Valuation and Revenue Potential in the Language Model Space

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The chapter provides insights into the valuation and revenue potential of companies in the language model space, focusing on Anthropic. It discusses the revenue sources of Anthropics, their reported valuation, and the potential benefits and risks of strategic investors. The chapter also touches on the concept of language models becoming commodities and the corporate structure of Anthropic.

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Today’s show:

Jason breaks down Amazon’s Anthropic deal and the state of AI mega-rounds (5:29), Flexport’s growing pains through the lens of founding CEO vs. hired gun (24:58), and DoorDash’s new stealthy “Dine Out” feature (44:52).

Time stamps:

(0:00) Jason kicks off the show

(2:42) Recap of Anthropic's big week

(5:29) Amazon’s Anthropic deal and the state of AI mega-rounds

(7:35) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist

(9:04) Two major details in Amazon’s Anthropic deal

(18:57) Strategic investors and Anthropic’s corporate structure

(23:32) Mercury Raise - Visit http://mercury.com/raise to get access to a network, connections, and advice

(24:58) Flexport’s growing pains through the lens of founding CEO vs. hired gun

(35:17) Why Dave Clark being fired “for cause” instead of being allowed to resign matters

(38:20) NetSuite - Download your free KPI Checklist at http://netsuite.com/twist

(39:45) Flexport's offer to Clark