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What Dario Amodei thinks about the cloud

@dario-amodei · 43 positions · 0 changes of mind

Co-founder and CEO of Anthropic; previously VP of research at OpenAI.

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2 dated positions, 2026, in their own words. Our reading of what Dario Amodei has said — not written or endorsed by them.

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  1. Our readingAI will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects.

    Their wordsThe way you get industries in which there are small number of players are very high costs of entry, right? Um so, you know, uh cloud is like this. I think cloud is a good example of this. You have three, maybe four players within cloud. I think I think that's the same for AI, three maybe four.

    ↗Dario Amodei — “We are near the end of the exponential”youtube.com 17th of 29 in this recording

  3. Our readingModels are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did.

    Their wordsLike models are good at different types of coding. Models have different styles. Like I think I think these things are actually, you know, quite different from each other. And so expect more differentiation than you see in in um cloud.

    ↗Dario Amodei — “We are near the end of the exponential”youtube.com 18th of 29 in this recording