In this episode, we discuss Anthropic&#x27;s confidential IPO filing at a $965 billion valuation, shedding light on the competitive landscape against OpenAI and SpaceX. Additionally, we explore Microsoft’s new reasoning model, Nvidia’s Cosmos 3 for robotics, Intel’s price-cutting AI chip, and Strava’s new paywall that’s reshaping API access in the fitness space. Chapters 00:00 Anthropic&#x27;s IPO Announcement 02:00 Microsoft&#x27;s MAI Thinking 1 04:01 Nvidia&#x27;s Cosmos 3 Model 05:59 Intel&#x27;s Crescent Island AI Chip 08:00 Strava&#x27;s API Paywall 10:00 Windborne&#x27;s Weather AI Model Show Links Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.ai How I Grow and Scale My Business with AI: https://www.skool.com/aihustle Get the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Latest on Anthropic’s IPO and Nvidia Innovations

The Elon Musk Update

# Full Transcript

**Podcast:** The Elon Musk Update

## Transcript

[SPEAKER_A] Anthropic is filing confidentially for an IPO at a $965 billion valuation, which is the same valuation of their last round of funding. So what is the top those investors get? That's a great question. Also, Microsoft is unveiling something called MAI Thinking 1. This is the very first reasoning model Microsoft has unveiled without having to rely on OpenAI or Anthropic or another player. Nvidia has just unveiled what they're calling Cosmos 3. This is their very own model for physical AI reasoning. And Intel's Crescent Island AI chip is going to ship this year it is undercutting Nvidia on cost and cooling. So is Intel going to make a huge comeback and is Nvidia going to suffer? Strava has just put their API behind a $12 a month paywall. They are blaming zero-code AI apps for this. And we have some weather AI news. Windborne's Weather Mesh 6 is out forecasting the ECMWF. They have 400 balloons that are feeding this model and it has some pretty incredible results. Anthropic has just filed confidentially for an IPO on June 1st. That is today, a few hours ago before I recorded this. Also remember, this is just a few days after they closed their $65 billion Series H, and that Series H, if you do remember, valued the company at $965 billion. So this makes them one of the most valuable private companies in the entire world. Now what's interesting is that they have an absolute battle royale going on between OpenAI and SpaceX because OpenAI is valued at $852 billion according to their last round of funding. So now they have surpassed that. They're over $100 billion more valuable than OpenAI. But SpaceX is looking for $2 trillion in valuation, apparently. So Anthropic's revenue is, I mean, if I'm being honest, it's really exploding. I think they hit a $47 billion run rate. That's up from $9 billion at the end of last year, 2025. So, you know, we're not even halfway through the year yet and they're already going from $9 billion to $47 billion. That is a massive jump. This filing that they just have done essentially allows them to refine all of their risk factors and all of their financials privately before they publicly disclose this to everyone. This is a very standard move for these mega-cap IPO candidates. The company's Mythos model, which they previewed in April of this year, is still under restricted access. There's thousands of high-severity software bugs, and the EU cybersecurity agency access is planned for this as well. If you use AI or are interested in using AI to grow and scale your business, something that I do every single week— I have a Skool community. It's called AI Hustle, and every week my friend Jamie and I, we break down all of the AI tools that we're using inside of our businesses, all of the strategies we're employing, how much revenue we make from different objectives, and we post it all there, and it's exclusively over on our Skool community. It's $19 a mo...

Latest on Anthropic’s IPO and Nvidia Innovations

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Latest on Anthropic’s IPO and Nvidia Innovations

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.