Arush Jain
24 posts
Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal. We discuss: - The cone of uncertainty - How he allocates compute across Trainium, TPUs, and GPUs - What investors misunderstand about model companies - Why the returns to frontier intelligence keep rising - Platform vs application and where Anthropic builds its own products - How Anthropic uses Claude internally I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before. Enjoy! Timestamps: 0:00 Intro 2:38 The Compute Canvas 6:51 The "Cone of Uncertainty" 11:58 Why the Returns to Frontier Intelligence Are So High 16:45 Recursive Self-Improvement 20:20 Scaling Laws 23:30 Sourcing $100 Billion in Compute 28:05 Platform vs. Application Strategy 32:52 Pricing Dynamics 38:48 How Anthropic’s Finance Team Uses Claude 43:24 Raising Capital & Overcoming Investor Skepticism 52:32 Public Perception, Risks, and Government Regulation 57:25 Mythos Release 1:12:33 What Could Derail the AI Revolution? 1:13:47 Biotech and Healthcare 1:15:31 The Kindest Thing
Uber's CTO told @LauraBratton5 that AI coding tools—particularly Anthropic’s Claude Code—has already maxed out its 2026 AI budget 📈 “I'm back to the drawing board, because the budget I thought I would need is blown away already,” Neppalli Naga said. theinformation.com/newsletters/ap…
Excited to announce our $85M fundraise from @lightspeedvp and investment in our first CPA firm. We're in the game now! Full press release here: businesswire.com/news/home/2026…
Three college best friends, @Arushj01, @PranavAPillai, and @vinaykasat_, set out to rebuild systems that felt stuck. Years of collaboration turned into conviction, and from that conviction came @ModusAudit. We’re excited to lead Modus’ $85M Seed & Series A. Modus is rebuilding audit from the inside out. They invest in and partner with audit firms, deploy AI that improves audit quality, create a high-quality customer experience, and translate automation into new business. By rethinking audit at its core, they’re redefining what scale and quality look like in one of the most trust-critical industries. We’re proud to continue backing them on this journey. CC: Lightspeed partners Isaac Kim, Amish Desai, Alexa Boghosian, @jmover
A detailed and brutal look at the tactics of buzzy AI compliance startup Delve "Delve built a machine designed to make clients complicit without their knowledge, to manufacture plausible deniability while producing exactly the opposite." substack.com/home/post/p-19…
Audits are already required for non-profits receiving $1mm or more in federal funds. Why not extend that to include all types of government funding, federal, state or local? The bar for accountability to our taxpayers should be the same @ModusAudit @garrytan
It is the explicit policy of @sfgov that the NGOs it sends $1.7B of taxes to are not audited. That is the entire budget of Indianapolis. These NGOs are consistently caught committing fraud. San Francisco has a ~$160M deficit. Mayor @DanielLurie needs to do the right thing.
It is the explicit policy of @sfgov that the NGOs it sends $1.7B of taxes to are not audited. That is the entire budget of Indianapolis. These NGOs are consistently caught committing fraud. San Francisco has a ~$160M deficit. Mayor @DanielLurie needs to do the right thing.
