WEBVTT

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So, Dario, we're at Davos.
There's a lot going on,

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but I wanted to start with a a big picture
question, which I'll characterize like

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this. It feels to me that the

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Time last year, everybody was very
excited about AI, and everyone was

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talking about what AI
can do, its potential,

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its capabilities. It feels to me as

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though the debate has shifted somewhat

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this year to be more less what can AI do

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to what is AI doing to the world.

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Um and I I know that you think a lot
about these things. So, my question is,

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do you think business

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is policy makers, governments,
whatever, are doing enough

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to prepare for the impact? >> No.

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Um

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I'll explain the longer version now. Um

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you know, I've been watching this field

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for 15 years, and I've been in this

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field for 10 years. And and one of the

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things I've most noticed
is that there's been

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the the actual trajectory of the field

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has been surprisingly

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on on a a you know, the same trajectory.

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Whereas the kind of public opinion
and the reaction of the public has

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oscillated wildly. I would say that
in in in two different ways. One is the

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capabilities of the technology. Every 3

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to 6 months, we have this reversal of of
polarity, where the media is incredibly

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excited about what the technology can do,
it's going to change everything, and

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then it's you know, it's all a bubble,
it's all it's all going to fall apart.

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And and what I see is this smooth
exponential line where similar to

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Moore's law for compute, we basically
have a Moore's law for intelligence,

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where the model is getting more and more
cognitively capable every every few

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months. And that that march has just
been constant. The up and down, the we

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invented a new thing, it's all going to

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crash, it's hitting a wall, it's it's

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going to go crazy. That that is a public

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perception phenomenon. That's on the
capability of the technology. I think

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there's a similar thing on the polarity
of whether the technology is good or

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bad. Um

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uh you know, in 2023 and 2024, there was

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a lot of concern about AI, right? There
was, you know, concern AI you know, AI's

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going to AI's are going to take over.

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There was a lot of talk about AI risk,

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AI misuse. Then in 2025, the political

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wind shifted, as you say, to AI

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opportunity. And now they're sort
of shifting back. And and I think

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throughout throughout all of this,
the the approach that I have tried to take

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and the approach that Anthropic has
tried to take is is is one of constancy,

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of saying that there is balance here.

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Uh and and uh balance of a very strange

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form, because I think the technology is

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very extreme in in what it's capable of

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doing. But I think its positive impacts
and its negative impacts that, you know,

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they they both exist, right? I wrote
this essay Machines of Loving Grace

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about a year and a half ago. It had
a very radical view of the upside of AI,

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that you know, it would it would help
us to, you know, cure cancer, eradicate

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tropical diseases, you know, kind of bring
bring economic development to, you

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know, parts of the world that haven't
seen it. And I my view hasn't changed. I

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believe all of those things. Um

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but the the other side of it, which,
you know, I'm I'm I'm now uh uh

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you know, kind of writing writing more
about and and what you know, may may

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release something about soon, is yeah,

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there you know, bad things will happen
as well. If we just take just for an

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example as as one of the risks,
we take the economic

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side of it. Um

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my my view is the signature of this

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technology is it's going to take
us to a world where we have very

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high GDP growth and potentially also

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very high unemployment and inequality.

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Now, that's not a combination we've
we've almost ever seen before, right?

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You think of it as high GDP growth,
that's lots of stuff to do, lots of jobs

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for everyone. It's always been like
that in the past. We've never had a

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technology that's this disruptive. So,

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the idea that we could have 5 or 10% GDP

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growth, but also, you know, 10 10%
unemployment, it's it's not logically

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inconsistent at all. It's just never

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happened that that that that way before.

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And I'm I'm really quite uh you know,

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for those both reasons, excited and

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worried. If I take an example, something

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like AI coding, um

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you know, the latest model we released,

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Claude Opus 4.5, um I have some

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uh uh engineers, some engineering leads

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within Anthropic who have basically said

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to me, I don't write any code anymore.
I I you know, I just let Opus do the work

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and I edit it. We just released a new
thing called Claude co-work. We can go

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into go you know, we can go into that

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later, but this was a a version of our

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tool, Claude code, for non-coding. This
was built in a week and a half, almost

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entirely with Claude Opus. There's still
things for the software engineers to do,

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right? It's like, even if the software
engineers are only doing 10% of it, they

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can you know, they still have a job to do,
or they can take a level up. That's

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not going to last forever. The models
are going to do more and more. And so

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there's an incredible This is a microcosm.
You can see there's an

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incredible amount of productivity here.

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Software is going to become cheap, maybe

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essentially free. The premise that you

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need to amortize a piece of software
you build across millions of users

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that may start to be false. Like for the

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meaning it might cost a few cents
to just say, I don't know, let's let's

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let's make some app so people can talk
to each other or everything, you know, I

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it just it it it just may be very

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flexible and recyclable. But but at the

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same time there are whole jobs, whole

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careers that we built built for decades
that that may not be be present. And you

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know, I I think we can deal with it.
I think we can we can adjust to it, but I

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don't I don't think there's an an
awareness at all of what of what is

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coming here and the magnitude of it.

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>> So how that's it's so interesting when
you say that. So how do you think in a

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world of of high GDP growth but also high

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unemployment, you know, what does
that do to society? And you say there are,

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you know, people aren't thinking about
it now. Can you give concrete examples

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of how society might organize
itself to adapt to such a world.

