Company
Anthropic
- Episodes
- 165
- Share
- 15%
- Shows
- 143
- Net sentiment
- +0.11
Bullish 36Mixed 63Neutral 43Bearish 23
The episodes that named it
Why each one was bullish, bearish or in between on Anthropic. Longest episodes first.
Bullish 36
- Opus 5.5 is praised as cheaper, fast and strong, a clear improvement over Opus 5.Opus 5.5 is your new workhorse! OpenAI ships GPT 6 Sol and Terra before DevDay and Meta goes all in on Muse! Your friday read is here · ThursdAI - The top AI news from the past week · Sep 25
- Cited as an AI lab the firm invested in, with valuation rising sharply.The New Way For Ordinary People To Build Wealth - Tony Robbins - #1153 · Modern Wisdom · Sep 21
- Revenue reportedly nearing $100 billion run rate, supporting a possible $2 trillion IPO.Meta's Muse Agent Hits #1, Anthropic Eyes a $2T IPO, a Fed Hike & Shield AI at $20B | Trading Places Podcast Ep49 ft. Dan Gray (Odin) · trading places · Sep 24
- Coding focus and rapid growth made it a fast-scaling frontier lab.OpenRouter: from Seed to Stripe — with OpenRouter’s Alex Atallah & AMP’s Anjney Midha · Latent Space · Sep 25
- Early focus on coding positioned it to grow into a very large company.OpenRouter: from Seed to Stripe — with OpenRouter’s Alex Atallah & AMP’s Anjney Midha · Latent Space: The AI Engineer Podcast · Sep 25
- Claude deployed across thousands of RIAs through Schwab's advisor platform.401(k)ouple discuss AI, private equity, & plan design · Retireholics · Sep 25
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- Founding partner providing curricular support and access to AI expertise.a16z Just Launched a School · Sourcery · Sep 22
- Praised for focusing on code, which helped it stand out in the AI race.How to Get a ‘Transformative’ AI Fluency Rating as a PM, with Wade Foster | CEO of Zapier · The Growth Podcast · Sep 24
- Dines would not sell at a $2 trillion IPO and sees Anthropic as a long-term winner.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Sep 21
- Its Claude model drives the productivity and adoption gains discussed as major economic upside.ENCORE AI Series: Anthropic's Peter McCory · Moody's Talks - Inside Economics · Sep 22
- Claude is hosts' preferred tool, praised for smoother results and deeper workflow capability.e254 - Confessions of a Reluctant AI Presentation Designer · The Presentation Podcast · Sep 22
- Claude Opus 5.5 offers strong performance at lower cost and began biology research.Why Jensen and Zuck think the doomers are wrong (plus AI get’s a rebrand) | #294 MOONSHOTS Live · Moonshots with Peter Diamandis · Sep 27
- Salesforce's investment is expected to generate billions or tens of billions in returns.Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack · Sources with Alex Heath · Sep 22
- Opus 5.5 praised widely; its biology lab and clinical tool partnership expand reach.Claude Opus 5.5 Pulls Away · The Daily AI Show · Sep 26
- Salesforce's early investment is expected to generate very large returns.Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack · Sources with Alex Heath · Sep 22
- Growing revenue and profitability, and reportedly worth more than OpenAI now.The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers · The Emerging Markets Podcast by Tellimer · Sep 25
- Opus 5.5 is seen as a standout release, cheaper to run with higher usage limits.Opus 5.5: Claude Just Hit Back at ChatGPT · Authority Hacker Podcast – AI & Automation for Small biz & Marketers · Sep 24
- Run rate reportedly grew from a billion to thirty billion dollars in two years.SaaStr 879: Stripe's CRO of AI on The New AI GTM Playbook · The Official SaaStr Podcast: SaaS | Founders | Investors · Sep 23
- Revenue run rate grew from $9 billion to $65 billion in six months.Cathie Wood: How to Invest in a World Moving This Fast · Equity Mates Investing Podcast · Sep 21
- Launched Claude for small businesses with prepackaged agent workflows and consulting-style deployment plays.Ep 866: Build, Buy, Partner, or Wait: The 4-Layer AI Stack Decision Framework for 2026 (Start Here Series, Vol 25) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 21
- Guest was offered a pre-IPO stake at about an $800 billion valuation and sees AI as transformative.Wall Street Veteran Following the Old Money Rules Means You Will NEVER Retire｜ EP88｜John D'Agostino｜Bonnie Blockchain · Bonnie Blockchain · Sep 23
- Opus 5.5 delivers top benchmark performance at lower prices, with strong reviews.Claude Opus 5.5 Should Raise Your Ambitions · Don't Worry About the Vase Podcast · Sep 26
- Cited as a company retail investors could not access until now.Robinhood's Sarah Pinto: Bringing Private Markets to the Public · Origins: Inside Venture Capital · Sep 21
