Anthropic / Claude

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Video of exploit in action. Source: blog.calif.io/p/first-public… Video

We've published a paper that explains our views on AI competition between the US and China. The US and democratic allies hold the lead in frontier AI today. Read more on what it’ll take to keep that lead: anthropic.com/research/2028-…

Automating AI research is the next major step in AI We let Claude Code (Opus 4.7) and Codex (GPT 5.5) run autonomously on the nanoGPT speedrun optimizer track using our idle compute. ~10k runs, ~14k H200 hours Opus now holds the record at 2930 steps vs the 2990 human baseline

Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal. We discuss: - The cone of uncertainty - How he allocates compute across Trainium, TPUs, and GPUs - What investors misunderstand about model companies - Why the returns to frontier intelligence keep rising - Platform vs application and where Anthropic builds its own products - How Anthropic uses Claude internally I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before. Enjoy! Timestamps: 0:00 Intro 2:38 The Compute Canvas 6:51 The "Cone of Uncertainty" 11:58 Why the Returns to Frontier Intelligence Are So High 16:45 Recursive Self-Improvement 20:20 Scaling Laws 23:30 Sourcing $100 Billion in Compute 28:05 Platform vs. Application Strategy 32:52 Pricing Dynamics 38:48 How Anthropic’s Finance Team Uses Claude 43:24 Raising Capital & Overcoming Investor Skepticism 52:32 Public Perception, Risks, and Government Regulation 57:25 Mythos Release 1:12:33 What Could Derail the AI Revolution? 1:13:47 Biotech and Healthcare 1:15:31 The Kindest Thing Video

To add some clarity: you don't pay extra. It's the same subscription, same price per month. What's new our sub now covers two separate pools: · Interactive → sub limits, unchanged · Programmatic → new $20–$200 included(!!) credit, metered at API rates Community note: This is missing key context: programmatic use no longer draws from subscription limits. It uses a separate $20-$200 monthly Agent SDK credit, then extra usage is billed at standard API rates, so heavy sub users may get far less usage than before. support.claude.com/en/articles/15… platform.claude.com/docs/en/about-… support.claude.com/en/articles/12…

Starting June 15, paid Claude plans can claim a dedicated monthly credit for programmatic usage. The credit covers usage of: - Claude Agent SDK - claude -p - Claude Code GitHub Actions - Third-party apps built on the Agent SDK

New in Claude Code: agent view. One list of all your sessions, available today as a research preview. Video

Anthropic 真的惊为天人 直接把金融服务行业的 AI 工作流模板全开源了 投资银行 / 股票研究 / 私募 / 财富管理 / 基金管理 / KYC 风控 七大业务线的参考 agent / 技能包 / 数据连接器 全部公开 这超出了 demo 的范畴，是把「金融行业 AI 落地」的完整 SOP 摆出来 / 让全行业照抄 · 打开仓库 你会看到这些东西 10 个开箱即用的端到端 agent - Pitch Agent / 自动做 pitch deck（comps + 先例 + LBO → 出品牌排版的 deck） - Meeting Prep Agent / 客户会前自动出 briefing pack Market Researcher / 行业或主题 → 行业概览 + 竞争格局 + peer comps + 标的清单 - Earnings Reviewer / 财报会议 + filings → 模型更新 → 研报草稿 - Model Builder / DCF / LBO / 三表 / comps / 直接在 Excel 里建模 - Valuation Reviewer / 私募估值 + LP 报告 - GL Reconciler / 总账核对 + 找差异 + 路由审批 - Month-End Closer / 月末关账 / accruals / 滚动 / 偏差解读 - Statement Auditor / LP statement 审计 - KYC Screener / KYC 文档解析 + 规则引擎跑 + 标记缺口 每个 agent 都是 self-contained 的，带自己用到的全部 skill，clone 下来直接装 · 7 个垂直行业插件 - financial-analysis（核心）：comps / DCF / LBO / 三表 / deck QC / Excel 审计 - investment-banking：CIM / teaser / 流程信 / 买方名单 / 并购模型 / 项目跟踪 - equity-research：财报笔记 / 首次覆盖 / 模型更新 / 投资逻辑跟踪 - private-equity：寻源 / 筛选 / 尽调 / IC memo / 投后监控 - wealth-management：客户复盘 / 财务规划 / 调仓 / 报告 / 税损收割 - fund-admin：GL 核对 / 差异追踪 / NAV 校验 - operations：KYC + 规则引擎 直接用 / 想改也行 / 全是 markdown + json / 没有 build 步骤 · 11 家金融数据商的 MCP 连接器 Daloopa / Morningstar / S&P Global / FactSet / Moody's MT Newswires / Aiera / LSEG / PitchBook / Chronograph / Egnyte 这一行单独值得讲 意味着 Anthropic 已经跟全球最重要的金融数据基础设施都谈完了，你接进 Claude / 这些数据全是开箱即用的，没有这些连接器 / 你自己接每一家的 API / 光人天就要好几个月 LSEG 和 S&P Global 还各自做了 partner-built 的高级插件 一个跑债券相对价值 / 利率曲线 / FX carry / 期权波动率 / 宏观利率监控 一个跑 tear sheet / 财报预览 / 融资 digest · 部署方式两种，一个仓库 方式一：Claude Cowork 插件 装在分析师电脑上 / 个人工作流 方式二：Claude Managed Agents API 跑在公司自己的工作流引擎后面 / 整个公司用 同一份 system prompt / 同一份 skill / 你选在哪儿跑 还附带一个 Microsoft 365 安装工具，让公司 IT admin 把 Claude 部署进 Excel / PowerPoint / Word / Outlook 而且可以走你公司自己的云（Vertex AI / Bedrock / 内部 LLM gateway），不强制走 Anthropic API · 金融是企业 AI 落地最大也最难啃的市场，合规要求高 / 数据敏感 / 流程复杂 Anthropic 这一手 直接把整个行业的 AI 落地 SOP 写明白了 谁照这套搭 / 谁就在 Claude 的轨道上长 谁不照这套搭 / 谁要从零开始踩半年坑 最值得对比的是 OpenAI OpenAI 上周刚上线广告平台 Anthropic 这周直接开源金融行业全套 agent 两家公司的路线分化在这种地方又看得清清楚楚 OpenAI = 大众消费 + 广告 Anthropic = 企业场景 + 开源行业模板 链接 github.com/anthropics/financ…

Today we’re launching the OpenAI Deployment Company to help businesses build and deploy AI. It's majority-owned and controlled by OpenAI. It brings together 19 leading investment firms, consultancies, and system integrators to help organizations deploy frontier AI to production for business impact. openai.com/index/openai-laun…