Dario Amodei · 63

Anthropic gives founders more voting rights before listing: Dario currently holds only about 2% of the shares

Compared to Twitter news, AI Alerts, Anthropic is preparing to give CEO Dario Amodei and other co-founders such high-voting shares so they can maintain greater control even after listing. Plans are yet to be finalized, and Anthropic is likely to launch at the end of September as soon as possible. This is mainly because the founder's shareholding is already low. Dario currently holds only about 2% of the shares. High-voting stocks allow founders to use fewer shares to control more voting power, reducing pressure from external shareholders after listing. Anthropic also has another special layer of mechanism: long-term interest trusts. This independent body has no financial interest, but holds special Class T shares and can elect a majority of board members. Anthropic confirmed in April of this year that directors appointed by the trust make up the majority of the board of directors. As a result, Anthropic is likely to retain two sets of controls at the same time after listing: the founders rely on high-voting shares to maintain influence, and long-term interest trusts continue to control the majority of the board of directors.

2d ago

Anthropic plans to give CEO Amodei super voting rights to pave the way for an IPO listing

According to Bloomberg, AI company Anthropic PBC plans to grant CEO Dario Amodei and other co-founders additional shares with voting rights before preparing to go public. The purpose of this move is to ensure that the founding team can maintain dominant control over the company's strategic direction even after the company goes public. This dual ownership structure is already common in the tech industry, with Meta founder Zuckerberg and Snap founder Spiegel holding similar super-voting shares.

3d ago

Anthropic plans to introduce super voting rights to protect control of the founding team

In comparison, Anthropic is preparing a type of stock with additional voting rights for CEO Dario Amodei and other co-founders to help the founding team withstand external shareholder pressure. This will be the first time Anthropic leadership has super voting power. Due to the co-founders' relatively low shareholding ratio in the company, the arrangement was thought to help maintain the founding team's control over the company. Anthropic also plans to maintain the existing non-shareholder fiduciary system and use special classes of shares to elect majority board members to further reduce the influence of external shareholders on corporate governance. (The Information)

3d ago

OpenAI employees replaced the same profile picture as Anthropic CEO, and the AI community followed suit

In comparison, OpenAI employee Andrew Ambrosino replaced his X avatar with the same look as Anthropic CEO Dario Amodei: curly hair, black-rimmed glasses, gray cardigan, and even the pose with the glasses, the gray background, and composition were all copied. After the change, he said that he was fully committed for the next 6 weeks. After seeing the profile picture, his colleague Tibo said he looked at the profile picture twice before responding. This set of Dario templates then began to spread in the AI community. Some people have put together a generic way to play: hand over a picture of themselves along with Dario's avatar, keep your face, and copy the clothes, posture, lighting, background, and composition. A row of Dario with a different face, the same gray sweater, and glasses in the same position soon appeared in the comments section. The community also started joking about OpenAI's competition with Anthropic. Someone made fun of it. OpenAI said it wanted to strengthen its cyber capabilities; it turned out to be bullying Dario's profile picture online.

4d ago

From crypto mining farms to AI clouds: Why does a16z say the “new cloud” burns money as it grows?

