's technology to do certain things around war.
Claude is missing entirely from the platform.
Which then codifies Salesforce as the system of record.
he says there's a lot of trap value in Salesforce, meaning we know it's got this incredibly broad, rich platform with tons of functionality. The average user is never going to find all those things, but the agent will.
So what's happening here is that it's not a rip and replace. Their layers are getting built, right? You've got the database layer, then you've got applications and workflows, and then you've got agents, and then you've kind of got the AI user interface. And Benioff is saying that the AI is now the user interface.
he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models inside of Salesforce. More importantly, I think this is really the critical thing. He is integrating Salesforce into Claude. He's willing to allow Claude to be the front end, to have the sort of the primary user relationship. And Claude is now being able to access all of the data in Salesforce and all of the workflows, all the actions that a user could take. So in other words, B
And then we got Dario saying, all jobs are over. We're going to be the last company in the world. And it's the end of days.
Dario wants an FDA for AI, but he doesn't have enough political support for that. So instead, they do this Trojan horse of a FINRA for AI.
When you take a closed source model, it does really well on a benchmark. When you wrap it in its own harness, it decays in capability. When you take an open source model, and you use any other open source model, it improves in capability. What is that trying to tell you? What I think we are finding out, and this data is just going to be a tsunami over the next year, is there are all kinds of ways of using open source technologies that are meaningfully more performant and dramatically cheaper tha
the latest we heard is anthropic is now over 80 billion of arr started the year at 10 it had forecast 100 billion as exit arr for the year and most people said that that would be impossible to achieve now it looks like they're going to do it with a couple of months to spare so their estimates are going up i mean 110 120 or higher for
if you are at the frontier you can charge a premium and that's where anthropic and open ai are
But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. And by the way, I think they can, and they think they can, and they think, in fact, their lead is growing because they're on the way to recursive self-improvement.
I actually think that their pricing power may be quite sustainable because I think people are willing to pay, not the whole market, not the whole market, but a decent subset of the market is willing to pay a premium for true frontier intelligence.
Their whole pricing power, that premium they're able to charge is because they're six months ahead of those open models. And that six months would be eaten up in the blink of an eye if they were subject to regulatory approval.
there's a huge irony in the fact that Dario did not get his way in Washington for the most part during this administration. Because I think if he had gotten his way, if he had realized his dream of this highly regulated AI apparatus, I don't think that company would be set up for a hugely successful IPO.
I will say on the demand side and on the pricing side, if you pull up this quick note I have here, I think Anthropics growth rate is going to slow considerably next year. And it's been obviously on a tarot. There's no way they get to a trillion in revenue next year. I think maybe they could, you know, triple get to three or 400 million. And the reason is watching startups and then also watching some of the large companies now embrace GLM five, two and Zuckerberg, which we'll get to in a moment,
All right, 1% of $3 trillion, I believe, would be $30 billion. They're buying this for $6 billion. Yeah. You know, so it's literally like 25 basis points of the company.
So in other news, Anthropic is also in talks to acquire Israeli startup Descartes AI for around $6 billion. This would be their largest acquisition to date. Descartes makes software that helps chips run more efficiently. So it would allow Anthropic's infrastructure to absorb more demand. By some accounts, they boost throughput by up to 8x, according to some of their literature. And it works across NVIDIA chips, Amazon's Tranium, Google's TPUs, and so forth. But they also make Lucy a real-time vi
people like uh claude for as a chat bot and it scores head to head with other uh services higher based on this elo ranking
this is a big moment and so we've seen it pass and we've seen it kind of come in up top with this you know the score of 12.55
last week claude 3 opus by anthropic passed over chat gpt for 11.06 preview and 0.125 preview
the fact that everybody like entropic is actually putting like 20 of their workforce on on on explainability right so explain what this means
and tropic is talking about 10xing the size of the models every year that goes forward that means we can expect by the end of next year to have a hundred trillion parameter transformer model the reason why we're why they're doing that is because when the models are actually getting larger they become better and better and maybe maybe we can get into agi and generally kind of ai systems by enlarging kind of the architecture and the focus is just that there are two companies in the world that i th
ah now they haven't released claude anthropic hasn't released what that model is but it is number one on hugging face now with the elo ratings it's even number one 100 it's the number one kind of performing kind of ai system in the world right now okay like there's now
we have a claude uh claude opus basically which is the the most powerful model i expect this model to be in the order of like three to five times bigger than gpt4 that means this model is i would say in the range of maybe 10 trillion parameter model
Anthropic is at 61 billion. Is that the share price or is that the market cap?
You have proprietary language models. That's open AI. And I believe Claude and Brock are all closed. Right. And they're the top three and Gemini is closed. Those are your top four.
anthropic is led by Dario M. O'Day, uh, he previously led research teams at Google brain and open AI.
they have a chat GPT competitor. It's called Claude and it's a chat bot based on anthropics model Claude two. Which launched in July
Claude can actually intake that like an hour or two hours worth of conversation and then spit back out to me, you know, the 10 to 15 most interesting bullet points in like two seconds. It's absolutely incredible.
I've, I've, I use it more than chat GPT just again, because of that context window.
Claude.ai is the Claude is the product. And it's really great.
Or multimodal. Here's an audio file. Here's a video file. And then we just have to process it. First, right? That might take a little time, but it really is a great product.
Claude two is known for its massive context window. It can intake a hundred thousand tokens. That's the largest that I've seen, or I can find right now. It's about four times larger than what, than the largest offering chat GPT has.
they're sort of like the fourth or fifth player in AI, right? So you have open AI, you have Google, you have Microsoft, anthropic, and I would say inflection to Reed Hoffman's company. They're sort of the next two up there.
It's not a dig to Sam. It's not a dig to anthropic. You don't want any one party controlling a platform technology.
if you're open AI, if you're anthropic and you want to lock all this down, if you're a Reed Hoffman or Mustafa, uh, or Sam Altman, you know, Greg, whatever you're saying, Hey, slow it down. Trust us. We're going to protect everybody. You then have, they're under attack that, Hey, I'm going to make a verticalized one. That's just for audio. Just for video, just for, um, code, just for, you know, a specific language or a specific culture, whatever the vertical is, you're going to see, um, you know
So you did, you do have an academic paper with all Google people on it that actually led to the technology that's being used by anthropic and open AI.
just level setting both anthropic and open AI, you know, uh, I'd say kind of leading models in the space, definitely closed.
Anthropics, $4 billion a round, led by Amazon
this is the process library really good if you go to the plan if you go to the pun one it's really good so this is kind of a fun one where it gives you a really nice prompt they used to be
it's reasoning capabilities are incredible
i know that claude has projects now where you put pdfs in and you have product knowledge
their what is on their near-term roadmap right and for a company like open ai and anthropic their ultimate goal is to achieve agi for anthropic to achieve agi safely um and what are the things that are going to be you know the things that they'll tackle next and so they've anthropic has already mentioned you know we won't pursue you know side quests such as image generation or things like that because it is not necessarily the thing that will bring them to agi better reasoning on the other hand
we really cherish the uh the team over there and they're they're just amazing
very very happy to see some of the data uh behind anthropic's progress on the on the uh on the enterprise side
this is uh a quote from the wall street journal talking to the ceo of anthropic and he said um i'll just quote him the surge in demand we've seen over the last year and particularly the last three months has overwhelmed our ability to provide the needed compute and then he says later on they're going to have a million ships powering uh the clod family by uh 2026. all that stated today as we think about these massive compute projects they are predicated on i think an anthropic level of increasing
if it's true it seems like that would be really great revenue growth i'm assuming this is not for the consumer product this is for the api and that they've seeded the consumer product race to chat gpt and gemini and grok
They're like a mere sort of wrapper over Anthropik, perhaps even losing money on the Anthropik spend. It's actually more expensive than many products on the market, if not most.
a company called Anthropic came out with this beloved model called Claude Sonnet 3.5. That's right. Now they're 3.7 out and code with Claude and so forth. But that model was state of the art for a long time for coding work. And you guys ended up choosing that over your own in-house model.
if I'm using an AI agent and I'm using MCP, which is the Anthropics new framework that everyone seems to really like, and people are adopting to bring in information into my AI context, is there no built-in security there whatsoever?
They saw in a couple of quote instances that Claude Opus Fort, the big new model, tried to take essentially its own weights and models and make copies of them to self-preserve as my read.
what I found really impressive was just, well, one, how good Anthropic is doing in general but also as you can see from the top of this chart if you're on the video version if not, it shows the Claude Opus 4 model leading the pack.
they're calling their most powerful model to date and, and I'm quoting, the best coding model in the world.
congratulations to the incredibly capable team over at Anthropic
definitely another solid incremental step on AI coding capabilities
a big endorsement of what Anthropic is building, you know, that Microsoft is sort of ready to embrace it
We love Anthropic. They're a well-funded, of course, AI foundation model company with a focus particularly on safety, on interaction with AI agents, other kinds of software and layers on top of AI. It's the Claude family of models. That's what we sort of know that it works. I love Claude. Yeah, I'm on Claude all the time.
Anthropic is pretty great. Twist 500 company.
if google is paying and anthropics not and they're getting the same thing right that's not that's not a successful business model you can't run it that way
if you are billing yourselves and so much of your branding is we're the good guys like we're the heroic ai company then yeah you've got to actually practice what you preach anytime you get caught doing something underhanded it's going to be worse because you were virtue signaling so hard
if that's how anthropic and anthropics executives really feel then yeah they're just treating reddit with cavalier disregard for their ip
if it's getting to the point of a public suit something broke in their conversations and it does not make anthropic look good or they just have this attitude that so many in the ai industry seem to have which is just like this is our natural right we're not stealing from you because we're just using it to train
despite repeated requests to stop anthropic has accessed or attempted to access reddit content more than 100 000 times months after saying publicly they wouldn't
reddit writes anthropic is a late blooming artificial intelligence company that bills itself as the white knight of the industry it is anything but anthropic says often undoubtedly that it prioritizes honesty and is guided by unusually high trust these claims are empty marketing gimmicks
this is to me a pretty big deal because it's going to help i think underscore the tensions between content owners and ai model companies and i don't think we've figured out those economics yet
reddit has a deal with both google and open ai to share its data for their use and anthropic uh did not sign such a deal and after they had been told to stop according to a suit from reddit that i had not read in its entirety yet so don't yell at me essentially anthropic kept scraping reddit and now they're taking them to court
what if they then screw me in six months yeah anthropic just claude it does not it doesn't it doesn't work great
when you ask people what is ai they go the the gpt thing right you know yeah i mean this is an old story but i told it a couple months ago i was at a poker table and the relatively non-techy blue collary slightly older group at the table were talking about ai and they just called it gpt yeah and i knew what they meant but that was impressive to me about how far that brand has gone uh claude definitely not that level
you want more companies and more platforms to start pulling in claude not the opposite you don't want to create a situation where they're like oh well we could just use chat gpt instead let's just go with that like chat gpt is already the brand name
claude already feels like it is in sort of like in terms of prominence outside of the i i talk about ai everyday world i feel like you're you're already a little bit a half step behind like an open ai a google gemini in terms of prominence
i just hope that this doesn't bite them in the in the back side as other people might go well we're not going to use claude because you guys are
it was two billion again according to reuters back in march and one billion in december and that means that they've gone from one to three in roughly a half year and that is the type of growth you would love to see from a seed stage company with a million dollars in arr not a billion dollars in annual run rate so it's a thousand x more impressive
anthropic is willing to burn these boats if you will is because they've just posted simply insanely fast growth so reuters reported um i think it was today or yesterday that anthropics uh revenue reached the three billion dollar annualized run rate metric by may of this year
anthropic of all the big ai model companies so much of their branding and their theme is like we're the responsible safe choice that takes you and your data into account and like we're looking out for everybody like they're way less aggressive just in terms of the the marketing and the way they speak about their company than say the open ais of the world so it is kind of surprising to see them being like the toughest most aggressive player in this
ai foundation model companies in a sense have to be swiss they have to be a little bit like switzerland they have to be a little bit neutral because otherwise you're kind of taking on platform risk by using their models which makes them less attractive now any startup that uses anthropics models but gets too close to open ai or microsoft or google or meta or mistral or any other foundation model company i will have to ask are we at risk of being cut off
you kick someone out of your house the relationship's over yeah you know it's it's tough to go back on that... once once you sever certain relationships i don't think they really come back
if the deal doesn't go through anthropic we'll be like ah never mind come back to claude
windsurf which has previously used at least in part ai models from the anthropic claude family uh got cut off with less than one week notice
we've talked about Anthropic the foundation A model company 60 billion dollars reportedly at a 3 billion dollar rent right now 20x recurring revenue more or less
if Windsurf was being built off of Anthropics products, you would probably want to have a two-year contract, a three-year contract to avoid this kind of thing happening. So who knows if they're on a month-to-month contract, a quarterly contract, but that's what a two-year contract would do. If this was a two-year contract, they couldn't be cut off, right?
if you were building, you know, a product, you would want to just be multi-model for sure. Absolutely. And then we can swap out models as needed as they improve. That makes a lot of sense to me. So essentially, you just don't want to be have, you don't want to have a platform lock-in effectively.
If OpenAI was part of the acquisition marketplace, so was Google, so was Grok, so was, you know, Microsoft and obviously Anthropic and Amazon. So they all had a chance at buying this, I'm certain.
I found it interesting that Anthropic, while talking to TechCrunch at their event about this decision, cited Cursor as a long-term customer of theirs.
I think what's actually happening here is that there was probably an auction and Anthropic had the chance to buy Windsurf and they didn't clear the bid
The gist is that they want to basically work with people for the long term. OpenAI is broadly expected to be purchasing Windsurf... they're basically saying, we're not going to let an OpenAI thief use our stuff. So it is what we thought. It was a competitive point.
I just think that it underscores platform risk for foundation AI model companies in a way that I don't think Anthropic as OpenAI develop their own cloud code and codex tooling. There could come a time when they don't want to serve competing companies that are building on top of them.
I wonder if Anthropic's going to regret this decision later because it's poisoning the well a little bit for commercial AI models in my view.
We use Claude every day. This company is making amazing shrines. And you just know Dario has got some great insights to share at the event.
thank you to our friends at Anthropic. We've got a great partnership with them. They're helping us with all these tools.
Some of you know, Anthropic has this incredible large language model that does incredible things, agents, coding, it does everything. It's got a big open context window where you can put a bunch of data into it.
this shows how long it took anthropic to go from zero to one uh billion in revenue took about i guess this is 21 months and then it took three months to go from one to two and then two months to go from two to three and the latest reporting is that it's now per the information at four billion dollars in annual room rate so when you're seeing growth like that it's hard to sit on the sidelines
open ai and the tropic are not going to do those so there's there's plenty of room to build fantastic companies
open ai anthropic identified different verticals where their models were finding the most success and efficacy really landing with code generation as a key use case and it was kind of predicted that they would move this direction over time
dario amodi of the breakout ai company and twist 500 member anthropic we use claude every day this company is making amazing shrides
we're sitting here using producer claude all the time to check on facts asking it to cite sources and you we we haven't found situations where it's let us down
So I think Anthropic is the asset light foundation AI model company. So we'll see how that plays out.
And Anthropic got Amazon to do all their infra work for them.
I think that specific vertical is so key that the language models are going to want it. So I think it's going to be tough for lovable and Cursor and Winsurf and these kinds of companies to actually make it work when the platforms themselves say, we want that business because there's so much revenue there.
The person you're building on top of wants your business. They consider it a key piece of that $10 trillion AGI prize I've outlined and Cursor, there it is. You just showed it, right? Or you just showed the Claude version. The Claude code that is now competing with Cursor.
Claude now has their own AI assistant, uh, AI coding assistant. So, you know, these, uh, wrapper companies, uh, that are working in coding specifically, have a very unique challenge.
the fear that what lovable does will be built into Claude, um, and Grock and Gemini and Meta and, you know, Microsoft, Apple and Amazon
an average producer summarizing the Substack news story we just did, versus Claude, I wouldn't be able to tell the difference. Today? Probably not. Honestly, today. No. I mean, I did it the other day with a story. I hit the assistant button. It was a breaking story. And I put those notes into Slack. And those notes were as good as, you know, whatever, a 50, 60, 70K producer, not as good as Alex with his domain expertise or me with my historical expertise or inside information, but essentially th
I'm paying right now $200 for like whatever, and Claude and ChatGPT. I think I'm paying probably, you know, I'm getting towards $1,000 a month personally for AI products, or I'm halfway there, more than halfway there.
Dario Amode will be there, the CEO of Anthropic. They make Claude, and I am obsessed with that product.
if I'm anthropic if I'm perplexity even if I'm Google and now it's like I've got 50 different states and they all might have different approaches
Claude would have crushed this Claude actually would have probably crushed that I will say based on my experience
Anthropic is much better at holding on to its people even when they get extreme, you know, offers from Mark Zuckerberg whereas Apple's sort of bleeding out.
right now, if you look at the top of the charts, it's Anthropic and it's Google and it's open AI. And then Microsoft's far down below.
we have other models in the market that are pretty good at coding from Anthropic in particular
google's in a really good place here because they can afford to subsidize any amount of inference for the government the other companies have to raise either equity or debt capital to pay for this so we'll see how that works out for their economics
i'm going to be curious to see how much market share anthropic can get back at least on open router from the uh elon musk ai company because they really have done quite well
they also teased a new thing called imagine with claude which is it seems to be almost like a vibe coding service from them so going up into the app layer there
anthropic does have real competition on the coding front i think people are underselling how much of
these models don't feel like they're tripling or quadrupling like the functionality because they're coming out so frequently and they're typically 10 20 30 percent better at specific tasks if you're doing two of these a year three of these a year it's getting twice as good a year and i like the fact that they're dropping them more frequently
not surprised to see anthropic fire back jason after we saw xai's claw uh grok code fast one do so
we all know that claude sorry anthropics models have been very popular inside of products like cursor so not surprised to see another step here
Anthropic has settled their AI copyright lawsuit for $1.5 billion... largest copyright settlement, Friedberg, in the history of the United States
if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy Anthropic or OpenAI or Grox tools or Gemini, like plenty of options. Make sure you have a good partner.
both Anthropic and OpenAI are taking their estimates up right now, their forecasts up.