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>> Yeah. So, you know, I think I think
there's a few things. The The first

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thing that that we've done that we've

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focused on, and this is not a solution
so much as it is a first step, is we

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have this thing called the Anthropic
Economic Index. We've had it for about a

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year. We've updated it I
think four or five times now.

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Uh and what that does is is a real-time

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index that lets you track, um you know,
what our model Claude is being

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used for. It goes across all the
conversations and kind of uses Claude in

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a privacy-preserving way to, you know,

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kind of kind of statistically query how
Claude is being used. What are the tasks

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it's being used for? To what extent it

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is Is it automating versus augmenting

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tasks? Um what industries is it being
used in? How is it diffusing across

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states in the United States and countries
countries in the world? We've

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We've just added kind of more and more
detail here. And And And my view is

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until we can measure the shape of this
economic transition, any policy is going

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to be blind and and misinformed, right?

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Many many policies have gone wrong
because they're they're based on

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premises that are that are fundamentally
incorrect. So, so that's that's step

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one. Step two is I think we need to

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think very carefully about how do we
allow people to adapt, right? People can

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adapt more quickly or they can adapt

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more slowly. This can mean adapting to

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use the technology within existing jobs.

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This can mean adapting, you know, from

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one job to another job. For example,
I think there are probably going to be

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more jobs in the physical world and less
jobs in the knowledge work economy. Now,

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maybe eventually robotics, you know,
makes progress, but I think that's on a

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that's on a slower trajectory. So So
that's one. Are there jobs that have,

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you know, still kind of, you know,
really value a human touch? Um some of

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them do, some of them don't. We may find
out how important how important that is

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in the market and where it's most
important. At the level of companies,

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what are the moats when software becomes
cheap and then subsequently the rest of

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knowledge work becomes cheap. We don't
know. We've never quite asked that

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question. We thought about moats in a
certain way. So, there's there's going

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to be a huge scramble at the level of
at the level of companies. So, you know,

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teaching people to adapt, teaching them
what to expect, I think is the second

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step. And and the third step is I think

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there's there's going to need to be some

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government in in the displacement that's

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that's this macroeconomically large.
I just I just don't see how I don't see

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how it doesn't happen. The pie is going
to grow much larger, right? Like the

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money is going to be there. Like,
you know, it may you know, the budget may

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balance without us doing anything
because there's so much growth. Um uh

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the issue is distributing it to the
right people. And so and so I think I

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think this is probably a time to worry
less about disincentivizing growth and

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and worry more about making making sure
that everyone gets gets gets a part of

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that growth. Um which which, you know,
which I know is the opposite of the

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prevailing sentiment now, but I think
technological reality is about to change

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in a way that forces our ideas to change.

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>> So, obviously, in your in your desire
[snorts] to create this greater sense of

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urgency, are you speaking to people
in the administration? I mean, Anthropic

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hasn't always been the sort of first
on the guest list for this administration,

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but you do you have people
there that you're talking to?

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>> I I've I I I I have said it to them

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myself. Um uh and, you know, to to be

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clear, there are plenty of things there
are plenty of things we agree on, right?

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You know, I think the AI action plan

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that the administration put out in the

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middle of this year actually had some
some, you know, some very good ideas

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here. You know, I think I think,
you know, we probably probably agreed with

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the vast vast majority of it. But I
think most of all, we just want to say

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these things in public and kind of ha
and kind of have a public debate about

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them, right? We don't we don't control

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policy. I think the most useful thing we

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can do is describe to the world what

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we're seeing and and provide data to the
world. And then and then, you know, it's

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it's left to the the public in in a

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democracy to to, you know, to take that

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data and and to use it and to use it
to drive policy. We can't drive policy on

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our own. >> Are you going
to be talking to officials

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while you're here? Have you Have
you been along to USA house yet?

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>> Uh I've not I've not been to USA house.

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You know, I I will I will I I, you know,
I will be talking to officials during my

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during my trip to Davos. >> [laughter]

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>> Good. So, um just to go back to our
topic then. So, you founded Anthropic um

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specifically because you were worried
about the that you didn't think that

00:12:17.360 --> 00:12:21.437
OpenAI was taking safety seriously enough.
Now, some people say that, you

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know, the competitive pressures mean
that you've gone more hawkish now. I

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mean, do Are those competitive
pressures, you know, to keep up with

00:12:28.560 --> 00:12:31.997
China and keep ahead of China and all
the rest of it? Have they Do you think

00:12:32.080 --> 00:12:34.317
they have compromised
your safety principles?

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>> So, we've taken a very different route
than some of the other players have. Uh

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I I think one of the good choices we

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made early was to be a company that is

00:12:45.640 --> 00:12:48.117
focused on enterprise rather than

00:12:48.200 --> 00:12:52.637
consumers. Um and I think, you know,
it's it's very hard to fight your own

00:12:52.720 --> 00:12:56.717
business incentives. It's easier
to choose a business model where there's

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less need to fight your own business
incentives. So, you know, I have a lot

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of worries about consumer AI that it it

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kind of leads to needing to maximize

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engagement. It leads to sloth. You know,

00:13:09.080 --> 00:13:11.557
we've seen a lot of stuff around ads

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from from some of the other players,
you know, Anthropic is not a player that

00:13:16.160 --> 00:13:21.037
works like that or needs to work like
that. We just sell things to businesses

00:13:21.120 --> 00:13:25.077
and those things directly have value,
right? We We don't need to monetize a

00:13:25.160 --> 00:13:27.237
billion free users. We don't need to

00:13:27.320 --> 00:13:32.117
maximize engagement for billion free
users because we're in some, you know,

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death race with with some other,
you know, some other some other large

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player. And and so I think that has led
us think more carefully. But but even

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with that we have made sacrifices,
you know, we do all these tests on our

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models that others have not done.

