Anthropic CEO Dario Amodei on designing AGI-pilled products, model economics, and 19th-century vitalism

Dario Amodei joins John Collison to talk about Anthropic's growth to ~$5 billion in ARR, how AI models show capitalistic impulses, predictions for an agentic future, the economics of model businesses, and the 19th-century concept of vitalism.Full episode transcript on Substack: https://cheekypint.substack.com/p/a-cheeky-pint-with-anthropic-ceoTimestamps(00:00) Intro(00:50) Working with your sibling(01:43) Building Anthropic with 7 cofounders(02:52) ~$5 billion in ARR and vertical applications of products(07:18) Developing a platform-first company(10:08) Working with the DoD(11:11) Proving skeptics wrong about revenue projections(13:13) Capitalistic impulses of AI models(15:43) AI market structure and players(16:56) AI models as standalone P&Ls(20:48) The data wall and styles of learning(22:20) AI talent wars(26:04) Pitching Anthropic’s API business to investors(27:49) Cloud providers vs. AI labs(29:05) AI customization and Claude for enterprise(33:01) Dwarkesh’s take on limitations(36:12) 19th-century notion of vitalism(37:27) AI in medicine, customer service, and taxes(40:59) How to solve for hallucinations(42:41) The double-standard for AI mistakes(44:14) Evolving from researcher to CEO(46:59) Designing AGI-pilled products(47:57) AI-native UIs(50:09) Model progress and building products(52:22) Open-source models(54:43) Keeping Anthropic AGI-pilled(57:11) AI advancements vs. safety regulations(01:02:04) How Dario uses AI

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