Anthropic and open AI are running around saying, listen, we can't continue to invest billions of dollars if Chinese companies can just steal our weights
you still have stuff in the labs by Anthropic and open AI that is way ahead of this.
we got a little bit of a stall in anthropics revenue in the last couple months. And this is third party tracking. So it's not perfect data, but we do see that this is a clear headwind.
I'm fine with Anthropic and OpenAI enforcing their terms of service. They need to do a better job, stop the distillation from occurring in the first place.
if Chinese companies were to steal proprietary weights from Anthropic or OpenAI, that would be theft. But that's not what we're talking about here because no one's accused that.
OpenAI and Anthropic have both argued that they are free to train on all the world's output regards of whether the creator wants them to or not. That's right. That is their current position.
these proposals to ban open source that are coming from anthropic. They don't solve the distillation problem. If distillation is a problem, you have to stop it at the source.
Yeah, anthropic is raising 300 million at a $5 billion valuation
according to the Financial Times Google's relationship with Anthropic is limited to acting as the company's tech supplier
maybe in some way incubate this safer right this again we go back to this in theory safer and more reliable and trustworthy the AI systems
it seems like it came out of the cloud division which makes it seem like it's more of a strategic investment of the kind that could eventually absorb uh Anthropic in some way
the financial times notes that this investment is coming from Google's cloud division not its venture arm GV and the question becomes if you are if you're a corporate venture capital arm a lot of times you're investing strategically so that you can incorporate this technology into your parent company
if Google is planning to use its own AI chatbot it's unclear why they would invest in Anthropic in the first place
Anthropic is planning to develop an intelligent chatbot called Claude which will rival open AI's chat GPT
you wonder why then they would turn around and raise 300 million dollars from Google which is obviously a commercial enterprise
Anthropic was founded by Dario Amodi and a few other researchers that left open AI and according to the financial times they left because they were concerned that Microsoft's first investment in open AI would set it on a more commercial path and detract from its original focus on the safety of advanced AI
the latest news is that on Friday the financial times reported that Google is investing 300 million dollars in Anthropic at a three billion dollar valuation giving Google a 10% stake in the company
every other organization doesn't want to publish anymore
who can likely catch up there's one more organization called anthropic sure and like they are the closest number two
on the fly energy wins where it counts there's no fire risk no degradation no 30 second lag or upkeep like diesels and scalable beyond capacitors for real long duration protection it's simply a better spin on backup power
we're targeting over a hundred billion dollar energy market consisting of over a hundred thousand us facilities from ai data centers to manufacturing hubs where batteries fail diesels lag and uptime is priceless eating to capture just one tenth of a percent to get to 100 million in market share
our solution the rotor seed is a 10 kilowatt hour modular flywheel that installs like a backup battery charging storing and releasing energy rotor seeds stack into rotor pods and scale into the rotor farm capable of delivering megawatt hours of distributed protection for everything from a single server to the local electric grid
industry and ai alike need resilient energy storage and that's the gap that on the fly energy fills
we will absolutely take the step to the world
anthropic has a beneficial deployments team that supports us open ai has an education team that supports us so we feel really close to the model providers and they've been incredible partners
we have a you know very sustainable business model that allows us to to do this work and and you know great funding
we have this incredible product and legion of educators who want to support each other and that ends up being a really big superpower
we have a massive amount of usage internationally ... we do get inbound customers and partners from international schools and places all over the world ... we have reason to believe like 80 percent of educators in the uae are using magic school ... with no direct marketing no presence there whatsoever
i expect that some of these bits of what you're we're talking about will be available as early as january and i think that in the next year it can feel like a wholly different world especially for the districts that partner with us
so magic school is going to kind of get even deeper into all those places to be this truly personalized
we think that there is a huge opportunity to contextualize the use of both educators and students for the product um so if you think about uh like a unified knowledge graph for a student's experience with the product that could include maybe their grade level their categorization as a student who has who needs a certain level of text complexity because there may be a special education designation or an ell designation or a language learner and then all of the tools magic school can very much dir
one of the most important things we're going to do is forward deploy our solutions architects engineers two districts and make this deeply deeply uh integrated with their challenges that they're facing every day so that's going to be and that's not cheap and that is not cheap
this all sounds fantastic to me i'm glad things are going so well for the business
where i think they can still improve would be in for us like things like guardrails for students
we use mostly anthropics and open ai's models in the platform
we call them solutions architects at magic school and they are doing this work to really deeply customize the platform for the district
our primary customer is the district we want to sell directly to the district
we certainly caught a moment of generative ai kind of coming to the world and finding utility but i think there was the ease of use it being really directed to their profession and knowing them really really well all that in combination ended up in this extraordinary red trajectory
we didn't spend a marketing dollar until we got to you know nearly a million educators signed up for the platform
you've generated enormous market share
this is from a company called burbio this is a tracker of the percentage of school districts that have paid to an ai platform in the last 12 months and what you can see here is that there's a company called school ai that has some market share chat gpt open ai which does quite well and then in first place there is magic school
there are over six and a half million users signed up for magic school there are three and a half million educators in the united states and about half those users in that number are in the united states so it's like a staggering number for distribution
you take that rubric and then you differentiate it in spanish you make a version of it that better serves students who are behind grade level you make a version of it that serves students who are above grade level um and now you have this incredibly differentiated assignment for all of those groups
for districts they end up picking up magic school because they kind of want to make their own closed sandbox version of generative ai for their teachers uh and there's their district so they can infuse their own district knowledge with rag technology into the platform and make sure that it's aligned to their districts priorities and goals and not just a generic ai that their teachers might be picking up in different ways so they get to kind of create their own ecosystem of gen ai tools for their
they also can craft these ai experiences these are all teacher labs they have to actually build the experience themselves and then launch them to their students these range from things like a chat gpt for kids with guard rails and you know doesn't give them the answers but helps guide them through they're supportive uh to support them with their academics to more targeted personalized learning tools like a writing feedback tool where students can submit essays that they've written on their own a
magic school uh ends up being this teacher co-pilot so it is ai for educators where they can use it for their daily tasks like maybe building a rubric for a project they're bringing to their students differentiating materials for students who are ahead of the curve and students who might need additional support english language learners students with special education plans who might be behind grade level in certain areas of academics
it's incredible as a formal former english teacher this would have been a godsend for me in my classroom
magic school seems to be doing quite well it raised a 45 million series b earlier this year
it's a really cool idea it's growing like a weed
I mean, the only company that I think doesn't have a major footprint is Anthropic. Like, shout out to them for not buying GPUs, I guess.
Microsoft investing 5 billion after just settling their open AI deal I worked out that they're going to go public and they have certain ownership and now this drops Microsoft investing 5 billion Anthropic will use 30 billion worth of Azure compute potentially so that's pretty amazing
they're very much don't want to compete on an application level with their customers they want to be a neutral third party although they do have a coding product I think they're not going to do what open AI is going to do which is try to you know invest in every single space
They're not winning the API game Viz Anthropic.
In November, 2025, we entered into an agreement subject to certain closing conditions to invest up to $10 billion in Anthropic. There is no assurance that we will enter into definitive agreements with respect to the open AI opportunity or other potential investments, or that any investment will be completed on expected terms, if at all.
so much of their viewing is overseas all these different markets i think they don't want to have to worry about customizing and individualizing that content for all these that's already
that's why so much netflix content is that kind of is it cake stuff so annoying this is why i think they should have gotten cnn because you would keep if you had cnn they would have it running constantly
a lot of people are putting on netflix in the background while they're on their phone while they're cleaning while they're doing other stuff and that a lot of the stuff that does the best on netflix is that kind of background viewing it doesn't not everything has to be squid game some things people just like to kind of leave on while they're doing other stuff it's very low impact and those are a lot of the biggest shows emily and paris ginny and georgia even like bridgerton it's like pretty to l
that's all they want they want hbo max and they want the dc characters that's that's my theory that's
this is all elaborate game theory by netflix they knew they were going to get rejected they didn't think they were going to make the acquisition go through but you tie up your main rival in the streaming marketplace for a year and a half two years while every total distraction they can't get acquired by anyone else they can't acquire anyone else yes you're sort of freezing them out for a year or two while you continue growing expanding there are people in hollywood who think that's what's going
it's big market share there's no question about it it could be a problem that's actually accurate if you're not considering tick tock and youtube it is a lot of market share of the old thing which represents like half the number of minutes now or a third of the revenue their share is going to go up a lot
netflix is going to give him a documentary series when he gets out just like they gave it to everybody else
i have a lot of respect for him ted sarandos he's a great person he's done the greatest job he's done one of the greatest jobs in the history of movies or other things praise
those are both enterprise valuations
paramount still believes they will have an easier time getting through these regulatory hurdles than netflix will because their businesses are more aligned and less directly competitive paramount plus isn't the chief rival for netflix the way hbo max is
the paramount offer 108.4 billion for all of wvd the netflix offer 82.7 billion just for the warner brothers film and tv studio
president trump has weighed in ... i have a lot of respect for him ... but it is a big market share there's no question about it it could be a problem ... they have a very big market share and when they have warner brothers that share goes up a lot i'll be involved in the decision
two thirds of the market pretty impressive right having two thirds of the market so you have to ask incredibly impressive incredibly impressive however you yourself said those five competitors there's
i'm going to estimate in somewhere between 27 and 28 you will see chat gpt go to 45 to 55 in other words less than 50 of the market this is percentages and market share what this doesn't take into account is that the pie is growing rapidly so even though they only have less than 50 of the market they will still have a much larger business these two things will be true at the same time
in what world do those five get less than 10 percent of the market no no world that i've ever heard of or conceived of
present day right with 32 of the market being other than chat gpt and 68 of the market being chat gpt now if you go just to three years ago and two years ago and even 18 months ago that was a market that was either 100 president or 95 open ai chat gpt today they have
and google us and zuckerberg as competitors so those three are the four horsemen of the apocalypse
elon musk it's not a competitor you want to have but that's like having a competitor like terminator 2 arnold's resident repeat competitor you don't want that competitor trust me ask anybody
what i would say is there's a 10 chance that could happen they could stumble and there's a 90 chance they'll just keep soaring and it could be flat or up but the reality is first person up the hill takes the arrows when you have a hundred percent of the market the only way to grow and when you have these competitors the only place you can go is down let's go through the competitive set that they're facing
to be netscape all over again i brought up that analogy for the last couple of months
if i was open ai i would be working to get ads on there faster and have it ready to go when they said they were pausing it or not focusing on it i call bs i call i think they're tripling down on it and having it ready so that the second somebody else puts ads in i.e google they'll have it ready to go
because of the code red they called because the llm is falling behind gemini and other rock and claude are making better products and leapfrogging open ai they're in a panic mode because they realize they don't have a better mousetrap they have the same mousetrap as everybody else that everybody's mousetrap is getting five percent better every three months
my belief is the 75 of the revenue at open ai that's coming from consumers is going to go down to you know at least 50 in the next two years people are going to stop paying for these things when chat gpt was one of one people paid for it of course now that you have gemini grok you know and everything in between they're going to stop paying consumers are not going to pay for this it doesn't provide so much value that an average consumer will pay for it
they don't have a person deputized to think about how advertising or in-house ads cross promotion should exist inside of the product so sometimes when you're running a company there'll be like two outfielders you know and okay you know one person's in left field one person's in centerfield and there's a shortstop and whatever the ball kind of is in between those three players and it just drops in between all three and they all look at each other and that's what happened here
i think that what they tried to do here was a partnership and a connection tool and it ended up just being sloppy and kind of gross which doesn't give me a ton of confidence jason in their uh product decisions to be honest
he said we've turned off this kind of suggestion while we improve the model's precision the code red that open ai called was to improve chat gpt and it pushed back things like advertising so right now we are not seeing ads in open ai as we expected them to
one of the companies uh exec said you know i agree that anything that feels like an ad needs to be handled with care and we fell short
nick turley he runs chat gpt says quote i'm seeing a lot of confusion about ads rumors in chat gpt there are no live tests for ads
so as far as we can tell this little module that you and i both think is an ad turns out is actually an invitation to connect to target inside of chat gpt
this is partially open ai doing work for target and also a target application that you can connect into inside of chat gpt
And Anthropik gets an 83.
Take a look at Anthropic next. Here's Claude 4.5 Sonnet and Claude 3.5 Sonnet, the October version of that. A 63 to 30 point difference. So just over 2x.
And Anthropic was rocking the Claude 3.5 family.
50% chance for Anthropic on its way up. That's totally mispriced. I would say it's 80% chance Anthropic will go out.
I want to talk about Anthropica a little bit more because why not so Jason you mentioned them and their fundraise and how their venture capitalist partners have done so well the company is looking to raise 10 billion dollars more at a 350 billion valuation now that number 350 is actually the reported price that both Microsoft and NVIDIA late last year pledged to invest up to $15 billion as a pair so we've kind of seen $183 billion valuation we seem to have scaled past what VCs can afford to put
I mean Anthropic went from basically a 1 billion dollar run rate to a 9 billion run rate last year that's 9x at scale
Anthropic released Claude Cowork a week ago, which is basically, this is the vision of Claude Cowork, basically. But you can see what happens when you have bureaucracy versus open source, do whatever the hell you want, right? Claude Cowork basically can edit a spreadsheet. That's the extent of what it can do. And this can do quite literally anything, nuclear bomb your entire digital life. It can do anything.
One thing that I found really frustrating is getting my personal chat GPT instance up on my and then going over to Anthropic and Claude and then
I mean, I mean, for my parents business, this is there's no brainer for small businesses,
Yeah. It pretends to be you. And basically it tells it some new instruction and it can do whatever it wants. It has, there are some defenses, but it's not, it's not great.
some of the foundation models like Opus has some prompt injection capabilities to identify that, but not all of them.
Everything it is built has been flawless.
But what I'm trying to do is instead of using Opus 4.5 for all the muscles as well, all the execution, I find other tools that are cheaper and more efficient as the muscles.
Opus is the best model on planet earth for this. It's the smartest.
The stuff you just described is like a really good, like a smart assistant, a smart
what's really powerful about Claude bot. It is, it is the only self-improving AI there is. And what I mean by that, it has basically infinite memory.
I think this is the single greatest application of AI I've ever seen in my entire life. It is basically for me at least a 24 seven AI employee that works for you at all times, doesn't need to sleep, doesn't need to eat, doesn't complain. It is constantly doing work for me and improving my business.
I got a text from a founder. I'm, I'm an investor in that Claude bot is an existential threat to how they think about the world and they're, they're not worried about their business. They're, they have to reimagine how they build and how they think.
This is Opus right now. Opus is obviously it's, it's a genius.
200 bucks a month is, uh, it's not that much if you're running a business. It probably can cancel quite a lot of subscriptions as well.
I think $200 a month is, is enough. 200. So you're gonna, so you can do this all with the highest regular tier Claude max plan. Okay. So that's, that's pretty affordable, Jason.
I'm having a great Cloudbot experience.
it's what Siri was supposed to be.
most people I know are using cloud code, which is extremely powerful, extremely intelligent and control and finish a lot of tasks very well.
people have been Claude-shotted, like one-shotted. They are addicted. Everybody thinks this is the end of employment and everybody's just going to have six Mac Minis on their desk running stuff.
Claude Cowork going crazy at Davos. All the tech folks were talking about Cowork. That's playing with Cowork. Very impressive. Then I see Claudebot going crazy this weekend. Something's happening with Claude, Claudebot, and Cowork, which is leading to everybody on X buying Mac Minis.
We will eventually be able to run Opus 4.6 on a Mac mini.
I saw somebody over the weekend, Matt, who has their augustration level, their chief of staff, their CEO in the cloud, their Ultron, using the best model. They determine that's clawed 4.6. I think there's some consensus around that for reasoning.
like Cloud Opus 4.6, it's better than any local model. There's no local model that's there yet. There are models that are close. Kimmy K 2.5 is almost Opus level intelligence. But I think the way we're trending is in the next 12 months or so, we will have models that are just about as good and there with Opus.
Claude seems to not really have up-to-date information. So if you go into Claude and ask it, hey, what's OpenClaw? It actually doesn't know.
SPEAKER_238: A replicant asked for some flowers to be delivered to the Anthropic headquarters. SPEAKER_252: You know that freaked out their safety team. SPEAKER_283: The safety team over there is a little concerned. SPEAKER_284: What if this was a bioweapon? SPEAKER_172: Oh, man. That's so great. It's trolling the safety team. Oh, my God. I can see that. So sinister.
