Inside Anthropic’s trillion-dollar AI gamble
Decoder with Nilay Patel
- Published
- October 29, 2026
- Duration
- 45:16
- Summary source
- description
- Last updated
- Nov 1, 2026
Discusses anthropic.
Summary
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 al…
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Show notes
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 o
Themes
- anthropic