Anthropic CFO Krishna Rao details revenue growth to $30 billion

@patrick_oshag @guruchahal @alex_karnal @dylan522p @ptj_official @bchesky Legend

Maybe the most fun (and certainly the biggest) month in ILtB history

- @alex_karnal on the future of bio - @dylan522p on compute - @ptj_official on … everything - @bchesky on ai founder mode - Krishna on what’s happening inside Anthropic

Thank you to the millions tuning in.

From my conversations with @dylan522p and Krishna, it is becoming more evident that both the demand for and returns on frontier models are high, if not intensifying

It has been somewhat of open question, whether the demand for frontier models will persist or whether companies can get enough value from older or open models

Krishna: "We think of models as frontier or not. The ones at the frontier clearly are capturing this economic value, driving meaningful ROI for customers.

Each model generation gives you the chance to do more, with it, to do it better, and more efficiently. Customers see that, and then they invest really heavily in more tokens with the newer models.

That's a core thesis of our business. That especially in enterprise, the returns to frontier intelligence are not slowing down.

Dylan: "No one gives a crap about GPT-4 class models. They want the frontier because the frontier lets them create the economically valuable things."

Krishna on the release of Mythos:

"People misconstrue it as just a cyber model.

It is an incredibly capable model across many different dimensions.

What we found was that cyber in particular was a place where it spiked.

We had an open-source code base that a prior model found 22 security vulnerabilities in, and Mythos then found 250.

That is kind of scary, but that informed the way in which we released it."

Apple’s previous CFO Luca Maestri (2014-2024) said he had 2 IR employees and managed Apple’s $200B+ cash pile with only 7 employees.

Imagine what he could have done with Claude.