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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

May 13, 2026 · 1h 16m
AI Summary
  • Krishna Rao, Anthropic's CFO, discusses compute procurement and allocation as the foundational element for AI development.
  • Explores the 'cone of uncertainty' and Anthropic's fungible use of Trainium, TPUs, and GPUs for model training and serving.
  • Details daily meetings for allocating compute resources between development, internal use, and customer demand.

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