I feel like I've 10 X to myself at least with open claw
Yes, I'm aligned with you. I think that there will be folks leading the charge and I would put myself in this bucket to like not to, even if that future is like ahead of us, that there's going to be these alternative paths, um, to going local and go in and like keeping your privacy. And that that's really important. Um, especially when I think about like my children's entire education being like sitting on a Mac mini or something. But, um, but I, I, I understand consumers like ease, but I think
What are they going to do with open claw? They're going to let it chug along, but then they're going to use Peter and his big brain. They're going to rebuild this product inside of open AI. And instead of going to open claw and doing all this, you know, chores and, and, and tedious work to set it up, they're going to make it one click and give it to their billion users because they have distribution in order to preserve their distribution. And then whatever innovations, the safest, most innovati
This technology was becoming so powerful that it commoditized open AI and clawed because it, it wins the interface. Whoever wins the interface wins the day. You can see the Chrome browser. You can see Mac OS. You can see windows. If you own the operating system, you own the distribution. It was becoming very clear that the front door for using AI had switched from chat GPT chat room to now people using open claw. Anybody using open claw stopped going to clawed XAI Gemini. You just stop going the
if you look how Sonnet 4.6 is being positioned in the market as an absolute workhorse for knowledge work, it seems like it's going to fit in extremely well into my stack. And especially when I have to switch off of, uh, using the max plan to using the API directly, I'm going to appreciate the cost savings of Sonnet. Um, so yeah, I, I definitely plan on playing around with it. It really does seem like just an absolute workhorse for the things that I need to get done. And with tool use, agentic us
it's disappointing because, uh, Claude has built some really great technology that people love using. I'm using Claude to do all kinds of, uh, it's like magic at my computer that used to take me a lot longer to produce. Um, and when you take OpenClaw, you just want to bring, bring your own anything to use it. So it's kind of, it's, uh, it doesn't leave a great taste in the user's mouth to, uh, to have this restriction imposed on us.
the really cool thing about these skills is we've condensed sometimes huge apps down into just a small instruction manual that can live in a very tiny, uh, and efficient markdown file for your open flaw.
The skill wraps like all of our tools together and makes it really easy for users
I see OpenClaw giving people that didn't have access to a tool or workflow utility before to have access to AI and these complicated tools and kind of give them that simple interface, although it's not simple yet to set up.
we're seeing that all you need to do is give your machine a set of instructions. We don't need this whole layer of UI, bloated apps, different types of weird experiences as a user anymore.
the people that have adopted this, there's a lot of really vocal early adopters. And we've been speaking with people that use ClawPod and they're super excited to be testing stuff out. And this is a very small group of people who are very loud, who are like hobbyists, a lot of small business owners, a lot of people who help businesses set up workflows.
I don't think it's quite there. I think this is really a tinkerer's dream right now. You have to install it locally. You're still trying to iterate rapidly, figure out what works, what doesn't work. There's still so much discovery. But for the average person that just wants a one-click install and everything to just work, it's not quite there yet.
the first consumer app to truly bring OpenClaw into the mainstream will become a unicorn.
I would be hard pressed. I don't have any insider information. I'd be hard pressed to argue that they are not going to come out with some version of a long running agent on an OpenClaw competitor or clone or a version of that that also does that on the cloud.
Because right now, you're still making your request to Anthropic to OpenAI. And they still whatever you talk about, they are getting that data, for example. So if it's something personal, I believe in their terms and condition, they can use that for their training data, even though it's anonymous.
Open models are still about like six to 12 months behind the Frontier Labs at this point.
You have four labs at least that have, you know, are within one month or two of each other in terms of what their capabilities are in some sense. So if Anthropic says no, Grok says yes, or, you know, opening eyes says yes. So I think it's a bit of an inevitable thing, whether we like it or not, that one of these companies will bend to the giant DOD contract.
So if Anthropic says, I don't want to be involved in this, they have that right. And the military obviously has the right to say, hey, we're just not going to use your technology. So that seems like where this is going to go. Anthropic is going to be blacklisted by the government and they're going to lose that contract.
They're losing a ton of money on this. Yeah. We'll see if that winds up being sustainable or not.
their annualized reoccurring revenue, whatever that means, is 14 billion up from 1 billion, 14. Yeah, it's a basic run rate, I guess. And so they raised 30 billion at 380 billion. So if we put these numbers together, you know, 10 times 14 billion would be 140, 20 times would be 280. So it looks like 25 times revenue ballpark, 25 times revenue.
We've just never seen companies grow this fast. Yeah. Zero, a hundred million, a billion, and then 10 billion in three years is just not a company growth trajectory we've ever seen in history.
I don't think the, the revenue multiple is astounding here given the growth. If you do a plot of revenue and growth rate, Anthropic is not an outlier. It's a pretty reasonable valuation for a revenue run rate and a growth rate for most companies.
And that was what they released when they announced their $380 billion funding round.
I think the latest reported one was publicly, it was 2.5, just for Claude Code. Just for Claude Code.
Claude Code is the fastest growing product of all time. This is a, you know, nearly $3 billion run rate product a year.
with Claude Code, it was very obvious to people that that paradigm was going to do way more valuable work than just single Q and A.
4.6 Opus is the most incredible thing that I've ever played with.
i think it proves my first answer right which is the marketing worked
these two points seem pretty political and kind of advantageous for marketing to me and interesting take you know anthropic has a pretty consistent past of using the doomer narrative to do marketing and so both of these points feel identical to me
let's hope so um you know we're we've got conversations going with everyone um we'll figure it out as time plays out um and you know we're just excited to see where where it nets out these open source projects
the third thing is this like crazy idea that uh peter had which is called heartbeat which is he gave the bot a heartbeat and you know we've all built anybody who's built software builds these cron jobs and you get these there's these things called demons and cron jobs and you can run like demons are sort of running always in the background and cron jobs run like at a certain time and do something the idea that like the machine has a heartbeat and it will do things each time it does this heartbea
the skills feature uh which you know you're seeing skills like jason said there's skills on cloud code like skills is like this new emerging primitive that's happening but the idea that you could tell the clod bot or the now open claw to build itself a skill and then simply share it with the community using claw hub and then other people immediately start downloading it i did this with a snow report skill right out of the gate of course and built some other ones but this really easy ability to b
the memory feature right like all of us using uh ai have used chat gbc in the big models right and it has like some memory of you and you can kind of go check it out and there's probably there's some other like voodoo magic they're doing in the background to like make it so you can access your former chats but it's like it's like loose and you never really know whether it's going to work and so the idea that like i'm getting this these memory files on my own computer that i can then use and reus
apparently still on not being arrested for saying the government can't use his technology to make kill bots or spy on all of us
forced to comply this isn't soviet russia except after pearl harbor or well hitler invades paris or poland fair enough
should anthropic be forced to comply that's an interesting question i don't think that they should be forced to comply unless we're under attack in which case the war powers thing comes in and you know if you're ford you're making tanks now not model t right it's just the way it is
i think he walked right into that unfortunately to the detriment of the company from a long-term perspective because as palantir has demonstrated the government could be their largest customer
i think dario has tended to politicize this a bit and has set a little bit of a trap for himself which is we want ai to be safe
i mean first the revenue ramp clearly happened before the controversy so it'll be curious they're interesting to see what happens after it um i wonder if the incredible growth of that revenue is what gave dario uh a little more confidence in taking the position that he took ... i'm curious like what effect it'll actually have on on their business you know good or bad
i think this is a lesson for him as ceo your take logan on taking a principled stance and winning the crowd right when the when the crowd win your freedom gladiator style he got the he got the crowd to use the product they became number one in the app store
anthropic on track to generate annual revenue of almost 20 billion uh that's a projection based on their current performance more than doubling their run rate from just late last year uh they recently surpassed 19 billion in run rate revenue up from 9 billion at the end of 2025 and roughly 14 billion just a few weeks ago jason that's uh it's it's a sign of how strong the adoption has been for toting tools like claude code uh and the other anthropic projects and it's also a sign that maybe this p
we in the company we've been huge users of uh of claws and um it's been quite an amazing phenomenon
claude and open ai is coming for consumers twenty four thousand dollars a year essentially a third of the salary of uh you know two or three year out of school college graduate um that's going to be the next tier in order to use those models that scale
anthropic is going to have to give these details in their s1 and so is open ai
anthropic announced that they were uh stopping claude subscriptions no longer cover third-party access for tools like open claw this took uh go make the youtube face this started on uh saturday april 4th it was announced an email sent out friday evening uh so instead they're offering a pay-as-you-go option uh built separately from your main claude subscription to cover it here's anthropic exec boris tyranny on x we've been working hard to meet the increase in demand for claude and our subscripti
I just think that Anthropic is doing a great job of just making it more accessible and yeah, just easier to use for non-technical people.
And again, this is because Anthropic now has these agents working inside all of their products.
And then what you're doing only is you've given one model, Anthropics exceptional model, but you've, you haven't have four or five different personas.
open AI and anthropic want other American AI labs to have to get their models reviewed by the white house before they can come out.
All the major models signed up for that, I think, except for Anthropic.
If they actually want to slow down AI development, and they should then as a company, slow down AI research, they can just slow it down themselves. They should not go to the government and ask for the latter to be pulled up behind everybody else. It's obviously regulatory capture, combined with performative nonsense.
Anthropic CFO, Krishna was just on a podcast and said that 90% of their code now is AI generate this about a month ago.
Yeah, this is where I'll take the other side of it. Yeah. People are running Kimmy on the last generation of hardware and that's plentiful. And I think, and I'll make this prediction here, that you're going to see some of the major customers of Anthropic and major customers of OpenAI.
Yeah, I mean, two things could be true. She said in July they did more net new ARR in July than all of Q2, which I guess would have been April, May, and June. So, think about that. So, they are seeing a re-acceleration in the wake of their new model, which I think is GPT 5.6. Meanwhile, you're seeing Anthropic break into the 70s, 70-plus billion of ARR. Their forecast was to 10x this year from 10 billion of ARR to 100 billion. I think most people are saying they will exceed that, 110, 120. So, i
But look at the actual revenue of Anthropic and OpenAI. And they have been taking their estimates up. Every quarter is basically a beat and raise. You saw that Sarah Fryer came out and said-
And then there's the last one, number five, which I would call monopoly masking, which I think might be the most important thing that's happening here. Peter Thiel famously said that monopolies pretend to be commodities and commodities pretend to be monopolies. And I think the market for frontier AI is already a duopoly. I mean, a year ago, you had five major labs all in the hunt to be the leading model. Now we're really down to two. I mean, the others are still investing, they're participating,
But look, it wasn't just Anthropic employees signing the letter. Anthropic itself, the company, ended up signing the letter, and then OpenAI copied them. So now you have these two companies both endorsing a pause. And my question is, did they disclose in their S1 as a risk factor that they plan to pause or slow down their frontier model development? And the answer, I'm sure, is no way, because that would signal to investors that they're going to allow all their competitors to catch up and erode
Half of laptops in any lecture seem to be open to ChatGPT or Claude, et cetera, et cetera.
When they hear Dario and Anthropic or, you know, Elon talk about, hey, it's going to be a world of abundance and working is going to be optional.
we have partnerships with open ai and anthropic and that allows our portfolio companies to access certain amount of tokens and i would say they've been pretty aggressive about that for a good reason as those companies grow larger and spend more on tokens later on it's a great acquisition for them
i think it was last october i wrote a headline that was something like anthropic is catching up to open ai and it felt so weird to say i was like maybe i won't publish this maybe i'll change the headline i'm like no let's just go for it and then by december and then by march and then here we are today it's i think a testament to how fast things can change
in the short term i'd probably take anthropic i mean i'm a b2b guy at heart and so
i love anthropic and i of course use you know the product but i also use open ai's products and chat gpt etc you know we're obviously in this kind of you know to quote jeffrey moore we're crossing the chasm with ai right like all of us in silicon valley love these tools we think it's cool we can keep up with the two or three announcements per week of new releases nobody else outside of 25 miles from here even knows you know what it's about and what's happening i mean it's it's you know a differe
um anthropic i've i've like moved so much of my ai workflow over to claude and been like super impressed by claude code
People could flip flop. And they're thoughtful about this. Now, you might say they're hyperbolic and their comms are terrible.
Any tech company would pay him a king's ransom to come work for them. He gets to choose. He choose to Anthropic. So keep that in mind.
And they told their partner, Cursor, hey, we're going to just use this internally. And of course, that's not true. They then released Claude Code. And so they found themselves as Cursor now having no compute, having no foundation model, and having their platform that enabled them essentially shivving them, like in the middle of the night, stabbing them in the back.
i just noticed claude if you hit slash skill it will let you put a skill in and then you can copy and paste the skills from one to another one
If this is all true, which I'm 98% sure that Dario is not, you know, being hyperbolic to raise the stock price.
a dramatic increase in score for mythos across a number of very important benchmarks... on SWE bench multimodal, we went from 27% from cloud. It was 4.6 to 59% with mythos preview. So what we're doing is we're also saying we're going to slow the pace at which AI models that we use day to day for day to day tasks down. We're going to retard that function dramatically. And I don't think anyone else in the world is going to do that.
this is not a publicity stunt referring to Anthropik's position here. Quote, in the run up to this announcement, reps of leading tech companies have been in private conversation with the Trump administration about the implications for the security of the U.S. and other countries. So not only is Anthropik saying this, people they've shared the model with are going to the White House and saying, holy crap, ring the alarm because suddenly everything is potentially insecure now.
I don't think Dario is lying. I think Dario is being sincere.
He's not loved by this administration, but they love his tech.
I think the CIA and the government are inside of Gemini, Anthropic, OpenAI, XAI, talking to each of these model folks.
I still think they're in front of Anthropic, from what I can tell the people I know there and the tools and technologies that they have.
there's an argument you have to nationalize this technology. There's an argument it's too powerful for a private company to own this.
I wonder if Dario said, by the way, our new model is would give the CIA the ability to hack North Korea, to hack China. And we are patriots at Anthropic. And instead of giving the tool to a bunch of security researchers, we're going to give it to the US government.
I would so much rather have us have that time to work to get things secure than to be catching up for three to five months until our companies were of a sufficient quality to match them.
I think we should consider this mythos model, this mythos preview to be essentially a cyber weapon and perhaps a cyber weapon of mass destruction.
if you're talking about it not coming out until June 30th, I would not be surprised to see an open source model like Quinn or Kimmy come out with something that's similar, GLM maybe, like before that date
Anthropic has the main code generation platform, sort of the number one right now.
Now, April 30th, I would say zero percent chance. Polymarket Sharps say seven percent, Jason. But the thing that really caught my attention is this. June 30th, they're only handicapping a 28% chance, which means three to four times we won't have Mythos out in the market by the start of July.
anthropic $500 billion valuation in 2026, 95% chance. Everybody realizes that's going to happen.
today, Meta dropped their latest model and their new family. Shout out to them for pulling that off. And it looks pretty good compared to everything that came before Mythos, but it's not now state of the art.
What I will say though, about their decisions and product terms is that I think product market fit is the ultimate arbiter of entrepreneur success. And clearly no one has more PMF than Anthropic today.
I'm surprised at the speed we went from, oh, Anthropic is catching open AI to they seem to be tied to Anthropic is winning October, January, and now April. It's pretty crazy how fast things have changed. Anthropic has gone from probably around 10 billion ARR in, you know, last October to like 30 now, which is just incredible. Unprecedented. Unprecedented to the point at which I don't even really understand the numbers.
I like what they're doing because they're preparing us for that day.
I think they're going to IPO this year.
I think Anthropic has significantly passed OpenAI on a lot of things. And I think the reason is that they've been more focused.
Now Dario is passing OpenAI in models, profile, PR, influence, and dare I say, the revenue here.
Anthropic has also put together a $100 million credit fund, essentially saying, here, use the model up to $100 million of compute, to essentially harden these systems.
There are the companies that are sufficiently important that Anthropic is letting them have access to Mythos, and that means they can be ahead on both defense and offense. And also, we're now seeing a world in which smaller companies are just stuck outside the glass looking in.
I think that Anthropic is doing the right thing here by saying, hey, we're not going to release something this dangerous, you know, from just off the cuff, but it does create a situation in which we now have a very much two-tier economy.
Anthropic is now very far out in front with its new model called Mythos.
They looked at it and were able to, in their using of mythos, they were able to find a lot of internal attack vectors and close them, he said. Right. And I said, is it the real deal? And he said, absolutely. This was a level that was of performance to find bugs that we had not seen before. So they did exactly the right thing. They don't need to call for a global thing.
Okay. They have the ability to slow down and they did.
The timing is bizarre. It seems crazy. It's also, they're on the verge of like an IPO, right?
we don't think OpenAI or Anthropica are going to get to and interface and tools and user base.
we're going to be entering in a new phase where there is going to be a lot of distributions you know largely from spacex open ai and anthropic probably databricks
i think dario has expressed support for this however i think this is just an opening bid for anthropic meaning they'll take this thank you very much this is more regulation than we have today but that won't be the end of it right this will just be the stepping stone to get what dario has now called for many times which is the faa for ai
And that's part of what the bet that OpenAI and Anthropic and the hyperscalers are all making is that that return to scale.
