Inside Anthropic’s trillion-dollar AI gamble

Today, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the massive Anthropic IPO filing. 

This isn’t just about a single company’s financials, or its lofty ambitions or frankly ludicrous risk factors, which include maybe automating every job or, you know, killing everyone. It’s also the clearest look yet at how the business of frontier AI actually works and who’s really paying for it. 

Read the full interview transcript on The Verge.

Links: 

Anthropic files for its IPO | The Verge

Five weird details from Anthropic’s IPO filing | The Verge

Anthropic’s elaborate plan to keep Wall Street at bay | The Verge

Anthropic revenue jumps to $16.8B in quarter before IPO | Bloomberg

Anthropic raises concerns | Matt Levine

Anthropic reveals skyrocketing growth in IPO filing | NYT

The Anthropic IPO financials sneak peak | SemiAnalysis 

Subscribe to The Verge to access the ad-free version of Decoder!