Google is testing a new dotted underline beneath website URLs in mobile search results, potentially making source URLs more visually distinct within SERPs.
Elon Musk: "When I go to sleep, there's like some AI breakthrough. When I wake up, there's some AI breakthrough, and by lunchtime, there's another AI breakthrough. It's pretty obvious that we're going to have AI that is vastly smarter than humans."
Jensen Huang: “Your job is to make a unique contribution”
When Stanford MBA students ask his advice, Jensen offers the following:
“Your job is to make a unique contribution, to live a life of purpose, to do something that nobody else in the world would do or can do… so that after you’re done, everybody says the world was better because you were here.”
To do this, Jensen recommends going forward in time and then looking backwards:
“You figure out what is the end result that you’re looking for, and you work backwards to achieve it.”
He gives his experience with NVIDIA as an example:
“I imagine NVIDIA making a unique contribution to advancing the future of computing, which is the single most important instrument of all humanity. No, it’s not about our self-importance, but this is just what we’re good at. And it’s incredibly hard to do. And we believe we can make an absolute unique contribution. It’s taken us 31 years to be here, and we’re still just beginning our journey.”
Source: @StanfordGSB (Mar 2024)
Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance.
He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute.
I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal.
We discuss:
- The cone of uncertainty
- How he allocates compute across Trainium, TPUs, and GPUs
- What investors misunderstand about model companies
- Why the returns to frontier intelligence keep rising
- Platform vs application and where Anthropic builds its own products
- How Anthropic uses Claude internally
I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before.
Enjoy!
Timestamps:
0:00 Intro
2:38 The Compute Canvas
6:51 The "Cone of Uncertainty"
11:58 Why the Returns to Frontier Intelligence Are So High
16:45 Recursive Self-Improvement
20:20 Scaling Laws
23:30 Sourcing $100 Billion in Compute
28:05 Platform vs. Application Strategy
32:52 Pricing Dynamics
38:48 How Anthropic’s Finance Team Uses Claude
43:24 Raising Capital & Overcoming Investor Skepticism
52:32 Public Perception, Risks, and Government Regulation
57:25 Mythos Release
1:12:33 What Could Derail the AI Revolution?
1:13:47 Biotech and Healthcare
1:15:31 The Kindest Thing