The speaker reports that Anthropic's compute spending for model building and training doubled while its revenue increased fourteenfold.

“That could be because they're doing more economically valuable work or they're doing the work faster. Um, but what you're seeing from n- now kind of black and white is, hey, as Anthropic has 2x'd their compute spend, uh, to build and train these models, they've 14x'd their revenue.”