‘Why I Put $35 Million Into Anthropic’ — Guy Oseary

Tim Ferriss

Summary

Guy Oseary discusses his significant $35 million investment in Anthropic, which stemmed from his 'life-changing' experience with ChatGPT. He highlights his investment approach based on pattern recognition, identifying foundational shifts similar to the iPhone and App Store era. Initially targeting OpenAI, his research and connections, including insights from Salesforce Ventures and headhunters, led him to Anthropic. Oseary details how he and Ashton Kutcher launched a specialized foundational AI fund with a tight 3-month deployment strategy, successfully attracting investors by presenting it as a unique opportunity. He also shares his future vision, emphasizing the importance of identifying and supporting top talent globally, and leveraging his unique value proposition in marketing and narrative building for his portfolio companies as a generalist investor.

Chapters

  1. 0:00Guy's Anthropic Investment
  2. 0:34The ChatGPT 'Aha!' Moment
  3. 3:51Discovering and Funding Anthropic
  4. 7:06Fund Strategy and Future Outlook
  5. 9:14Guy's Unique Investor Approach

Topics covered

  • Anthropic Investment Details
  • Impact of ChatGPT

+6 more topics (full content when you follow the channel)

Transcript excerpt

I want to hop back to the investing. I mean, you've you've had a lot of hits. Airbnb, Uber, Spotify, it goes on and on and on. I mean, I don't know how many IPOs and so on that you've had. I mean, the gazillion. Let's talk about one. So, you put in, tell me if I'm getting this right, 35 million at a 5 billion valuation into Anthropic. This is a company that's been in the news a lot. I think the last round is what? 965 billion, something like that. Are those numbers roughly accurate? >> Yes. >> Okay. So, that's pretty nice multiple so far. You know, we'll see how things go. How did that Anthropic deal happen? >> Well, it starts a little before the day that OpenAI came out, which was on my dad's birthday, ChatGPT. It was life-changing. And I You remember those moments. And again, I go back to music. I remember when I heard Smells Like Teen Spirit by Nirvana. I pulled over the car and I wen…