Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles

Speaker 1· Host0:00

Anthropic and the Gates Foundation have both just committed two hundred million dollars to deploy Claude in global health and education. This is gonna be over the next four years for this particular partnership, and we have some big IPO news. I'm actually kind of excited about this because we have a lot of big AI IPOs coming up later this year. But Cerebras has priced their IPO at five point five billion dollars. Once they did that, their stock doubled in its first day of trading. I think I actually reported on this a few days ago, and my prediction on this was that they were pricing it low intentionally to try to get a first-day pump, and it looks like they got that. Microsoft is scouting a bunch of new startups that they are going to be using as sort of a hedge against OpenAI, uh, disappearing, their OpenAI depen-dependence. They definitely don't wanna keep that up, and it seems like they have sort of a, a bit of a breakup going on right now. Clio has just hit a five hundred million dollars in annual recurring revenue as Anthropic, their, you know, is now their big competitor, is getting into the legal AI space with Claude for Legal, but it doesn't seem like these big legal AI companies are slowing down. Five hundred million dollars in annual recurring revenue is super impressive. Jensen Huang's foundation has just purchased a hundred and eight million dollars of CoreWeave Compute, and he has then donated it to researchers. This is kind of cool, but also it's an interesting strategy, right? It's not like he wrote a hundred and eight million dollar, uh, check to these researchers to go and use for whatever they wanted or even to say, you know, "Hey, you could use this in Compute Anywhere." He specifically bought it from CoreWeave and gave it to them. Now, pros and cons, I mean, we'll get into all of this, but