Anthropic's Daniela Amodei on spending less than competitors, keeping AI safe and a possible IPO

Summary

Anthropic co-founder and president Daniela Amodei discusses the company's disciplined approach to AI compute spending, its enterprise-first strategy, and its safety practices with CNBC's MacKenzie Sigalos. She says compute demand often exceeded supply, enterprise AI demand is strong, and returns to better models and hardware remain high, though she is uncertain about broad industry overinvestment. The conversation also covers AI safety, policy, possible IPO timing, and whether LLMs alone can reach AGI.

• Anthropic focuses on spending less and doing more with less compute.
• Daniela says enterprise and B2B AI is a large, attractive market.
• She notes demand for Claude and cloud has often exceeded compute supply.
• She says returns to better hardware and slightly better models are high.
• She is uncertain whether the AI industry is overinvesting and flags few players.
• IPO timing for 2026 is not confirmed; Anthropic weighs capital access.
• AI safety, transparency, and policy are discussed.
• She sees model progress continuing but economic adoption may lag.