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Rory O'Driscoll

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Claude mentions software
"Anthropic actually has a $200 million contract with the Department of War"
"I happen to know because I read as a big believer in Richard Rhodes' The Making of the Atomic Bomb as a book they share"
Tesla mentions product
"Tesla trades at a trillion today. I think if Elon died tomorrow, it to trade at 200 billion"
SpaceX mentions other
"You've got to believe that the next round for this Anthropic and SpaceX are all public offerings"
Azure mentions software
"all you have to do is look at Azure's market share in cloud... the value proposition of Azure for 20 years was it's not nearly as good but it's getting there"
AWS mentions software
"we're running on AWS should we run on Azure our customers want to run on Azure"