Anthropic’s Slowing Growth Could Weigh on IPO Valuation, Cursor Investigates AI Training Data
Episode Description
The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications.
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Articles discussed in today’s show:
- Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation
https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation
- Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training
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Chapters:
01:13 - Introduction
02:23 - Anthropic’s $16.8 billion quarter
06:25 - Cash flow and future compute commitments
08:22 - Cursor’s training-data investigation
12:04 - Cursor’s earlier data-security issues
13:49 - The business of open-weight AI
17:18 - Where AI’s value could shift