Anthropic Chief Executive Has A.I. Bubble ‘Concerns’

This is an interview with Dario Amodei, co-founder and CEO of Anthropic, at the 2025 DealBook Summit, hosted by Andrew Ross Sorkin. Amodei discusses the rapid growth and economic implications of AI, addressing concerns about an AI bubble and overspending in the industry. He highlights the dilemma between the uncertainty of economic value growth and the long lead times for building necessary data centers, while also cautioning against companies that are taking excessive risks ("YOLOing"). Amodei defends the potential of AI, citing Anthropic's revenue growth and the broad applicability of AI models across various sectors. The conversation touches on the competitive landscape, particularly between consumer-focused AI companies, and Anthropic's enterprise-oriented approach. Policy questions are also addressed, including the debate over selling advanced chips to China and the need for AI regulation to balance innovation with national security and job displacement concerns.