Dario Amodei: belief

Transcript context

…Part of your vision is that going from 90 to 100 is going to happen fast, and that it leads to huge productivity improvements. But what I notice is that even in greenfield projects people start with Claude Code or something, people report starting a lot of projects… Do we see in the world out there a renaissance of software, all these new features that wouldn’t exist otherwise? At least so far, it doesn’t seem like we see that. So that does make me wonder. Even if I never had to intervene with Claude Code, the world is complicated. Jobs are complicated. Closing the loop on self-contained systems, whether it’s just writing software or something, how much broader gains would we see just from that? Maybe that should dilute our estimation of the “country of geniuses”. I simultaneously agree with you that it’s a reason why these things don’t happen instantly, but at the same time, I think the effect is gonna be very fast. You could have these two poles. One is that AI is not going to make progress. It’s slow. It’s going to take forever to diffuse within the economy. Economic diffusion has become one of these buzzwords that’s a reason why we’re not going to make AI progress, or why AI progress doesn’t matter. The other axis is that we’ll get recursive self-improvement, the whole thing. Can’t you just draw an exponential line on the curve? We’re going to have Dyson spheres around the sun so many nanoseconds after we get recursive. I’m completely caricaturing the view here, but there are these two extremes. But what we’ve seen from the beginning, at least if you look within Anthropic, there’s this bizarre 10x per year growth in revenue that we’ve seen. So in 2023, it was zero to $100 million. In 2024, it was $100 million to $1 billion. In 2025, it was $1 billion to $ 9-10 billion. You guys should have just bought a billion dollars of your own products so you could just……

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