Invest Like the Best with Patrick O'Shaughnessy — Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

SCOUT· 62%1h 16m·2026-05-13·Money

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

Invest Like the Best with Patrick O'Shaughnessy · 472

My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which everything else gets built. We talk about what he calls the cone of uncertainty, the three chip platforms Anthropic…

Listen now

Buzzmeter · cross-platform

62%

SCOUT

Scout bees are checking it out — divided opinions, the swarm hasn't committed.

Hive Vote · Skep listeners

New on SkepAwaiting the hive's first votes

Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.

Rate this episode

Add your vote to the Hive — listeners rate every episode after they finish.

Recent reviews

No reviews yet — be the first.

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

Rate this episode

More from Invest Like the Best with Patrick O'Shaughnessy

Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]