00:13:47.240 --> 00:13:50.597
Um you know, some other players have
done them but but you know, I think we've

00:13:50.680 --> 00:13:53.797
been the most you know, aggressive and

00:13:53.880 --> 00:13:58.437
you know, when we when we run tests that
you know, show up certain behaviors in

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our model, you know, these things around
deception, black mail, sycophancy that

00:14:03.240 --> 00:14:07.717
we show in tests that are present
in all of the models. But you know,

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we make sure to always talk
to the public about about these things.

00:14:12.200 --> 00:14:16.237
Um and you know, we we've we you know,
we pioneered the science of mechanistic

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interpretability for looking inside
models. So, you know, have we been have

00:14:20.240 --> 00:14:23.837
we been perfect? Of course not. I think
we've done a generally good job. I mean,

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you mentioned China. I you know, I think
that's not about competition. That is

00:14:28.240 --> 00:14:30.437
that is about actually the public

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benefit mission is I'm I'm worried that
if autocracies lead in this technology,

00:14:35.840 --> 00:14:38.197
it will be a bad outcome for every
single person in this room.

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>> What are your specific concern there?
Is it about the chips? About you know,

00:14:42.200 --> 00:14:44.757
sharing data around chips or

00:14:44.840 --> 00:14:46.797
>> Yeah, well, I think I mean, you know,

00:14:46.880 --> 00:14:51.917
the the the the kind of means of selling
the chips, right? That's the that's the

00:14:52.000 --> 00:14:55.717
thing that I think will have the most
impact on on who is ahead and and who is

00:14:55.800 --> 00:14:58.077
not. But you know, the the concern and

00:14:58.160 --> 00:15:02.757
you know, it's not about any particular
country or certainly not the people in

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any country. It's about It's about a

00:15:04.880 --> 00:15:06.477
form of government.

00:15:06.560 --> 00:15:10.597
I am concerned that AI may be uniquely

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well suited to autocracy and to

00:15:14.000 --> 00:15:17.997
deepening the repression that we see
in autocracies. We already see it in the

00:15:18.080 --> 00:15:21.717
kind of surveillance state that is
possible with today's technology. But as

00:15:21.800 --> 00:15:24.117
you think of the extent to which AI can

00:15:24.200 --> 00:15:28.957
make individualized propaganda,
can break into any computer system in the

00:15:29.040 --> 00:15:30.677
world, um

00:15:30.760 --> 00:15:34.437
uh can uh you know, surveil everyone

00:15:34.520 --> 00:15:36.757
everyone in a population, detect dissent

00:15:36.840 --> 00:15:41.797
everywhere and suppress it, you know,
make, you know, a a huge army of drones

00:15:41.880 --> 00:15:46.157
that could go after each each each
individual person, it's it's it's really

00:15:46.240 --> 00:15:49.517
scary. It's it's it's really
scary and we have to stop it.

00:15:49.600 --> 00:15:53.757
>> And is that something that you
feel governments aren't paying enough

00:15:53.840 --> 00:15:56.797
attention to? >> I mean,
I you know, I think I think it's

00:15:56.880 --> 00:16:01.197
I think it's fair to say that, you know,
obviously, you know, different countries

00:16:01.280 --> 00:16:02.917
think of themselves as having having

00:16:03.000 --> 00:16:04.957
geopolitical adversaries, but the

00:16:05.040 --> 00:16:08.557
specific focus on we we don't want

00:16:08.640 --> 00:16:13.157
autocracies to get this powerful
technology and we should have targeted

00:16:13.240 --> 00:16:17.797
policies. Like, we don't need to fight
them. Like, we just need to not sell

00:16:17.880 --> 00:16:20.517
these chips. Um uh

00:16:20.600 --> 00:16:25.157
that, you know, I I think
there's not enough focus on that.

00:16:25.240 --> 00:16:28.957
>> I want to talk a bit more about Claude
because I think it's fair to say it's

00:16:29.040 --> 00:16:31.477
having a real moment. I mean,
we were >> It's it's having a moment.

00:16:31.560 --> 00:16:33.237
>> It is having a moment
and we we recently

00:16:33.320 --> 00:16:37.197
reported on how engineers
and regular users are like are getting

00:16:37.280 --> 00:16:40.917
Claude-pilled. Um and I just
wondered how you feel about

00:16:41.000 --> 00:16:44.197
the state of the business
today versus a year ago.

