Gavin Baker
speaker
1,686 appearances
2 recordings
1 series
first heard May 2026
last heard 4 Aug
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
I think they're doing a lot of things to try to improve this.
And they've secured a lot of compute.
They've secured a lot of compute.
That's another big difference.
It turns out being aggressive really paid.
Anthropic at 900 billion for 50 billion in ARR, growing at ridiculous rates.
And I think maybe a true statement is that if Anthropic could just wave a magic wand and get all the compute they wanted, they'd probably be doing well north of $100 billion today, maybe $150 billion.
They have clearly deprecated the intelligence of Claude.
There's an analysis.
Claude is even on Opus is generating 70% less tokens for the exact same question, as we talked about last time.
Token quantity equals quality of answer and quality of thinking at some level.
And there is an intelligence density per token that also matters.
I've felt that as a user.
So I think they would be doing materially more.
100.
150, maybe 200 billion.
So you might be buying it at more like five times unconstrained.
I'm gonna make up a new number.
U R R unconstrained run rate revenue.
The future is uncertain.
Showing 841–860 of 1,686 · page 43 of 85
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