Azeem Azhar

They wanted to get consumers in lots of different ways.

And that often flew foul of actually how Y Combinator, which Sam used to run,

would encourage founders to work, right?

It's like, find a beachhead, stick to the beachhead, and then grow.

I think DoorDash, which is a YC company, a successful food delivery company, was originally called something like Paolo Alto Pizza Delivery or something like that.

I mean, because that's what they did.

And I found it quite surprising over the last year or two that they had gone so broad.

And I think one thing that this X-ray of the business showed

was that there is something appealing about the way Dario has run Anthropic in terms of its really deep focus, which means that lots of the speculative investments that you might need, either in product to consumerize or in sales and marketing and awareness, you don't need to make, right?

You're able to focus a little bit more tightly.

And that showed that there is another path.

So I found the, I mean, I certainly learned a lot from it and observing the hard work that Hannah and Jaime were doing.

If you want to support us in bringing more of these conversations to the world, please consider subscribing to the show.

I think one interesting thing to do would be to figure out how large enterprises move from model to model when a model release emerges.

And what we saw with Opus 4.6, which is a new anthropic model that was released recently,

Ages ago, I think the day before you recorded this, it's probably been superseded by something, was that 4.6 was not accompanied by the usual list of 50 great software companies from Replit to Notion to others saying we're using 4.6 from the get-go.

I don't think that's to say...

They're not going to, but it's more to say that there are still change costs associated because a better model is not better in every direction.

And there may be certain classes of prompts or bits of your workflow where it doesn't do as well as the one that you've tested it.

And so there is this balance between