How Lego nearly went bankrupt by losing sight of its core product and what it teaches us about culture, focus, and CEO decisions. Plus, a breakdown of Anthropic's jaw-dropping $30B run rate and what's fuelling it.
Timestamps:
00:00 - Intro 02:04 - Lego deep dive - origin, near-bankruptcy & recovery lessons 19:15 - The "wrong CEO" trap & staying focused as you scale 34:49 - Anthropic culture - Dario's 40–50% time investment 37:22 - Anthropic's growth: $3B → $9B → $30B in one year 41:17 - Why the "focus on coding" strategy is winning 49:36 - OpenAI acquires TBN - what's the real play?