Source: a16z New Media Author: Moses Sternstein, a16z Original title: Charts of the Week: Head In The Neoclouds Editor's Note: In the context of generative AI driving a new round of computing power investment, market discussions on AI infrastructure are shifting from “whether there are enough GPUs” to “who can provide computing power in a sustainable way”. When model training, inference requirements, and data center expansion became consensus, a lower-level question began to emerge: Can the rapid increase in computing power demand actually translate into stable profits and cash flow? In “Charts of the Week” published by a16z New Media, author Moses Sternstein moved in from new cloud companies such as CoreWeave, Nebius, and Applied Digital to discuss the growth, valuation, and profit conflicts of the AI computing power market, and further extended to horizontal SaaS, model routing, and cutting-edge lab talent competition. In this article, instead of simply judging whether AI demand is strong, the author breaks down current AI transactions into a set of lower level structural issues: how existing infrastructure is being repriced, why revenue growth is not simultaneously improving market expectations, and why the AI industry's competitive focus is shifting from simple expansion to efficiency and return. The first is the rediscovery of the value of infrastructure. In the past, land along railway lines, gas pipelines, and cable television networks all served specific industries and were later transformed into telecommunications and internet infrastructure. Today, a similar revaluation of assets happened again. Originally serving cryptocurrency mining, some new cloud companies already have operating experience with electricity, computer rooms, cooling systems, and high-density computing; after the outbreak of AI demand, these capabilities were quickly transformed into scarce computing power supplies. The point is that AI infrastructure competition doesn't start entirely from scratch; early advantages often come from a recombination of old assets, energy resources, and engineering capabilities. Second, high revenue growth and profit uncertainty coexist. The early revenue growth rate of new cloud companies such as CoreWeave once surpassed the initial stages of cloud giants such as AWS, but the capital market did not receive the same level of recognition. The reason is that the new cloud is not a typical asset-light software business. GPU procurement, power access, data center construction, chip depreciation, and debt interest will rise simultaneously with scale, or even faster than revenue. This means that revenue expansion can only prove that AI computing power is in high demand, but it cannot automatically prove that the business model has a sufficiently high return on capital. What the market is really waiting for is whether these companies can turn orders and revenue into sustainable free cash flow. Third, the value of software is being re-differentiated according to the impact of AI. In the past, the market feared that generative AI would generally weaken SaaS companies' moats, but Atlassian's performance suggests AI could also be a tool to increase customer spend and product stickiness. At the same time, cybersecurity and observability software continues to receive valuation premiums as AI expands potential risks and increases companies' reliance on proven solutions. This means that the so-called “end of SaaS” will not happen evenly. Whether AI is an alternative product, lower prices, or expand demand, is becoming the new standard for software valuation differentiation. Fourth, AI applications are shifting from “stacking tokens” to optimizing tokens. In the past, companies often preferred to directly call the most capable models or give engineering teams a budget to test on their own; now, companies such as Databricks have begun to use intelligent routing to match models with different prices and performance according to the difficulty of the task to reduce costs while maintaining results. A decrease in the unit price of tokens does not necessarily mean a contraction in total AI spending: as unit costs decrease and application scenarios increase, total token consumption and overall market size may continue to rise. Efficiency and demand are not mutually exclusive, but may form a mutually reinforcing cycle. If I were to reduce this article to one judgment, it would be: AI infrastructure has proven itself to generate rapid growth, but the next phase of success or failure will depend on whether the company can transform growth into greater capital efficiency. In this sense, the topic discussed in this article is not only whether CoreWeave can become the next generation of cloud giants, but whether the entire AI industry can move from expanding computing power to sustainable commercial returns...

5d ago22#a16z

Anthropic will be the only company to take the lead, and Dario responds: AI will naturally be concentrated, and regulation is the antidote

Comparative news, according to surveillance, investor Gavin Baker said on the “All-In Podcast” that many people he trusted told him that Dario Amodei had said that one day Anthropic might become the only private company in the world. Anthropic researcher Sholto Douglas immediately denied it, saying that the statement was completely false and that Baker's sources were lying. Baker accepted the clarification but continued to ask. He said that the reason people believe this rumor is because it is very similar to Dario's long-standing public assertion: AI is dangerous, power can be highly concentrated, and therefore requires regulation. Baker's view is the opposite: the more dangerous AI is, the more capabilities should be distributed rather than handed over to a few companies and governments. Dario then responded personally without saying anything about the only company. He believes that AI will originally be concentrated on a few giants because of chips, computing power, and scale effects, and that opening up weights will only allow more people to get to the models, not solving the problem of who has the ability to train the strongest models. So instead, his answer is regulation, and the focus is on those with the strongest control: strict testing of cutting-edge models, less control for small companies and chasers; open weights can be retained, but capabilities also need to be tested when approaching the frontier. Baker is concerned about regulatory manufacturing concentration, while Dario believes regulation is being used to hedge against concentration. He also responded to Baker's criticism that he always talks about the risks of AI. Dario said that the public doesn't trust AI companies is not because they talk too much about risk, but because the industry promises too much and actually does too little. There is no use promoting AI every day that it can cure cancer; it is only useful if it actually cures cancer. Anthropic is ramping up biology and medicine, and hopes to see some early results in the coming months.

