{"id":168499,"date":"2025-12-04T22:54:06","date_gmt":"2025-12-04T22:54:06","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/168499\/"},"modified":"2025-12-04T22:54:06","modified_gmt":"2025-12-04T22:54:06","slug":"anthropic-ceo-weighs-in-on-ai-bubble-talk-and-risk-taking-among-competitors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/168499\/","title":{"rendered":"Anthropic CEO weighs in on AI bubble talk and risk-taking among competitors"},"content":{"rendered":"

Anthropic CEO Dario Amodei shared his thoughts on if the AI industry was in a bubble<\/a> at The New York Times DealBook Summit<\/a> on Wednesday. This was in addition to throwing shade on one particular unnamed competitor, which was clearly OpenAI.<\/p>\n

Amodei declined to give a simple yes-or-no answer to the question of a bubble, saying it was a complex situation, but instead explained his thoughts about the economics of AI in more detail.<\/p>\n

He described himself as bullish on the potential of the technology, but cautioned that there could be players in the ecosystem who might make a \u201ctiming error\u201d or could see \u201cbad things\u201d happen when it comes to the economic payoffs.<\/p>\n

\u201cThere\u2019s an inherent risk when the timing of the economic value is uncertain,\u201d Amodei explained. He said companies had to take risks to compete with each other and authoritarian adversaries \u2014 a reference to the threat from China \u2014 but added that some players were not \u201cmanaging that risk well, who are taking unwise risks.\u201d <\/p>\n

The issue, he said, is the uncertainty around how quickly the economic value of AI will grow and properly mapping that to the lag times on building more data centers.<\/p>\n

\u201cThere\u2019s [a] genuine dilemma, which we as a company try to manage as responsibly as we can,\u201d Amodei said. \u201cAnd then I think there are some players who are \u2018YOLO-ing,\u2019 who pull the risk dial too far, and I\u2019m very concerned,\u201d he added, using the slang term for \u201cyou only live once,\u201d which is often used to justify risk-taking.<\/p>\n

Plus, he spoke to the question around AI chips\u2019 deprecation timelines<\/a>. That\u2019s another hot-button topic and a factor that could negatively impact the industry\u2019s economics if GPUs become obsolete and lose their value ahead of schedule.<\/p>\n

Techcrunch event<\/p>\n

\n\t\t\t\t\t\t\t\t\tSan Francisco
\n\t\t\t\t\t\t\t\t\t\t\t\t\t|
\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 13-15, 2026\n\t\t\t\t\t\t\t<\/p>\n

\u201cThe issue isn\u2019t the lifetime of the chips \u2014 chips keep working for a long time. The issue is new chips come out that are faster and cheaper\u2026and so the value of old chips can go down somewhat,\u201d Amodei said.<\/p>\n

He said Anthropic was making conservative assumptions on this front and others as it planned for an uncertain future.<\/p>\n

The AI company\u2019s revenue has grown 10x per year over the past three years, the CEO said, going from zero to $100 million in 2023, then $100 million to $1 billion in 2024, and will land somewhere between $8-10 billion by the end of this year. <\/p>\n

But Amodei said he would be \u201creally dumb\u201d to just assume that the pattern would continue. \u201cI don\u2019t know if a year from now, if it\u2019s going to be 20 billion or if it\u2019s going to be 50\u2026it\u2019s very uncertain. I try to plan conservatively. So I plan for the lower side of it, but that is very disconcerting,\u201d he said.<\/p>\n

AI companies like his have to plan how much compute they\u2019ll need in the years ahead, and how much they should invest in data centers. If they don\u2019t buy enough, they may not be able to serve their customers. And if they buy too much, they\u2019ll struggle to keep up with costs or, in the worst-case scenario, they could go bankrupt. <\/p>\n

Last month, OpenAI landed in a PR crises when its CFO said she wanted the U.S. government to \u201cbackstop\u201d her company\u2019s infrastructure loans<\/a>, aka insure them so taxpayers would pick of the bill if OpenAI could not. After the furor, she walked back the comments. <\/p>\n

Those who take more risks could overextend themselves, Amodei warned, especially if \u201cyou\u2019re a person who just kind of, like constitutionally, just wants to \u2018YOLO\u2019 things, or just likes big numbers,\u201d he said, in a veiled reference to OpenAI CEO Sam Altman.<\/p>\n

\u201cWe think we\u2019re going to be okay in, basically, almost all worlds\u2026I can\u2019t speak for other companies,\u201d he said.<\/p>\n

Check out the latest reveals on everything from agentic AI and cloud infrastructure to security and much more from the flagship Amazon Web Services event in Las Vegas. This video is brought to you in partnership with AWS.<\/p>\n","protected":false},"excerpt":{"rendered":"Anthropic CEO Dario Amodei shared his thoughts on if the AI industry was in a bubble at The…\n","protected":false},"author":2,"featured_media":168500,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,67611,109432,363,364,56618,111,139,69,145],"class_list":{"0":"post-168499","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-bubble","10":"tag-anthopic","11":"tag-artificial-intelligence","12":"tag-artificialintelligence","13":"tag-dario-amodei","14":"tag-new-zealand","15":"tag-newzealand","16":"tag-nz","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/168499","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=168499"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/168499\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/168500"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=168499"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=168499"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=168499"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}