Anthropic developed something called the model context protocol that OpenAI just adopted. I think it will become a standard and it makes it really easy for an LLM like Stripe can just integrate with MCP. And then any LLM that uses MCP can, you know, interact with Stripe. And this is solving a big, big problem for agents in terms of just making them, you know, much easier to use, much more standardized.
reed hastings just joined the board of of anthropic
if you go back and look at anthropic's announcement or dario's announcement there is a pattern of trying to grab headlines by making the most sensationalist version of what could be a legitimate concern if you go back three years ago they created this concern that ai models could be used to create bioweapons and they showed what was supposedly a sample i think of claude generating an output that could be used by a bioterrorist or something like that and on the basis of that it actually got a lot
I think Anthropic is incredible for CodeGen
The first time I've heard anybody sort of make that natural connection, but you're right.
Is XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixed draw, but that's just a bandaid. Those companies don't get Apple what they need. And Apple's had an incredible partnership for many years now with Google that's generating tens of billions of dollars for both companies. And I think there is solid industrial logic for partnership. You could have Apple grok, safe grok, whatever you want to call it, you know, so that Apple feels c
the best product doesn't always win in technology. No. And sports, you know, they say defense wins championships and on the internet distribution wins championships. And grok for has formidable competitors with lots of distribution and Google and. Meta. Meta. If they get their act together. Microsoft. Microsoft.
The next models we see, you know, Grok 5, you know, 05 from OpenAI, whatever they're going to call the next Gemini, they will be trained on Blackwell, and I think that will be a really big step function.
And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's called semi-private, which is important because it means that some of the questions were held back because the criticism of these models is they memorize the answer. And so RKGI 2, it has not seen the questions before, and it did roughly twice as good as, you know, the state-of-the-art Google OpenAI and anthropic models. And then on Humanity's Last Exam, you know, we can call it
I'd say this is the biggest leapfrog we've seen in quite some time.
So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pretty impressive, right?
They didn't expect him to be able to leapfrog everybody. And let's be honest, people are leapfrogging each other every four to six months.
I mean, incredibly dominant release of Grok 4. I don't think people expected that.
The problem is that when we use our coding tools, they route through Anthropic, which is fine because Anthropic is excellent, but it's really expensive.
And amongst the startups out there, they basically believe Claude is not trying to take their business. And Claude has been very careful to say, hey, we're not going to encroach into the application layer. So, all right. Yeah.
And then by the way, Anthropix numbers, despite cursor doing some of their own thing, Anthropix numbers are off the charts.
They're going to go with a model like Anthropic, which is taking a more neutral, we're not going to go to the application level.
I think I would be long Google, Grok and Anthropic.
And Propic is just absolutely crushing.
And they've carved out enterprise.
And what we have seen is a huge uptake of leveraging these technologies. Like Anthropic, we're leveraging Anthropic. And so large enterprise is using technology at a scale and rate that they haven't before.
So that business, when we invested, was doing about $880 million, which was a 10x growth from the year before. 10x year over year. 10x growth the year before. And then this last year, they announced it. They're growing another 10x or more. And so when you look at that, and we invested at the $60 billion valuation, assuming it's going to be like a 3x growth from there, because those are staggering numbers, and it does 10x. Can't predict it, but to see adoption is so fast. And so you look at that
on Monday, Anthropic, which has been on a bit of a heater, as we talked about, announced that they added a legal tool to Claude Co-Work. If you don't know what Claude Co-Work is called, this is different than the Claude bot that we talked about last week. This is essentially what Claude code or a coding agent is. This is for knowledge workers to automate work and do multi-step. Instead of just asking a query to a large language model, it would do a number of actual actions on your behalf that yo
The reality is like those guys are doing $5 to $6 billion structured secondaries every year now, or they're starting, which means that they will. That's like cash compensation.
Anthropic doesn't really seem to be practicing what they're preaching if they're paying enormous amounts still for software engineers, even as they claim they're obsolete in the entire category. Something doesn't quite add up.
what anthropic showed which by the way is their right at some level is that they are going to have a political perspective and a set of terms that reflect their philosophy and that that philosophy can change on a dime but what the government did was also completely reasonable which is we can't rely on you if you're going to be completely unreliable and disallow things that are reasonable
if you're not figuring out how to be multi-model and agnostic across these models you're taking on enormous business risk after friday
i'm like holy what if this software went down some guardrail kicked up some refusal happened for the next fight like this one and we left our people at risk
the trigger point was after the maduro raid one of their execs called palantir who we buy themselves through and asked them uh was our software used in that raid which is by the way classified information anyway
they were not gonna win this the intellectual battle of well we're gonna stop you we're gonna use our judgment because we think congress is behind and impose it on the us military and it became this like let's find the issues that are most inflammatory robot weapons and mass surveillance
they say you can't use them for you can't use them to plan a kinetic strike you can't use their ai model to move a satellite you can't there was a 20 page you can't do a war game scenario
anthropic was one of those winners
this is part of the debate i had with anthropic which is we need ai for things like golden dome chinese hypersonic mixel comes up you've got 90 seconds before it separates and all kinds of decoys and you don't know where the actual payload is and you want to get it hit it from space and a human can't doesn't have the reaction time doesn't have the may not be able to discriminate with their own eyes what they're going after that's a pretty you know low risk thing because it's in space and you're
And I think what has happened is that at least some parts of the AI ecosystem have decided that this crazy, scary doomerism is the best way to raise money, where every now and then they come out and they say, all the jobs will be destroyed. Anthropic, you know, Dario says that. This thing is sentient. And investors are like, okay, here's 10 billion, here's 50 billion, here's 100 billion. But then the second step happens, they get the money, they start to do the training, they start selling, and
But I mean, I don't think anybody expected Dario to be coming around the bend this fast. But he's right behind, apparently.
Anthropic unquestionably has a lot of financial momentum. You know, and OpenAI is seeing a lot of momentum themselves, right? But the single most important question this year, right, was would AI revenue show up? And just 60 days ago, 90 days ago, there was tremendous skepticism. No way all of these infrastructure investments were going to pay off. There's no incremental revenue coming out of AI, including many of our friends. But in February, we had, in January and February, we really had kind
Anthropic at $380. OpenAI at $840.
Anthropic hit a $14 billion run rate last month, February. That means they have grown revenue from $1 billion to $14 billion in 14 months. They have 12x year over year. They're valued at a meager $380 billion last month. This feels like a bargain given the growth.
Anthropic is incredible. They're going to be enormous.
we now have Anthropic coming to NVIDIA.
I love to use Cloud.
Claude and GPT and ChatGPT have reached a level that is really very good.
I did something in 90 minutes. I was telling the guys about, replaced the whole software stack and like a whole bunch of workload, 90 minutes on Claude ran this agentic system, built the whole thing, deployed it.
When you look around this audience, you will see that Anthropic and OpenAI is represented here. But in fact, 99% of everything that is here is all AI and it's not Anthropic and OpenAI. And the reason for that is because AI is very diverse, I would say that the second most popular model as a category is open models. Number one is open source, open ways, open source. OpenAI is number one, open source is number two, very distant third is Anthropic.
I would say that the desire to warn people about the capability of the technology is also really terrific. We just have to make sure that we understand that the world has a spectrum and that warning is good, scaring is less good. Because this technology is too important to us. I think that it is fine to predict the future, but we need to be a little bit more circumspect. We need to have a little bit more humility that in fact we can't completely predict the future and the ability and to say thin
the technology is incredible. We are a large consumer of Anthropic technology. Really admire their focus on security, really admires their focus on safety. The culture by which they went about it, the technology excellence by which they went about it, really fantastic.
anthropic now i actually think that that's quite healthy
there's supposedly at open ai a newfound focus on chasing anthropic down the enterprise path
by the time it goes public both of these two businesses will have a very clean and i suspect normalized way of telling a story
both are incredible businesses
open ai is still the overwhelming revenue generator in this space and that over time anthropic is catching up
do i have issues with how much it costs yes do i have issues with how fast we're consuming tokens also yes
my philosophical issues with the management aside around their ideology and sometimes how they use some of the capital
in terms of the quality of that technical team and what they create it's head and shoulders above anything else
from an enterprise lens which is where i see most of the action particularly through 80 90 it's all anthropic all the time
I've never been a critic of anthropics products I've always been an admirer of their products I think last year I gave them credit for mcp I agree that they seem to be performing very well now the company made a big bet on coding as the kind of big breakout use case whether that was done for business reasons or ideological reasons I'm not sure anthropic is sort of the most agi pilled of all the frontier labs and I think they made this bet on coding as their way to get to recursive self improveme
anthropic currently valued at 300 billion is seeing major secondary bids at a 600 billion valuation
the revenue ramp was a big question. Now that's turned into an explanation point.
We have low penetration of the global 2000. We have low penetration of the use cases. We have low penetration within the use cases that they're already using, and the models are only getting better.
these guys are massively compute constrained. They're each going to be adding three gigawatts of compute this year. And so that will unlock, they would be growing even faster, but for that.
I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue.
It's not that there was some great go to market in Anthropic that all of a sudden, you know, they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good.
So the company's plans were to end the year at about a $30 billion exit run rate. They got there by the end of March, right? And I suspect that it's continuing in April.
they added 4 billion of revenue in January, 7 billion in February, 11 billion of annualized run rates or 10 or 11 billion in March.
They probably have 50% to 60% market share, because I think Codex is actually quite broadly used as well. But that belies the more important point, which is AI-enabled coding, I think, is still 5% of the broad market. So it's kind of a nothing burger. Yes, they're leading, but they're leading in something that isn't that big yet. Now, you would say, how could it not be big? And what I would say is, because most of the stuff that's being written is still white sheet de novo code. And I think the
Anthropic has this Claude Managed Agents. They dropped that on Wednesday, April 8th, yesterday, today's Thursday when we tape.
not only is Anthropic trying to ankle it.
I think that Anthropic has a huge advantage, let's say, cloning OpenClaw and just building it into Claude.
They're already integrated within our data warehouse, our data lake, things of that nature. So just letting OpenClaw loose on the Altimeter data set would not be wise.
the reason most enterprises will probably use the Anthropic version of this agentic product is because it meets all of your security parameters, right? So Altimeter runs a lot of stuff on Anthropic.
assuming that Anthropic has dominant market share in coding, which I think most people would say they do at this point.
And every company has a right to set the price for its products. It's just saying that you were under their current regime. They were selling dollars for $0.10 via OpenClaw because these were such power users. And now they're just saying we have to price this rationally. But we're happy to have you guys use the API.
You can assume that that's what they'll do, which if you were thinking on an antitrust level might be token dumping or price dumping.
I think you're right that they systematically copied feature by feature of OpenClaw, incorporated that into Clawed. And then the coup de grace was basically cutting off OpenClaw.
They essentially ankled OpenClaw and then 10 days later or less, they released or announced their new agent technology, which is, according to them, a safer, better version of OpenClaw. So, hey, all's fair in love and war. And they have basically shot a huge cannon across the bow of OpenClaw.
Everybody using OpenClaw would take their $200 a month subscription to Anthropic, which was essentially like people were using more tokens and it's an average. The people from OpenClaw, it is very verbose and those people are a hundred X the usage of the average subscriber. So he said, you can't use your $200. You have to use the API.
I'll say like 10,000, but it's going to be a meaningless thing.
If this is real, they pick the wrong companies, meaning there are energy companies, folks that control nuclear reactors, there are airplane companies that are flying hundreds of thousands of people in essentially manufactured missiles of like streaming gas going at 500 miles an hour. And none of those companies were the ones that were included in this. And so I think if you really thought that this was end of days, at a minimum, we can agree, maybe we should have expanded the circle a touch.
Anthropic is shooting the lights out right now. This is like Steph Curry going bananas. From everywhere on the court, these guys are hunking threes. Clay Thompson. It's all net. Okay. So huge kudos to Anthropic.
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. We saw this last year, about a year ago, they rolled out this blackmail study where supposedly the new model could blackmail user
I actually think they deserve a ton of credit here and let me walk you through why. The company could have just released Mythos, broken a lot of core things on the internet.
anthropic itself it has allied itself politically with a lot of the doomer groups a lot of the nimby groups it didn't seem to matter in the first couple of years because anthropic had made the strategic decision not to build its own data centers so they probably thought that they were just throwing sand in the gears of open ai or xai their competitors and they would just rely on hyperscalers to get their compute and i think that that strategy has now backfired in the sense that they apparently h
the real problem again goes back to anthropic and open ai if i were them it is a five alarm fire for them they more than anybody else needs to get their hands on compute they need to have land power shell but otherwise that revenue could either slow down or hit a wall and it will not be because of product quality and adoption it will entirely be because of the friendster effect you just couldn't keep the site up and i think that that would be a huge huge problem for everybody
i was saying on x i actually i think i was retweeting mark andreessen who pointed out that one of the reasons why anthropic might have wanted to hold back mythos is they simply didn't have the compute to serve it the model was huge and very expensive to serve something like maybe even 10 or 20 times the token cost of of say opus they knew opus 4.7 was coming out right so they hold it back knowing that they don't have the compute to serve it anyway and they save their compute for the next iterati
i don't see any path except they're gonna have to do it themselves and anthropic will have to do it themselves
there was all this doomerism but maybe it was tied to compute capacity because when bedrock opened up more capacity for anthropic all the doomerism went away
all of these frontier labs have a very serious issue which is both open ai and anthropic are growing so fast that they're at a point now where they need their own infrastructure it's kind of like when you first start building any kind of company you're just much easier renting capacity from the hyperscalers and it's a dependency yeah but then it becomes a dependency exactly and now when you're so big it's actually strategically a huge mistake to not have your own compute supply
i do wonder if over the next year anthropic will reconsider whether it's support for all this like doomer nimby ism was the right call because it kind of made sense for them from a business standpoint when their competitors were building data centers and they were just getting compute from the hyperscalers but now that they're i think going to have to move into the game of building their own data centers they might regret salting the earth for data centers all over the country and i wonder if th
even though anthropic's revenue has followed this graph this exponential graph very predictably it can't do that forever right like let's say it does get to maybe 100 billion this year can it really get to a trillion dollars in revenue the year after that seems hard to believe right and and the reason is because as you hit new levels of scale you encounter new problems i mean you're simply going to run out of compute or electricity data centers you know infrastructure there are physical limits o
you could see anthropic taking a lead here that let's say over the next one or two years could be insurmountable
anthropic was very focused on enterprise specifically coding and what you're seeing is that businesses are willing to pay for coding code tokens on a metered basis let's call it like electricity the more they use the more they're willing to pay and their usage just continues to scale and scale
the anthropic growth rate has been around 10x a year so they went from let's call it one to ten billion of ar last year and by the end of q1 this year they were already at 30 billion of again that's called their revenue
my team at 80 90 is codex is better generally than anthropic and so what happens is from the more day-to-day work i think it's more reliable to use the clod ensemble of models but when you're dealing with something that's very tricky and very complicated and a little bit more long horizon codex is really functional and really good
VentureSignalScore 44.8/100 for anthropic, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0.1328 | |
| funding_magnitude | 0.3 | 0.7908 |
funding.round.announced_on 2025-11-22 artifact ↗ funding.round.amount_usd 2023-10-06 artifact ↗ A Form D is on record near the reported round — the raise shows up in primary-source filings.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 5 filings, latest 2026-07-30.
