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20m 38s

Is Anthropic's IPO Priced to Pop?

Morning Brew
About this episode
Anthropic kicked off its IPO roadshow, with bankers already eyeing a higher price, and launched Claude Sheets, Meetings and Whiteboards to take on Microsoft and Google. Nvidia hired Wachtell to probe Jensen Huang; Ring unveiled security robots, and Reddit launched Reviews. Anthropic launches its IPO roadshow, saying the company and shareholders plan to s ... Show More
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Yesterday
Who Replaces Jensen Huang?
Trump said the FBI was looking into Jensen Huang’s affair, and Nvidia’s stock sank 4.3%. Uber launched in-app parking in 15 cities. Anthropic released Mythos and Fable 5.2, which it says formalized Fermat’s Last Theorem and solved black hole problems. rump says the FBI is “lookin ... Show More
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Nov 9
Jensen's Honeytrap Problem
Jensen Huang’s scandal blew up: Nvidia’s board opened a probe after he admitted an affair with an alleged Chinese spy, Rubio’s memo surfaced, and shell firms got H200 approvals. Also, I covered Apple’s John Ternus pushing Siri toward agents. Sources: US officials believe Jensen H ... Show More
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