For me, the most fascinating part of the conversation was getting to ask HT what got him to change his mind on Anthropic and what its economic case is. In his 2024 convo with @patrick_oshag, @htaneja said they weren't really in the frontier lab investing game: "I think there's a lot of focus today on building the AI models and sort of chasing AGI. That place is very hard for us to invest because I feel like every round is a venture around. Even if you have some short-term revenue because as…