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Is Anthropic’s $1.5T IPO Cracking?

Nov 6, 2026 · 22m

Summary

This episode covers the market fallout from a massive chip sell-off, which has cast doubt on Anthropic’s planned $1.5 trillion IPO. The show also details Thinking Machines’ launch of the Inkling 2 Small model and its near-close of a $5 billion funding round, alongside Tesla’s decision to discontinue the Cybertruck to prioritize its CyberCab. Additionally, the segment highlights Anthropic’s new personal finance feature in Claude and examines the internal tensions at Microsoft following its decision to offer buyouts to 60,000 employees amid rising AI spending.

Topics discussed

Show intro and daily tech headlines Sponsor: Rubrik agentic cyber resilience Market sell-off and vol control fund resets Anthropic IPO valuation skepticism Thinking Machines launches Inkling 2 Small Tesla winds down Cybertruck production Sponsor: Avid Exchange AP automation Sponsor: Scribe workflow documentation Anthropic launches Personal Finance in Claude Microsoft buyouts and AI-driven workforce shifts Host travel plans and upcoming schedule
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