Anthropic CEO Dario Amodei explains his spending caution, warning if AI growth forecasts are off by just a year, ‘then you go bankrupt’

While AI hyperscalers are committing hundreds of billions of dollar per year on capital expenditures, Anthropic’s spending plans are more cautious by comparison.

But cofounder and CEO Dario Amodei said the reason for his more measured approach is because even a slight miscalculation could sink the company.

In an interview with Dwarkesh Patel on Friday, the podcaster asked why Anthropic, the developer of the Claude chatbot, doesn’t spend more aggressively, given Amodei’s earlier...