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Lenny's Podcast
Lenny Rachitsky interviews product leaders and company builders about product, growth, and technology.
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Head of Growth (Anthropic): Anthropic is automating its own growth
Anthropic’s ARR markers rose from roughly $1 billion at the start of 2025 to $19 billion 14 months later.CASH now automates opportunity discovery, product changes, quality checks, and experiment analysis, but activation remains a moving bottleneck as model capability outpaces user understanding and safety rules can still require leaving revenue on the table.
Inside Google's AI turnaround: AI Mode, AI Overviews, and vision for AI-powered search | Robby Stein
Google’s AI momentum is tied to compounding model gains, tighter research collaboration, focused execution, Gemini’s App Store rise, and Lens visual searches growing 70% year over year.AI Mode combines frontier models, distribution, and live structured information; the next year or so of iteration could shape consumer habits, while visual search’s potential threat to Pinterest and scaling beyond a five-to-10-person team remain risks to monitor.
Scale AI CEO on Meta's $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Scale AI remains independent after Meta invested a little over $14 billion for 49% of its non-voting stock, without a new board seat or preferential data access.CEO Jason Droege cites monthly revenue growth and two $100 million government contracts, while expert data and institution-specific judgment remain bottlenecks as agents advance and enterprise deployment requires six-to-12-month implementation work.