"We've never seen anything like this." - Brad Gerstner on Anthropic's Historic Revenue Ramp
Ask about All-In Podcast
Episode Description
Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg
Follow on X: https://x.com/theallinpod
Follow on Instagram: https://www.instagram.com/theallinpod
Follow on TikTok: https://www.tiktok.com/@theallinpod
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Intro Video Credit: https://x.com/TheZachEffect
Brief Summary
The episode examines unprecedented revenue growth in Silicon Valley, focusing on intelligence as a key market driver.
Key points
- Unprecedented Revenue Growth. A company could potentially grow from 100 billion to 300 billion in revenue.
Episode quotes
Transcript
Let me be provocative here. If these guys end the year over a hundred billion, I think that they're on a revenue trajectory that they could three to five X again next year. We've never seen anything like this. Never. >> a hundred to three hundred, a hundred to four hundred. >> and Jason, like you and I have talked about this. Our minds were blown if a company could go from 100 million to 300 million. We're talking from a hundred billion to 300 billion. 200 billion of incremental revenue is incomprehensible in the history of Silicon Valley, okay? And just the fact that we're even in that >> the world. >> Yeah, in the history of the world. The
fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it. So, yes, the super sophisticated companies that 80 90 and Chamath are helping optimize their token spend that are early adopters. 100% that's occurring, but it's not really changing the trajectory that the frontier labs are on.
