Invest Like the Best with Patrick O'ShaughnessyKrishna Rao - Anthropic's CFO on Managing Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence

Frontier returns unlock TAM

14:19–15:18 · 59s

Krishna explains why each model leap expands enterprise use cases and cites Anthropic’s run-rate revenue jumping from ~$9B to $30B in a single quarter as evidence that frontier intelligence drives outsized economic returns.

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