Show Notes
Digging in on the Anthropic S-1 filing we found a lot of surprises. Plus, we're talking about BLACK OCTOBER and also the next big things for AI.
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Chapters: 00:00: Intro & so much 06:03: Anthropic S-1, compute problem 14:23: Break 16:11: Anthropic's share structure 25:38: The numbers 30:38: Break 32:22: Revenue problems 39:38: Risks 51:00: Black October 1:02:13: The AI market ahead
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