David Sacks

It's been great, although I just got back from D.C.

I got like three hours sleep last night, but we had a lot of news this past week.

Thank you, boys.

I retweeted it, too.

If only you could be allowed the time and space to do those kinds of rants on this pod.

Oh, it was the Saxpocalypse 2.

Yeah, there was a little bit of that back and forth as well.

No, I mean, as a SaaS investor, it was a SaaS podcast.

Yes, it was a bit of it.

My exit comps were affected, that's all.

Well, I've never been a critic of Anthropix products.

I've always been an admirer of their products.

I think last year I gave them credit for MCP.

I agree that they seem to be performing very well now.

The company made a big bet on coding as the kind of big breakout use case.

Whether that was done for business reasons or ideological reasons, I'm not sure.

Anthropic is sort of the most AGI-pilled of all the frontier labs.

I think they made this bet on coding as their way to get to recursive self-improvement.

As it turns out, it was a very good business move as well because code is the gateway into enterprise and enterprise IT budgets.

They've been able to grow revenue pretty quickly as a result of getting into enterprise.