"We've never seen anything like this." - Brad Gerstner on Anthropic's Historic Revenue Ramp

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33 segments

0:00

Let me be provocative here. If these

0:02

guys end the year over a hundred

0:03

billion, I think that they're on a

0:05

revenue trajectory that they could three

0:07

to five X again next year. We've never

0:10

seen anything like this. Never.

0:12

>> a hundred to three hundred, a hundred to

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four hundred.

0:15

>> and Jason,

0:16

like you and I have talked about this.

0:18

Our minds were blown if a company could

0:20

go from 100 million

0:23

to 300 million. We're talking from a

0:25

hundred billion to 300 billion. 200

0:29

billion of incremental revenue is

0:31

incomprehensible in the history of

0:33

Silicon Valley, okay? And just the fact

0:36

that we're even in that

0:37

>> the world.

0:38

>> Yeah, in the history of the world. The

0:39

fact that we're even talking anywhere

0:41

close to this tells us something

0:43

different is going on here. I think the

0:45

thing that's different is that

0:47

intelligence is the largest TAM we've

0:50

ever seen in the history of the world.

0:53

These guys are penetrating it. So, yes,

0:55

the super sophisticated companies that

0:57

80 90 and Chamath are helping optimize

1:00

their token spend that are early

1:02

adopters. 100% that's occurring, but

1:05

it's not really changing the trajectory

1:07

that the frontier labs are on.

Interactive Summary

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This discussion highlights the unprecedented revenue trajectory of top-tier AI companies, noting that moving from 100 billion to 300 billion in revenue is an incomprehensible feat. The speakers attribute this growth to the fact that intelligence represents the largest Total Addressable Market (TAM) in history, which these companies are successfully capturing despite potential optimizations by early adopters.