00:16:44.280 --> 00:16:47.277
>> Yeah, I mean, this is one of these
things that's been the growth of the

00:16:47.360 --> 00:16:49.957
business has been fast, [snorts] but but

00:16:50.040 --> 00:16:54.477
but kind of on on the same smooth
exponential curve as the technology. So,

00:16:54.560 --> 00:16:57.877
you know, we we you know, we we have
this this this revenue curve that in

00:16:57.960 --> 00:17:03.237
2023 went from zero to roughly 100 100
million, [snorts] went in 2024 went from

00:17:03.320 --> 00:17:06.437
roughly 100 million to roughly a billion,
[clears throat] 2025 went from

00:17:06.520 --> 00:17:10.197
roughly a a billion to roughly 10 billion.
Not exactly, these are rounded

00:17:10.280 --> 00:17:14.197
numbers, but but that is that is roughly
it. You know, through that, if you go on

00:17:14.280 --> 00:17:17.597
Twitter, every couple months, it's like,
"Oh my god, Anthropic's changing the

00:17:17.680 --> 00:17:21.237
world. Oh my god, you know, Anthropic's
totally destroying you know, just just

00:17:21.320 --> 00:17:25.397
the excitability of the of of the moment.
But but we just watch it and we

00:17:25.480 --> 00:17:29.637
watch this curve. It's fast.
It's constantly progressing. It's given us

00:17:29.720 --> 00:17:32.877
confidence. We never know for sure if
it's going to continue. It might not,

00:17:32.960 --> 00:17:36.917
but but that has been empirically what
we have observed the whole time. And

00:17:37.000 --> 00:17:40.077
then there are these moments where even
though the curve is smooth, there's a

00:17:40.160 --> 00:17:42.317
breakout moment. And so right now, I

00:17:42.400 --> 00:17:44.877
think there's a breakout moment around

00:17:44.960 --> 00:17:49.677
Claude Code among developers.
Um you know, this this thing about being

00:17:49.760 --> 00:17:54.397
able to make whole apps and doing things
end end. Again, that advanced gradually,

00:17:54.480 --> 00:17:58.357
but with our root most recent model
Opus [clears throat] 4.5, it just kind of

00:17:58.440 --> 00:18:00.197
reached an inflection point, right?

00:18:00.280 --> 00:18:03.997
Where you know, the the improvement
was gradual, but you know, it's it's just

00:18:04.080 --> 00:18:06.917
like you know, you you you boiling
the frog. You know, you see you see the

00:18:07.000 --> 00:18:10.277
gradual improvement and then
there's a specific point at which

00:18:10.360 --> 00:18:12.797
suddenly that's the point people notice.

00:18:12.880 --> 00:18:17.197
I think the second thing that has that has
maybe accelerated that further is we

00:18:17.280 --> 00:18:21.637
looked at Claude Code and one of the
things we we noticed is there were a lot

00:18:21.720 --> 00:18:23.877
of people inside Anthropic and outside

00:18:23.960 --> 00:18:26.957
Anthropic who were not technical, but

00:18:27.040 --> 00:18:31.557
who realized that Claude Code could do
these incredible agentic tasks for you.

00:18:31.640 --> 00:18:33.317
It couldn't just write code, it could

00:18:33.400 --> 00:18:35.757
also organize your to-do list or plan

00:18:35.840 --> 00:18:40.557
your projects or organize your folders
or you know, process a bunch of

00:18:40.640 --> 00:18:42.437
information and kind of summarize it. So

00:18:42.520 --> 00:18:45.037
the the idea that not just a chat bot,

00:18:45.120 --> 00:18:49.037
but agentic tasks were were needed. Um

00:18:49.120 --> 00:18:52.677
non-technical people were realizing
it and they wanted it so much that they

00:18:52.760 --> 00:18:55.597
were wrestling with the command line,
right? Non-technical, you know, they

00:18:55.680 --> 00:18:58.637
have no reason if you're not
a programmer, it's such a terrible

00:18:58.720 --> 00:19:01.477
interface to use if you're not
a programmer. But people were going

00:19:01.560 --> 00:19:03.917
through and using it anyway. And so I
looked at that and I said, that looks

00:19:04.000 --> 00:19:07.357
like unmet demand. And so we we used we

00:19:07.440 --> 00:19:10.077
used Claude Code again like two weeks,

00:19:10.160 --> 00:19:13.357
you know, to make basically a kind of a

00:19:13.440 --> 00:19:16.157
version with a better UI that's

00:19:16.240 --> 00:19:18.797
customized for tasks that

00:19:18.880 --> 00:19:23.797
tasks other than other than code.
And you know, you know, we released it and

00:19:23.880 --> 00:19:27.757
you know, within like a day
it you know, had like you know,

00:19:27.840 --> 00:19:32.557
you know, you know, most of the metrics on
the tape were like four times as much as

00:19:32.640 --> 00:19:35.397
anything anything anything
we'd ever released.

00:19:35.480 --> 00:19:38.597
Uh, so you know, those are the two
moments. I don't know if these are new

00:19:38.680 --> 00:19:41.957
capabilities, but you know, there
was just one of these kind of consensus

00:19:42.040 --> 00:19:46.197
moments where people got really excited
and it's it's it's driving adoption

00:19:46.280 --> 00:19:50.157
really fast. I think people are catching
up to what the technology is is capable

00:19:50.240 --> 00:19:52.997
of because it's reached a certain point
and because we built interfaces that

00:19:53.080 --> 00:19:55.637
have made it accessible.
>> Can you tell us a bit about how you

00:19:55.720 --> 00:19:59.597
personally in your life,
your family life use a generative AI?

00:19:59.680 --> 00:20:03.817
>> Yeah, um, so you know, when I'm writing
like, you know, an essay or something

00:20:03.900 --> 00:20:06.997
[clears throat] or like, you know,
things I say in front of the company,

00:20:07.080 --> 00:20:10.557
um, I feel like a fair amount of my job
is writing and so I kind of how I have

00:20:10.640 --> 00:20:14.757
to plot, you know, come up with sources,
help me help me with my writing, that

00:20:14.840 --> 00:20:17.997
that kind of thing.
>> And then obviously you're having this

00:20:18.080 --> 00:20:21.037
great moment and I think there are your
it's widely expected that you're going

00:20:21.120 --> 00:20:24.317
to IPO this year. Can you tell us
a bit about your plans for that?