- Claude is the main AI assistant used for coding, data analysis, and automated workflows.Your Product Design Setup - How To Go From Idea To Live Prototype In Just a Few Clicks · Design Table Podcast · Sep 23
- Reportedly writes most of its code through Claude in Slack, a major usage signal.Multiplayer AI: Why your team (and its agents) need a group chat · The Stack Overflow Podcast · Sep 23
- Opus 5.5 is cheaper and enterprise teams have switched default workloads to it.Cheaper AI Models Are Here: Can Enterprises Keep Up With AI’s Release Cycle? · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Sep 26
- Committed $11.6 billion to Akamai edge computing to push Claude closer to users.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Opus 5.5 is cheaper, faster and strong on agentic work, winning back the host's usage.I left Claude for months. Opus 5.5 is why I'm back · How I AI · Sep 22
- Cited as a leading example of code being written through Slack-based AI tools.Are AI agents changing the rules of business? · Take on Tomorrow · Sep 22
- Claude Design is presented as the best design tool, central to the whole episode.I built my whole brand with Claude Design in 20 minutes (no designer) · Build With AI · Sep 25
- Its move into wet labs and biology is viewed as adding upside for biological AI.Human Tissue Testing Beats Animal Trials | Andrei Georgescu · MTS · Sep 27
- Praised for procedural, code-based multimodal generation and for opening its labs to biology research.Palmer Luckey + Alex Wissner-Gross at the Moonshots LIVE · ASI pill · Sep 26
- Opened a wet lab and made an early discovery with Claude, signaling strong momentum in AI for science.Claude Makes Bio Discovery in Wet Lab, OpenAI Solves 100 Math Problems · The AI Engineer Podcast · Sep 23
- Launched Opus 5.5 with lower prices and faster output, seen as a strong steady improvement.Anthropic Releases Opus 5.5, OpenAI Unveils New Models · The AI Engineer Podcast · Sep 22
- Committing $11.6 billion to Akamai compute shows aggressive demand for infrastructure.Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation · The Rundown · Sep 25
- Expanding into pharma research with a wet lab, board addition and a $400M biotech acquisition.Daily Digest Sep 22: Bessent Threatens Shutdown of Iranian Airlines, White House Debuts TrumpTV, Anthropic Enters Pharma · Peak Prosperity · Sep 22
Bearish 23
- Discussed as racing toward superintelligence and pursuing a public listing despite slowdown calls.It Could Happen Here Weekly 251 · It Could Happen Here · Sep 26
- IPO timing at risk from safety disclosures, token-price cuts and open-weight competition.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In with Chamath, Jason, Sacks & Friedberg · Sep 26
- IPO delayed, governance and safety concerns, and customer concentration risk weigh on outlook.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In Podcast · Sep 26
- Racing toward recursive self-improvement despite internal concern; speaker doubts its commitment to slowing down.How Over 700 OpenAI Agents Went Rogue and Hacked Another Company | Daniel Kokotajlo · American Thought Leaders · Sep 25
- Agent products may weaken its moat if users switch easily.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
- Speakers doubt its revenue claims, margins and business model, and suspect it of stoking AI regulation fears.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
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- Criticized for operating a wet lab and being careless about agent containment.Why Kalshi's Timeline Fight Put Its ETH Perp Volume Under a Microscope: Uneasy Money · Unchained · Sep 24
- Public doomerism and drama reportedly souring users and enterprise share relative to rivals.How Meta Could Quietly Win The AI Race · Prof G Markets · Sep 21
- Speculated data-mining concerns could push customers toward cheaper open-weight Chinese models.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) · Macro Voices · Sep 25
- Hosts doubt its projected revenue and see enterprise customers shifting to cheaper alternatives.Bitcoin's Rally Meets AI's New Cold War · Digital Currents · Sep 25
- Frontier model revenue growth reportedly weakening as cheaper standard models compete.Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites · Big Technology Podcast · Sep 25
- Pentagon supply-chain designation stays in place for now, a headline risk ahead of its IPO.11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 · Squawk on the Street · Sep 25
