opinion claim
The speaker says Anthropic's 80% revenue share from models six months old or newer exceeded his expectations and demonstrates the value of operating at the AI frontier.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
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“And I think kinda this stat on 80%, which is much bigger than I would've expected just in models six month old or less, kind of demonstrates the value of being on the frontier.”28:06Report a misattribution
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