Why Anthropic Is Pulling Ahead of OpenAI

Anthropic is moving closer to a potential IPO, raising the stakes in the race to become the first pure-play AI model company available to public investors.Mike Armstrong and Paul Lane break down why Anthropic’s confidential IPO filing matters, how its rapid revenue growth and massive valuation compare with OpenAI, and why being first to market could shape investor expectations for the entire AI trade. They also discuss why the job market may be stronger than many young workers fear, how Alphabet is raising tens of billions of dollars to fund its AI infrastructure push, and why Berkshire Hathaway’s latest moves point to confidence in both artificial intelligence and the long-term need for more housing.