First Sip
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I'm Dekimbe Smith, your host, and every week we sit down for curious conversations about building wealth, growing a business, and showing up in your career and life with intention. No fluff, and no gatekeeping. Just the kind of conversations you wish you were having with someone who gets it.
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First Sip
Anthropic Is Going Public While Customers Cut AI Spend | EP. 156
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The Anthropic IPO is officially in motion. IPO season is back, and companies like Anthropic and SpaceX are leading the race to go public. Anthropic just filed confidentially with the SEC at nearly a trillion dollar valuation, and Claude has been dominating the AI conversation all year. Almost at the same time, two of their biggest customers, Microsoft and Uber, are quietly pulling back on how much they're actually spending on AI. That tension is what this episode is all about.
Here's what we're sippin on:
- What an SEC filing actually means, and why the timing of Anthropic's IPO matters more than the number
- Why Microsoft and Uber are cutting AI spend even though the tools are working
- What the Gartner forecast on AI budgets tells us about where this whole thing is headed, and what it means for anyone investing in AI right now
If you've been watching the AI market and wondering what any of this means for you on the ground, this one is for you.
A SpaceX deep dive is coming soon, so stay subscribed for that one.
Thank you for listening, and as always... enjoy your first sip!
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