Anthropic Is So Desperate for Compute They Took Elon's GPUs

Gerrit De Vynck joins MTS to discuss Anthropic's compute constraints, Claude Code's rapid growth in usage and revenue, and the company's strategy for securing GPU access. -- ⁠https://x.com/GerritD⁠ -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X |⁠⁠ ⁠⁠⁠⁠⁠https://twitter.com/MTSlive⁠⁠⁠ YouTube |⁠⁠ ⁠⁠⁠⁠⁠https://www.youtube.com/@mtsituation Spotify |⁠⁠ ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠⁠⁠  Apple |⁠⁠ ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠  Substack |⁠⁠ ⁠⁠⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠ -- Brought to you by: Granola - The AI notepad. Try it once and never go back. ⁠⁠https://granola.ai/mts⁠⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. ⁠⁠https://konghq.com⁠⁠ Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. ⁠⁠https://blitzy.com⁠⁠ Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. ⁠⁠https://merge.dev/mts⁠⁠ AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. ⁠⁠https://adquick.com⁠⁠ Macroscope - AI codebase understanding for engineering leaders. ⁠⁠ https://macroscope.com/mts⁠⁠ -- Timestamps: (00:00) Introduction (01:13) Legal Origins and Substance of the Musk v. Altman Lawsuit (02:51) Allegations Regarding OpenAI’s Transition from Nonprofit to Commercial Entity (05:21) Elon Musk’s Objectives for Removing Sam Altman and Recovering Damages (08:46) The 2023 Firing and Reinstatement of Sam Altman and Microsoft’s Influence (11:42) Revelations from Greg Brockman’s Diaries and Discovery Documents