This week, Invest Like the Best explored the economics of frontier AI with Krishna Rao, Anthropic's CFO, who discussed the massive compute infrastructure required to scale large language models and the path to generating $30 billion in annual revenue. The conversation surfaced a central tension in AI development: the enormous upfront capital requirements needed to train increasingly capable models versus the uncertainty around when—and how substantially—those investments will generate returns.
Episodes This Week
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This Week in Invest Like the Best with Patrick O'Shaughnessy (Jun 22 - Jun 28, 2026)
1 episode · Jun 22 – Jun 28
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1 episode · Apr 6 – Apr 12