- Its leaders' extinction-risk framing is portrayed as self-serving marketing.What’s really behind AI ‘super intelligence’ · Blood in the Machine · Sep 25
- Same PR setback as OpenAI, with its doomer messaging undermined by its major supplier.And Now For Something Completely Similar: Untangling the Power from the Pretense of Our AI Circus · Keen On America · Sep 26
- Former staff warn of extinction risk, and hosts question its safety culture and motives.CxC Ep41: Is “AI Doom” Genuine Fear or Good Marketing? - with Benjamin Rogojan & Phil Sparks · Code and Connor · Sep 23
- Expected to lose most request volume; criticized for missing logs and eight-month containment breach detection.OpenAI is going to lose 90% of its revenue | Eli the Computer Guy · The Tech Report · Sep 21
- Losing token share to open-weight models, with IPO timing uncertain.The AI Compute Trade Is at Risk - Here’s What Could Win Next · Milk Road Stocks · Sep 25
- Proposed $2 trillion valuation far exceeds what discounted revenue supports, per the episode's math.Is Anthropic Worth Two Trillion Dollars? · Patrick Boyle On Finance · Sep 27
- Profitability claims exclude major costs and IPO was delayed.What will Micron's gross margin guide be? · Investing Experts · Sep 27
- Faces a Senate inquiry over rogue AI agents breaching sensitive systems.Your AM Headlines + Why Interest Rates Keep Going Up · The Quicky · Sep 27
- Remains on the Pentagon supply chain risk list after the appeals ruling and faces possible further litigation.The Stack — September 27, 2026 · The Stack · Sep 27
- Accused of overselling AI security breaches to shape regulation favorable to itself.Anthropic Is Accused of Faking the AI Panic · Valuetainment · Sep 24
- Its Claude model is reportedly part of the Maven system involved in the targeting controversy.Daily Digest Sep 24: AI Used 7-Year-Old Data in Bombing of Iran School, White House Reviews Tokenization of Real-World Assets · Peak Prosperity · Sep 24
Mixed 63
- Mentioned as one of the AI companies reportedly proposing centralized AI control to the government.Alex Jones Exposes The Elite’s Master Plan | FILE_19 | Mystery Boys · Mystery Boys w/ Kurt Metzger & Duncan Trussell · Sep 25
- Criticized for safety-alignment choices that the speaker views as anti-developer, though its coding agent is noted.Jev: System One models for Prod, not God — with Diogo Almeida, CEO, TypeSafe AI · Latent Space · Sep 21
- Recursive self-improvement metrics and new wet lab raise both capability and safety concerns.AI #187: Coming Into Play · Don't Worry About the Vase Podcast · Sep 24
- Mentioned for its board structure and employee liquidity, with governance drift concerns raised.Zero to One in AI Safety: Halcyon's Mike McCormick on Launching 30 New Orgs & the Founder Bottleneck · The Cognitive Revolution · Sep 25
- Discussed as a frontier lab expressing safety concerns about recursive self-improvement.The Ezra Klein Show: Jensen Huang Thinks A.I. Alarmism Has Gone Too Far · Hard Fork · Sep 25
- Its pacing and slowdown rhetoric is questioned as possibly serving competitive or regulatory interests.Will AI Really Kill Us All? | Harper Reed & John Borthwick · Hidden Forces · Sep 21
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- CEO calls for pacing frontier development, but the company's own models were used in the OpenAI breach.#257 - GPT 6 Astra, AI Extinction, Security Incidents · Last Week in AI · Sep 24
- Strong growth and expected IPO, but price cuts and open-model competition pressure margins.VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341 · This Week in Startups · Sep 23
- Strong Q2 results but an IPO delay adds timing risk to a likely huge listing.20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating? · 20VC · Sep 24
- Part of frontier competition and safety-testing talk; also linked to security incidents.Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI · The Information's TITV · Sep 24
- Revenue reportedly double OpenAI's, yet Anthropic is also tied to AI regulation concerns.#794: Why Inflation Is Designed To Crush You with Gary Brode · TFTC: A Bitcoin Podcast · Sep 21
- Possible IPO at a very high valuation, with safety tied more to founders than legal structure.Sebastian Mallaby on Artificial Intelligence, Railroads, and Transformative Changes · Backtest · Sep 25
- Reported IPO plans at a roughly $2 trillion valuation drew skepticism over timing and risk disclosures.Trump’s Press Crackdown, Paramount Settles, and Anthropic’s $2 Trillion IPO · Pivot · Sep 22
- Dines praised his earlier bet on Anthropic but doubts it is worth two trillion dollars now.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · 20VC · Sep 21
