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Oct 26
25m 6s

Anthropic's S-1 Just Dropped!

Morning Brew
About this episode
Anthropic’s S-1 finally dropped: ticker ANT, $16.3B in first-half revenue, and a gargantuan compute bill. Apple unveiled an OLED iPad mini, Meta moved to raise $95B for AI, Elvis’s rightsholders sued Anthropic, and Block’s Dessa speech model wowed me. Anthropic files for an IPO on the Nasdaq under the symbol ANT; the number of Class A shares to be offere ... Show More
Up next
Yesterday
Who Inherits Anthropic?
OpenAI claimed three fresh breakthroughs in math, physics, and computer science — including that the Exponential Time Hypothesis is false. Apple unveiled the M6 MacBook Pro. Microsoft offered buyouts to ~60K workers, a quarter of headcount. Plus, Anthropic S-1 nuggets. OpenAI ann ... Show More
21m 4s
Oct 23
OpenAI Takes a $150B Haircut
OpenAI neared a $30B bridge round at a $1.25T valuation, down from the $1.4T it pitched, ahead of an IPO. Treasury proposed curbs on US tech investment in China, banks blocked rogue AI agents, and OpenAI launched its Decisions API. Sources: OpenAI nears an up to $30B round led by ... Show More
23m 13s
Oct 22
The iPhone Duo Reviews Are In
PHP-aggedon kept rolling, with patches covering only PHP 8.2 and newer. Anthropic unveiled Claude Duet, a proactive background agent. Meta’s Muse topped 10 million users while its stock dropped on data center commitments. iPhone Duo reviews landed, Gruber scathing. The PHP Founda ... Show More
22m 4s
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