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VOICE ARCHIVE

Paul Graham

@paulg
247 posts
2026-03-04
People who don't understand the math of valuations can't imagine that founders could get so rich naturally. Whereas to founders and investors it's the most obvious thing in the world. This is one of the reasons there is such a disconnect between the tech world and politicians.
2026-03-04 View on X
Reuters

Sources: some investors push Anthropic to de-escalate its DOD dispute and avoid the “supply-chain risk” designation; source: some Anthropic-DOD talks continue

Companies grow fast now. That's the reason economic inequality is increasing, not some sinister policy shift.
2026-03-04 View on X
Bloomberg

Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt

Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …

When companies grow fast, it makes founders doubly rich. The company not only hits a given revenue number sooner, but is *more valuable when it hits it*, because the value of the company will be a multiple of the growth rate.
2026-03-04 View on X
Bloomberg

Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt

Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …

Companies grow fast now. That's the reason economic inequality is increasing, not some sinister policy shift.
2026-03-04 View on X
Reuters

Sources: some investors push Anthropic to de-escalate its DOD dispute and avoid the “supply-chain risk” designation; source: some Anthropic-DOD talks continue

When companies grow fast, it makes founders doubly rich. The company not only hits a given revenue number sooner, but is *more valuable when it hits it*, because the value of the company will be a multiple of the growth rate.
2026-03-04 View on X
Reuters

Sources: some investors push Anthropic to de-escalate its DOD dispute and avoid the “supply-chain risk” designation; source: some Anthropic-DOD talks continue

People who don't understand the math of valuations can't imagine that founders could get so rich naturally. Whereas to founders and investors it's the most obvious thing in the world. This is one of the reasons there is such a disconnect between the tech world and politicians.
2026-03-04 View on X
Bloomberg

Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt

Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …

2026-03-01
If you're working on an early stage startup, don't be deterred from using Anthropic just because you might want to sell to the DoD one day. Early on you need to focus on making your product the best. If you get the best results from Anthropic models, use them.
2026-03-01 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Anthropic to challenge supply chain risk designation in courtJack Nicastro /Reason:Anthropic Labeled a Supply Chain Risk, Banned from Federal Government ContractsMatteo Wong /The A...

If you're working on an early stage startup, don't be deterred from using Anthropic just because you might want to sell to the DoD one day. Early on you need to focus on making your product the best. If you get the best results from Anthropic models, use them.
2026-03-01 View on X
The Atlantic

Source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected about Americans

Right up until the moment that Pete Hegseth moved to terminate the government's relationship with the AI company Anthropic …

If you're working on an early stage startup, don't be deterred from using Anthropic just because you might want to sell to the DoD one day. Early on you need to focus on making your product the best. If you get the best results from Anthropic models, use them.
2026-03-01 View on X
OpenAI

OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”

We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

2026-02-28
If you're working on an early stage startup, don't be deterred from using Anthropic just because you might want to sell to the DoD one day. Early on you need to focus on making your product the best. If you get the best results from Anthropic models, use them.
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

If you're working on an early stage startup, don't be deterred from using Anthropic just because you might want to sell to the DoD one day. Early on you need to focus on making your product the best. If you get the best results from Anthropic models, use them.
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

2026-02-27
An experienced programmer told me he's now using AI to generate a thousand lines of code an hour. When I posted a similar stat 6 months ago, I got about a 50-50 mix of indignant disbelief and “Yeah, me too.” I'm curious if the split will be different this time.
2026-02-27 View on X
@karpathy

AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”

2026-02-26
An experienced programmer told me he's now using AI to generate a thousand lines of code an hour. When I posted a similar stat 6 months ago, I got about a 50-50 mix of indignant disbelief and “Yeah, me too.” I'm curious if the split will be different this time.
2026-02-26 View on X
@karpathy

AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”

It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the …

2026-02-11
It's important that people like Zuck and Larry Page are willing to move in response to the proposed wealth tax. It shows politicians what will happen if they try things like this. [image]
2026-02-11 View on X
Wall Street Journal

Sources: Mark Zuckerberg plans to buy a Miami mansion, likely for up to $200M, joining other tech billionaires in Florida as California proposes a 5% wealth tax

2026-01-27
He's right you know. How bad do things have to get before you say something?
2026-01-27 View on X
Axios

As tech CEOs stay silent after two fatal shootings, 450+ workers at Google, Meta, OpenAI, Amazon, and others urge CEOs to cancel any ICE contracts and speak out

across NVIDIA, Anthropic, OpenAI, Google, Salesforce, Adobe, PayPal, YouTube, Slack, Meta—we are now hundreds strong.Hemant Taneja /@htaneja:This is not politics as usual. As inves...

If someone had predicted before the last election that if Trump won, federal officers would be shooting Americans in the streets, he'd have been dismissed as an alarmist.
2026-01-27 View on X
TechCrunch

Khosla Ventures' Vinod Khosla and Ethan Choi disavow Keith Rabois' comments after border agents killed Alex Pretti; Rabois said Pretti was committing a “felony”

To understand the stance of an unwavering Trump loyalist after United States Custom and Enforcement shocked the nation …

If someone had predicted before the last election that if Trump won, federal officers would be shooting Americans in the streets, he'd have been dismissed as an alarmist.
2026-01-27 View on X
Axios

As tech CEOs stay silent after two fatal shootings, 450+ workers at Google, Meta, OpenAI, Amazon, and others urge CEOs to cancel any ICE contracts and speak out

across NVIDIA, Anthropic, OpenAI, Google, Salesforce, Adobe, PayPal, YouTube, Slack, Meta—we are now hundreds strong.Hemant Taneja /@htaneja:This is not politics as usual. As inves...

He's right you know. How bad do things have to get before you say something?
2026-01-27 View on X
Spyglass

Tim Cook attending a private White House screening of the documentary Melania hours after US agents killed a man suggests horrible judgment, or worse, cowardice

Tim Cook is captured.  There is simply no other explanation for his actions over the past year or so.

Ten years ago I wrote an essay explaining the source of America's increasing polarization. If you want to understand how we got from the unity (and uniformity) of the mid 20th century to the way things are now, this is what happened: https://paulgraham.com/re.html
2026-01-27 View on X
Spyglass

Tim Cook attending a private White House screening of the documentary Melania hours after US agents killed a man suggests horrible judgment, or worse, cowardice

Tim Cook is captured.  There is simply no other explanation for his actions over the past year or so.

If someone had predicted before the last election that if Trump won, federal officers would be shooting Americans in the streets, he'd have been dismissed as an alarmist.
2026-01-27 View on X
Spyglass

Tim Cook attending a private White House screening of the documentary Melania hours after US agents killed a man suggests horrible judgment, or worse, cowardice

Tim Cook is captured.  There is simply no other explanation for his actions over the past year or so.