Invest Like the Best with Patrick O'Shaughnessy
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
In this episode, Gavin Baker discusses the significant impacts of AI on the economy, emphasizing the importance of energy (watts) and semiconductor capacity (wafers) in shaping the future of AI technology. He shares unique insights on the valuations of AI companies, the dynamics of competition, and geopolitical implications.
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]
Krishna Rao, CFO of Anthropic, discusses the company's compute strategy, explosive revenue growth from $9B to $30B ARR in a single quarter, and the thesis that returns to frontier AI intelligence are exceptionally high in enterprise. He explains how Anthropic uses three chip platforms fungibly, navigates a 'cone of uncertainty' in forecasting, and why the company's culture of intellectual humility and collaboration has been a key competitive advantage.