11AM Hour: Zillow CEO, Oracle CFO & the Road to Anthropic's IPO 11/10/26
Summary
Oracle CFO Hillary Maxson discusses the company's $20 billion capital raise and AI infrastructure buildout in her first broadcast interview. The episode also covers Anthropic's record-breaking IPO pricing, Zillow CEO Jeremy Waxman’s analysis of the challenging housing market, and national security expert Gregory Allen’s critique of NVIDIA CEO Jensen Huang amid FBI investigations.
Topics discussed
Sponsor introductions and identity theft ad
Market open: Oracle interview preview and bond yields
New York Fed report: Credit card and student loan delinquencies
Anthropic IPO details: Valuation, roadshow, and retail allocation
Discussion on cornerstone investors and private placements
Interview with Holly Newman-Croft on market outlook and AI differentiation
Transition to Zillow CEO interview on housing market
Zillow CEO on housing affordability, AI tools, and supply issues
NHL team valuations and sports business metrics
Real estate private equity opportunities in a high-rate environment
News briefs: Terror plot, FDA warning, and IBM visa changes
NVIDIA governance, chip smuggling allegations, and China strategy
Oracle CFO on AI capex, funding, and data center timelines
CoreWeave earnings preview and NVIDIA stake analysis
Legal disclaimer and closing remarks
Progressive commercial auto insurance advertisement
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