Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Kate Clark

👤 Speaker
94 total appearances

Appearances Over Time

Podcast Appearances

WSJ What’s News
How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

The big constraint for the company right now is computing capacity.

WSJ What’s News
How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

They grew 80 times more in the first quarter than they anticipated, which has created a lot of bottlenecks for them.

WSJ What’s News
How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

So what they need to do is continue to sign new computing contracts.

WSJ What’s News
How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

with Google, with Amazon, with whoever they can.

WSJ What’s News
How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

And we recently saw them sign a deal with SpaceX to get their compute.

WSJ What’s News
How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

So that's really going to be the challenge ahead for them.

WSJ What’s News
How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

And then to continue to create a product that people are using a lot, not just AI engineers, but also all of the regular people that are using Chat2BT every day.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

I think that they feel like there's maybe one year, maybe two years, if you're being generous, where there really is an opportunity to build something entirely new.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

And if you don't jump in right now, then you miss the opportunity entirely.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

And I mean, that's

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

Amongst investors, there's this growing sense that you're not really AI natives unless you are a really young person.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

So there is a little bit of ageism, I think, happening.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

And you're seeing investors really like recruit some of these 18, 19, 20, 21 year olds and handing them five, six, seven million dollars.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

And that is becoming much more common than you would have seen several years ago.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

And what I'm mostly seeing, which is like people who are not yet even drinking age that are raising quite a lot of money.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

It's very competitive to find the best AI talent.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

These investors just really want to make sure that these AI founders are spending pretty much every waking moment working.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

And so they thought through, like, how can we help ensure that?

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

I think that that's what they landed on is, like, we can make sure that they have everything that they need.

WSJ Tech News Briefing
Biotech in China is Booming. Big Pharma is Paying Attention.

They don't need to spend one second worrying about where are they going to live?