The long-awaited S-1 filing from Anthropic has finally landed and, if all goes smoothly, it could bookend a year of two of the biggest IPOs in history. It may also restart a stalled IPO market that’s been waiting on it. Markets have been choppy in the runup to the mega-IPO from the first frontier AI lab to try and tap the public for much needed funding. Ed Ludlow, Bloomberg Tech Host and Seth Fiegerman, Bloomberg News AI Editor have the details. Plus, Axel Merk, President and Chief Investment Officer, Merk Investments says that markets are fundamentally misunderstanding the Warsh Fed. And Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz preview US Midterms.
Chapters:
00:00:00 Bloomberg Businessweek Daily
00:04:17 Anthropic Files for an IPO
00:05:30 Anthropic’s Growth & Existential AI Risks
00:08:23 Anthropic’s Financials & Massive AI Spending
00:12:01 Falling Compute Costs & the Path to Profitability
00:15:00 Anthropic’s Customers & Revenue Growth
00:19:04 Markets: Tech Rally & Microsoft Buyouts
00:20:36 Fed Chair Kevin Warsh & Monetary Policy
00:25:14 The Fed, Interest Rates & Financial Markets
00:29:33 AI Spending, Debt & Economic Growth
00:34:39 Midterms, Prediction Markets & Anthropic
00:35:37 Anthropic Founders, Wealth & Control
00:40:12 AI Spending, Productivity & Jobs
00:43:50 Anthropic’s Complex Governance Structure
00:45:58 Midterms: Trump, Mississippi & Alaska
00:48:15 Prediction Markets vs. Political Polls
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