Inside OpenAI’s IPO Filing, Former SpaceX Engineer on IPO, Apple’s AI Siri Upgrade
Episode Description
The Information’s OpenAI reporter Erin Woo details the confidential IPO filings of OpenAI and Anthropic, highlighting how Anthropic has eclipsed OpenAI in enterprise revenue. Apple reporter Aaron Tilley and Constellation Research CEO Ray Wang break down Apple's WWDC announcements, evaluating its Siri reboot powered by Google's Gemini models and Nvidia GPUs. Finally, AI finance reporter Dakin Campbell joins to discuss how Wall Street titans Goldman Sachs and JPMorgan are exploring derivatives markets to trade the cost of GPU computing power.
Articles discussed on this episode:
https://www.theinformation.com/articles/goldman-jpmorgan-explore-new-ways-tame-ai-lending-risks
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Chapters:
00:00 - Introduction
01:42 - OpenAI & Anthropic Confidential IPO Filings
08:48 - Apple Overhauls Siri With Google Gemini
14:57 - Ray Wang on Apple's Pragmatic AI Strategy
22:41 - Former SpaceX Engineer on Mega-IPO Culture
34:40 - Goldman & JPMorgan Explore Compute Futures