Sholto Douglas
Completely false. I like Gavin's takes, but whoever he heard this from is lying so that it fits the narrative some people so desperately want you to believe. The same people will try to convince you Anthropic has no moat, and a sentence later that it might become so powerful it could be the only company left. In fact, one of the things we are _most_ worried about is economic concentration of power. There is no world where the government should let any company have that much influence. We need competition and capitalism. https://darioamodei.com/essay/the-adolescence-of-technology#2-a-surprising-and-terrible-empowerment The AI market is literally the most competetive market in the world right now - every single one of the largest companies on earth is singularly focused on getting you smarter, cheaper models. If it all works out, we'll succeed in reducing the cost of everything to the cost of energy. This is awesome, but it threatens a lot of people's old moats. They are frightened. For sure with AGI capitalism gets _super_ weird and what a company even is might look different. Good takes here: https://www.dwarkesh.com/p/ai-firm.
The All-In Podcast
Gavin Baker: Anthropic Believes They Could Be the ONLY Company Left in the World “I would certainly discourage Dario from saying that ever again to anyone.” @GavinSBaker: “Internally, Anthropic is very confident. I have been told by multiple people I trust that Dario has said that Anthropic might be the only private company in the world at some point. Think about that. In this vision, an Anthropic maximalist vision, there's Anthropic, and then there are governments, and that's it. So there's a lot of confidence. I'm sure they have more advanced checkpoints than Fable up their sleeve. They've executed really, really well. I would probably take the under on them being the only private company in the world. Yeah, I think it's gonna be a long time before they land a rocket.” @Jason: “Or they deliver your lunch. I don't know. There might be other businesses in the world. Zipline might want to bring you a burrito. Uber might want to take you somewhere. Waymo might want to drive you home. But sure, Dario.” @DavidSacks: “I might interpret that as a negative signal because it's so hubristic. This is getting into SBF land a little bit.” Gavin: “I would certainly discourage Dario from saying that ever again to anyone.”
