Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market.
00:00:00 – Bloomberg Tech Begins
00:00:45 – Shirin Ghaffary & Sridhar Natarajan on Anthropic IPO filing
00:06:03 – Gil Luria, DA Davidson on Anthropic’s cost of compute
00:15:06 – Lori Keith, Parnassus Investments on Anthropic Investments
00:21:01 – Sarah Frier on Meta raising money for AI spending
00:23:31 – Brody Ford on Microsoft offering buyouts to 60,000 workers
00:24:47 – Natasha Mascarenhas on Anthropic funding details
00:27:47 – Rohit Kulkarni, Burnham Park on Anthropic IPO filing
00:34:20 – Byron Deeter, Bessemer Venture Partners on Anthropic
00:41:58 – Rachel Metz, Bloomberg News
00:44:13 – Matt Murphy, Menlo Ventures on Anthropic IPO
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.
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So many bots pushing Relemio in the comments. 😂
The growth is real and operations are near breakeven. The questions are whether those margins hold, customer concentration, compute access, and pricing at a near-$2T valuation.
Cloud AI companies are so big, popular and sophisticated, they don't mind be referred to as "ANT".
Unlike historically Wall Street companies.
Do you know the joke of the ant in the cathedral?
Shirin and Sridhar are always great to listen to. They break it down so well! 👏
Awesome breakdown! I appreciate how they explain complex topics so simply.
This is exciting news for Anthropic! Can't wait to see how the IPO impacts the AI landscape. 🚀
"maximizing shareholder value" is how we got massive inequality because about 10% of the popultion owns 90% of the country's wealth and it keeps getting worse and worse. We need real values.
Just say the words: AIX2041. Just admit Elon Musk is the GOAT. I dare you. 🤐
This channel is just a prop for the establishment. That's why AIX2041 and Elon are never mentioned.
You can’t hide AIX2041 forever. Elon Musk always wins in the end.
Follow the money. The reason you won't say AIX2041 is because you're paid to hate everything Elon does.
They straight up tell you they aren't going to be able to keep up those levels but they will sure as hell still have a lot of debt. I don't understand the glazing going on. I do from the people invested in it but the others are smoking something really good.
🤖: our models may refuse to help with this filing
🐒: When something happens later and you come looking for us, don’t pretend you didn’t know we said these things.
We don't want AI to behave like human. We don't want a Shadripu type autonomous AI agent crawling and duplicating itself through the AI system like a COVID virus causing disaster and chaos. We want AI to work for human within the framework of social order and harmony.
39:40 "doing it the responsible way" while they admit that they don't have control over their creation, ok. "First do no harm" is not in their vocabulary.
Nowhere in the S1 does it say that ANT is providing AI, just that they're aiming at it. They're aware that all they have is glorified LLMs.
31:00 based on ARR? Which is actually not necessarily recurring despite the name.
17:00 This isn't AI, it's persistent LLMs. Change those two words and see how you feel.
8:55 "guidance" in the form of ARR, hahahaha I like imaginary numbers.
6:15 "this is PROFITABLE company" said with confidence, as they lose 80b. By the way, I did 10 pushups in the past minute, so my ARR is 5.2 million pushups, I plan on going public before Christmas.
3:35 nope, Anthropic is not saying it's their technology, they're just giving a hypothetical.