Vincent CEO Eric Cantor and Sacra co-founder Jan-Erik Asplund looked at Anthropic, the American AI startup behind LLM model Claude. They talked about the company’s rapid growth, the competitive landscape in AI, and how the recent emergence of DeepSeek could affect Anthropic's outlook.
During the discussion, Eric and Jan-Erik talked about:
- How Anthropic was founded by former OpenAI employees with a focus on safe AI development.
- The company's rapid growth, with a revenue run rate approaching $1 billion.
- That Anthropic's Claude model is gaining traction in coding and language tasks, outperforming OpenAI's models in certain areas.
- How DeepSeek's emergence raises questions about the profitability of closed-source AI models.
- That the future of AI may see multiple winners across different use cases and applications.
- Why investment in AI companies like Anthropic requires careful consideration of valuation and market dynamics.
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