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Anthropic’s CEO shares thoughts on discussions about an AI bubble and the willingness of rivals to take risks

Anthropic’s CEO shares thoughts on discussions about an AI bubble and the willingness of rivals to take risks

Bitget-RWA2025/12/04 23:33
By:Bitget-RWA

Anthropic CEO Discusses AI Market Risks and Industry Growth

During The New York Times DealBook Summit, Dario Amodei, CEO of Anthropic, offered his perspective on whether the artificial intelligence sector is experiencing a speculative bubble. While he refrained from giving a straightforward answer, Amodei delved into the complexities surrounding AI economics and subtly criticized a major competitor, widely understood to be OpenAI.

Amodei expressed optimism about the future of AI technology but warned that some participants in the field might misjudge the timing of returns or encounter setbacks as the industry evolves. He emphasized the uncertainty in predicting when AI will deliver significant economic value, noting that this unpredictability poses risks, especially as companies race to outpace rivals and address geopolitical threats, such as those from China. According to Amodei, not all organizations are handling these risks responsibly, with some making reckless decisions.

He highlighted the challenge of aligning expectations for AI’s economic impact with the time required to expand infrastructure, such as building new data centers. “We face a real dilemma, and we strive to act as prudently as possible,” Amodei remarked. He cautioned that certain companies are taking excessive risks, likening their approach to the “YOLO” mentality—acting impulsively without regard for consequences—which he finds concerning.

Another issue Amodei addressed was the rapid evolution of AI chips. He pointed out that while hardware can remain functional for years, the introduction of faster, more cost-effective chips can quickly diminish the value of older models. Anthropic, he said, is taking a cautious approach in its planning to account for these uncertainties.

Amodei also shared that Anthropic’s revenue has increased tenfold annually over the past three years, growing from nothing to $100 million in 2023, then reaching $1 billion in 2024, with projections of $8–10 billion by year’s end. However, he stressed the importance of not assuming this growth will persist indefinitely, acknowledging the unpredictability of future earnings and the need for conservative planning.

He explained that AI firms must carefully estimate their future computing needs and data center investments. Underestimating demand could mean failing to meet customer needs, while overcommitting resources could lead to financial strain or even bankruptcy.

Amodei referenced a recent controversy involving OpenAI, whose CFO suggested the U.S. government should guarantee the company’s infrastructure loans—a proposal that sparked backlash and was later retracted. He warned that those who take on excessive risk, particularly individuals drawn to bold moves or large figures, could find themselves overextended, alluding to OpenAI’s CEO Sam Altman.

“We believe we’re prepared for almost any scenario, but I can’t speak for others,” Amodei concluded.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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