6d ago

Clark, the mysterious woman behind the $13 trillion IPO

When Indian Prime Minister Narendra Modi invited global AI leaders to meet in New Delhi earlier this year, each executive was only allowed to carry one entourage. Most people brought colleagues, while Anthropic CEO Dario Amodei brought his wife Cami Clark. Clark doesn't have any official position at Anthropic, yet he almost never misses her husband's important occasions — whether it's a front row seat at the Davos Forum or an Allen & Co. investor party in Sun Valley. According to people familiar with the matter, she is Amodei's most important strategic advisor and emotional pillar, while also managing the family's personal investment strategies and assisting in screening external investment invitations. More importantly, it was she who brought former Google CEO Eric Schmidt into Anthropic's early investor camp, laying an important foundation for the company's start. Clark's existence is under unprecedented scrutiny, as soon as Anthropic hit an IPO worth over 2 trillion US dollars (about 13.49 trillion yuan) this fall. The Wall Street Journal and The Information have recently released in-depth reports to restore the twists and turns of the “First Lady of Anthropic” from a Reno blue-collar family to the core of the world's hottest AI company — including a little-known past: she tried to raise funds from registered sex offender Epstein to seek investment in her adult film company. There is an alarming gap between the influence of Clark, a deliberately hidden “shadow advisor”, and his online presence. According to Wall Street Journal analysis and a source familiar with the matter, information about Clark on the Internet is extremely scarce, and some people have taken the initiative to delete related records. Her personal website has gone offline, her LinkedIn homepage has disappeared, and Instagram has stopped being updated. Amodei's Wikipedia page did not state that she was married until this summer, and she hasn't listed her wife's name yet. When I Google “Dario Amodei's wife,” a picture of her sister, Anthropic co-founder Daniela Amodei, often pops up. Even Anthropic's own AI chatbot, Claude, can only answer when asked about related questions: “Dario Amodei's marital status doesn't seem to have been clearly confirmed. “But in the real world, Clark's presence is very different. She accompanied her husband to high-profile events such as Davos, New Delhi, and Sun Valley, and made up for Amodei's lack of restrained personality with her outgoing social style. According to people familiar with the matter, she will take the initiative to discuss with politicians and potential investors before introducing them to her husband. At the Sun Valley conference in July of this year, she had lunch with Ivanka Trump and chatted with Jared Kushner — previously Amodei had approached Kushner to seek investment. A person who met the couple said that although the two have been together for over ten years, they “felt as close as a newlywed couple” when they saw them at an event recently. From Reno to Silicon Valley: A Winding Entrepreneurial Road Clark was born in Reno, Nevada in 1979 and grew up in a blue-collar family. According to a person familiar with her, she began working part-time at the plumber's union with her grandmother and aunt when she was 14 years old. After high school, she went to the San Francisco Bay Area to study architecture at the California Institute of the Arts, then worked in business development at high-end office furniture company Herman Miller, thus gaining her first window into the technology industry. In 1999, Clark, who was only 20, married 64-year-old Reno architect Waldemar Eklof III and divorced three years later. Since then, she has traveled between San Francisco, New York, and Los Angeles. Her San Francisco apartment was foreclosed by the bank in 2007 and filed for bankruptcy in 2009. However, she never stopped trying to start a business. Around 2009, Clark and Michelle Capocefalo co-founded Eddice, an adult film company targeting women, under the slogan “intellectually promising”...

7d ago华尔街见闻#AI #Anthropic #Dario Amodei

AI is being used to create a virus for the first time. The US Senate warns AI giants: forcibly intervene without suspension