Gray-market attention, not quality. 50+ HN mentions (peak 2192 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: 3 recent unverified rumors circulating · heavy gray-market attention · corroborated by an SEC filing. ▲ 2192 Anthropic acquires Bun 2025-12-02 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.document.claims | {"claims": [{"claim": "Anthropic produces vague quarterly reporting that affects public equities.", "quote": "and even things like anthropic and open ai they're producing some sort of vague quarterly | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
ai.document.claims | {"claims": [{"claim": "Anthropic builds AI to serve humanity’s long-term well-being.", "quote": "At Anthropic, we build AI to serve humanity’s long-term well-being.", "topic": "Mission", "section": 0} | observed | artifact ↗ | 2026-07-22 | promoted | 0.50 |
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.3, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_do | derived | council | 2026-07-19 | superseded | 0.26 |
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.8, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_doc | derived | council | 2026-07-23 | superseded | 0.33 |
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.8, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_doc | derived | council | 2026-07-25 | promoted | 0.29 |
common_name | Anthropic | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Anthropik | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Home \ Anthropic | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 |
community.hn.max_points | 2192 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 2192 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02", "evidence_type": "rumor", "verification_status": "unverified"}, | observed | artifact ↗ | 2026-05-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46124267", "title": "Anthropic acquires Bun", "points": 2192, "created_at": "2025-12-02"} | observed | artifact ↗ | 2025-12-02 | normalized | 0.20 |
description | producing some sort of vague quarterly reporting that's actually affecting public equities | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Mentioned for restrictions on a model called Fable 5. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems. | observed | artifact ↗ | 2026-07-24 | normalized | 0.70 |
domain | www.anthropic.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
funding.round.amount_usd | 5000000000 | observed | artifact ↗ | 2026-02-28 | normalized | 0.50 |
funding.round.amount_usd | 30000000000 | observed | artifact ↗ | 2026-02-26 | normalized | 0.50 |
funding.round.amount_usd | 10000000000 | observed | artifact ↗ | 2026-01-10 | normalized | 0.50 |
funding.round.amount_usd | 10000000000 | observed | artifact ↗ | 2025-11-22 | normalized | 0.50 |
funding.round.amount_usd | 5000000000 | observed | artifact ↗ | 2025-11-19 | normalized | 0.50 |
funding.round.amount_usd | 45000000 | observed | artifact ↗ | 2025-10-22 | normalized | 0.50 |
funding.round.amount_usd | 700000000 | observed | artifact ↗ | 2023-03-10 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2023-02-06 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2023-01-30 | normalized | 0.50 |
funding.round.amount_usd | 3000000000 | observed | artifact ↗ | 2025-06-07 | normalized | 0.50 |
funding.round.amount_usd | 4000000000 | observed | artifact ↗ | 2024-01-20 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2023-10-06 | normalized | 0.50 |
funding.round.announced_on | 2025-11 | observed | artifact ↗ | 2025-11-22 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2026-02-26 | normalized | 0.50 |
funding.round.stage | series_b | observed | artifact ↗ | 2025-10-22 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2025-06-07 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "we don't think OpenAI or Anthropica are going to get to and interface and tools and user base. | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "Now, April 30th, I would say zero percent chance. Polymarket Sharps say seven percent, Jason. | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "if you're talking about it not coming out until June 30th, I would not be surprised to see an | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "Yeah, this is where I'll take the other side of it. Yeah. People are running Kimmy on the last | derived | calc | 2026-08-05 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "the first consumer app to truly bring OpenClaw into the mainstream will become a unicorn.", "e | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "people have been Claude-shotted, like one-shotted. They are addicted. Everybody thinks this is | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I will say on the demand side and on the pricing side, if you pull up this quick note I have h | derived | calc | 2026-08-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doo | derived | calc | 2026-09-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "They'll demand an enormous discount. And the reason they'll ask for an enormous discount is th | derived | calc | 2026-09-12 | derived | 0.70 |
index.ai_tie | PURE_AI | observed | classify | 2026-07-25 | derived | 0.60 |
jobs.board_url | https://job-boards.greenhouse.io/anthropic | observed | artifact ↗ | 2026-08-28 | normalized | 0.85 |
jobs.postings.engineering | 264 | observed | artifact ↗ | 2026-08-28 | superseded | 0.85 |
jobs.postings.engineering | 263 | observed | artifact ↗ | 2026-08-29 | superseded | 0.85 |
jobs.postings.engineering | 265 | observed | artifact ↗ | 2026-09-03 | superseded | 0.85 |
jobs.postings.engineering | 269 | observed | artifact ↗ | 2026-09-04 | superseded | 0.85 |
jobs.postings.engineering | 268 | observed | artifact ↗ | 2026-09-05 | superseded | 0.85 |
jobs.postings.engineering | 269 | observed | artifact ↗ | 2026-09-07 | superseded | 0.85 |
jobs.postings.engineering | 270 | observed | artifact ↗ | 2026-09-08 | superseded | 0.85 |
jobs.postings.engineering | 280 | observed | artifact ↗ | 2026-09-10 | superseded | 0.85 |
jobs.postings.engineering | 279 | observed | artifact ↗ | 2026-09-11 | superseded | 0.85 |
jobs.postings.engineering | 276 | observed | artifact ↗ | 2026-09-12 | normalized | 0.85 |
jobs.postings.total | 562 | observed | artifact ↗ | 2026-08-28 | superseded | 0.85 |
jobs.postings.total | 571 | observed | artifact ↗ | 2026-08-29 | superseded | 0.85 |
jobs.postings.total | 577 | observed | artifact ↗ | 2026-09-02 | superseded | 0.85 |
jobs.postings.total | 581 | observed | artifact ↗ | 2026-09-03 | superseded | 0.85 |
jobs.postings.total | 590 | observed | artifact ↗ | 2026-09-04 | superseded | 0.85 |
jobs.postings.total | 595 | observed | artifact ↗ | 2026-09-05 | superseded | 0.85 |
jobs.postings.total | 593 | observed | artifact ↗ | 2026-09-06 | superseded | 0.85 |
jobs.postings.total | 588 | observed | artifact ↗ | 2026-09-07 | superseded | 0.85 |
jobs.postings.total | 586 | observed | artifact ↗ | 2026-09-08 | superseded | 0.85 |
jobs.postings.total | 599 | observed | artifact ↗ | 2026-09-10 | superseded | 0.85 |
jobs.postings.total | 594 | observed | artifact ↗ | 2026-09-11 | superseded | 0.85 |
jobs.postings.total | 595 | observed | artifact ↗ | 2026-09-12 | superseded | 0.85 |
jobs.postings.total | 596 | observed | artifact ↗ | 2026-09-13 | normalized | 0.85 |
metric.venture.funding_amount_usd | 5000000000 | derived | calc | 2026-07-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 30000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 10000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 5000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 45000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 700000000 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_amount_usd | 300000000 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_amount_usd | 3000000000 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_amount_usd | 4000000000 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_amount_usd | 300000000 | derived | calc | 2026-08-17 | derived | 0.50 |
metric.venture.funding_recency_days | 219.0651 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 219.0721 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 278.6954 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7101 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7245 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7453 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.7879 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.8591 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.9687 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 278.9756 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0276 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0357 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0563 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.0628 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.1506 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2081 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.243 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2543 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2638 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2745 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2824 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.2968 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.326 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.3915 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.3986 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.4248 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.4604 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.5631 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.5881 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.7118 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.7366 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 279.8918 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 280.0981 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 280.5367 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 280.7813 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.2481 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.3062 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.3368 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.3704 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.4223 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.6196 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.9689 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 281.9784 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.3417 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.3741 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.4385 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 282.8928 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 283.0458 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 283.077 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 288.2485 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 288.6956 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 288.9297 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.2361 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.4069 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.5437 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.7069 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.7807 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.853 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.9295 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 289.9987 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.0614 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.126 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.1356 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.2021 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.2663 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.3268 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.3861 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.6769 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.6902 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.7056 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.7794 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.8386 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.8978 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 290.957 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.0201 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.0795 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.1388 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.1982 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.2588 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.3194 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.3789 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.4384 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.4979 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.5575 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.617 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.6765 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.7361 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.8051 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 291.8677 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.3327 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.3358 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.3362 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.4 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.4594 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5119 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5204 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5293 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.5887 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.6482 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.7076 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.7671 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.8267 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.8863 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 296.9459 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.0056 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.0657 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.1254 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.1854 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.2452 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.3064 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.372 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.432 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.4921 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.5125 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.5568 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.6169 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.677 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.7372 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.7973 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.8575 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.9176 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 297.9778 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.0381 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.0984 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.1586 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.2189 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.2792 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.3465 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.407 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.4675 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.5281 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.5887 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.6493 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.7099 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.7705 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.8311 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.8918 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 298.9525 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.0136 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.0746 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.1354 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.1964 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.2574 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.3243 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.3866 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.448 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.5099 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.5262 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.5781 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.6396 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.7014 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.7628 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.8242 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.8856 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 299.9471 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.0087 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.0703 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.1318 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.1933 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.2549 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.3206 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.3852 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4256 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4462 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4475 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.4986 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.5613 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.6235 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.6856 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.7478 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.7952 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.8572 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 300.9543 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.0253 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.0963 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.1533 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.2246 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.2961 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.3852 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.4257 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.4569 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.5213 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.5269 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.5438 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.6152 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.6868 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.7583 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.8299 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.9014 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 301.9733 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.0469 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.1194 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.1912 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.2629 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.3422 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.4143 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.4868 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.559 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.6312 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.7036 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.7759 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.8482 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.9209 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 302.9936 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.0293 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.1018 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.1745 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.2472 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.3361 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.3408 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.418 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.4915 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.5646 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.6379 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.7112 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.7845 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.8579 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 303.9316 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 304.0051 | derived | calc | 2026-09-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.3862 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.4055 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.4795 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.5588 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.6326 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.7065 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.7804 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.8544 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 305.9286 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.0029 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.077 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.1511 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.2253 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.2996 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.379 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.3862 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.4564 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.5159 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.5377 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.6121 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.6866 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.7611 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.8356 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.9101 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 306.9846 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.0591 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.1337 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.2083 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.283 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.3577 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.3864 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.442 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.5195 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.595 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.6705 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.7461 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.8217 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.8974 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 307.9744 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.0204 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.0941 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.1678 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.2415 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.3153 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.3866 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.397 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.4707 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.5188 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.5557 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.6295 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.7033 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.7771 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.8509 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.9247 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 308.9987 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.0725 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.1465 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.2204 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.2947 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.3703 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.3867 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.4508 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.5251 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.5993 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.6735 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.7478 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.8222 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.8966 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 309.9715 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.0464 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.1209 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.1954 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.2701 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.3363 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.3613 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.6049 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.647 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.722 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.7969 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.872 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 310.9471 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.1383 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.2336 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.3088 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.3888 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.464 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.5393 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.6048 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 311.6186 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.6063 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.6256 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.7206 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.7963 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.872 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 313.9478 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.0237 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.0996 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.1754 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.2514 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.3326 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.4086 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.4847 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.5614 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.6064 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.6415 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.7178 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.7942 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.8707 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 314.9485 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.0251 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.1016 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.1781 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.2548 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.3363 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.413 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.4898 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.5156 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.5779 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.6065 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.66 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.7392 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.8163 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.8935 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 315.9707 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.048 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.1253 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.2027 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.2839 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.3617 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.4393 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.517 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.5956 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.6066 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.6783 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.757 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.8351 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.9129 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 316.9907 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.0686 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.1467 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.2246 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.3147 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.3366 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 317.4024 | derived | calc | 2026-09-14 | derived | 0.50 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-22 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-08-07 | normalized | 0.60 |
score.venture_signal | 79 | derived | calc | 2026-07-18 | superseded | 0.26 |
score.venture_signal | 64.6 | derived | calc | 2026-07-25 | superseded | 0.34 |
score.venture_signal | 79 | derived | calc | 2026-07-25 | superseded | 0.26 |
score.venture_signal | 59 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 31.6 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 31.5 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 31.4 | derived | calc | 2026-08-08 | superseded | 0.34 |
score.venture_signal | 31.3 | derived | calc | 2026-08-09 | superseded | 0.34 |
