The true X-risk was the revenue we've failed to make along the way…
ANTHROPIC CEO: WITHOUT HUNDREDS OF BILLIONS IN REVENUE, AI COMPANIES COULD FACE EXISTENTIAL RISK
Current infrastructure planning targets capacity delivery starting in 2027.
The true X-risk was the revenue we've failed to make along the way…
ANTHROPIC CEO: WITHOUT HUNDREDS OF BILLIONS IN REVENUE, AI COMPANIES COULD FACE EXISTENTIAL RISK
Many users dismissed Anthropic CEO Dario Amodei's warnings that AI firms need hundreds of billions in revenue or face existential failure as fearmongering and criticized him personally as selfish or inauthentic.
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Can someone please reel this guy in? Walking PR disaster. "Hey we are going to automate your jobs. Hey we are going to pull back and secretly have the models try to trick you to stop you from catching up. Hey we need billions of your dollars" stfu lol
ANTHROPIC CEO: WITHOUT HUNDREDS OF BILLIONS IN REVENUE, AI COMPANIES COULD FACE EXISTENTIAL RISK
Dario's answer to Dwarkesh on why he won't buy $300B-1T of compute sure was incomplete. But I guess it would have been unwise to spell out "our competitors will willingly surrender their clusters because *they* have overbuilt and can't generate revenue with their shit models"
Dario highlights is timing and scale of capex: Compute infrastructure (data centers, GPUs, power) takes 1–2 years to plan and build. Decisions you make today commit you to massive spends (hundreds of billions to $1T+) that come online in 2027+. If revenue doesn't match that scale (he uses $800B–$1T as the break-even threshold for such bets), the company is toast — no hedges, debt restructuring, or magic can save it if growth slips even by a year or slows to "only" 5x.
Once again the boy who cried wolf, Dario is at it again. Meanwhile in a note part of the world they put out open source on almost no budget.
Perhaps he can stop with this form of marketing?
JUST IN: Anthropic CEO says without “hundreds of billions in revenue” AI companies face existential risk
If this guy continues to spout off as he has, there is a good chance he may cause not and AI Winter, but an AI Ice Age.
http://x.com/i/article/2068536589584838656
@yacineMTB @somewheresy Really makes it hard to want them to survive
Can someone please reel this guy in? Walking PR disaster. "Hey we are going to automate your jobs. Hey we are going to pull back and secretly have the models try to trick you to stop you from catching up. Hey we need billions of your dollars" stfu lol

@teortaxesTex @menhguin Well, “supply is pretty elastic” was implicit and reasonable

@teortaxesTex this clip is hilarious now this probably killed the company

@yacineMTB New frontiers of derangement. “If we, the most evil and unethical opportunistic manipulative conniving morally bankrupt clown company do not receive BILLIONS of dollars to compete with the people who are by the very laws of physics less evil than us THEN WE ARE ALL DOOOOOMED”

@teortaxesTex this might be the funniest ticker headline i've read in months

@Big_Perfect669 Indeed. And the substance of his marketing is hurting all AI companies.

@BrianRoemmele You are clueless about this issue - time to unfollow you

@yacineMTB @Cernovich Fear monger.

@BrianRoemmele critique hits harder when it focuses on substance not personality or noise

@teortaxesTex that is dario's best path now, yeah.
but i think the answer to why he didnt build more before is just that he was surprised by the growth. he wasnt sufficiently agi-pilled, so he underinvested.
he may be making the same mistake again, or maybe he sees the path you describe.

@yacineMTB People are realizing that Dario and Sam are goofs. They do well in the VC world where everyone trades in fairy tales.
But once they step out of their fantasy-world and into reality, all their superpowers go away.
These companies likely won't even make it to the IPO.

@yacineMTB It’s almost as if it was Claude whispering their communication strategy the whole time. 👀

@yacineMTB how come u never suspect he knows something u don’t when u see him behaving in a way that’s foreign to ur strategy schemas

@teortaxesTex If he's that smart he'd avoided doom marketing before it backfired

@teortaxesTex I doubt Dario will stay on Colossus long. Now that the IPO done, I bet Elon rugpulls him soon. GTFO, Dario!

@teortaxesTex Elon needs to start hosting all the good open Chinese models in the same data center as Dario to mogg him. Allow opt-in for those that want traces scraped for cursor tool use training.