Brian Balfour: prediction

Transcript context

…And just the team. Just the team, part of the team. Yeah. We'll see. Things are changing dramatically on a week-to-week basis, so we'll see if they're able to press those advantages in a very clear way. But I think the window is very small for them if ChatGPT plays their cards right, because they clearly have the escape velocity right now. If they just keep pressing that advantage in the right way, I think it's going to be very hard for Google to counter in the amount of time that's left On the Claude piece, I'll just throw this nugget out, I had Mike Krieger on the podcast, Head of Product, CPO, at Anthropic, and asked him just, "You're losing to ChatGPT. How do you approach the future of Claude?" He very specifically said, "Yes, they've caught lightning in a bottle. This is just going to win based on what I've seen at Instagram. So we are specifically focusing on what is Anthropic and Claude incredibly good at, which is developer tools, coding, backend stuff." So they're actually leaning more and more into that. If you've seen the revenue recently, they're making, I don't know, approaching 10 billion a year or some crazy amount of money. They're actually doing super well, just in a different use case.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.