Alex Kantrowitz

speaker

843 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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That was the majority of Anthropic's revenue.

Yeah.

Then Anthropic started building its own products.

Claude Code.

is now a substantial part of Anthropic's revenue.

I would be stunned if it wasn't the most, you know, if it wasn't the majority of Anthropic revenue.

Well, with Microsoft, with GitHub Copilot, because it does coding with OpenAI's Codex.

But you're starting to see.

So it's like, where is the profit going to be realized?

All of a sudden, it's back at the software layer.

The product.

It's hilarious.

And that's why Alex Karp went crazy, by the way.

Yeah.

Maybe not crazy.

But he had this conniption on Squawk Box a couple weeks ago.

Because what OpenAI and Anthropic are doing now is they are putting consultants within companies, right?

Forward deployed engineers.

And what does Palantir do?

Very similar.

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