The BasePeople

Joey Brookhart

Analyst, SemiAnalysis

Titles as the sources gave them. In 2 entries, with 6 checked quotations.

What they said

Newest first. Each quotation was found word for word in the source.

“to get to a trillion I think we do have to move some of that white collar work and where it's more of AI's augmentation to labor saving or replacement in some areas.”
Inside Anthropic’s trillion-dollar AI gambleDecoder with Nilay Patel, October 29, 2026. Speaking as: Other. Brookhart answering how Anthropic could reach the trillion dollars of revenue that Dario Amodei has said is within reach.
Speaker known from context, not confirmed by listening
“only the coders are allowed to use the frontier models at a lot of these enterprises”
Inside Anthropic’s trillion-dollar AI gambleDecoder with Nilay Patel, October 29, 2026. Speaking as: Other. Brookhart on what SemiAnalysis hears from large companies about who gets access to the most capable AI models.
Speaker known from context, not confirmed by listening
“To get to $1 trillion, we do have to move to some of that white collar work, where it goes from AI augmentation to labor saving or replacement in some areas.”
Anthropic is asking Wall Street to believe in AGIThe Verge, October 29, 2026. Speaking as: Other. Brookhart answering how Anthropic could reach the $1 trillion in revenue that Dario Amodei has said is within reach.
“Anthropic had negative 94 percent gross margins on inference two years ago. Now they have a positive 85 percent margin”
Anthropic is asking Wall Street to believe in AGIThe Verge, October 29, 2026. Speaking as: Other. Brookhart explaining what SemiAnalysis's Tokenomics model tracks; the figures come from Brookhart's reading of Anthropic's filing and SemiAnalysis's modelling.
“People don’t realize this, but only about 30 percent of the compute is actually in inference-serving revenue. The rest is for experimentation and research, training models, and post-training models.”
Anthropic is asking Wall Street to believe in AGIThe Verge, October 29, 2026. Speaking as: Other. Brookhart describing how Anthropic divides its computing capacity between serving customers and building the next models.
“Is there going to be some timing or adoption mismatch where we just don’t get the revenue at a certain point of time to justify that chase of “train and compute towards AGI”? That’s a risk.”
Anthropic is asking Wall Street to believe in AGIThe Verge, October 29, 2026. Speaking as: Other. Brookhart naming the main risk to Anthropic's plan: revenue arriving too slowly for the training spending.

In the Base

Every entry they appear in.

  1. PodcastDecoder with Nilay PatelSpeaks

    Inside Anthropic’s trillion-dollar AI gamble

    In a 45-minute Decoder episode, Nilay Patel and SemiAnalysis analyst Joey Brookhart go through Anthropic's IPO filing: its margins, compute commitments, competition from OpenAI and open models, and the risk that revenue lags the spending on AGI.

  2. PodcastThe VergeSpeaks

    Anthropic is asking Wall Street to believe in AGI

    The Verge publishes the edited transcript of a Decoder interview in which SemiAnalysis analyst Joey Brookhart reads Anthropic's IPO filing (S-1) as showing strong margins, and argues that a $10 trillion valuation depends on automating white-collar work.