Menlo broke its own fund rules to back Anthropic at $4 billion
Menlo Ventures' Matt Murphy explains why a pre-revenue $4 billion bet on Anthropic defied venture fund math, and whether that rule-bending logic still holds as AI growth accelerates.
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Next-token prediction keeps defying skeptics, but brittleness divides believers from doubters
Journalist Kevin Roose, author of The AGI Chronicles, and Decoder host Eli Patel debate whether scaled language models can reach AGI, and whether the idealists building them can survive the pressure.
Anthropic's 80x annualized growth sharpens Amodei's jobs warning
Anthropic co-founder Dario Amodei defends a values-aligned enterprise strategy while acknowledging that the coding agents driving his company's growth could displace the white-collar workers who use them.
Suleyman: training AI to seem conscious invites dangerous autonomy
Microsoft AI chief Mustafa Suleyman tells Rory Stewart that anthropomorphic AI design, not just raw capability, is the underappreciated risk, even as he argues for accelerating progress.
Agent traffic already beats humans 60/40, and nobody is paying
Cloudflare's Matthew Prince talks with a Nous Research co-founder about agent traffic overwhelming the web, the frontier labs' commodity risk, and why GPUs sit 5-8% utilized.
Nobody designed how Claude thinks, and it plans ahead anyway
Emanuel Ameisen, an interpretability researcher at Anthropic, talks to host Lenny about how models plan ahead, why smooth progress produces sudden jumps, and whether anthropomorphizing helps safety.
OpenAI delays frontier run as safety risk moves into training
Sam Altman, OpenAI's CEO, on delaying a frontier training run, why AGI is a poorly defined term, and his fear of unsustainable compute buildouts across the industry.