Episode notes
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Important Topics Covered:
- Anthropic’s B2B Dominance: Hitting a $30B ARR, with over 1,000 businesses spending >$1M annually, and locking in multiple gigawatts of Google Cloud TPU capacity by 2027.
- Project Glasswing: Anthropic giving unreleased 'Mythos' access to Broadcom, Cisco, CrowdStrike, and JPMorgan to harden critical cybersecurity infrastructure.
- The OpenAI Expose & Social Contract: Deconstructing the New Yorker piece featuring Ilya Sutskever's memos, alongside Altman's pus ...