Chamath Palihapitiya

It seems like you may have divested at exactly the right time.

All right, $6 billion in annual run rate was added in February alone.

Brad referenced a couple of weeks ago here on the pod.

Earlier this week, they announced computer use, a new agentic system for enterprise grade kind of open claw functionality.

Now you can use the clawed app from your phone to control your desktop computer.

Really slick feature.

Here's the calendar release over the past two months.

For the team at Anthropic, Dario, come on the pod anytime.

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.