Anthropic's revenue has grown 10x year over year, and CEO Dario Amodei believes Nobel Prize-level AI is maybe just a year or two away. So why isn't he going all in on compute? Because being off by even one year could mean bankruptcy, and he's not sure his competitors have done the math.

Anthropic's revenue has grown 10x year over year, and CEO Dario Amodei believes Nobel Prize-level AI is maybe just a year or two away. So why isn't he going all in on compute?…

"If I'm just off by a year in that rate of growth, or if the growth rate is 5x a year instead of 10x a year, then you go bankrupt."