Apple after Tim Cook and is Anthropic worth $2 trillion?
Summary
Times Tech hosts Katie Prescott and Danny Forson discuss Tim Cook’s departure as Apple CEO after 15 years, highlighting his supply chain shifts and services growth. They analyze Anthropic’s impending IPO, its controversial $30 trillion market claim, and UK AI advisor Matt Clifford’s move to the firm. The episode also covers the rise of AI infrastructure plays like SB Energy and the growing trend of cost-conscious AI model routing.
Topics discussed
Sponsors: KPMG, IBM, and ServiceNow
Intro: Apple CEO change and Anthropic's IPO
Tim Cook's 15-year legacy at Apple
Matt Clifford joins Anthropic and UK AI policy
Sponsors: KPMG, Vitality, and ServiceNow
Anthropic's valuation and AI market reality
SB Energy IPO and SoftBank's data center plans
Outro and Sovereign AI interview preview
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