ABOUT THIS EPISODE
Anthropic IPO live updates: https://invezz.com/invest/anthropic-ipo/
Anthropic's CEO says AI could pose an existential risk to humanity. At almost exactly the same time, the company is preparing for what could become one of the biggest IPOs in history, with a valuation potentially reaching $2 trillion.
So what exactly is Anthropic worth?
Anthropic is reportedly targeting a valuation of more than $2 trillion, despite reporting a $42 billion net loss in 2025, while revenue surged to almost $4.6 billion. The company is also preparing for hundreds of billions of dollars in future computing and infrastructure commitments as it races to develop Claude and compete at the frontier of artificial intelligence.
In this episode:
🔹 Anthropic IPO: Everything You Need to Know
🔹 Anthropic IPO date: When will Anthropic go public?
🔹 Anthropic stock: Can you buy Anthropic shares?
🔹 Is Anthropic really worth $2T?
🔹 How much is Anthropic actually worth?
🔹 Dario Amodei: Why is the Anthropic CEO warning that AI could wipe out humanity?
🔹 Anthropic AI safety: Why is Anthropic warning about AI risks before its IPO?
🔹 Anthropic vs OpenAI: Which AI company will win the AI race?
🔹 AI bubble: Are AI stocks and AI companies overvalued?
🔹 AI stocks crash: What happens if the AI bubble bursts?
CHAPTERS:
00:00 - Anthropic IPO: Is Anthropic Worth $2 Trillion?
01:51 - Anthropic IPO: Why Is Anthropic Going Public?
03:20 - Anthropic AI Safety: Why Does Anthropic Want AI To Slow Down?
04:30 - Anthropic IPO vs AI Safety: Does The IPO Contradict Its Warning?
05:10 - Anthropic Valuation: Is Anthropic Building An AI Moat?
06:43 - Anthropic $2 Trillion Valuation: How Did Anthropic Become Worth $2T?
07:41 - Anthropic Stock: Who Decides What Anthropic Is Worth?
08:22 - SpaceX IPO: What Can Anthropic Learn From SpaceX?
09:28 - Anthropic Stock: What Happens When Shares Unlock?
09:54 - Anthropic Valuation: How Do You Value An AI Company?
11:20 - Anthropic IPO: Can Anthropic Justify Its $2 Trillion Valuation?
12:05 - AI Safety: Could AI Actually Wipe Out Humanity?
13:04 - AI Bubble: Is The AI Industry Funding Itself?
14:05 - AI Stocks: Are Investors Too Optimistic About AI?
15:37 - AI Development: Is AI Starting To Build Itself?
16:04 - AI Stocks Crash: Could AI Cause A Stock Market Crash?
17:20 - Meta AI: Why Did Meta's AI Agent Move The Market?
17:45 - AI Stocks: Is AI Destroying The SaaS Industry?
18:32 - Nasdaq 100
20:47 - AI Models: Will AI Become A Commodity?
21:32 - AI Investing: Will People Actually Pay For AI?
23:02 - Will AI Become A Monthly Subscription?
24:02 - Which AI Companies Will Win?
25:39 - SaaS Apocalypse
26:40 - Anthropic vs OpenAI
27:11 - Anthropic vs Meta: Which AI Business Model Wins?
29:30 - Can Chinese AI Companies Undercut Anthropic?
30:44 - Chinese AI: Could Cheap AI Crash AI Stocks?
31:26 - AI Data Privacy: Should You Be Worried About AI Data Collection?
33:16 - AI Privacy: How Much Does AI Know About You?
35:05 - AI Liability: Could AI Companies Face Huge Liability Costs?
36:17 - AI Regulation: Will Governments Regulate Artificial Intelligence?
37:44 - UK AI: Can The UK Compete In The AI Race?
39:10 - US vs China AI: Will The World Be Split Between US And China?
41:20 - Anthropic IPO: Should You Invest In Anthropic?
42:20 - Anthropic Stock: What Should Investors Watch After The IPO?
44:40 - David Morrison's Bullish, Bearish & Wildcard
48:02 - Curveball
Find out more about David Morrison and Trade Nation here: https://tradenation.com/
Music from Uppbeat: License code: 2NYDXCEU2IIVVYVZ
The content on Zero Sum is provided for informational and entertainment purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are those of the hosts and guests and due diligence should be done before acting on anything you hear here.
Sources:
https://invezz.com/invest/anthropic-ipo/
https://invezz.com/news/2026/09/29/anthropic-ipo-filing-warns-its-ai-could-blackmail-manipulate-and-threaten-humanity/
