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That seems like an assumption based on basically nothing. There is a lot of code at the infra layer, and based on the stack choices for Claude code and based on how buggy and unreliable ~everything from anthropic is, it seems pretty bizarre to claim these issues are not related to their code.

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There are other indications, however, like Anthropic paying through the nose for compute just months after Dario told Dwarkesh how hard it is to predict demand, or ChatGPT and Codex not quite having the same issues after Altman spent much-publicized years scrounging for trillion-dollars of capacity.

While I'm very bullish on Anthropic, I'm a bit wary about their IPO because it seems to me that they're filing now while their financials look good and before other trends like the decline of tokenmaxxing and their compute bills catch up.

Whoa, first name basis with Dario but not Sam. Ouch. [I actually have no idea who Dwarkesh is and it sounds like a first name to me but that's not a particularly reliable indicator so I won't comment on your relationship with Dwarkesh.]

Oh, are they filing now? I think their financials look somewhere in between devastating and criminal, so I'm really looking forward to the IPO!

Oh, not just them -- Satya, Jensen and I are all on a first name basis. They just don't know it yet ;-)

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