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The Briefing

Anthropic’s Big Reveal

The tech industry equivalent of the Super Bowl may finally be upon us. Anthropic could make public the paperwork for its initial public offering as early as Monday. Details about Anthropic’s finances from either drafts of the IPO filing or recent investor meetings have been dribbling out for weeks. As a result, some of the S-1’s revelations will not be, well, all that revelatory. But there are still many, many mysteries about Anthropic the filing could clear up, or at least make a little...

By
Nick Wingfield
Exclusive

Stripe’s AI Shopping Lead Puts Card Giants on Edge

By
Yueqi Yang

Anthropic’s S-1 Takeaways: From Giant Compute Commitments to Complex Lock-Ups

By
Valida Pau
,
Stephanie Palazzolo
,
Aaron Holmes
,
Catherine Perloff
,
Dakin Campbell
and
Julia Hornstein
Dealmaker

Anthropic’s Elevator Problem: Persuading Investors to Share Its AI Dream

By
Cory Weinberg
The Briefing

Google is Having a TPU Moment

By
Nick Wingfield
The Briefing

Anthropic, SpaceX and Meta Cash Grabs

By
Nick Wingfield
The Briefing

Why Blackstone Thinks AI Bottlenecks Could Work in its Favor

By
Alex Eichenstein