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In this episode of The Brainstorm, Sam, Nick, and Brett open the Anthropic S-1, maybe the most impressive twelve months of revenue growth in corporate history, and debate whether a major AI-enabled cyberattack would be good or bad for the frontier labs. Then Nick breaks down Meta’s $90 billion raise, the filing suggesting Zuckerberg could raise $700 billion before losing voting control, and why the math on monetizing Muse may require Meta to build a bank. Finally, Elon Musk is publicly warning of an extinction event for neoclouds with chips they cannot plug in, and the team asks who that warning is really for.
Key Points From This Episode:
00:00:00 Anthropic
00:02:08 Cybersecurity
00:07:27 Meta Funding
00:10:58 Agent Economics
00:21:04 Compute Supply
00:25:47 Competitive Strategy
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
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