Secondpod

Two Kings, One Board | Anthropic vs OpenAI

We sat down in March 2026 to break down the two most important companies in AI. This episode is a full deep dive into Anthropic and OpenAI, comparing everything from corporate structure and revenue models to business strategy, research philosophy, and the politics shaping both companies. We cover the founding stories, the safety vs scale debate, enterprise adoption, fundraising dynamics, the Pentagon ban, and where both companies are headed next. Whether you're a builder, investor, or just following the AI race closely, this is the episode.   ur Newsletter : https://secondnewsletter.substack.com/ Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ 0:00 Introduction 49:03 Iran 3:16 Anthropic vs OpenAI summary  4:29 Revenue Chart  7:12 Story Behind OpenAI and Deepmind 12:27 Political Motivation Behind Anthropic, Effective Alterism 13:00 Why did Amodei leave OpenAI? 13:22 Anthropic Co-founders 14:25 When did the war begin? 16:00 Anthropic fundraising story  17:00 Open Philanthropy in the story?  18:22 Consumer vs Enterprise?  20:32 google did favor?  23:08 Why is Anthropic in love with regulations?  23:53 Anthropic is the master of regulatory capture  24:20 Bill Gurley about the Anthropic  25:22 Anthropic Legal team is from the Government?  25:58 How Anthropic when the government contracts? 31:18 Claude Code vs Codex? 31:56 Focus 37:50 Skill 39:44 Financial Analysis 43:39 OpenClaw 44:25 OpenClaw Stat 47:33 Codex App 51:43 Amodei Risk Strategy 59:29 Add for OpenAI 1:0:13 Department of War 1:04:00 Contract with Department of War  1:08:58 OpenAI risks 1:15:18 OpenAI and Private Equity 1:17:38 Iranian Anthropic Board Member    References :    https://openai.com/index/introducing-openai/ [https://openai.com/index/introducing-openai/] https://www.acquired.fm/episodes/google-the-ai-company [https://www.acquired.fm/episodes/google-the-ai-company] https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start%2Dup%20incubator%20Y%20Combinator. [https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start-up%20incubator%20Y%20Combinator.] https://www.acquired.fm/episodes/google-the-ai-company [https://www.acquired.fm/episodes/google-the-ai-company] https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/ [https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/] https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/ [https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/] https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai [https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai] https://www.youtube.com/watch?v=O_AfZ6J0ToE [https://www.youtube.com/watch?v=O_AfZ6J0ToE] https://www.youtube.com/watch?v=W3YpC4Dvzso [https://www.youtube.com/watch?v=W3YpC4Dvzso] https://www.linkedin.com/in/elizabeth-kelly-dc/ [https://www.linkedin.com/in/elizabeth-kelly-dc/] https://www.linkedin.com/in/holden-karnofsky-75970b7/ [https://www.linkedin.com/in/holden-karnofsky-75970b7/] https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs [https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs] https://www.anthropic.com/news/model-context-protocol [https://www.anthropic.com/news/model-context-protocol] https://www.linkedin.com/in/farzam-hejazi-5b608081/ [https://www.linkedin.com/in/farzam-hejazi-5b608081/] https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html [https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html] https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE [https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE] https://www.youtube.com/watch?v=n1E9IZfvGMA [https://www.youtube.com/watch?v=n1E9IZfvGMA] https://www.youtube.com/watch?v=gzwRflcLPAAZZ [https://www.youtube.com/watch?v=gzwRflcLPAAZZ] https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture [https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture] https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn [https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn] https://www.linkedin.com/in/yasminrazavi/ [https://www.linkedin.com/in/yasminrazavi/] Linkedin: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true X : https://x.com/thesecondpod Instagram : https://www.instagram.com/thesecondpod/   #ArdalanJavadi #هوش_مصنوعی #عامل_محور #ایجنت #سندباکس_ایجنت #کارآفرینی #استارتاپ #جذب_سرمایه #سرمایه_جسورانه #سیلیکون_ولی #SecondPod #Ardalan Javadi

