Wednesday, February 4, 2026

Anthropic C.E.O. Says A.I. Tech Is Stable however Huge Spending Poses Danger


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Anthropic C.E.O. Says A.I. Tech Is Stable however Huge Spending Poses Danger

At this yr’s DealBook Summit, the Anthropic chief government Dario Amodei informed Andrew Ross Sorkin, DealBook editor at massive, that the A.I. business was taking up appreciable danger because it spends a whole bunch of billions of {dollars} on the information facilities powering its expertise.

“Are we overspending? Does the mathematics of all of this make sense?” “So that is actually sophisticated, and I wish to separate out the technological facet of it from the financial facet of it. On the technological facet of it, I really feel actually strong. I feel I’m one of the crucial bullish folks round, and I feel it pencils out. And the factor that’s most putting about all of it’s as you practice these fashions on this quite simple approach with a number of easy modifications, they get higher and higher at each job underneath the solar. If I simply take Anthropic itself, which as a result of we work a lot within the enterprise facet, I feel we’re a great barometer, possibly a pure barometer than the others, which filter by way of customers, which form of have their habits and their use instances. We have a look at our income. It’s grown 10x a yr, yearly for the final three years. Will it proceed? I don’t know. However the expertise is driving there and the financial worth is coming with it. It can — that pattern goes to decelerate for positive, nevertheless it’s nonetheless going to be actually quick. And so I’ve this confidence that the last word — finally the financial worth is, finally the financial worth goes to be there.”

At this yr’s DealBook Summit, the Anthropic chief government Dario Amodei informed Andrew Ross Sorkin, DealBook editor at massive, that the A.I. business was taking up appreciable danger because it spends a whole bunch of billions of {dollars} on the information facilities powering its expertise.

December 3, 2025

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