Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Anthropic makes it official, filing for a Nasdaq IPO in what will be one of the biggest public debuts ever. Plus, Claudia Sahm on rising inflation risks and the case for an October rate hike. Bruce Richards on AI’s next phase, and Jefferies’ Jason Greenberg on where AI spending goes next.
Chapters:
00:00:00 – Open Interest
00:01:49 – Break Down Anthropic’s S-1 Filing
00:03:46 – Anthropic IPO Details, ANT Ticker & $2 Trillion Valuation Debate
00:05:16 – Goldman Sachs, Morgan Stanley & the Future of AI IPOs
00:07:37 – Anthropic Revenue Growth, AI Risks & Massive Compute Obligations
00:09:33 – Agentic AI, ARR Growth & the Future of Frontier Models
00:12:53 – AI Financing, Capital Markets Capacity & Anthropic’s Cash Needs
00:14:51 – Anthropic’s Warning of Existential AI Risks
00:16:11 – Enterprise AI Adoption, Customer Growth & Claude Monetization
00:18:31 – AI Financing Risks, Meta Fundraising & NeoCloud Pressures
00:24:56 – Lori Calvasina RBC | AI Valuations, Earnings Risks & Market Rotation
00:29:47 – Big Tech Earnings Week, Fed Decision & AI Market Stress Test
00:39:21 – Dan Flax Neuberger | Anthropic’s Growth Path, Competition & AI Monetization
00:45:22 – SpaceX’s $40 Billion AI Financing Deal with Apollo
00:47:04 – NeoCloud Stress, CoreWeave Risks & Elon Musk’s AI Funding Warning
00:49:42 – What Investors Learned From Anthropic’s S-1
00:52:57 – Jason Greenberg Jefferies | AI Investment Cycles, Software Adoption & ROI Concerns
01:01:19 – Claudia Sahm New Century | Inflation Risks, Fed Strategy & Kevin Warsh’s Policy Path
01:07:57 – Brazil’s Surprise Election Result & Market Selloff
01:11:11 – Bruce Richards Marathon Asset Management | Anthropic IPO Demand, AI Credit Markets & Financing Risks
01:13:34 – NeoCloud Survival, Data Center Debt & Credit Market Stress
01:19:20 – CoreWeave, Credit Spreads & AI Financing Winners and Losers
01:29:54 – Timna Tanners Wells Fargo Steel | Copper, Aluminum & AI Infrastructure Demand
01:35:03 – Anthropic IPO, AI Financing Boom & Earnings Week Ahead
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