00:20:24.400 --> 00:20:27.797
>> Yeah, I mean, you know, we we don't
know for sure. We don't know for sure what

00:20:27.880 --> 00:20:31.877
we're going to do and you know, I would
say we're we're more focused on just

00:20:31.960 --> 00:20:35.837
keeping the revenue curve going, making
the models better, selling the models to

00:20:35.920 --> 00:20:39.477
people, you know, warning about
the societal impacts and bringing bringing

00:20:39.560 --> 00:20:42.357
the good stuff. societal impacts.
So you know, that's the that's that's kind

00:20:42.440 --> 00:20:46.077
that's kind of the highest that's kind
of the highest priority right now, but

00:20:46.160 --> 00:20:49.477
you know, I'm not saying anything novel
if I say that this is an industry with

00:20:49.560 --> 00:20:53.437
very high capital demands. Um,
uh, and you know, that the there's

00:20:53.520 --> 00:20:57.157
only so much at some point that the
private markets the private markets can

00:20:57.240 --> 00:21:00.197
provide. >> So another
model that's absolutely

00:21:00.280 --> 00:21:03.917
having a moment is Gemini and it
searched to the top of the app store

00:21:04.000 --> 00:21:06.837
recently and OpenAI declared code red.

00:21:06.920 --> 00:21:09.877
So everyone was got
very excited about that.

00:21:09.960 --> 00:21:14.597
Do you worry about your ability
to compete against Gemini given the sheer

00:21:14.680 --> 00:21:18.357
size of Google? >> So,
I think I think this is another

00:21:18.440 --> 00:21:20.317
place where just just being different

00:21:20.400 --> 00:21:22.837
helps. So, you know, the enterprise

00:21:22.920 --> 00:21:25.837
strategy, Google and OpenAI are fighting

00:21:25.920 --> 00:21:28.397
it out in consumer, right? It They It is

00:21:28.480 --> 00:21:30.237
both is existential to both of them.

00:21:30.320 --> 00:21:34.757
Existential to OpenAI because that's
their whole business. Existential to

00:21:34.840 --> 00:21:37.917
Google because they have the search
business and that's that's what's being

00:21:38.000 --> 00:21:42.357
disrupted by this, so they they need to,
you know, replay replace themselves and

00:21:42.440 --> 00:21:44.317
and fight the disruption. So, that's

00:21:44.400 --> 00:21:47.357
always their first priority. And, you

00:21:47.440 --> 00:21:51.037
know, they they seem more They seem much

00:21:51.120 --> 00:21:55.597
more focused on that than kind
of operating in the enterprise. It's been

00:21:55.680 --> 00:21:59.557
great to see what what Gemini
is is capable of you know, capable of in

00:21:59.640 --> 00:22:02.117
consumer. You know, I think I think
they're, you know, I think they're going

00:22:02.200 --> 00:22:05.757
about it a different way. I was,
you know, I was just on a panel with with

00:22:05.840 --> 00:22:08.717
Demis Hassabis who leads research at
Google. You know, I think I think he's a

00:22:08.800 --> 00:22:12.317
great guy. I've known him for 15
years, so I'm rooting for him.

00:22:12.400 --> 00:22:15.837
>> Um while you talk about differences,
one difference is, I believe, is that our

00:22:15.920 --> 00:22:19.877
topic doesn't have the ability
to generate videos and photos. Do you see

00:22:19.960 --> 00:22:22.037
that as a a potential weakness?

00:22:22.120 --> 00:22:25.797
>> Um I You know, I think for enterprise
business, you know, there's there's not

00:22:25.880 --> 00:22:28.117
really a demand for like, you know, you

00:22:28.200 --> 00:22:33.037
know, photos of you know,
cats riding donkeys or, you know, what

00:22:33.120 --> 00:22:36.917
whatever. Whatever
consumer video people want.

00:22:37.000 --> 00:22:40.677
There's maybe an edge case around like
slides and presentations, but if we ever

00:22:40.760 --> 00:22:42.237
need it, we can just buy them, you know,

00:22:42.320 --> 00:22:48.360
we can just contract a model from from
from from from a contract a model from

00:22:50.360 --> 00:22:53.797
someone else. So, you know, I don't
I don't know what will happen. I don't

00:22:53.880 --> 00:22:57.317
know what will happen in the future,
but I at least don't anticipate needing

00:22:57.400 --> 00:23:00.717
this. Um and I think there are problems
associated with this. Like, you know, I

00:23:00.800 --> 00:23:04.117
think I think, you know, we look at the
amount of short-form video out there.

00:23:04.200 --> 00:23:08.397
Like, a lot of it's fake. A lot of it's
pretty pretty addictive. A lot of it's

00:23:08.480 --> 00:23:11.117
slop. Um not to say that all of it is

00:23:11.200 --> 00:23:13.637
bad or that necessarily doing it means

00:23:13.720 --> 00:23:18.157
you're bad, but but it's not it's not
a part of the market that I'm I'm like,

00:23:18.240 --> 00:23:22.357
you know, tripping over
myself to to get involved in.

