Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier – Odd Lots

Market views

Bullish

NVDA— NVIDIA was being used in every single AI research paper as early as 2016, indicating dominant position in AI infrastructure that has only strengthened.
ANTHROPIC— Anthropic engineers are writing 8x more code in 2026 than 2021-2024 due to AI assistance, demonstrating massive productivity gains and recursive self-improvement in AI development.
AILABS— AI capabilities are advancing exponentially across multiple domains with labor productivity growth potentially increasing by 1.8 percentage points annually over the next decade as AI diffuses through the economy.

Not investment advice.