Invest Like the Best with Patrick O'ShaughnessyKrishna Rao - Anthropic's CFO on Managing Compute, Scaling to $30B ARR, and the Returns to Frontier IntelligenceMega compute commitments
23:32–25:01 · 90s
Krishna details fresh partnerships and massive multi-gigawatt, $100B-plus compute commitments with Google/Broadcom and Amazon, and how Anthropic dynamically evaluates near-term versus long-term capacity.