00:23:22.440 --> 00:23:26.157
>> You mentioned that you were on a panel
with Demis Hassabis. And when we were

00:23:26.240 --> 00:23:29.797
chatting earlier yesterday, you talked
you said something that I thought was

00:23:29.880 --> 00:23:34.317
quite interesting, but scientists are
approaching the AI AI era or scientists

00:23:34.400 --> 00:23:37.917
who are leading these big AI companies
are approaching the era differently from

00:23:38.000 --> 00:23:42.397
sort of tech entrepreneurs. Can you say
a bit more about what you mean by that?

00:23:42.480 --> 00:23:44.597
>> Yeah, well, so you
know, when I when you

00:23:44.680 --> 00:23:47.197
think about this technology, it's really

00:23:47.280 --> 00:23:50.197
it's really the intersection of research

00:23:50.280 --> 00:23:54.517
that has going been going on for many
decades, much of which was academic in

00:23:54.600 --> 00:23:57.997
nature until, you know,
a decade decade and a half ago.

00:23:58.080 --> 00:23:58.597
Um

00:23:58.680 --> 00:24:03.037
and the kind of scale needed to um you

00:24:03.120 --> 00:24:07.437
know, needed to develop and deploy these
technologies over the last decade and a

00:24:07.520 --> 00:24:11.797
half, which has only come from the
large-scale kind of internet and social

00:24:11.880 --> 00:24:15.837
media companies, right? They have the
infrastructure, they have the cash. So,

00:24:15.920 --> 00:24:20.757
we've seen a world in which some of the
companies are essentially led by people

00:24:20.840 --> 00:24:22.277
who who have a scientific background.

00:24:22.360 --> 00:24:25.757
That's my background. That's Demis's
background. Some of them are led by the

00:24:25.840 --> 00:24:30.357
generation of entrepreneurs that did
social media. Um and I I I think that's

00:24:30.440 --> 00:24:32.557
very different. That um you know,

00:24:32.640 --> 00:24:34.997
scientists there's a long tradition of

00:24:35.080 --> 00:24:38.637
scientists thinking about the effects of

00:24:38.720 --> 00:24:40.797
the technology they build, of thinking

00:24:40.880 --> 00:24:45.797
of themselves as having responsibility
for the technology they build, not

00:24:45.880 --> 00:24:49.117
ducking responsibility, right? They're
they're they're they're motivated in the

00:24:49.200 --> 00:24:51.797
first place by creating something for

00:24:51.880 --> 00:24:54.477
the world. And so then they they worry

00:24:54.560 --> 00:24:59.877
in the cases where that something can
go wrong. Um, I think the motivation of

00:24:59.960 --> 00:25:03.117
entrepreneurs,
particularly the generation of

00:25:03.200 --> 00:25:06.997
uh uh social media entrepreneurs,
is very different. The selection effects

00:25:07.080 --> 00:25:11.477
that operated on them, the way in which
they interacted with, you might say

00:25:11.560 --> 00:25:15.517
manipulated consumers, is very different.
Um, and and so I think that

00:25:15.600 --> 00:25:19.717
that leads to that leads
to different attitudes.

00:25:19.800 --> 00:25:23.957
>> Um, now we've been taking some
questions from readers who submitted their

00:25:24.040 --> 00:25:26.997
questions online. But before we do that,
I just wanted to ask you one more thing,

00:25:27.080 --> 00:25:29.957
which is that you know,
in the big picture, tensions

00:25:30.040 --> 00:25:32.637
are running very high
at the moment between the US and

00:25:32.720 --> 00:25:36.437
China. Do you think or wonder about how
that might impact how you operate your

00:25:36.520 --> 00:25:38.757
business should things escalate?

00:25:38.840 --> 00:25:42.277
>> Look, I mean, you know, we we have
we have always, you know, we always speak

00:25:42.360 --> 00:25:43.957
for ourselves. We've always thought of

00:25:44.040 --> 00:25:46.077
ourselves as as as, you know, kind of

00:25:46.160 --> 00:25:49.357
kind of our own thing and and and and

00:25:49.440 --> 00:25:51.077
and independent, right? We don't go out

00:25:51.160 --> 00:25:54.877
of our way to be for or against anyone,

00:25:54.960 --> 00:25:57.917
but when we, you know, when we disagree

00:25:58.000 --> 00:26:00.117
on policy, we say so. When we agree on

00:26:00.200 --> 00:26:02.997
policy, we say so. And we we really keep

00:26:03.080 --> 00:26:05.477
it focused on AI. And and so, you know,

00:26:05.560 --> 00:26:10.037
I you know, I haven't seen any
reluctance folks in other part of parts

00:26:10.120 --> 00:26:11.917
of the world to work with us, right?

00:26:12.000 --> 00:26:16.517
We're our own thing. We're providing AI
models. We try to do that responsibly.

00:26:16.600 --> 00:26:20.317
>> And I see a lot of talk this week about
AI sovereignty. I'm not entirely sure

00:26:20.400 --> 00:26:23.397
what but everybody seems to have their
own >> don't know what it means either.

00:26:23.480 --> 00:26:25.687
>> Oh, you don't have your own definition?

00:26:25.770 --> 00:26:28.197
>> [laughter] >> Do you want
to hold this for me for a

00:26:28.280 --> 00:26:29.797
minute so I can make it while you do this?

00:26:29.880 --> 00:26:35.800
>> readers online. Um, so I'm going
to start now with one from Trevor Loomis.

