Summary

(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major…

Key takeaways

• Anthropic's revenue run rate exploded from $4B in mid-2025 to $30B by April 2025, driven by enterprise coding adoption—the fastest revenue ramp in tech history, achieved with only ~2,500 employees and 1.5–2 gigawatts of compute.
• Anthropic's decision to withhold its Mythos model and form a 40-company 'Project Glasswing' coalition for 100-day vulnerability patching was seen as a credible, market-driven safety response—though panelists debated whether it follows a pattern of fear-based marketing.
• The open-source AI coding ecosystem (OpenClaw, Ridges AI, Bittensor subnet 62) is emerging as a serious competitive threat to frontier models, with distributed training projects reaching ~80% of Claude 4 capability in under 45 days for roughly $1M in rewards.

Why this matters

The unprecedented revenue acceleration at Anthropic—concentrated in enterprise coding and agentic AI—validates the AI infrastructure supercycle thesis and signals that intelligence is becoming a core, measurable line item in enterprise operating budgets, with profound implications for labor, software procurement, and competitive moats.

Entities

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Show notes

(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: https://

Themes

• openai
• anthropic