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VC10X Pulse - Is Anthropic the New King of AI? - The Department of Defense Deal
· 11 min
Episode VC10X Pulse - Is Anthropic the New King of AI? - The Department of Defense Deal
In one week, Claude went from #131 to #1 on the App Store. ChatGPT uninstalls surged 295%. And Sam Altman publicly admitted his company's communications were "opportunistic and sloppy." We break down exactly what happened — and what it means for the future of AI investment.
In this episode:
→ Why Anthropic walked away from a $200M Pentagon contract — and what their two specific red lines were
→ The full timeline of Sam Altman's communications breakdown: the vague X post, the AMA that backfired, and the Monday admission
→ Why the enterprise data is the most important story nobody is talking about (50%+ of US business AI spend)
→ Anthropic's $20B revenue run rate and what the download data actually shows
→ What this week means for investors watching the AI competitive landscape
LINKS
Prashant Choubey - https://www.linkedin.com/in/choubeysahab
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Transcript
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