Anthropic and Nvidia: Major Announcements Today
6/1/202614 min
In this episode, we discuss Anthropic'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's IPO Announcement
02:00 Microsoft's MAI Thinking 1
04:01 Nvidia's Cosmos 3 Model
05:59 Intel's Crescent Island AI Chip
08:00 Strava's API Paywall
10:00 Windborne's Weather AI Model
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Transcript preview
First 90 secondsSpeaker 1· Host0:00
Anthropic is filing confidentially for an IPO at a nine hundred and sixty-five billion dollar 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 One. 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 gonna ship this year. It is undercutting NVIDIA on cost and cooling. So is Intel gonna make a huge comeback and is NVIDIA gonna suffer? Strava has just put their API behind a twelve dollar a month paywall. They are blar- blaming zero-code AI apps for this. And we have some weather AI news. Windborne's WeatherMesh6 is out-forecasting the ECMWF. They have four hundred balloons that are feeding this model, and it has some pretty incredible results. Anthropic has just filed confidentially for an IPO on June first. That is today, a few hours ago, before I recorded this. Also remember, this is just a few days after they closed their sixty-five billion dollar Series H. And that Series H, if you do remember, valued the company at nine hundred and sixty-five billion dollars. So, 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 eight hundred and fifty-two billion dollars