Cover art for The Jaeden Schafer Podcast

Anthropic's IPO Play, Novo Nordisk x OpenAI, and the First Brain Sensor Goes Human

The Jaeden Schafer Podcast

Published
April 15, 2026
Duration
15:08
Summary source
description
Last updated
May 21, 2026

Discusses openai, anthropic.

Summary

Anthropic adds the Novartis CEO to its board as it gears up for an IPO — and on the same day, Novo Nordisk partners with OpenAI to supercharge drug development. We break down what this healthcare AI land grab means for the industry. Plus, Science Corp (founded by ex-Neuralink co-founder Max Hodak) is preparing to place its first sensor in a human brain, S…

Zuckerberg's AI clone, Apple's smart glasses, Vercel's IPO readiness, Anthropic drama, banks testing a dangerous AI model, and a Molotov cocktail attack on Sam Altman's home.

Key takeaways

  • Vercel's ARR grew from $100M to $340M in ~14 months, with 30% of platform apps now deployed by AI agents—signaling a structural shift in software development and cloud infrastructure investment.
  • The Trump administration is actively encouraging major banks (JPMorgan, Goldman Sachs, Citi, BofA, Morgan Stanley) to test Anthropic's unreleased Mythos model for cybersecurity vulnerability detection, despite an ongoing DOD legal dispute with Anthropic.
  • Apple is testing four smart glasses frame designs targeting a 2027 launch with AI and camera features but no AR display—a strategic pivot away from the Vision Pro's failed premium positioning toward Meta Ray-Ban-style mass-market wearables.

Why this matters

The convergence of AI-native infrastructure dominance (Vercel), government-directed enterprise AI adoption (Anthropic/banking), and escalating public scrutiny of AI leadership signals that AI is rapidly transitioning from a technology story into a critical infrastructure and governance issue with direct implications for enterprise strategy and risk.

Entities

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Show notes

Anthropic adds the Novartis CEO to its board as it gears up for an IPO — and on the same day, Novo Nordisk partners with OpenAI to supercharge drug development. We break down what this healthcare AI land grab means for the industry. Plus, Science Corp (founded by ex-Neuralink co-founder Max Hodak) is preparing to place its first sensor in a human brain, Stanford's latest AI Index reveals a growing disconnect between AI insiders and the public, and Google rolls out AI Skills in Chrome so you can

Themes

  • openai
  • anthropic