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After weeks of speculation and leaks, Anthropic finally released the S-1 filing for its IPO, showing revenue of $16.3 billion for the first half of 2026, with a net loss of $80.7 billion.
At around the same time, former Yahoo CEO Marissa Mayer sparked a backlash after boasting about using her AI app Dazzle to answer questions about her daughter for a school presentation.
On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and Anthony Ha dig into the long-awaited financial details behind one of the industry’s biggest companies, looking at both the enormous opportunities and the many, many risks. They’re also joined by Amanda Silberling to discuss a more basic question facing the industry: Are AI execs too out-of-touch to build products for normal people?
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify, and all the casts. You can also follow Equity on X and Threads, at @EquityPod.
Chapters:
00:00 Intro
2:47 Marissa Mayer’s Dazzle backlash
8:47 Product problem or messaging problem?
12:46 Anthropic’s S-1
15:09 Revenue growth, losses, and the acquisition spree
20:02 The S-1’s most notable risk factors
23:57 Apollo economist: where’s the AI payoff?
25:36 Bedrock Robotics raises $600M for self-driving excavators
30:12 Rebuild raises $2.1B for domestic manufacturing
34:11 Outro
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