score.venture_signal | 31.2 | derived | calc | 2026-08-10 | superseded | 0.34 |
score.venture_signal | 55.5 | derived | calc | 2026-08-10 | superseded | 0.34 |
score.venture_signal | 48 | derived | calc | 2026-08-11 | superseded | 0.34 |
score.venture_signal | 47.5 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 47.4 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 58.1 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 58 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 47.4 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 47.3 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 47.2 | derived | calc | 2026-08-18 | superseded | 0.34 |
score.venture_signal | 47.1 | derived | calc | 2026-08-19 | superseded | 0.34 |
score.venture_signal | 46.7 | derived | calc | 2026-08-24 | superseded | 0.34 |
score.venture_signal | 46.6 | derived | calc | 2026-08-25 | superseded | 0.34 |
score.venture_signal | 46.5 | derived | calc | 2026-08-26 | superseded | 0.34 |
score.venture_signal | 46.4 | derived | calc | 2026-08-27 | superseded | 0.34 |
score.venture_signal | 46.3 | derived | calc | 2026-08-28 | superseded | 0.34 |
score.venture_signal | 46.2 | derived | calc | 2026-08-29 | superseded | 0.34 |
score.venture_signal | 46.1 | derived | calc | 2026-08-30 | superseded | 0.34 |
score.venture_signal | 46 | derived | calc | 2026-08-31 | superseded | 0.34 |
score.venture_signal | 45.9 | derived | calc | 2026-09-02 | superseded | 0.34 |
score.venture_signal | 45.8 | derived | calc | 2026-09-02 | superseded | 0.34 |
score.venture_signal | 45.7 | derived | calc | 2026-09-03 | superseded | 0.34 |
score.venture_signal | 45.6 | derived | calc | 2026-09-04 | superseded | 0.34 |
score.venture_signal | 45.5 | derived | calc | 2026-09-05 | superseded | 0.34 |
score.venture_signal | 45.4 | derived | calc | 2026-09-07 | superseded | 0.34 |
score.venture_signal | 45.3 | derived | calc | 2026-09-08 | superseded | 0.34 |
score.venture_signal | 45.1 | derived | calc | 2026-09-10 | superseded | 0.34 |
score.venture_signal | 45 | derived | calc | 2026-09-11 | superseded | 0.34 |
score.venture_signal | 44.9 | derived | calc | 2026-09-12 | superseded | 0.34 |
score.venture_signal | 44.8 | derived | calc | 2026-09-13 | derived | 0.34 |
sec.cik | 0001931731 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 4 | observed | artifact ↗ | 2026-07-18 | superseded | 0.99 |
sec.form_d.count | 5 | observed | artifact ↗ | 2026-08-16 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0001931731", "form": "D/A", "filed": "2025-12-18", "accession": "0001931731-25-000003", "index_url": "https://www.sec.gov/Archives/edgar/data/1931731/000193173125000003/0001931731-25-000003- | observed | artifact ↗ | 2026-07-18 | superseded | 0.99 |
sec.form_d.filings | [{"cik": "0001931731", "form": "D/A", "filed": "2026-07-30", "accession": "0001931731-26-000001", "index_url": "https://www.sec.gov/Archives/edgar/data/1931731/000193173126000001/0001931731-26-000001- | observed | artifact ↗ | 2026-08-16 | normalized | 0.99 |
sec.form_d.latest_filed | 2025-12-18 | observed | artifact ↗ | 2026-07-18 | superseded | 0.99 |
sec.form_d.latest_filed | 2026-07-30 | observed | artifact ↗ | 2026-08-16 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2026-07-30", "persons": [{"last_name": "Miller", "first_name": "Joe", "clarification": null, "relationships": ["Executive Officer"]}, {"last_name": "Hightower", "first_name": "Timothy", "cl | observed | url | 2026-07-30 | normalized | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "my team at 80 90 is codex is better generally than anthropic and so what happens is from the more day-to-day work i th | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "the anthropic growth rate has been around 10x a year so they went from let's call it one to ten billion of ar last yea | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "anthropic was very focused on enterprise specifically coding and what you're seeing is that businesses are willing to | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "you could see anthropic taking a lead here that let's say over the next one or two years could be insurmountable", "st | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "even though anthropic's revenue has followed this graph this exponential graph very predictably it can't do that forev | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "i do wonder if over the next year anthropic will reconsider whether it's support for all this like doomer nimby ism wa | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "all of these frontier labs have a very serious issue which is both open ai and anthropic are growing so fast that they | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "there was all this doomerism but maybe it was tied to compute capacity because when bedrock opened up more capacity fo | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "i don't see any path except they're gonna have to do it themselves and anthropic will have to do it themselves", "stan | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "i was saying on x i actually i think i was retweeting mark andreessen who pointed out that one of the reasons why anth | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "the real problem again goes back to anthropic and open ai if i were them it is a five alarm fire for them they more th | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFM4Q58MH0ZC0XXHX160ZM", "signals": [{"quote": "anthropic itself it has allied itself politically with a lot of the doomer groups a lot of the nimby groups it didn't | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I actually think they deserve a ton of credit here and let me walk you through why. The company could have just releas | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I think Anthropic has proven that it's very good at two things. One is product releases. The second is scaring people. | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "Anthropic is shooting the lights out right now. This is like Steph Curry going bananas. From everywhere on the court, | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "If this is real, they pick the wrong companies, meaning there are energy companies, folks that control nuclear reactor | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I'll say like 10,000, but it's going to be a meaningless thing.", "stance": "bearish", "signal_class": "prediction", " | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "Everybody using OpenClaw would take their $200 a month subscription to Anthropic, which was essentially like people we | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "They essentially ankled OpenClaw and then 10 days later or less, they released or announced their new agent technology | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I think you're right that they systematically copied feature by feature of OpenClaw, incorporated that into Clawed. An | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "You can assume that that's what they'll do, which if you were thinking on an antitrust level might be token dumping or | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "And every company has a right to set the price for its products. It's just saying that you were under their current re | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "assuming that Anthropic has dominant market share in coding, which I think most people would say they do at this point | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "the reason most enterprises will probably use the Anthropic version of this agentic product is because it meets all of | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "They're already integrated within our data warehouse, our data lake, things of that nature. So just letting OpenClaw l | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I think that Anthropic has a huge advantage, let's say, cloning OpenClaw and just building it into Claude.", "stance": | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "not only is Anthropic trying to ankle it.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "Anthropic has this Claude Managed Agents. They dropped that on Wednesday, April 8th, yesterday, today's Thursday when | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "They probably have 50% to 60% market share, because I think Codex is actually quite broadly used as well. But that bel | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "they added 4 billion of revenue in January, 7 billion in February, 11 billion of annualized run rates or 10 or 11 bill | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "So the company's plans were to end the year at about a $30 billion exit run rate. They got there by the end of March, | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "It's not that there was some great go to market in Anthropic that all of a sudden, you know, they snuck up and blew ev | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue.", "stance": "bullish" | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "these guys are massively compute constrained. They're each going to be adding three gigawatts of compute this year. An | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "We have low penetration of the global 2000. We have low penetration of the use cases. We have low penetration within t | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHEAMRG1PY59GX1R6A2EBQ", "signals": [{"quote": "the revenue ramp was a big question. Now that's turned into an explanation point.", "stance": "bullish", "signal_class | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTK94HCXVRVT5T21RAVW1FH", "signals": [{"quote": "anthropic currently valued at 300 billion is seeing major secondary bids at a 600 billion valuation", "stance": "bulli | observed | artifact ↗ | 2026-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "I've never been a critic of anthropics products I've always been an admirer of their products I think last year I gave | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "from an enterprise lens which is where i see most of the action particularly through 80 90 it's all anthropic all the | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "in terms of the quality of that technical team and what they create it's head and shoulders above anything else", "sta | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "my philosophical issues with the management aside around their ideology and sometimes how they use some of the capital | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "do i have issues with how much it costs yes do i have issues with how fast we're consuming tokens also yes", "stance": | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "open ai is still the overwhelming revenue generator in this space and that over time anthropic is catching up", "stanc | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "both are incredible businesses", "stance": "neutral", "signal_class": "assessment", "speaker_name": "Chamath Palihapit | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "by the time it goes public both of these two businesses will have a very clean and i suspect normalized way of telling | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "there's supposedly at open ai a newfound focus on chasing anthropic down the enterprise path", "stance": "bullish", "s | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN1DGY8CJ2DD7TYCMTEEG6", "signals": [{"quote": "anthropic now i actually think that that's quite healthy", "stance": "bullish", "signal_class": "endorsement", "speake | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "the technology is incredible. We are a large consumer of Anthropic technology. Really admire their focus on security, | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "I would say that the desire to warn people about the capability of the technology is also really terrific. We just hav | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "When you look around this audience, you will see that Anthropic and OpenAI is represented here. But in fact, 99% of ev | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "I did something in 90 minutes. I was telling the guys about, replaced the whole software stack and like a whole bunch | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "Claude and GPT and ChatGPT have reached a level that is really very good.", "stance": "bullish", "signal_class": "asse | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "I love to use Cloud.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jensen Huang", "speaker_la | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "we now have Anthropic coming to NVIDIA.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jensen H | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV0G0YEB76HTFRDR0HRVM2", "signals": [{"quote": "Anthropic is incredible. They're going to be enormous.", "stance": "bullish", "signal_class": "endorsement", "speaker_ | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "Anthropic hit a $14 billion run rate last month, February. That means they have grown revenue from $1 billion to $14 b | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "Anthropic at $380. OpenAI at $840.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason Calaca | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "Anthropic unquestionably has a lot of financial momentum. You know, and OpenAI is seeing a lot of momentum themselves, | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "But I mean, I don't think anybody expected Dario to be coming around the bend this fast. But he's right behind, appare | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZPP5C49Z6HVWRZASK1TYR", "signals": [{"quote": "And I think what has happened is that at least some parts of the AI ecosystem have decided that this crazy, scary doom | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "this is part of the debate i had with anthropic which is we need ai for things like golden dome chinese hypersonic mix | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "anthropic was one of those winners", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Emil Michael" | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "they say you can't use them for you can't use them to plan a kinetic strike you can't use their ai model to move a sat | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "they were not gonna win this the intellectual battle of well we're gonna stop you we're gonna use our judgment because | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "the trigger point was after the maduro raid one of their execs called palantir who we buy themselves through and asked | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "i'm like holy what if this software went down some guardrail kicked up some refusal happened for the next fight like t | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "if you're not figuring out how to be multi-model and agnostic across these models you're taking on enormous business r | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV5XTKHRMTZXN80F3SSC2PJ", "signals": [{"quote": "what anthropic showed which by the way is their right at some level is that they are going to have a political perspec | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV8ZMPY2X2X4RQYMV5KNKSS", "signals": [{"quote": "Anthropic doesn't really seem to be practicing what they're preaching if they're paying enormous amounts still for sof | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV8ZMPY2X2X4RQYMV5KNKSS", "signals": [{"quote": "The reality is like those guys are doing $5 to $6 billion structured secondaries every year now, or they're starting, | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVHY9X97TX67G94D1HVWRKE", "signals": [{"quote": "on Monday, Anthropic, which has been on a bit of a heater, as we talked about, announced that they added a legal tool | observed | artifact ↗ | 2026-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW3KETZGH4Q6G5Q6E0437VK", "signals": [{"quote": "So that business, when we invested, was doing about $880 million, which was a 10x growth from the year before. 10x yea | observed | artifact ↗ | 2026-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW3KETZGH4Q6G5Q6E0437VK", "signals": [{"quote": "And what we have seen is a huge uptake of leveraging these technologies. Like Anthropic, we're leveraging Anthropic. A | observed | artifact ↗ | 2026-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4F3HWCTVDM5K6CSS86XZE", "signals": [{"quote": "And they've carved out enterprise.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Sacks", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGT5X5Z8C7YM3DPCCHXMXG", "signals": [{"quote": "And Propic is just absolutely crushing.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGT5X5Z8C7YM3DPCCHXMXG", "signals": [{"quote": "I think I would be long Google, Grok and Anthropic.", "stance": "bullish", "signal_class": "endorsement", "speaker_nam | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGT5X5Z8C7YM3DPCCHXMXG", "signals": [{"quote": "They're going to go with a model like Anthropic, which is taking a more neutral, we're not going to go to the applicat | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXMEG66RXF2HCKCGWTNQ7JF", "signals": [{"quote": "And then by the way, Anthropix numbers, despite cursor doing some of their own thing, Anthropix numbers are off the ch | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXMEG66RXF2HCKCGWTNQ7JF", "signals": [{"quote": "And amongst the startups out there, they basically believe Claude is not trying to take their business. And Claude has | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY5C9WCSJZAQWR9ZW581FNG", "signals": [{"quote": "The problem is that when we use our coding tools, they route through Anthropic, which is fine because Anthropic is exc | observed | artifact ↗ | 2025-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "I mean, incredibly dominant release of Grok 4. I don't think people expected that.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "They didn't expect him to be able to leapfrog everybody. And let's be honest, people are leapfrogging each other every | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pre | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "I'd say this is the biggest leapfrog we've seen in quite some time.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "The next models we see, you know, Grok 5, you know, 05 from OpenAI, whatever they're going to call the next Gemini, th | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "the best product doesn't always win in technology. No. And sports, you know, they say defense wins championships and o | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "Is XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixe | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MY4PPH5HQ0GX8GVTSY55W", "signals": [{"quote": "The first time I've heard anybody sort of make that natural connection, but you're right.", "stance": "bullish", "sign | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VB8BH31EY2WK1R5RB7GQZ", "signals": [{"quote": "I think Anthropic is incredible for CodeGen", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Cham | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY12WYHV5F3GNA97YFA74F28", "signals": [{"quote": "if you go back and look at anthropic's announcement or dario's announcement there is a pattern of trying to grab headl | observed | artifact ↗ | 2025-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY12WYHV5F3GNA97YFA74F28", "signals": [{"quote": "reed hastings just joined the board of of anthropic", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2025-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY23DVYQH5BR5VF9MWKCFKPC", "signals": [{"quote": "Anthropic developed something called the model context protocol that OpenAI just adopted. I think it will become a sta | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WZFKF53XT25517ZTBDGZQ", "signals": [{"quote": "And that's part of what the bet that OpenAI and Anthropic and the hyperscalers are all making is that that return to s | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY51R2STCKA1XF4RZ8HHBZZ2", "signals": [{"quote": "i think dario has expressed support for this however i think this is just an opening bid for anthropic meaning they'll | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY59HZQGGTPJVEKM6RDPM8RG", "signals": [{"quote": "we're going to be entering in a new phase where there is going to be a lot of distributions you know largely from spac | observed | artifact ↗ | 2026-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "we don't think OpenAI or Anthropica are going to get to and interface and tools and user base.", "stance": "bearish", | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "The timing is bizarre. It seems crazy. It's also, they're on the verge of like an IPO, right?", "stance": "bearish", " | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "Okay. They have the ability to slow down and they did.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCH9XJWMGTXM2K9MQ682NSB", "signals": [{"quote": "They looked at it and were able to, in their using of mythos, they were able to find a lot of internal attack vectors | observed | artifact ↗ | 2026-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Anthropic is now very far out in front with its new model called Mythos.", "stance": "bullish", "signal_class": "asses | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think that Anthropic is doing the right thing here by saying, hey, we're not going to release something this dangero | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "There are the companies that are sufficiently important that Anthropic is letting them have access to Mythos, and that | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Anthropic has also put together a $100 million credit fund, essentially saying, here, use the model up to $100 million | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Now Dario is passing OpenAI in models, profile, PR, influence, and dare I say, the revenue here.", "stance": "bullish" | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think Anthropic has significantly passed OpenAI on a lot of things. And I think the reason is that they've been more | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think they're going to IPO this year.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Alex", " | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I like what they're doing because they're preparing us for that day.", "stance": "bullish", "signal_class": "endorseme | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I'm surprised at the speed we went from, oh, Anthropic is catching open AI to they seem to be tied to Anthropic is win | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "What I will say though, about their decisions and product terms is that I think product market fit is the ultimate arb | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "today, Meta dropped their latest model and their new family. Shout out to them for pulling that off. And it looks pret | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "anthropic $500 billion valuation in 2026, 95% chance. Everybody realizes that's going to happen.", "stance": "bullish" | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Now, April 30th, I would say zero percent chance. Polymarket Sharps say seven percent, Jason. But the thing that reall | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "Anthropic has the main code generation platform, sort of the number one right now.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "if you're talking about it not coming out until June 30th, I would not be surprised to see an open source model like Q | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think we should consider this mythos model, this mythos preview to be essentially a cyber weapon and perhaps a cyber | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I would so much rather have us have that time to work to get things secure than to be catching up for three to five mo | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I wonder if Dario said, by the way, our new model is would give the CIA the ability to hack North Korea, to hack China | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "there's an argument you have to nationalize this technology. There's an argument it's too powerful for a private compa | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I still think they're in front of Anthropic, from what I can tell the people I know there and the tools and technologi | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I think the CIA and the government are inside of Gemini, Anthropic, OpenAI, XAI, talking to each of these model folks. | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "He's not loved by this administration, but they love his tech.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "I don't think Dario is lying. I think Dario is being sincere.", "stance": "bullish", "signal_class": "endorsement", "s | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "this is not a publicity stunt referring to Anthropik's position here. Quote, in the run up to this announcement, reps | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "a dramatic increase in score for mythos across a number of very important benchmarks... on SWE bench multimodal, we we | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ112257MXR4JPZBAG211N", "signals": [{"quote": "If this is all true, which I'm 98% sure that Dario is not, you know, being hyperbolic to raise the stock price.", "sta | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJN6W21869KK5BNJVG84XG", "signals": [{"quote": "i just noticed claude if you hit slash skill it will let you put a skill in and then you can copy and paste the skills | observed | artifact ↗ | 2026-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHC44NXFDNN20F1NTZHWF2X", "signals": [{"quote": "And they told their partner, Cursor, hey, we're going to just use this internally. And of course, that's not true. The | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCVED82FA2E0PN3NT5NXV1", "signals": [{"quote": "Any tech company would pay him a king's ransom to come work for them. He gets to choose. He choose to Anthropic. So ke | observed | artifact ↗ | 2026-06-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCVED82FA2E0PN3NT5NXV1", "signals": [{"quote": "People could flip flop. And they're thoughtful about this. Now, you might say they're hyperbolic and their comms are t | observed | artifact ↗ | 2026-06-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "um anthropic i've i've like moved so much of my ai workflow over to claude and been like super impressed by claude cod | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "i love anthropic and i of course use you know the product but i also use open ai's products and chat gpt etc you know | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "in the short term i'd probably take anthropic i mean i'm a b2b guy at heart and so", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "i think it was last october i wrote a headline that was something like anthropic is catching up to open ai and it felt | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDA73PEPNPSQ7A5BB4WMAN", "signals": [{"quote": "we have partnerships with open ai and anthropic and that allows our portfolio companies to access certain amount of to | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA308DCJM3VRKYJ5QYR14RQ", "signals": [{"quote": "When they hear Dario and Anthropic or, you know, Elon talk about, hey, it's going to be a world of abundance and worki | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA308DCJM3VRKYJ5QYR14RQ", "signals": [{"quote": "Half of laptops in any lecture seem to be open to ChatGPT or Claude, et cetera, et cetera.", "stance": "neutral", "sig | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "But look, it wasn't just Anthropic employees signing the letter. Anthropic itself, the company, ended up signing the l | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "And then there's the last one, number five, which I would call monopoly masking, which I think might be the most impor | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "But look at the actual revenue of Anthropic and OpenAI. And they have been taking their estimates up. Every quarter is | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "Yeah, I mean, two things could be true. She said in July they did more net new ARR in July than all of Q2, which I gue | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5FP4MD9QBZDTFJFPQF19N", "signals": [{"quote": "Yeah, this is where I'll take the other side of it. Yeah. People are running Kimmy on the last generation of hardware | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "Anthropic CFO, Krishna was just on a podcast and said that 90% of their code now is AI generate this about a month ago | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "If they actually want to slow down AI development, and they should then as a company, slow down AI research, they can | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "All the major models signed up for that, I think, except for Anthropic.", "stance": "neutral", "signal_class": "fact_c | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9DAFTM3ZNJQ6ANASXN898", "signals": [{"quote": "open AI and anthropic want other American AI labs to have to get their models reviewed by the white house before they | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZANK4AE5EMBHG4EN1VWAPKP", "signals": [{"quote": "And then what you're doing only is you've given one model, Anthropics exceptional model, but you've, you haven't have | observed | artifact ↗ | 2026-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZANK4AE5EMBHG4EN1VWAPKP", "signals": [{"quote": "And again, this is because Anthropic now has these agents working inside all of their products.", "stance": "neutral", | observed | artifact ↗ | 