Anthropic's IPO roadshow video

Anthropic's IPO roadshow video includes previously unreleased details on its business, notably a section with co-founder Tom Brown on its "Approach to compute," describing how Claude is trained and served across AWS Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs. Brown says a multi-chip strategy was an early unconventional bet, and that this year Claude got running on AMD GPUs in three days with basically no human intervention, porting or writing almost 100% of the kernels. He also describes compute multipliers as a stacking competitive advantage that could accelerate toward recursive self-improvement.