Varma alluri, CEP

Certified Equity Professional (CEP)
Pragmatist.
Learning, Earning, Growing. My goal is to give more than I get, that’s a sustainable form of success.

[Varma alluri, CEP @varmaCAn]

Caller tune and Income tax have a similarity.
It is always paid by us and enjoyed by others.#IncomeTax

[justine @justinemach_]

an idiot in motion goes further than a genius at rest

[🦋𝑱𝒆𝒔𝒔𝒊𝒆 @yoursjessie_]

Trust the process📈💥

[Natural Philosophy @Naturalphilosy]

“A man who is not on fire is nothing.”

— Carl Jung

[Justin Welsh @thejustinwelsh]

The dumb guy who starts a business will always be wealthier than the academic who writes theory about business.

[Deep Psychology @DeepPsycho_HQ]

When a person becomes wise, the first thing they give up is showing off.

[Essential Mastery @EssentialMastry]

This always gets me:

“The most valuable of all education is the ability to make yourself do the thing you have to do, when it has to be done, whether you like it or not.”

- Aldous Huxley

[Simon Sarris @simonsarris]

you must cross the river by feeling the stones

[Naval @naval]

A man expresses love through duty.

[Patrick OShaughnessy @patrick_oshag]

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

[𐙚⋆ @voidwithverses]

"People visit the rich with gifts, but they visit the poor with advice."

— African Proverb

[Priyav K Kaneria @_diginova]

this guy just put the most banger slide on the screen

[le.hl @0xleegenz]

"Men need money to become the member of his own family"

[Varma alluri, CEP @varmaCAn]

My portfolio after #Ceasefire news

[Ana Kasparian @AnaKasparian]

Loving your country should never be synonymous with loving your government.

[Jaynit @jaynitx]

No one made more money in trading than Jim Simons.

Not Buffett. Not Soros. Not Dalio.

His hedge fund was so powerful, he shut it down to outsiders.

$100 in 1988 grew to $400M in 30 years.

Here’s how a mathematician became the world’s greatest trader:

[Kevin Dahlstrom @Camp4]

My high school tennis coach used to say:

“We win trophies in practice—we only go to tournaments to collect them.”

It’s the difference between amateurs and pros. 👇

[sush @2sush]

Bad grammar is thhe new proof of being human

[KABUGO @Kabugo_]

The older I get, the more I notice something… intelligent people are polite to everyone. But they trust almost no one.

[MrBanks💰 @Mrbankstips]

“Let the young man in his desperation go out to hunt. If he kills an elephant, his poverty ends. If the elephant kills him, his poverty ends.“

[Hunter Horsley @HHorsley]

In 2006, every section of Craigslist was a $1b marketplace startup waiting to happen.

In 2026, every section of PWC's website is a $10b AI startup waiting to happen.