00:26:37.040 --> 00:26:40.917
Um, and his question is, what
is the single most important technical

00:26:41.000 --> 00:26:45.997
breakthrough still missing to make
frontier AI reliably safe and controllable

00:26:46.080 --> 00:26:48.877
>> [cough] >> in real-world deployment?

00:26:48.960 --> 00:26:52.797
>> So, I think we need to make
more progress on mechanistic

00:26:52.880 --> 00:26:56.597
interpretability, which is the science
of looking inside the models.

00:26:56.680 --> 00:26:58.357
One of the problem is when we train

00:26:58.440 --> 00:27:03.797
these models is that we don't know,
you can't be sure they're going to do what

00:27:03.880 --> 00:27:06.997
you think they're going to do. You can
talk to the model in one context, it can

00:27:07.080 --> 00:27:11.437
say all kinds of things. Just as with
a human, that may not be a faithful

00:27:11.520 --> 00:27:15.757
representation of what they're actually
thinking. If they tell you, "I'm doing X

00:27:15.840 --> 00:27:19.477
because Y." they might be doing X for a
completely different reason. They might

00:27:19.560 --> 00:27:21.757
be lying about doing X. Like, we're very

00:27:21.840 --> 00:27:23.997
used to these problems with humans, but

00:27:24.080 --> 00:27:26.757
but they exist with AI as well. And so,

00:27:26.840 --> 00:27:28.917
any kind of phenomenological testing or

00:27:29.000 --> 00:27:32.277
training, we can't be certain of. But,

00:27:32.360 --> 00:27:36.197
similar to how, you know, you can learn
things about human brains by doing an

00:27:36.280 --> 00:27:38.997
MRI or an X-ray that you can't learn

00:27:39.080 --> 00:27:43.437
just by talking to a human, the science
of looking inside the AI models, I am

00:27:43.520 --> 00:27:45.317
convinced that this ultimately holds the

00:27:45.400 --> 00:27:50.637
key to making the model safe
and controllable because it's the only

00:27:50.720 --> 00:27:53.117
ground truth we have. >> Right.

00:27:53.200 --> 00:27:55.597
Okay. Um I have another question here

00:27:55.680 --> 00:28:01.237
from Jim O'Connell. How will AI affect
current K-12 educational achievement

00:28:01.320 --> 00:28:04.357
gaps? A practical question
there from no doubt a parent.

00:28:04.440 --> 00:28:08.197
>> Yeah. Yeah. So, you know,
I I my you know, there there's kind of the

00:28:08.280 --> 00:28:12.317
short-term stuff about, you know, people
using AI for cheating, which I think is,

00:28:12.400 --> 00:28:17.077
you know, I think is problematic. But,
you know, in in in relative terms, okay,

00:28:17.160 --> 00:28:20.917
fine, you can have a kind
of a different way of um

00:28:21.000 --> 00:28:24.037
uh you know, of teaching using AI
and you know, we've we've thought about

00:28:24.120 --> 00:28:27.717
that. We've released versions of of
Claude for for education that are kind

00:28:27.800 --> 00:28:29.517
of designed around that. But, I think

00:28:29.600 --> 00:28:33.277
the harder problem behind that is, okay,

00:28:33.360 --> 00:28:37.197
what skills are we actually teaching
in in the world of AI? What does education

00:28:37.280 --> 00:28:41.357
look like it look like in the world of AI?
And it's it's not so easy because

00:28:41.440 --> 00:28:45.837
the disruption is broad and we don't,
you know, if someone asked me what

00:28:45.920 --> 00:28:48.277
exactly what career should I go into?"

00:28:48.360 --> 00:28:52.397
The The uncomfortable truth is I I'm
I'm not sure. I can't tell the direction

00:28:52.480 --> 00:28:56.557
that it's going to I can't tell the
direction that it's going to go yet. I I

00:28:56.640 --> 00:29:01.797
will say that I think we should go back
to some concepts that we had earlier

00:29:01.880 --> 00:29:03.477
about education. Like we we've had a

00:29:03.560 --> 00:29:06.877
very kind of like um like economically

00:29:06.960 --> 00:29:12.317
inflected, almost mercenary notion
notion of education. Um and and and I

00:29:12.400 --> 00:29:15.517
think one of the things that we should
do is we should maybe move away move

00:29:15.600 --> 00:29:20.197
away from that notion back to the idea
that like, you know, education is is is

00:29:20.280 --> 00:29:22.197
designed to shape you as a person, is

00:29:22.280 --> 00:29:24.677
designed to build character, is is, you

00:29:24.760 --> 00:29:27.757
know, is is is is is kind of designed to

00:29:27.840 --> 00:29:31.717
enrich you and and like make you
a better person. I think that's actually a

00:29:31.800 --> 00:29:34.357
safer foundation
for for education's future.

00:29:34.440 --> 00:29:37.837
>> That sounds I'm rather envious of
the kids kids who are yet to be educated.

00:29:37.920 --> 00:29:40.997
It's kind of education that I think
we'd all have liked to have. Um so, to be

00:29:41.080 --> 00:29:43.877
fair to everybody in the room then,
I just I think we've got time for one

00:29:43.960 --> 00:29:48.677
question if anybody would
like to ask a question. Yeah?

00:29:48.760 --> 00:29:50.517
This lady here.

00:29:50.600 --> 00:29:53.117
Yeah Yeah, no no, here's the mic.

