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Saam Motamedi
Greylock (general partner)
First call on the ledger
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Where they stand
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On Kimi K3: 'the reaction over the last 24 hours is perhaps a little bit premature' @19:28, 'benchmarks are imperfect' @19:42, K3 'is much more expensive on a per token basis than Kimi K2' and 'not particularly token efficient' - 'for a given task, it actually uses many more tokens than an open AI or anthropic model' @20:33.
“And so I think this conclusion that it 's going to lead to price erosion for the frontier is perhaps a bit premature.”
Direct answer to the anchor's challenge 'why are we valuing anthropic at nearly a trillion dollars? What's the moat?' @21:07; he cites first-party products ('cloud code, cloud co-work... cloud tag' - whisper for Claude Code/Cowork/Tag) @21:32, calls Kimi 'competitive with, I'd say, one generation prior' @22:01, and flags 'significant new releases coming out' from the labs @22:08.
“I think both anthropic and open AI have multiple moats. The first is they have very significant revenues. These are the fastest growing companies in human history.”
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