Chamath Palihapitiya

Saks, you've had a couple of flare-ups, and obviously the administration and the Department of War had their kerfluffle.

But just, you know, looking at it objectively, what's your take on the surging Anthropic generational run as I've described it here?

objectively, they've been treated the same as any other large language model, even though they're not fans of the administration, they're not donators to the administration.

They have specifically been critical of the administration as a company, perhaps cynically, Freeberg, as a strategy to get, you know, it's one of the conspiracy theories here in Silicon Valley is Dario is taking the position of being anti this administration, anti President Trump, in order to get

All the PhDs, you know, there's like 3,000 or 4,000 of these highly sought-after PhDs, and it's a way to have them, you know, vote with their presence to come work in Anthropic.

Your thoughts on that, and then just generally their generational ones.

Yeah, and it's a strategic advantage because probably of those 3,000 PhDs, 90% of them are left-leaning and wouldn't want to work

Chamath, before I go to OpenAI and their recent moves, any thoughts on Anthropic and Dario's positioning of the company?

Yeah.

And there's been a lot of strategy change.

Open AI, some people are saying, is crashing out in panic mode.

Obviously, they own the consumer with ChatGPT.

They are the verb, like, you know, taking an Uber or Googling something.

Consumers always just say, hey, did you check ChatGPT?

But obviously, other large language models are catching up.

By the way, sorry.

Perplexity is LLM agnostic.

That's a stupid claim.

Sacks, remember, I told you you get one Biden mention a month in 2026, so you just used it up.

So I don't want any more Biden, Biden, Biden.