Anthropic’s AI bubble ‘YOLO’ warning

Andrew Ross Sorkin and Dario Amodei speak onstage during The New York Times DealBook Summit 2025 at Jazz at Lincoln Center on December 03, 2025 in New York City. | Image: Getty

This is an excerpt of Sources by Alex Heath, a newsletter about AI and the tech industry, syndicated just for The Verge subscribers once a week.

Dario Amodei took the stage at the DealBook Summit on Wednesday to throw punches without naming names.

The Anthropic CEO spent a good chunk of the interview with Andrew Ross Sorkin drawing a careful line between his company's approach and that of a certain competitor. When asked about whether the AI industry is in a bubble, Amodei separated the "technological side" from the "economic side" and then twisted the knife.

"On the technological side, I feel really solid," he said. "On the economic side ...

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