Big Technology Podcast · Monday, October 26, 2026
Dan Primack discusses the release of Anthropic's S-1 IPO filing, noting that despite massive risk factors and capital needs, the market is expected to provide whatever funding the company wants. He views the IPO as a broader referendum on the business of AI.
“it's worth noting, I wrote this morning that I think the Anthropic IPO its success or failure or something in between is going to be a referendum on the AI market. I think that's true or on the business of AI”