Wall Street Has No Idea What Anthropic Is Worth
The AI Daily Brief: Artificial Intelligence News and Analysis

Wall Street Has No Idea What Anthropic Is Worth

B2Upper-intermediateNovember 11, 202624 min

Anthropic is heading into its IPO with surging revenue, massive compute commitments, and a new productivity suite taking aim at Microsoft. NLW breaks down the competing bull and bear cases, why the valuation headlines are misleading, and what the offering could mean for the entire AI trade. In the headlines: Google releases Gemini 4 Carbon, Nvidia’s China scandal deepens, and OpenAI’s revenue surges. Check out How We Got Here Ep. 3 - How Gambling on Everything From Our Phones Became Normal ⁠⁠https://open.spotify.com/episode/4OHJ8GCtbEoAcSHsDT2Byr?si=B7qP-oAGS6SNRoPEGX...

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With Anthropic's IPO coming up next week, we are getting numbers.

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We're getting investors' response to that valuation.

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0:00

With Anthropic's IPO coming up next week, we are getting numbers. We're finally seeing what valuation we want to go out at. We're getting investors' response to that valuation. We're getting debates on what it says about the AI trade.

0:11

And all that is happening as Anthropic continues to release new products that rip market cap off of competitors. Today, we're talking about everything we know heading into the IPO and why basically I think that we know nothing at all.

0:22

The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. All right, friends, quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG,

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