00:29:53.200 --> 00:29:55.997
>> Um I wanted to ask from a point of view

00:29:56.080 --> 00:30:00.397
of the AI labs, uh what kind
of responsibility do you hold when there

00:30:00.480 --> 00:30:04.397
are economies, countries, and people
that are being left behind? Um would

00:30:04.480 --> 00:30:07.317
that expand into structurally involving

00:30:07.400 --> 00:30:12.397
them, um slowing down, or actually
making sure that they're not being left

00:30:12.480 --> 00:30:15.477
out? >> Yeah, I worry
about that on a whole

00:30:15.560 --> 00:30:19.397
bunch of scales. And it's you know,
it's not just country versus country.

00:30:19.480 --> 00:30:23.557
Certainly I worry about the developing
world versus the developed world. Um

00:30:23.640 --> 00:30:26.357
where, you know, sometimes the the
developed world developing world will

00:30:26.440 --> 00:30:28.077
get passed by by by technological

00:30:28.160 --> 00:30:30.357
revolutions. But I But you know, I also

00:30:30.440 --> 00:30:33.557
worry about divisions within a country.

00:30:33.640 --> 00:30:35.397
It It has occurred to me as I've looked

00:30:35.480 --> 00:30:38.397
across our customers as the startups are

00:30:38.480 --> 00:30:42.997
so fast to adopt AI. And the traditional
enterprises, because they're bigger,

00:30:43.080 --> 00:30:47.557
because they do a specific thing, they
move much slower. Um and we can see it

00:30:47.640 --> 00:30:52.157
in our economic data. We can see the
diffusion of the technology from states

00:30:52.240 --> 00:30:55.877
within the US that adopted quickly
and states that move slowly. It is

00:30:55.960 --> 00:30:59.557
diffusing. It's getting out there. But
there's there's no question that there's

00:30:59.640 --> 00:31:02.797
a differential here. If I were
to describe the nightmare, and then then

00:31:02.880 --> 00:31:06.757
I'll try to describe some, you know,
what I think of as a solutions. The

00:31:06.840 --> 00:31:08.797
nightmare would be that there's there

00:31:08.880 --> 00:31:11.877
there's like this emerging zeroth world

00:31:11.960 --> 00:31:16.837
country of like 10 million people that's
like 7 million people in the bay, you

00:31:16.920 --> 00:31:21.037
know, in like Silicon Valley and you know,
3 million people kind of scattered

00:31:21.120 --> 00:31:24.517
scat- scattered scattered throughout
that that you know, is is kind of

00:31:24.600 --> 00:31:28.037
forming its own economy and it's
becoming decoupled or disconnected,

00:31:28.120 --> 00:31:32.797
right? Maybe the 10% GDP growth looks
like 50% GDP growth in that part of like

00:31:32.880 --> 00:31:37.757
this technology is so crazy. It can pull
things apart that way. Um I think that

00:31:37.840 --> 00:31:41.317
would be a really bad world. I would
almost say that is a dystopian world,

00:31:41.400 --> 00:31:46.597
right? I And we should think about how
to stop that. Um there are, you know, a

00:31:46.680 --> 00:31:49.997
number of things Anthropic
is thinking about or doing. Um

00:31:50.080 --> 00:31:54.277
one is as regards the developing world,
we're we are starting to do a lot of

00:31:54.360 --> 00:31:58.157
work around public health. Um we've
announced stuff with, you know, run

00:31:58.240 --> 00:32:02.757
Ministry of Education. We're doing
a a lot of work with the Gates Foundation.

00:32:02.840 --> 00:32:05.717
Um you know, it it would I wrote about
this in Machines Evolving Grace. It

00:32:05.800 --> 00:32:08.957
would it would be really great to get
these fast economic growth rates, which

00:32:09.040 --> 00:32:12.637
in theory should be even faster
because it's catch-up growth, um in the

00:32:12.720 --> 00:32:16.477
developing world that I predict we're
going to get in in the developed world.

00:32:16.560 --> 00:32:19.637
Um you know, within within countries, we

00:32:19.720 --> 00:32:23.837
need to we you know, we need to think
about, you know, how how not to have a

00:32:23.920 --> 00:32:27.757
part of the world that just that just
kind of decouples, right? How do we get

00:32:27.840 --> 00:32:31.477
the economic growth to Mississippi that
that, you know, that is coming to this

00:32:31.560 --> 00:32:36.197
contained contained area of of of of
Silicon Valley. And so, you know, there

00:32:36.280 --> 00:32:40.917
we've done work around kind of economic
mobility and economic opportunity, but I

00:32:41.000 --> 00:32:44.197
think both of these again are going
to need to have some some involvement of

00:32:44.280 --> 00:32:47.237
the government. We're going
to find that that, you know,

00:32:47.320 --> 00:32:50.237
ideology will will not survive the

00:32:50.320 --> 00:32:51.957
nature of this technology. It won't

00:32:52.040 --> 00:32:57.437
survive reality. The things I'm talking
about, you know, while you could today

00:32:57.520 --> 00:33:00.557
say, "Oh, yeah, they're they're like
politically coded in some way." They're

00:33:00.640 --> 00:33:03.757
going to become bipartisan and universal
because everyone will recognize the

00:33:03.840 --> 00:33:07.637
necessity of it. Just mark my words. If
we come back, if not next year, the year

00:33:07.720 --> 00:33:11.960
after, everyone's going to think this.
