logUp
882 posts
@logUp12
Momentum trader, statistical analysis, tools, code.
Anthropic is on an unprecedented growth run. Just in the past year they grew from $1B to $19B ARR. They added $6B in ARR just in *February*. Companies like Palantir and Atlassian took 15-20 years to reach ~$5B ARR. Anthropic is adding that every month. Amol Avasare is head of growth at Anthropic, and one of the most impressive people I've had on the podcast. In his first ever public interview, Amol shares: 🔸 How Anthropic is automating growth experiments with Claude (their internal tool called “CASH”) 🔸 Why activation is the single highest-leverage growth problem in AI 🔸 Why Amol is hiring more PMs, not less 🔸 How he uses Cowork to automatically detect team misalignment in Slack 🔸 How the company’s focus on AI coding created a research flywheel that accelerated their models 🔸 How Amol landed his role by cold emailing Anthropic’s CPO @mikeyk 🔸 The brain injury that nearly ended Amol's career Listen now 👇 youtu.be/k-H4nsOTuxU
Peter Thiel: “AI chips will get commoditized.” Yes, the value in AI has largely accrued to the semiconductor level so far amd concentrated largely in $NVDA. But this is bound to change. In chips, you can stay as a monopoly only if you have an exclusive partnership with the monopoly in a downstream market. This is how $INTC dominated CPUs for decades, by partnering up with $MSFT. We can’t see such a partnership in AI, industry dynamics don’t allow it: - Downstream market is fragmented. - Price/performance drives decisions. As a result, the more AI workloads shift to inference, the more fragmented the AI accelerator market will become as inference-specific chips or custom chips of hyperscalers will be used more. Yes, it looks like most of the value has accrued to $NVDA right now but it’s almost certainly not sustainable. This is why I don’t own it despite seemingly attractive valuation. Its base is already too high and it’ll certainly struggle to maintain it let alone grow.
TEXAS: I kept hearing about how massive the Indian population is in North Texas so I went to go check it out for myself. Found a 72-foot tall Hindu temple, built in honor of a monkey-god, where inside people were praying for blessings for “job visas”:
Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/accelera…
