Claude, Make Me Rich: Finding Anthropic’s Next Giant Market

Brian and Brandon debate how a newly hired product leader at Anthropic would find growth big enough to match the expectations of an IPO, which Brian expects around the end of 2026. Brandon says he would start in the research group, hunting for breakthroughs that could serve markets like finance and healthcare, and raises contextual ads even though he jokes the idea could get him fired. Flipping Alex Karp’s warning about AI systems learning a company’s differentiation, Brian proposes a product...