Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

SacksBullish

Sacks is bullish on Anthropic, arguing their dominant 50%+ share of coding tokens could create a compounding data flywheel, and that their fastest-ever revenue ramp at scale validates the AI investment thesis broadly.

“Anthropic's revenue run rate is, based on what I can tell and what's been publicly released, is the fastest growing revenue run rate at scale that I think we've ever seen.”▶ Listen · 40:54 ⚑

Brian Gerstner is highly bullish on Anthropic, citing the fastest revenue ramp in tech history, explosive gross margin expansion, compute-constrained growth suggesting potential accidental profitability, and a projected $80-100B revenue run rate by year-end, with Altimeter holding billions in the company.

“I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue.”▶ Listen · 48:17 ⚑

ChamathBullish

Chamath is bullish on Anthropic's business execution and market position, calling them the clear leader in AI coding with ~50-60% market share, while noting the revenue ramp is impressive even if profitability metrics remain unclear.

“Anthropic is shooting the lights out right now. This is like Steph Curry going bananas from everywhere on the court. These guys are hucking threes.”▶ Listen · 17:03 ⚑

ChamathBullish✗ wrong so far

Chamath argues Meta's massive compute infrastructure gives it a structural advantage in AI, enabling highly performant models, and that Meta — alongside Google — will strategically push AI to be a capital-intensive compute problem where they can dominate due to their fortress balance sheets.

“If you're not OpenAI and Anthropic, they'll want to make this a capital problem because then they can win it... Meta's models today, the one thing that people say is it's incredibly performant... which speaks to Meta's huge advantage.”▶ Listen · 53:24 ⚑

Gerstner argues X is a proof point that companies can do more with far fewer employees — 70% headcount reduction while the product is better than ever — making it a model for enterprise efficiency in the AI era.

“X is better today than it's ever been. And remember, they have 70% fewer employees than they had the day Elon walked into the building.”▶ Listen · 1:24:26 ⚑

Gerstner remains a buyer of OpenAI shares despite current negative vibes, citing the imminent SpUD model launch as an Anthropic-level competitor, Codex's rapid ramp, and the view that OpenAI is firmly on the AI revenue wave in the world's largest TAM.

“I'm a buyer of the shares today, notwithstanding all of the vibes that you describe. I think these companies are firmly on the wave.”▶ Listen · 1:00:54 ⚑

SacksBullish✗ wrong so far

Sacks cites Palantir as an example of an application-layer company already being turbocharged by AI model capabilities, suggesting it may be a winner in the question of where AI value is captured in the stack.

“I guess you could say that Palantir is already one of them, right? It's an application company that's been turbocharged by these model capabilities.”▶ Listen · 1:05:59 ⚑