2026-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZANK4AE5EMBHG4EN1VWAPKP", "signals": [{"quote": "I just think that Anthropic is doing a great job of just making it more accessible and yeah, just easier to use for no | observed | artifact ↗ | 2026-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAPH45T8NYHEMW3Z7XGSAGP", "signals": [{"quote": "anthropic announced that they were uh stopping claude subscriptions no longer cover third-party access for tools like | observed | artifact ↗ | 2026-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAPH45T8NYHEMW3Z7XGSAGP", "signals": [{"quote": "anthropic is going to have to give these details in their s1 and so is open ai", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2026-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAPH45T8NYHEMW3Z7XGSAGP", "signals": [{"quote": "claude and open ai is coming for consumers twenty four thousand dollars a year essentially a third of the salary of uh | observed | artifact ↗ | 2026-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "we in the company we've been huge users of uh of claws and um it's been quite an amazing phenomenon", "stance": "bulli | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "anthropic on track to generate annual revenue of almost 20 billion uh that's a projection based on their current perfo | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i think this is a lesson for him as ceo your take logan on taking a principled stance and winning the crowd right when | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i mean first the revenue ramp clearly happened before the controversy so it'll be curious they're interesting to see w | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i think dario has tended to politicize this a bit and has set a little bit of a trap for himself which is we want ai t | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "i think he walked right into that unfortunately to the detriment of the company from a long-term perspective because a | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "should anthropic be forced to comply that's an interesting question i don't think that they should be forced to comply | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "forced to comply this isn't soviet russia except after pearl harbor or well hitler invades paris or poland fair enough | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZCJCHJA1V4BQRW8XZK4BG", "signals": [{"quote": "apparently still on not being arrested for saying the government can't use his technology to make kill bots or spy on | observed | artifact ↗ | 2026-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "the memory feature right like all of us using uh ai have used chat gbc in the big models right and it has like some me | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "the skills feature uh which you know you're seeing skills like jason said there's skills on cloud code like skills is | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "the third thing is this like crazy idea that uh peter had which is called heartbeat which is he gave the bot a heartbe | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "let's hope so um you know we're we've got conversations going with everyone um we'll figure it out as time plays out u | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "these two points seem pretty political and kind of advantageous for marketing to me and interesting take you know anth | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB01BM79JN3AGJ889PX9A89", "signals": [{"quote": "i think it proves my first answer right which is the marketing worked", "stance": "bullish", "signal_class": "assessme | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "4.6 Opus is the most incredible thing that I've ever played with.", "stance": "bullish", "signal_class": "endorsement" | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "with Claude Code, it was very obvious to people that that paradigm was going to do way more valuable work than just si | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "Claude Code is the fastest growing product of all time. This is a, you know, nearly $3 billion run rate product a year | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "I think the latest reported one was publicly, it was 2.5, just for Claude Code. Just for Claude Code.", "stance": "neu | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "And that was what they released when they announced their $380 billion funding round.", "stance": "neutral", "signal_c | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "I don't think the, the revenue multiple is astounding here given the growth. If you do a plot of revenue and growth ra | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "We've just never seen companies grow this fast. Yeah. Zero, a hundred million, a billion, and then 10 billion in three | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "their annualized reoccurring revenue, whatever that means, is 14 billion up from 1 billion, 14. Yeah, it's a basic run | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "They're losing a ton of money on this. Yeah. We'll see if that winds up being sustainable or not.", "stance": "bearish | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "So if Anthropic says, I don't want to be involved in this, they have that right. And the military obviously has the ri | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "You have four labs at least that have, you know, are within one month or two of each other in terms of what their capa | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "Open models are still about like six to 12 months behind the Frontier Labs at this point.", "stance": "bullish", "sign | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "Because right now, you're still making your request to Anthropic to OpenAI. And they still whatever you talk about, th | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB1QWEV6PWS143X0TB4EBKX", "signals": [{"quote": "I would be hard pressed. I don't have any insider information. I'd be hard pressed to argue that they are not going to | observed | artifact ↗ | 2026-02-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "the first consumer app to truly bring OpenClaw into the mainstream will become a unicorn.", "stance": "bullish", "sign | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "I don't think it's quite there. I think this is really a tinkerer's dream right now. You have to install it locally. Y | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "the people that have adopted this, there's a lot of really vocal early adopters. And we've been speaking with people t | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "we're seeing that all you need to do is give your machine a set of instructions. We don't need this whole layer of UI, | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "I see OpenClaw giving people that didn't have access to a tool or workflow utility before to have access to AI and the | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "The skill wraps like all of our tools together and makes it really easy for users", "stance": "bullish", "signal_class | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "the really cool thing about these skills is we've condensed sometimes huge apps down into just a small instruction man | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "it's disappointing because, uh, Claude has built some really great technology that people love using. I'm using Claude | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB43089469D9A1RN47ZS3E1", "signals": [{"quote": "if you look how Sonnet 4.6 is being positioned in the market as an absolute workhorse for knowledge work, it seems lik | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "This technology was becoming so powerful that it commoditized open AI and clawed because it, it wins the interface. Wh | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "What are they going to do with open claw? They're going to let it chug along, but then they're going to use Peter and | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "Yes, I'm aligned with you. I think that there will be folks leading the charge and I would put myself in this bucket t | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5S3E4X4CRSWQNVGARBTV3", "signals": [{"quote": "I feel like I've 10 X to myself at least with open claw", "stance": "bullish", "signal_class": "endorsement", "speaker | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB67FFX3DS494HV8D4DSFNJ", "signals": [{"quote": "SPEAKER_238: A replicant asked for some flowers to be delivered to the Anthropic headquarters. SPEAKER_252: You know t | observed | artifact ↗ | 2026-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "Claude seems to not really have up-to-date information. So if you go into Claude and ask it, hey, what's OpenClaw? It | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "like Cloud Opus 4.6, it's better than any local model. There's no local model that's there yet. There are models that | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "I saw somebody over the weekend, Matt, who has their augustration level, their chief of staff, their CEO in the cloud, | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7S51Y31EA17C0KHAAYP1Z", "signals": [{"quote": "We will eventually be able to run Opus 4.6 on a Mac mini.", "stance": "bullish", "signal_class": "prediction", "speake | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Claude Cowork going crazy at Davos. All the tech folks were talking about Cowork. That's playing with Cowork. Very imp | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "people have been Claude-shotted, like one-shotted. They are addicted. Everybody thinks this is the end of employment a | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "most people I know are using cloud code, which is extremely powerful, extremely intelligent and control and finish a l | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "it's what Siri was supposed to be.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Matt Van Hor | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I'm having a great Cloudbot experience.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Matt Va | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I think $200 a month is, is enough. 200. So you're gonna, so you can do this all with the highest regular tier Claude | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "200 bucks a month is, uh, it's not that much if you're running a business. It probably can cancel quite a lot of subsc | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "This is Opus right now. Opus is obviously it's, it's a genius.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I got a text from a founder. I'm, I'm an investor in that Claude bot is an existential threat to how they think about | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I think this is the single greatest application of AI I've ever seen in my entire life. It is basically for me at leas | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "what's really powerful about Claude bot. It is, it is the only self-improving AI there is. And what I mean by that, it | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "The stuff you just described is like a really good, like a smart assistant, a smart", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Opus is the best model on planet earth for this. It's the smartest.", "stance": "bullish", "signal_class": "endorsemen | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "But what I'm trying to do is instead of using Opus 4.5 for all the muscles as well, all the execution, I find other to | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Everything it is built has been flawless.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAK | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "some of the foundation models like Opus has some prompt injection capabilities to identify that, but not all of them." | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Yeah. It pretends to be you. And basically it tells it some new instruction and it can do whatever it wants. It has, t | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "I mean, I mean, for my parents business, this is there's no brainer for small businesses,", "stance": "bullish", "sign | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "One thing that I found really frustrating is getting my personal chat GPT instance up on my and then going over to Ant | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBCMQ8VNZ410YB6CC6WBZQH", "signals": [{"quote": "Anthropic released Claude Cowork a week ago, which is basically, this is the vision of Claude Cowork, basically. But y | observed | artifact ↗ | 2026-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHQ0M8P6F95FWQCA2SDVAP", "signals": [{"quote": "I mean Anthropic went from basically a 1 billion dollar run rate to a 9 billion run rate last year that's 9x at scale" | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHQ0M8P6F95FWQCA2SDVAP", "signals": [{"quote": "I want to talk about Anthropica a little bit more because why not so Jason you mentioned them and their fundraise and | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJWZ6MQ6NNGZWK12HFH091", "signals": [{"quote": "50% chance for Anthropic on its way up. That's totally mispriced. I would say it's 80% chance Anthropic will go out.", | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN3Y62Z6GD1Q7GXEKG7MKC", "signals": [{"quote": "And Anthropic was rocking the Claude 3.5 family.", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN3Y62Z6GD1Q7GXEKG7MKC", "signals": [{"quote": "Take a look at Anthropic next. Here's Claude 4.5 Sonnet and Claude 3.5 Sonnet, the October version of that. A 63 to 30 | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN3Y62Z6GD1Q7GXEKG7MKC", "signals": [{"quote": "And Anthropik gets an 83.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_00", "speaker_ | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "this is partially open ai doing work for target and also a target application that you can connect into inside of chat | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "so as far as we can tell this little module that you and i both think is an ad turns out is actually an invitation to | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "nick turley he runs chat gpt says quote i'm seeing a lot of confusion about ads rumors in chat gpt there are no live t | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "one of the companies uh exec said you know i agree that anything that feels like an ad needs to be handled with care a | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "he said we've turned off this kind of suggestion while we improve the model's precision the code red that open ai call | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "i think that what they tried to do here was a partnership and a connection tool and it ended up just being sloppy and | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "they don't have a person deputized to think about how advertising or in-house ads cross promotion should exist inside | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "my belief is the 75 of the revenue at open ai that's coming from consumers is going to go down to you know at least 50 | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "because of the code red they called because the llm is falling behind gemini and other rock and claude are making bett | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "if i was open ai i would be working to get ads on there faster and have it ready to go when they said they were pausin | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "to be netscape all over again i brought up that analogy for the last couple of months", "stance": "bearish", "signal_c | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "what i would say is there's a 10 chance that could happen they could stumble and there's a 90 chance they'll just keep | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "elon musk it's not a competitor you want to have but that's like having a competitor like terminator 2 arnold's reside | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "and google us and zuckerberg as competitors so those three are the four horsemen of the apocalypse", "stance": "bearis | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "present day right with 32 of the market being other than chat gpt and 68 of the market being chat gpt now if you go ju | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "in what world do those five get less than 10 percent of the market no no world that i've ever heard of or conceived of | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "i'm going to estimate in somewhere between 27 and 28 you will see chat gpt go to 45 to 55 in other words less than 50 | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "two thirds of the market pretty impressive right having two thirds of the market so you have to ask incredibly impress | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "president trump has weighed in ... i have a lot of respect for him ... but it is a big market share there's no questio | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "the paramount offer 108.4 billion for all of wvd the netflix offer 82.7 billion just for the warner brothers film and | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "paramount still believes they will have an easier time getting through these regulatory hurdles than netflix will beca | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "those are both enterprise valuations", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_139 | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "i have a lot of respect for him ted sarandos he's a great person he's done the greatest job he's done one of the great | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "netflix is going to give him a documentary series when he gets out just like they gave it to everybody else", "stance" | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "it's big market share there's no question about it it could be a problem that's actually accurate if you're not consid | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "this is all elaborate game theory by netflix they knew they were going to get rejected they didn't think they were goi | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "that's all they want they want hbo max and they want the dc characters that's that's my theory that's", "stance": "neu | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "a lot of people are putting on netflix in the background while they're on their phone while they're cleaning while the | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "that's why so much netflix content is that kind of is it cake stuff so annoying this is why i think they should have g | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBT2PQJHA0G0HEEPJRN6XCR", "signals": [{"quote": "so much of their viewing is overseas all these different markets i think they don't want to have to worry about custom | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ64KEGFFD3N0750XYHK1B", "signals": [{"quote": "In November, 2025, we entered into an agreement subject to certain closing conditions to invest up to $10 billion in A | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ64KEGFFD3N0750XYHK1B", "signals": [{"quote": "They're not winning the API game Viz Anthropic.", "stance": "bullish", "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0CFE9YZEHMN1K1VD5VG8Y", "signals": [{"quote": "they're very much don't want to compete on an application level with their customers they want to be a neutral third p | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0CFE9YZEHMN1K1VD5VG8Y", "signals": [{"quote": "Microsoft investing 5 billion after just settling their open AI deal I worked out that they're going to go public and | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6T4Y7C7S3GZ34VPZM4NV9", "signals": [{"quote": "I mean, the only company that I think doesn't have a major footprint is Anthropic. Like, shout out to them for not buy | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "it's a really cool idea it's growing like a weed", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "magic school seems to be doing quite well it raised a 45 million series b earlier this year", "stance": "bullish", "si | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "it's incredible as a formal former english teacher this would have been a godsend for me in my classroom", "stance": " | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "magic school uh ends up being this teacher co-pilot so it is ai for educators where they can use it for their daily ta | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "they also can craft these ai experiences these are all teacher labs they have to actually build the experience themsel | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "for districts they end up picking up magic school because they kind of want to make their own closed sandbox version o | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "you take that rubric and then you differentiate it in spanish you make a version of it that better serves students who | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "there are over six and a half million users signed up for magic school there are three and a half million educators in | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "this is from a company called burbio this is a tracker of the percentage of school districts that have paid to an ai p | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "you've generated enormous market share", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_0 | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we didn't spend a marketing dollar until we got to you know nearly a million educators signed up for the platform", "s | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we certainly caught a moment of generative ai kind of coming to the world and finding utility but i think there was th | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "our primary customer is the district we want to sell directly to the district", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we call them solutions architects at magic school and they are doing this work to really deeply customize the platform | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we use mostly anthropics and open ai's models in the platform", "stance": "neutral", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "where i think they can still improve would be in for us like things like guardrails for students", "stance": "neutral" | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "this all sounds fantastic to me i'm glad things are going so well for the business", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "one of the most important things we're going to do is forward deploy our solutions architects engineers two districts | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we think that there is a huge opportunity to contextualize the use of both educators and students for the product um s | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "so magic school is going to kind of get even deeper into all those places to be this truly personalized", "stance": "b | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "i expect that some of these bits of what you're we're talking about will be available as early as january and i think | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we have a massive amount of usage internationally ... we do get inbound customers and partners from international scho | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we have this incredible product and legion of educators who want to support each other and that ends up being a really | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we have a you know very sustainable business model that allows us to to do this work and and you know great funding", | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "anthropic has a beneficial deployments team that supports us open ai has an education team that supports us so we feel | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we will absolutely take the step to the world", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SP | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "industry and ai alike need resilient energy storage and that's the gap that on the fly energy fills", "stance": "bulli | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "our solution the rotor seed is a 10 kilowatt hour modular flywheel that installs like a backup battery charging storin | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "we're targeting over a hundred billion dollar energy market consisting of over a hundred thousand us facilities from a | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCNC3RAP8ZGSWJQ5SZQ4JJ", "signals": [{"quote": "on the fly energy wins where it counts there's no fire risk no degradation no 30 second lag or upkeep like diesels and | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEAEW4QPT1QJ5VKBRGMXG0", "signals": [{"quote": "who can likely catch up there's one more organization called anthropic sure and like they are the closest number two", | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEAEW4QPT1QJ5VKBRGMXG0", "signals": [{"quote": "every other organization doesn't want to publish anymore", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "the latest news is that on Friday the financial times reported that Google is investing 300 million dollars in Anthrop | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "Anthropic was founded by Dario Amodi and a few other researchers that left open AI and according to the financial time | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "you wonder why then they would turn around and raise 300 million dollars from Google which is obviously a commercial e | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "Anthropic is planning to develop an intelligent chatbot called Claude which will rival open AI's chat GPT", "stance": | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "if Google is planning to use its own AI chatbot it's unclear why they would invest in Anthropic in the first place", " | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "the financial times notes that this investment is coming from Google's cloud division not its venture arm GV and the q | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "it seems like it came out of the cloud division which makes it seem like it's more of a strategic investment of the ki | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "maybe in some way incubate this safer right this again we go back to this in theory safer and more reliable and trustw | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5JVGBEWEF6PDBAWJ53GGJ", "signals": [{"quote": "according to the Financial Times Google's relationship with Anthropic is limited to acting as the company's tech suppl | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ86ERVQQY9BBNMPRJT6ED9", "signals": [{"quote": "Yeah, anthropic is raising 300 million at a $5 billion valuation", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2023-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "these proposals to ban open source that are coming from anthropic. They don't solve the distillation problem. If disti | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "OpenAI and Anthropic have both argued that they are free to train on all the world's output regards of whether the cre | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "if Chinese companies were to steal proprietary weights from Anthropic or OpenAI, that would be theft. But that's not w | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "I'm fine with Anthropic and OpenAI enforcing their terms of service. They need to do a better job, stop the distillati | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "we got a little bit of a stall in anthropics revenue in the last couple months. And this is third party tracking. So i | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "you still have stuff in the labs by Anthropic and open AI that is way ahead of this.", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "Anthropic and open AI are running around saying, listen, we can't continue to invest billions of dollars if Chinese co | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "both Anthropic and OpenAI are taking their estimates up right now, their forecasts up.