BUY INTELLIGENCE

“OpenClaw became a phenomenon, the number one open source project in history on GitHub, With all of this usage, people went crazy and you heard me talking about how crazy I went for it. Those people with the $200 subscriptions were using $20,000 worth of tokens. So they said you can no longer use your subscription to, you know, either your professional or enterprise subscription at $200 and plug that into your OpenClub. You now have to go to the API and pay per usage.”

“Eli's videos are really good. I watched two more this week. Because what he says actually works at every level of society and every sort of thing that you may want to achieve. Even if you're trying to climb the rungs, you very quickly learn that the more you want something, the less you're gonna get it. And I think that's like his real message is let go, live life, and just try stuff or don't try stuff. And I think that that detachment is really healthy for people.”

“I actually think that this one is more on the legitimate side. It just makes sense. Right? So that as the coding models become more and more capable, they're more capable of finding bugs. That means they're more capable of finding vulnerabilities. And like one of their engineers said, that means they're more capable of stringing together multiple vulnerabilities and creating an exploit.”

“He has two young girls and so I funded their college accounts. Obviously, I'm very happy for him and his two daughters. I'm even more happy in how much it'll anger all these other goofball dorks living in their mom's basement who literally have no take, they take no responsibility for their lives.”

“If I was Israel, I would really be concerned that unless I help find an off ramp quickly, the risk that Israel loses America as a predictably steadfast ally could go down. And I think that that's problematic for Israel far more than it's problematic for The United States. So all of that kind of tells me that we will find an off ramp.”

“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. They added 4,000,000,000 of revenue in January in February, 11,000,000,000 of annualized run rates, or 10 or 11,000,000,000 in March. Just to put in perspective, that's Databricks plus Palantir combined that they added in a single month.”

“I think Anthropic has proven that it's very good at two things. One is product releases. The second is scaring people. And we've seen a pattern in their previous releases of, at the same time, they roll out a new model or new model card, something like that. They also roll out some study showing really the worst possible implication of where the technology could lead.”

“It turns out that the TAM for intelligence is radically different than anything that we've seen before. This is millions of self interested parties, consumers, enterprises, a thousand now over a million dollars. It's not that there was some great go to market in anthropic that all of a sudden, you know, they snuck up and blew everybody away. No. It was companies demanding the product. They're getting throttled on the product. Why? Because it's so good.”

“We have fifty years of accumulated tech debt as a world. And I suspect when you enumerate the number of lines that that represents, it's hundreds of trillions of lines of just pretty marginal mediocre code to bad code. On top of that, we have all these legacy languages. I'll tell you one of our customers, they have to go and get 60 year old pensioners to come into the office to interpret cope. No, I'm not joking. This is a $100,000,000,000 a year revenue company and that's how they solve these problems.”

“This auto translate feature has done more for understanding across borders than anything I've ever seen, and it is the most impressive tech feature I've seen released in years putting AI and large language models aside. Because of Grok being really good at doing auto translate, they've taken the pockets of the best of what's happening in Japan, what's happening in Israel, what's happening in France, and they're surfacing it auto translated.”