Jeff Hassemer and a co-speaker examine Anthropic's strategy: filing for a nearly trillion-dollar IPO while publicly calling for an AI pause, which they see as marketing theater. The company releases powerful new models even as it warns about AI risks, using regulatory threats and rapid rollouts to drive demand.
self-driving cars and things like that. And this gives them a framework to do that while hitting the enterprise play of what they're doing. Yeah. So be interesting to see how this all plays out. Anthropic, we knew this was coming, filed for almost a trillion-dollar IPO themselves. But then they called for an AI pause, which I think is mostly just marketing on their part. Yeah. They haven't, but basically they basically scare the public at the same time as putting out pretty powerful models. What they're doing. I think it's wasted energy, to be honest, but I think that the IPO is real and this is a real company that's making real money at this point. Yeah. What do you think?
I know, I agree with you. I love everything around what's happened with Anthropic in the past few weeks because it's beautiful marketing. It's like, look at this amazing thing. You can have it for 2 days. The government won't let you have it anymore, right? I mean, it's just like this demand creation is just amazing. So, so yeah. And, and it's, again, we're going to look back. I mean, we already looked back and like, like the long view of which is just one year. We're going to look back a year from now and look at all the various models that came out from all of the, you know, leading companies.