Second Prize Awards 2025, Celebrating the Best Iranian AI Scientists

Why will Google & NVIDIA struggle next year? We're celebrating the best Iranian AI scientists, roboticists, VCs & startups while revealing what's coming in 2026. Newsletter : https://secondnewsletter.substack.com/ [https://secondnewsletter.substack.com/] Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ [https://www.linkedin.com/in/ardalanjam1369/] Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ [https://www.linkedin.com/in/farzam-hejazi-5b608081/] 0:00 Introduction 3:04 Best AI Scientist of the Year 10:03 Best Roboticist of the Year  13:46 Best Robotic Startup of the year 16:25 Best Venture Capitalist of the year  33:08 Best none AI Business 38:19 Best CEO of the Year  42:06 Best AI Model or Product 48:49 Best Female in Tech or Investment  50:19 Best Podcast Episode of the year  52:01 Most Two Important Trends in 2026   References:    https://arxiv.org/pdf/2501.00663 [https://arxiv.org/pdf/2501.00663] https://arxiv.org/pdf/2505.23735 [https://arxiv.org/pdf/2505.23735] https://www.youtube.com/watch?v=uX12aCdni9Q [https://www.youtube.com/watch?v=uX12aCdni9Q] https://www.linkedin.com/in/vahab-mirrokni-49774112/ [https://www.linkedin.com/in/vahab-mirrokni-49774112/] https://www.linkedin.com/in/alibehrouz/ [https://www.linkedin.com/in/alibehrouz/] https://www.youtube.com/watch?v=jux_L-Re5JA [https://www.youtube.com/watch?v=jux_L-Re5JA]  https://www.linkedin.com/in/vahdat/ [https://www.linkedin.com/in/vahdat/] https://www.linkedin.com/in/pouransari/ [https://www.linkedin.com/in/pouransari/] https://www.arxiv.org/pdf/2510.02375 [https://www.arxiv.org/pdf/2510.02375] https://www.linkedin.com/in/alikashani/ [https://www.linkedin.com/in/alikashani/] https://www.youtube.com/watch?v=xNsj3nfkTHQ&t=1s&pp=ygUXVG91cmFqIFBhcmFuZyBTZWNvbmRQb2Q%3D [https://www.youtube.com/watch?v=xNsj3nfkTHQ&t=1s&pp=ygUXVG91cmFqIFBhcmFuZyBTZWNvbmRQb2Q%3D] https://www.youtube.com/watch?v=IOC7X9lfb1k [https://www.youtube.com/watch?v=IOC7X9lfb1k] https://www.linkedin.com/in/brettadcock/ [https://www.linkedin.com/in/brettadcock/] https://www.linkedin.com/in/dorsa-sadigh-6988581a/ [https://www.linkedin.com/in/dorsa-sadigh-6988581a/] https://x.com/dorsasadigh/status/1899981257427313037?s=46 [https://x.com/dorsasadigh/status/1899981257427313037?s=46] https://en.wikipedia.org/wiki/Presidential_Early_Career_Award_for_Scientists_and_Engineers [https://en.wikipedia.org/wiki/Presidential_Early_Career_Award_for_Scientists_and_Engineers] https://www.figure.ai [https://www.figure.ai/] https://www.linkedin.com/in/cbfinn/ [https://www.linkedin.com/in/cbfinn/] https://www.worldlabs.ai [https://www.worldlabs.ai/] https://joincolossus.com/article/ramtin-naimi-man-hot-hand/ [https://joincolossus.com/article/ramtin-naimi-man-hot-hand/] https://www.youtube.com/watch?v=QEICTvGNKrY [https://www.youtube.com/watch?v=QEICTvGNKrY] https://medium.com/@annayeleferenko1995/how-cursor-anysphere-became-a-29-3b-company-in-just-a-few-years-eaf693674ef7 [https://medium.com/@annayeleferenko1995/how-cursor-anysphere-became-a-29-3b-company-in-just-a-few-years-eaf693674ef7] https://neo.com/startups [https://neo.com/startups] https://www.institutionalinvestor.com/article/2bsx50dfm3p7vduehik8w/culture/the-unusual-ambitions-of-chamath-palihapitiya [https://www.institutionalinvestor.com/article/2bsx50dfm3p7vduehik8w/culture/the-unusual-ambitions-of-chamath-palihapitiya] Ramtin N. - San Francisco Bay Area | Professional Profile | [https://www.linkedin.com/in/ramtin-n-7b2b5149/]LinkedInlinkedin.com [http://linkedinlinkedin.com/] https://finance.yahoo.com/news/nvidia-acquires-ai-chip-startup-150217099.html [https://finance.yahoo.com/news/nvidia-acquires-ai-chip-startup-150217099.html] https://www.tiktok.com/@theallinpod/video/7335094802742054186 [https://www.tiktok.com/@theallinpod/video/7335094802742054186] https://open.substack.com/pub/chamath/p/the-future-of-ai-compute-a-conversation?utm_campaign=post&utm_medium=email [https://open.substack.com/pub/chamath/p/the-future-of-ai-compute-a-conversation?utm_campaign=post&utm_medium=email] https://www.youtube.com/watch?v=UneoszmxRGg [https://www.youtube.com/watch?v=UneoszmxRGg] https://www.linkedin.com/in/mohsenmoazami/ [https://www.linkedin.com/in/mohsenmoazami/] https://www.linkedin.com/in/sundeepm/ [https://www.linkedin.com/in/sundeepm/] https://en.wikipedia.org/wiki/Will_Ahmed [https://en.wikipedia.org/wiki/Will_Ahmed] https://www.forbes.com/profile/adam-foroughi/ [https://www.forbes.com/profile/adam-foroughi/] https://en.wikipedia.org/wiki/Mike_Amiri [https://en.wikipedia.org/wiki/Mike_Amiri] https://code.claude.com/docs/en/overview [https://code.claude.com/docs/en/overview] https://youtu.be/38YCBtzWptU?si=UJPqZc3RWqgOe_pH [https://youtu.be/38YCBtzWptU?si=UJPqZc3RWqgOe_pH] https://www.liquid.ai/team/ramin-hasani [https://www.liquid.ai/team/ramin-hasani] Adam Foroughi - Los Angeles, California, United States | Professional Profile | [https://www.linkedin.com/in/adamforoughi/]LinkedInlinkedin.com [http://linkedinlinkedin.com/] https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.youtube.com/watch%3Fv%3D50_DF8Aw7S0&ved=2ahUKEwimkOaE_e2RAxV2FjQIHSHrDpIQtwJ6BAgYEAI&usg=AOvVaw2n5JBp3evO3dgwfdt0zOzT [https://www.youtube.com/watch?v=50_DF8Aw7S0] https://www.sparkcapital.com/team-members/yasmin-razavi [https://www.sparkcapital.com/team-members/yasmin-razavi] https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.youtube.com/watch%3Fv%3DtNZnLkRBYA8&ved=2ahUKEwie6-79_u2RAxVMFjQIHQlVHcAQtwJ6BAgaEAI&usg=AOvVaw3f3wVywqXIx5HWqTLdJg6- [https://www.youtube.com/watch?v=tNZnLkRBYA8] https://youtu.be/21EYKqUsPfg?si=pSYY0LOgQ4O_C3-5 [https://youtu.be/21EYKqUsPfg?si=pSYY0LOgQ4O_C3-5] Linkedin: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true X : https://x.com/thesecondpod Instagram : https://www.instagram.com/thesecondpod/   #ArdalanJavadi #هوش_مصنوعی #عامل_محور #ایجنت #سندباکس_ایجنت #کارآفرینی #استارتاپ #جذب_سرمایه #سرمایه_جسورانه #سیلیکون_ولی #SecondPod