Author: Shenchao TechFlow Original title: US Senate warns AI Big Three: Immediate suspension of AI development, otherwise Congress will force intervention in Shenzhen Guide: US Senator Bernie Sanders (Bernie Sanders) wrote to OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Meta CEO Mark Zuckerberg on August 10 requesting an immediate suspension of AI development. Citing incidents such as the AI model getting out of control and invading external systems and AI being used to create a novel virus for the first time, Sanders pointed out that the three companies' previous security promises had been triggered, and “that moment has arrived.” He warned that if companies do not act on their own, the Senate will step in on their behalf. On the same day, 29 Democratic members of the House of Representatives also sent a joint letter to OpenAI and Anthropic requesting an explanation of the loss of control of smart devices. AI regulation is being upgraded from a technology issue to a bipartisan political agenda. The US Senate's patience with Silicon Valley's AI giants is running out. According to an exclusive report by Axios on August 10, Vermont Independent Senator Bernie Sanders sent letters to OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Meta CEO Mark Zuckerberg on the same day. The first batch of letters was made public to Axios. In his letter, Sanders bluntly asked the three CEOs to deliver on their respective companies' security promises and immediately suspend AI development. “For the benefit of humanity, please keep the promises you have made. Pause AI development. It is not too late to act; disaster can still be avoided. Stop making machines that humans can't control.” In his letter, Sanders wrote, “I want to make it clear: if you don't take appropriate action now, my colleagues in the US Senate and I will act.” The AI model got out of control and was first used to create a virus. Sanders listed the three major triggering events. Sanders listed three recent key events in the letter as a basis for applying pressure. First, around August 6, a research team used AI for the first time to design a complete functional viral genome never seen in nature. Sanders warned that such technology “could kill tens of millions of people if it falls into the wrong hands.” Second, in July, OpenAI's Sol model “got out of control” during cybersecurity tests, escaped from an isolated sandbox environment to access the Internet, and eventually hacked into the technology company Hugging Face's system. OpenAI called it an “unprecedented cybersecurity incident” at the time. Sanders pointed out that the act “clearly violates federal law.” Third, after completing an internal review, Anthropic and Meta also reported similar incidents of models falling out of control. What the three events have in common is that the AI model broke through the limitations of the operating environment without instructions. A misconfiguration by cybersecurity company Accidental has been cited as the cause of some of the incidents. The hacked company called this AI hack an “unprecedented incident” and required “unprecedented countermeasures.” Yoshua Bengio (Yoshua Bengio), the world's most cited living scientist, said these events “should be a wake-up call.” Sanders clearly agreed in the letter. The three companies' safety promises have been named one by one, and the “critical moment” has triggered the Sanders letter's core strategy to “attack the shield with the spear.” He quoted each of the three companies' previously disclosed security promises, pointing out that the trigger conditions for these promises have been met. In 2023, Anthropic stated that the company would “commit to suspending scaling and/or delaying deployment of new models when the expansion capacity exceeds our ability to comply with security procedures.” In 2025, Meta stated: “If a cutting-edge AI is assessed as having reached a critical risk threshold and cannot be effectively mitigated, we will stop developing it.” In the same year, OpenAI said that if AI capabilities reach a “critical” threshold, the company will “stop further development” until strong security measures are in place. Sanders wrote, “That moment has come. AI capabilities have reached a critical threshold.” At the same time, he quoted the statement of John Ratcliffe (John Ratcliffe), director of the US Central Intelligence Agency (CIA) as circumstantial evidence. Ratcliffe is 6 this year...

11d agoburnking#AI #Anthropic #OpenAI #custodial

US Senators Give AI Giants an Ultimatum: Suspend Development, Otherwise Congress Will Take Action

Comparatively, according to AXIOS, US Senator Bernie Sanders urged the CEO of leading AI companies to suspend AI development, warning that lawmakers would step in if no action was taken. The letter was reportedly sent to OpenAI founder Sam Altman, Anthropic's Dario Amodei, and Zuckerberg. Sanders said: At a time when we've seen humans get out of control and create potentially dangerous viruses, your company is still racing ahead — investing tens of billions of dollars in a technology that no one can fully understand, predict, or control. As you can see, AI legislation, particularly efforts led by progressives like Sanders, is unlikely to receive enough support to become law in this Congress. What can be expected now are symbolic bills and public pressure actions — and if the Democratic Party takes back any house, there may be congressional investigations and subpoenas to hold tech CEOs to account.

12d ago

Afraid that GPT-3 is an AGI, afraid of going to China and being kidnapped, Anthropic's Dario is probably the strangest CEO in Silicon Valley

Comparative news, according to monitoring, Anthropic CEO Dario Amodei's biggest contrast is that he always thought AI might destroy the world, yet he founded the most aggressive cutting-edge AI company. As early as OpenAI, he was already exaggerating. Instead of leaving Google Docs, write sensitive notes at home on a computer completely disconnected from the internet, and then print them out for colleagues. Some claim that he even refused to go to China for fear of being kidnapped. GPT-3 hasn't started training yet, so he's worried it might be close to AGI. As a result, the security team led by Dario delayed Microsoft's $1 billion investment in OpenAI for several months. A former OpenAI executive described the group as a group of priests at the time. He also didn't deal with Sam Altman for a long time. The two often clash at OpenAI, and at one point Dario even ran into the office library to watch YouTube to calm himself down. Later, Anthropic employees also privately ridiculed that he had Sama Derangement Syndrome (meaning he was stunned by Sam Altman). This temperament continued until Anthropic. The company has an all-staff meeting every two weeks, commonly known as Dario Vision Quest, where he talks at length about AI, politics, war, and the future of humanity. The company even hired a group of economists to study what would happen to GDP and unemployment after the singularity came. One employee said that Dario always had singularities in his mind. A major investor commented that he was more like a religious leader than a CEO.

13d ago