“ASTRO was probably our biggest competitive advantage while it wasn't generally available. Since we've had it, our productivity jumped so much that we shifted some of our plans six months ahead, and we'll ship them at dev day instead of mid next year.”
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OpenAI ships planned products at dev day (typically October/November) that were originally scheduled for mid-2027, demonstrating the six-month acceleration.
Host reports that Fable 5.1 is coming shortly and OpenAI's Astra has been delayed until September 2026.
Dario Amodei predicts that within 6-12 months, a misaligned AI swarm could take over the internet and cause hundreds of billions in damage.
Dario Amodei predicts Anthropic will have early results in biology and medicine in the coming months.
Microsoft plans to triple data center capacity from 12 GW to 38 GW by 2032.
Google will release Gemini Enterprise products for additional professional verticals beyond legal and finance.
Anthropic will disclose a $30 trillion TAM in their IPO filing.
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