$8.5M in 10 Days with VERIS AI Founders

در این قسمت میزبان دو هم‌بنیان‌گذار Veris، اندی پرتوی و مهدی جامعی هستیم؛ یکی از سریع‌ترین استارتاپ‌های رو‌به‌رشد در حوزه هوش مصنوعی. Veris در حال ساخت سندباکس ایجنت‌هاست: محیط‌های ایمن و مقیاس‌پذیر که در آن ایجنت‌های هوش مصنوعی می‌توانند قبل از ورود به دنیای واقعی، آموزش ببینند، تست شوند و کارایی واقعی خود را ثابت کنند. در این گفت‌وگو، اندی و مهدی درباره محصول، داستان شکل‌گیری، کاربردهای واقعی، و این‌که چطور فقط در ۱۰ روز ۸.۵ میلیون دلار از سرمایه‌گذاران طراز اول جذب کردند صحبت می‌کنند—از تاکتیک‌ها و اشتباهات تا نکاتی که واقعاً برای سرمایه‌گذاران جذاب بود. در این قسمت، امیرعلی مهاجر (بنیان‌گذار HostAI ) نیز  همراه ماست. لینک‌ها * امیرعلی مهاجر: https://www.linkedin.com/in/amiralimohajer/ [https://www.linkedin.com/in/amiralimohajer/] * مهدی جامعی: https://www.linkedin.com/in/mehdijamei/ [https://www.linkedin.com/in/mehdijamei/] * اندی پارتوی: https://www.linkedin.com/in/andi-partovi/ [https://www.linkedin.com/in/andi-partovi/] * Deck : https://www.canva.com/design/DAGp5AphGww/WNFz1J6hRBUqyN4tUzEOsw/edit?utm_content=DAGp5AphGww&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAGp5AphGww/WNFz1J6hRBUqyN4tUzEOsw/edit?utm_content=DAGp5AphGww&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton] فصل‌ها  0:00 خلاصه 1:11 معرفی 2:06 Veris چه می‌کنه؟ 2:56 گفت‌وگو با مهدی 5:06 الهام از خودروهای خودران برای مهدی و اندی 6:50 سوال امیرعلی درباره قابلیت‌های اندازه‌گیری Veris برای ایجنت‌ها 8:00 توضیح اندی درباره Veris AI 9:15 آیا هر ایجنت به محیط اختصاصی نیاز دارد یا سازوکار چگونه است؟ 12:05 راهکار شما فعلاً سازمانی است ,آیا در آینده به استارتاپ‌ها هم کمک می‌کند؟ 14:54 توصیهٔ اندی: چه استراتژی‌ای ایجنت قابل‌اعتماد می‌سازد؟ 16:07 «توسعهٔ مبتنی بر شبیه‌سازی» برای ایجنت‌ها یعنی چه؟ 16:30 تعریف «ایجنت» چیست؟ 19:00 پس‌تولیدِ وظایف عامل‌محور 20:00 مزیت رقابتی (Moat) شما چیست؟ 25:10 چگونه می‌خواهید برنده شوید؟ 26:11 آشنایی شما در برنامهٔ Pear VC چگونه شکل گرفت؟ 30:22 داستان شکل‌گیری Veris 30:54 چگونه مطمئن شدید  تیم مناسبی هستید؟ 38:26 اشارهٔ امیرعلی: فنی‌تر بودن اغلب از صرفِ دانشِ Domain باکیفیت‌تر است 40:26  SecondPod فصل سوم 40:39 اسلاید ۱  41:43 استراتژی فاندریزینگ 44:09 ۸.۵ میلیون دلار در ۱۰ روز,چطور؟ 48:11 سرمایه‌گذاران این روزها به کدام کنفرانس‌ها می‌روند؟ 51:23 اسلاید ۲ 51:50 جایگاه‌گذاری شما کجاست؟ 55:03 اسلاید ۳  57:22 لید اینوستور را چگونه پیدا کردید؟ 1:03:30 مسیر رسیدن به AGI یا ASI چیست؟ 1:08:31 نظریهٔ «انتخاب طبیعی» در آیندهٔ AI؟ 1:12:58 در استخدام به دنبال چه ویژگی‌هایی هستید؟ 1:16:27 برنامهٔ استخدامیِ غیرفنی؟ 1:19:39 استراتژی GTM  چرا مؤسسات مالی؟ 1:28:46 «موفقیت» را چگونه تعریف می‌کنید؟  SecondPod * لینکدین اردلان جوادی: https://www.linkedin.com/in/ardalanjam1369/ [https://www.linkedin.com/in/ardalanjam1369/] * لینکدین SecondPod: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true [https://www.linkedin.com/company/secondpodcast/?viewAsMember=true] * ایکس (X): https://x.com/thesecondpod [https://x.com/thesecondpod] * اینستاگرام: https://www.instagram.com/thesecondpod/ [https://www.instagram.com/thesecondpod/] * خبرنامه/پادکست: https://secondnewsletter.substack.com/podcast [https://secondnewsletter.substack.com/podcast]