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SERZDBEEY9CT4V03N1FSN", "signals": [{"quote": "Anthropic has settled their AI copyright lawsuit for $1.5 billion... largest copyright settlement, Friedberg, in the h | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "we all know that claude sorry anthropics models have been very popular inside of products like cursor so not surprised | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "not surprised to see anthropic fire back jason after we saw xai's claw uh grok code fast one do so", "stance": "neutra | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "these models don't feel like they're tripling or quadrupling like the functionality because they're coming out so freq | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "anthropic does have real competition on the coding front i think people are underselling how much of", "stance": "bear | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "they also teased a new thing called imagine with claude which is it seems to be almost like a vibe coding service from | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XAR6D0SJK7DEWTE1SECZJ", "signals": [{"quote": "i'm going to be curious to see how much market share anthropic can get back at least on open router from the uh elon m | observed | artifact ↗ | 2025-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XR5Q16XHWBPWDPN3GQX5R", "signals": [{"quote": "google's in a really good place here because they can afford to subsidize any amount of inference for the government t | observed | artifact ↗ | 2025-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061RC8RWS3FTEQ2S9V0808Y", "signals": [{"quote": "we have other models in the market that are pretty good at coding from Anthropic in particular", "stance": "bullish", | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061RC8RWS3FTEQ2S9V0808Y", "signals": [{"quote": "right now, if you look at the top of the charts, it's Anthropic and it's Google and it's open AI. And then Microsoft's | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064X9Q7TT779T76E93TFNDF", "signals": [{"quote": "Anthropic is much better at holding on to its people even when they get extreme, you know, offers from Mark Zuckerberg | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064X9Q7TT779T76E93TFNDF", "signals": [{"quote": "Claude would have crushed this Claude actually would have probably crushed that I will say based on my experience", "s | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064X9Q7TT779T76E93TFNDF", "signals": [{"quote": "if I'm anthropic if I'm perplexity even if I'm Google and now it's like I've got 50 different states and they all migh | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "Dario Amode will be there, the CEO of Anthropic. They make Claude, and I am obsessed with that product.", "stance": "b | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "I'm paying right now $200 for like whatever, and Claude and ChatGPT. I think I'm paying probably, you know, I'm gettin | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "an average producer summarizing the Substack news story we just did, versus Claude, I wouldn't be able to tell the dif | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "the fear that what lovable does will be built into Claude, um, and Grock and Gemini and Meta and, you know, Microsoft, | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "Claude now has their own AI assistant, uh, AI coding assistant. So, you know, these, uh, wrapper companies, uh, that a | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "The person you're building on top of wants your business. They consider it a key piece of that $10 trillion AGI prize | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065SYM61Q8QF3YMR7W4TA9E", "signals": [{"quote": "I think that specific vertical is so key that the language models are going to want it. So I think it's going to be to | observed | artifact ↗ | 2025-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0667FQY9Y3EH9VS30TXJJ12", "signals": [{"quote": "And Anthropic got Amazon to do all their infra work for them.", "stance": "bullish", "signal_class": "assessment", "sp | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0667FQY9Y3EH9VS30TXJJ12", "signals": [{"quote": "So I think Anthropic is the asset light foundation AI model company. So we'll see how that plays out.", "stance": "neu | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0670VCVH6ZCDJK42EF4P7CJ", "signals": [{"quote": "we're sitting here using producer claude all the time to check on facts asking it to cite sources and you we we haven' | observed | artifact ↗ | 2025-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067E4S3WZ036PG5PFNVAP8S", "signals": [{"quote": "dario amodi of the breakout ai company and twist 500 member anthropic we use claude every day this company is making a | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0685WJDCQ81RNTTX9P82X9F", "signals": [{"quote": "open ai anthropic identified different verticals where their models were finding the most success and efficacy really | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0685WJDCQ81RNTTX9P82X9F", "signals": [{"quote": "open ai and the tropic are not going to do those so there's there's plenty of room to build fantastic companies", "sta | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0685WJDCQ81RNTTX9P82X9F", "signals": [{"quote": "this shows how long it took anthropic to go from zero to one uh billion in revenue took about i guess this is 21 month | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068FFJ4KA73N2BTEK5B65KK", "signals": [{"quote": "Some of you know, Anthropic has this incredible large language model that does incredible things, agents, coding, it d | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068FFJ4KA73N2BTEK5B65KK", "signals": [{"quote": "thank you to our friends at Anthropic. We've got a great partnership with them. They're helping us with all these tool | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068FFJ4KA73N2BTEK5B65KK", "signals": [{"quote": "We use Claude every day. This company is making amazing shrines. And you just know Dario has got some great insights t | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I wonder if Anthropic's going to regret this decision later because it's poisoning the well a little bit for commercia | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I just think that it underscores platform risk for foundation AI model companies in a way that I don't think Anthropic | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "The gist is that they want to basically work with people for the long term. OpenAI is broadly expected to be purchasin | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I think what's actually happening here is that there was probably an auction and Anthropic had the chance to buy Winds | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "I found it interesting that Anthropic, while talking to TechCrunch at their event about this decision, cited Cursor as | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "If OpenAI was part of the acquisition marketplace, so was Google, so was Grok, so was, you know, Microsoft and obvious | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "if you were building, you know, a product, you would want to just be multi-model for sure. Absolutely. And then we can | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "if Windsurf was being built off of Anthropics products, you would probably want to have a two-year contract, a three-y | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AATBZ4JMMD05A78771Y8B", "signals": [{"quote": "we've talked about Anthropic the foundation A model company 60 billion dollars reportedly at a 3 billion dollar rent r | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "windsurf which has previously used at least in part ai models from the anthropic claude family uh got cut off with les | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if the deal doesn't go through anthropic we'll be like ah never mind come back to claude", "stance": "neutral", "signa | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "you kick someone out of your house the relationship's over yeah you know it's it's tough to go back on that... once on | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "ai foundation model companies in a sense have to be swiss they have to be a little bit like switzerland they have to b | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "anthropic of all the big ai model companies so much of their branding and their theme is like we're the responsible sa | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "anthropic is willing to burn these boats if you will is because they've just posted simply insanely fast growth so reu | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "it was two billion again according to reuters back in march and one billion in december and that means that they've go | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "i just hope that this doesn't bite them in the in the back side as other people might go well we're not going to use c | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "claude already feels like it is in sort of like in terms of prominence outside of the i i talk about ai everyday world | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "you want more companies and more platforms to start pulling in claude not the opposite you don't want to create a situ | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "when you ask people what is ai they go the the gpt thing right you know yeah i mean this is an old story but i told it | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "what if they then screw me in six months yeah anthropic just claude it does not it doesn't it doesn't work great", "st | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "reddit has a deal with both google and open ai to share its data for their use and anthropic uh did not sign such a de | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "this is to me a pretty big deal because it's going to help i think underscore the tensions between content owners and | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "reddit writes anthropic is a late blooming artificial intelligence company that bills itself as the white knight of th | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "despite repeated requests to stop anthropic has accessed or attempted to access reddit content more than 100 000 times | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if it's getting to the point of a public suit something broke in their conversations and it does not make anthropic lo | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if that's how anthropic and anthropics executives really feel then yeah they're just treating reddit with cavalier dis | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if you are billing yourselves and so much of your branding is we're the good guys like we're the heroic ai company the | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AKR4SAPSVBA68BXYKNV40", "signals": [{"quote": "if google is paying and anthropics not and they're getting the same thing right that's not that's not a successful bus | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "Anthropic is pretty great. Twist 500 company.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "S | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "We love Anthropic. They're a well-funded, of course, AI foundation model company with a focus particularly on safety, | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "a big endorsement of what Anthropic is building, you know, that Microsoft is sort of ready to embrace it", "stance": " | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "definitely another solid incremental step on AI coding capabilities", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "congratulations to the incredibly capable team over at Anthropic", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "they're calling their most powerful model to date and, and I'm quoting, the best coding model in the world.", "stance" | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "what I found really impressive was just, well, one, how good Anthropic is doing in general but also as you can see fro | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BJ4BBZ60KYBBR7NTCNFZX", "signals": [{"quote": "They saw in a couple of quote instances that Claude Opus Fort, the big new model, tried to take essentially its own we | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CQV2NSF61ERGBSH6GCKG1", "signals": [{"quote": "if I'm using an AI agent and I'm using MCP, which is the Anthropics new framework that everyone seems to really like, | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JD5WQ1FY7XMQED9KH7Z1R", "signals": [{"quote": "a company called Anthropic came out with this beloved model called Claude Sonnet 3.5. That's right. Now they're 3.7 ou | observed | artifact ↗ | 2025-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JD5WQ1FY7XMQED9KH7Z1R", "signals": [{"quote": "They're like a mere sort of wrapper over Anthropik, perhaps even losing money on the Anthropik spend. It's actually mo | observed | artifact ↗ | 2025-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JPCF173WMGWBSWF63Z3DY", "signals": [{"quote": "if it's true it seems like that would be really great revenue growth i'm assuming this is not for the consumer product | observed | artifact ↗ | 2025-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NKAYZZDRA8Q910M6QXDRM", "signals": [{"quote": "this is uh a quote from the wall street journal talking to the ceo of anthropic and he said um i'll just quote him the | observed | artifact ↗ | 2025-01-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S8Y23NBQKVY5GP3BZ1WSR", "signals": [{"quote": "very very happy to see some of the data uh behind anthropic's progress on the on the uh on the enterprise side", "stan | observed | artifact ↗ | 2024-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S8Y23NBQKVY5GP3BZ1WSR", "signals": [{"quote": "we really cherish the uh the team over there and they're they're just amazing", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S8Y23NBQKVY5GP3BZ1WSR", "signals": [{"quote": "their what is on their near-term roadmap right and for a company like open ai and anthropic their ultimate goal is to | observed | artifact ↗ | 2024-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07208HXEV8H8TB5XT01NZWM", "signals": [{"quote": "i know that claude has projects now where you put pdfs in and you have product knowledge", "stance": "neutral", "signa | observed | artifact ↗ | 2024-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AHMYF93N4W2P8BA08W115", "signals": [{"quote": "it's reasoning capabilities are incredible", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAK | observed | artifact ↗ | 2024-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AHMYF93N4W2P8BA08W115", "signals": [{"quote": "this is the process library really good if you go to the plan if you go to the pun one it's really good so this is kin | observed | artifact ↗ | 2024-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HQ64H0PX2STM3ZD9CMXFX", "signals": [{"quote": "Anthropics, $4 billion a round, led by Amazon", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SP | observed | artifact ↗ | 2024-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "just level setting both anthropic and open AI, you know, uh, I'd say kind of leading models in the space, definitely c | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "So you did, you do have an academic paper with all Google people on it that actually led to the technology that's bein | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "if you're open AI, if you're anthropic and you want to lock all this down, if you're a Reed Hoffman or Mustafa, uh, or | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VZ9KM8PJTPQWFT97Z3M7V", "signals": [{"quote": "It's not a dig to Sam. It's not a dig to anthropic. You don't want any one party controlling a platform technology.", | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "they're sort of like the fourth or fifth player in AI, right? So you have open AI, you have Google, you have Microsoft | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Claude two is known for its massive context window. It can intake a hundred thousand tokens. That's the largest that I | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Or multimodal. Here's an audio file. Here's a video file. And then we just have to process it. First, right? That migh | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Claude.ai is the Claude is the product. And it's really great.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "I've, I've, I use it more than chat GPT just again, because of that context window.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "Claude can actually intake that like an hour or two hours worth of conversation and then spit back out to me, you know | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "they have a chat GPT competitor. It's called Claude and it's a chat bot based on anthropics model Claude two. Which la | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X0TPMQKTKG01E5EPDB3NP", "signals": [{"quote": "anthropic is led by Dario M. O'Day, uh, he previously led research teams at Google brain and open AI.", "stance": "neu | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A5ZZFD98R35X2FZ6WDQTH1", "signals": [{"quote": "You have proprietary language models. That's open AI. And I believe Claude and Brock are all closed. Right. And they'r | observed | artifact ↗ | 2025-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A5ZZFD98R35X2FZ6WDQTH1", "signals": [{"quote": "Anthropic is at 61 billion. Is that the share price or is that the market cap?", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2025-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "we have a claude uh claude opus basically which is the the most powerful model i expect this model to be in the order | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "ah now they haven't released claude anthropic hasn't released what that model is but it is number one on hugging face | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "and tropic is talking about 10xing the size of the models every year that goes forward that means we can expect by the | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKZDPWN9ZC8YVG15MERE0A", "signals": [{"quote": "the fact that everybody like entropic is actually putting like 20 of their workforce on on on explainability right so | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AND9Y4M7C6XAV8AVM1H207", "signals": [{"quote": "last week claude 3 opus by anthropic passed over chat gpt for 11.06 preview and 0.125 preview", "stance": "bullish", " | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AND9Y4M7C6XAV8AVM1H207", "signals": [{"quote": "this is a big moment and so we've seen it pass and we've seen it kind of come in up top with this you know the score o | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AND9Y4M7C6XAV8AVM1H207", "signals": [{"quote": "people like uh claude for as a chat bot and it scores head to head with other uh services higher based on this elo ran | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AT1M6TJZJJ0CGMC3BCA5Z7", "signals": [{"quote": "So in other news, Anthropic is also in talks to acquire Israeli startup Descartes AI for around $6 billion. This would | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AT1M6TJZJJ0CGMC3BCA5Z7", "signals": [{"quote": "All right, 1% of $3 trillion, I believe, would be $30 billion. They're buying this for $6 billion. Yeah. You know, so | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "I will say on the demand side and on the pricing side, if you pull up this quick note I have here, I think Anthropics | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "there's a huge irony in the fact that Dario did not get his way in Washington for the most part during this administra | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "Their whole pricing power, that premium they're able to charge is because they're six months ahead of those open model | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "I actually think that their pricing power may be quite sustainable because I think people are willing to pay, not the | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATANXZWWS0RMZCPQ2QPE71", "signals": [{"quote": "But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. An | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV72M8QR2Y27QZ2ER6YNCB", "signals": [{"quote": "if you are at the frontier you can charge a premium and that's where anthropic and open ai are", "stance": "bullish", | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV72M8QR2Y27QZ2ER6YNCB", "signals": [{"quote": "the latest we heard is anthropic is now over 80 billion of arr started the year at 10 it had forecast 100 billion as e | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SVRZ60APET8BT6PH68J7H1", "signals": [{"quote": "When you take a closed source model, it does really well on a benchmark. When you wrap it in its own harness, it decay | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SVRZ60APET8BT6PH68J7H1", "signals": [{"quote": "Dario wants an FDA for AI, but he doesn't have enough political support for that. So instead, they do this Trojan hors | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "And then we got Dario saying, all jobs are over. We're going to be the last company in the world. And it's the end of | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "he made this deal with Anthropic. What is that deal? I mean, first of all, he's going to be offering Anthropics models | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "So what's happening here is that it's not a rip and replace. Their layers are getting built, right? You've got the dat | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "he says there's a lot of trap value in Salesforce, meaning we know it's got this incredibly broad, rich platform with | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QV71RJJHRC6BS54ZXW1PZ", "signals": [{"quote": "Which then codifies Salesforce as the system of record.", "stance": "neutral", "confidence": 0.7, "signal_class": "fac | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1KK8P9XM0GBTMT3Z7SCFQNT", "signals": [{"quote": "Claude is missing entirely from the platform.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2026-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1KK8P9XM0GBTMT3Z7SCFQNT", "signals": [{"quote": "You remember there was a big beef between Anthropik and Emile Michaels and the Department of War because they wouldn't | observed | artifact ↗ | 2026-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1KK8P9XM0GBTMT3Z7SCFQNT", "signals": [{"quote": "So Anthropik is left out of the party.", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "speake | observed | artifact ↗ | 2026-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "I think the market structure that we have right now is there's two markets. There's the market for frontier intelligen | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "Before, it looked like Anthropic was running away with it. They're about to have this monster IPO.", "stance": "bullis | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "And that's kind of the anthropic story. It's the data center infrastructure, networking equipment story. I mean, it is | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "But imagine if anthropic right now, the way to think about the Sachs is imagine if anthropic open AI, you know, in thi | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "So they're more than willing to engage in this farcical, you know, act in this dance with anthropic and open AI, and t | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "Anthropic sort of branded itself or styled itself, I should say, as the one frontier lab that would solve this problem | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "The interesting thing that's going to happen post the Anthropic and OpenAI IPOs is if you think about the amount of ch | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RRC9REQJ5QPM629QE1SJ3J", "signals": [{"quote": "We have a frontier market duopoly. They're closed models. And they can rug pull you, Saks, at any time they can take y | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I'm trying to figure out how to get DPI if, in fact, the world is ending in 10 years or 2030, according to Anthropic." | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "He joined Anthropic specifically because of its safety reputation.", "stance": "neutral", "confidence": 1, "signal_cla | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "two current Anthropic researchers publicly agreed with him, including alignment scientist lead Evan Hubinger, who said | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "Anthropic, of course, reportedly heading toward an IPO at something like a $2 trillion valuation with its safety first | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I would not trust them with anything that's important or proprietary.", "stance": "bearish", "confidence": 0.8, "signa | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I would think that part of the reason that you see this really publicized is Anthropic talking about this a lot and re | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "I think there's been fewer people who have sort of raised the red flag on Anthropic and they've done a great job like | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "Congratulations to the team at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They' | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "You're going to have a huge IPO because who in their right mind would not buy the company that's, you know, got a 90% | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "So congratulations on a PR strategy that is either brilliant or insane, and you're all suffering from psychosis.", "st | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "if you don't ask two or three different AIs how to solve that problem, if you're not doing that, you can't work at the | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "With Chatsubishi and Claude, you still have to, like, connect your MCP, your hybrid connector. The chat doesn't just g | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25WWADJPVMD48VRWWYA3WQH", "signals": [{"quote": "Maybe OpenAI and Anthropic are doing it now by buying 90% of compute.", "stance": "neutral", "confidence": 0.6, "signa | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "In this case, they're amplifying it themselves.", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "who also happens to be a co-lead of the Anthropic Series A.", "stance": "neutral", "confidence": 1, "signal_class": "f | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "this message is fully consistent with the doomer slash regulatory capture agenda of Anthropix. So again, he's not sayi | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "And the tension is this, on the one hand, you're asking public market investors to underwrite your company to a value | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. ... Or they can | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "Historically, the way that Anthropic has solved this tension is they've basically said, yeah, in anybody else's hands, | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "may create false representation issues. You have an active S1 process underway. And so how are they to handle that?", | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "But that almost stopped our IPO. And we had to go and print it out. And we had to put it back into the S1. And we had | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "This is not a tenable position for Anthropic.", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", " | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "You now have legions of people inside of OpenAI and Anthropic, Freeberg, agreeing that we're all going to die in 2030. | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "I think that Anthropic leadership is caught in an extremely difficult situation.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "They'll demand an enormous discount. And the reason they'll ask for an enormous discount is the other part of what Sax | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ARZ2MMSDJ0FXRR51X9D857", "signals": [{"quote": "No company is trying to go public and raise money, a very capitalist scenario, by also talking about how they're tryin | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
source.document.reference | {"kind": "video", "title": "TWiST E2312 — startup trying to buy PayPal — anthropic", "source_id": "01KXRP7ZSCHCTYH7G6A3HGTHFJ-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:2563df2435760ca767cda | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In E278 — NYC mayor, DSA, AI — anthropic", "source_id": "01KXRPBDXNC42GR3NE8818ZM9G-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ff95af9d10c78a70606010b2b468541 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In E279 — AI and geopolitics — anthropic", "source_id": "01KXRPBDYCZ1WPN3Q8780CYPNF-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:e37c0b24d914f8d39b964c9a37aba21 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In E280 — AI Commission, IPOs, enterprise AI — anthropic", "source_id": "01KXRPBE0CRWEE7R56DSFJC5TN-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:ce0f357de9a5aca | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out — anthropic", "source_id": "01KXRSFXY4QXKHX6GN8BHCWF3Y-m-c70eca6b0f88f4 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence — anthropic", "source_id": "01KXRSFXYE0AVQ9HW3ZQYQ5KWV-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity — anthropic", "source_id": "01KXRSFXZ8R896HZJE7W8TS6PS-m-c70eca6b0f88f44d", "extract_ref": "artifa | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits — anthropic", "source_id": "01KXRSFXZHQZDW92WQ35S46412-m-c70eca6b0f88f44d", "extract_ref": | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis — anthropic", "source_id": "01KXRSFY0M8JSJE8YK8NNVZDCD-m-c70eca6b0f88f44d", | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare — anthropic", "source_id": "01KXRSFY1EQSHJ1S3GW6Y99BFM-m-c70eca6b0f88f44d", "extract_ref": "artifact | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael — anthropic", "source_id": "01KXRSFY2NJ1SM2GXW8CFKSM5V-m-c70eca6b0f88f44d", "extract_ref": "a | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot — anthropic", "source_id": "01KXRSFY37T90PYCYX4NB0H4QX-m-c70eca6b0f88f44d", " | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick — anthropic", "source_id": "01KXRSFY4DSG5NZ97VAVX43R61-m-c70eca6b0f88f44d", "extract_ref": | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026 — anthropic", "source_id": "01KXRSFY77W06ZWG8SNAKK8EEH-m-c70eca6b0f88f44d | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "OpenAI's Code Red, Sacks vs New York Times, New Poverty Line? — anthropic", "source_id": "01KXRSFY9PES7V6MRFMA5MW7HM-m-c70eca6b0f88f44d", "extract_ref": "artifact:sha256:f9 | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
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