"So this is really complicated, and I want to separate out the technological side of it from the economic side of it. On the technological side of it, I feel really solid. I think I'm one of the most bullish people around, and I think it pencils out. And the thing that is most striking about all of it is as you train these models in this very simple way with a few simple modifications, they get better and better at every task"
"If I just take Anthropic itself, which because we work so much in the enterprise side, I think we're a good barometer, maybe a pure barometer than the others, which filter through consumers, which kind of have their habits and their use cases. We look at our revenue. It's grown 10x a year, every year for the last three years."
The technological trajectory is strong and models improve broadly with relatively simple training modifications. Anthropic's enterprise focus has produced 10x annual revenue growth for three consecutive years. Confidence exists that technological progress will produce substantial economic value, although the pace of revenue growth may slow. The industry is investing hundreds of billions into data centers, creating substantial economic risk and raising questions about potential overspending. Continued rapid capability gains are expected, but balancing capital intensity with sustainable economic returns will be critical to long-term viability.
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