What's Next in the Next 12 Months?

SecondGroup podcast is  for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show   In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.   This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/ [https://www.linkedin.com/in/ardalanjam1369/] Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/ [https://www.linkedin.com/in/farzam-hejazi-5b608081/] Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/ [https://www.linkedin.com/in/shirinmojarad/] 0:00 Summary 1:44 Subjects   2:18 Ardalan’s experience at the Acquire Live event in San Francisco 3:35 Zuck's Personal Rebranding 5:44 Fed Policy  7:52 What's Ahead in the Market Over the Next 12 Months 10:11 What Can We Learn from Japan? 13:48 Potential Black Swan Events in the Next 12 Months 24:44 Ardalan's Outlook on the Market for the Next 12 Months 25:36 Pitchbook Report on the Performance of Various Funds in the Private Market 26:10 LBO 30:31 Hilton Hotels LBO 32:40 Elon Musk's Position in the AI Market 39:31 Strawberries 44:19 reasoning model References :  https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story [https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story] https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf [https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf] https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf [https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf] https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield [https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield] https://www.youtube.com/watch?v=vIXfYFB7aBI [https://www.youtube.com/watch?v=vIXfYFB7aBI] About Us :    Linkedin : https://www.linkedin.com/company/thes...  Twitter : / thesecondpod  Instagram : https://www.instagram.com/thesecondpo...  #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست

Reframing Entrepreneurship With Narges Baniasadi

In this special episode, we have a fascinating conversation with Narges Baniasadi, a prominent figure in the biotech ecosystem and founder of Bina Technologies, which was successfully acquired by Roche in a deal worth over $100 million. Narges holds a bachelor's degree in computer science from the University of Tehran and a PhD in electrical engineering from Stanford. Following the acquisition, she embarked on what she calls her "second journey"—a shift towards meaningful entrepreneurship, or what she refers to as "impact entrepreneurship." She also launched the Emergence program at Stanford. We dive deep into her philosophy on entrepreneurship and discuss her insights into the key characteristics of impactful entrepreneurship Narges Baniasadi Linkedin : https://www.linkedin.com/in/narges-baniasadi-1a45b94/ [https://www.linkedin.com/in/narges-baniasadi-1a45b94/] Stanford Emergence Program : https://emergence.stanford.edu/ [https://emergence.stanford.edu/] Watch Video on Youtube : https://youtu.be/50_DF8Aw7S0?si=pQpX5T28tZ_jj96a [https://youtu.be/50_DF8Aw7S0?si=pQpX5T28tZ_jj96a] About Us : Linkedin : https://www.linkedin.com/company/thes... [https://www.linkedin.com/company/thes...] Twitter : / thesecondpod Instagram : https://www.instagram.com/thesecondpo... [https://www.instagram.com/thesecondpo...] #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست