What Anthropic's S-1 Tells Us About the A.I. Business
About this episode
From the show’s notesAnthropic, one of the world leaders in A.I. and the company behind Claude, released its S-1 filing this week, providing the clearest view yet into the business side of the A.I. boom and setting the stage for what could be the largest initial public offering in history.
We speak to Erin Griffith, a tech reporter at The New York Times, about what Anthropic's I.P.O. means for the tech industry, the economy and maybe even the long-term future of humanity.
Read the show’s notes in full
Then we’re joined by the tech reporter Mike Isaac and the writer Jasmine Sun to break down the rest of this week’s tech news, including the upcoming U.S. midterm elections, a new round of cybersecurity worries and Microsoft’s offer of buyouts to 60,000 employees.
Additional Reading
Anthropic Reveals Skyrocketing Growth and Spending Plans in I.P.O. Filing nytimes.com/2026/10/26/technolo…
What’s Riding on Anthropic’s Market Debut? Nearly Everything. nytimes.com/2026/10/26/technolo…
Anthropic’s I.P.O. Prospectus Spells Out a Future of Promise and Peril
nytimes.com/2026/10/26/technolo…
Why Anger About Data Centers and Energy Prices May Not Swing Votes nytimes.com/2026/10/23/business…
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