About this episode From the show’s notes Dario Amodei joins John Collison to talk about Anthropic's growth to ~$5 billion in ARR, how AI models show capitalistic impulses, predictions for an agentic future, the economics of model businesses, and the 19th-century concept of vitalism.
Full episode transcript on Substack: ↗
Read the show’s notes in full Timestamps
Chapters 28 · press a time to start there 00:00 Intro 00:50 Working with your sibling 01:43 Building Anthropic with 7 cofounders 02:52 ~$5 billion in ARR and vertical applications of products 07:18 Developing a platform-first company 10:08 Working with the DoD 11:11 Proving skeptics wrong about revenue projections 13:13 Capitalistic impulses of AI models 15:43 AI market structure and players 16:56 AI models as standalone P&Ls 20:48 The data wall and styles of learning 22:20 AI talent wars Show all 28 chapters 26:04 Pitching Anthropic’s API business to investors 27:49 Cloud providers vs. AI labs 29:05 AI customization and Claude for enterprise 33:01 Dwarkesh’s take on limitations 36:12 19th-century notion of vitalism 37:27 AI in medicine, customer service, and taxes 40:59 How to solve for hallucinations 42:41 The double-standard for AI mistakes 44:14 Evolving from researcher to CEO 46:59 Designing AGI-pilled products 
