Anthropic CEO Dario Amodei on designing AGI-pilled products, model economics, and 19th-century vitalism

Dario Amodei joins John Collison to talk about Anthropic's growth to ~$5 billion in ARR, how AI models show capitalistic impulses, predictions for an agentic future, the economics of model businesses, and the 19th-century concept of vitalism. Full episode transcript on Substack: https://cheekypint.substack.com/p/a-cheeky-pint-with-anthropic-ceo Timestamps (00:00) Intro (00:50) Working with your sibling (01:43) Building Anthropic with 7 cofounders (02:52) ~$5 billion in ARR and vertical applications of products (07:18) Developing a platform-first company (10:08) Working with the DoD (11:11) Proving skeptics wrong about revenue projections (13:13) Capitalistic impulses of AI models (15:43) AI market structure and players (16:56) AI models as standalone P&Ls (20:48) The data wall and styles of learning (22:20) AI talent wars (26:04) Pitching Anthropic’s API business to investors (27:49) Cloud providers vs. AI labs (29:05) AI customization and Claude for enterprise (33:01) Dwarkesh’s take on limitations (36:12) 19th-century notion of vitalism (37:27) AI in medicine, customer service, and taxes (40:59) How to solve for hallucinations (42:41) The double-standard for AI mistakes (44:14) Evolving from researcher to CEO (46:59) Designing AGI-pilled products (47:57) AI-native UIs (50:09) Model progress and building products (52:22) Open-source models (54:43) Keeping Anthropic AGI-pilled (57:11) AI advancements vs. safety regulations (01:02:04) How Dario uses AI