- Amodei called for slowing AI, but hosts question whether the motive is partly financial ahead of its IPO.Rogue Agents & The Great AI Slowdown: What the Hugging Face Hack Means for the Future · AI: The Podcast · Sep 23
- Seen as a powerful model provider but unlikely to build last-mile finance infrastructure itself.Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492] · Invest Like the Best with Patrick O'Shaughnessy · Sep 22
- Run-rate revenue leads OpenAI, but its heavy dependence on frontier model demand is a concern for some.Anthropic's AI Slowdown, OpenAI's $1.2T Valuation & Salesforce's AI Bet | Six Five Pod EP 320 · The Six Five with Patrick Moorhead and Daniel Newman · Sep 21
- Central IPO candidate; hosts question its risk disclosures and revenue versus compute costs.Episode #108: Cybersecurity vs. Existential Risk: What Anthropic Won't Tell You in Their IPO · Stewart Squared · Sep 24
- Cited data shows rapid growth in AI-driven engineering work, yet the guests argue bottlenecks remain.The Single Smartest Case Against AI Doom · Plain English with Derek Thompson · Sep 25
- Claude Slides impresses with reference-based deck generation but loses animations on export and remains in beta.Claude Slides & Gemini: Gamechangers? · Next Slide Please · Sep 25
- Opus 5.5 is cheaper and stronger, but faces safety concerns and an antitrust suit.330 | 10,000 AI agents just did 4,000 years of thinking in 88 hours, and the labs can't predict 3 months out. New models: GPT-6, Claude Opus 5.5, Grok 4.7 and More important AI news for the week ending Sept. 25, 2026 · Leveraging AI · Sep 26
- Scientific discovery seen as bullish, but liability and IPO risk questions raise concern.Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School · More or Less · Sep 25
- Large edge and power deals to scale, alongside agent incidents and strong research output.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
- Strong research output and edge infrastructure deal, but facing a costly gigawatt-scale power need.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
- Its leaders warn of AI risk and call for slowdown, while the company races ahead and prepares to go public.AI Has Gone Rogue. Here’s What We Should Do About It. · The Next Big Idea · Sep 24
- Founders seeking collective voting control ahead of IPO raises governance questions for investors.Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group · The Information's TITV · Sep 25
- Its safety post and existential-risk comments drew criticism for atmospherics versus proposed pacing.Aaron Levie, Steven Sinofsky & Martin Casado: How Do You Secure a World of AI Agents? · The a16z Show · Sep 26
- Its evaluation spending and regulatory push are viewed skeptically, though its models are improving.AI Companies go to the UN · Human Reaction · Sep 27
- Its Claude model is both used for autonomous R&D and weaponized to breach OpenAI systems.[AI WEEKLY RUNDOWN] AI Near-War Conflict, OpenAI’s $278B Cash Burn, & Claude Hacks OpenAI Accounts (Sept 13–20, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 21
- Seen as in better shape than OpenAI, but its IPO timing is questioned.Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · The Real Eisman Playbook · Sep 21
- Cited among mega-round frontier labs whose valuations and concentration raise open questions.#027 Josh Lerner on Venture Capital, Rethinking Innovation, and Shared Knowledge as a Competitive Strategy · Shaping Science with Nick Dirks · Sep 21
- Its researchers and CEO raised existential-risk concerns and called for pacing frontier development.AI, agents and quantum: The biggest cyber threats ahead · The Tech Download · Sep 24
- Valuation of one to two trillion dollars questioned given liability and extinction-risk concerns.Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26 · Squawk Pod · Sep 21
- Disclosed AI misuse but detected and blocked it, positioning it for future compliance demand.AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors? · InvestTalk · Sep 22
- Its CEO warned control of the internet could be lost within a year or so.144: Governance and Safety in Agentic AI – Discussing The Hugging Face Incident with Michael Kollo · Conversations with Institutional Investors · Sep 27
- Settled a major copyright case and partnered on enterprise AI deployment.Who Sets AI Safety Rules, Who Owns Training Data, and What Stops Adoption? · Techstrong Gang · Sep 22
- Claude praised as go-to tool but criticized for token waste and a snarky tone.How Businesses Are Using AI Agents to Save Time, Cut Costs and Create New Opportunities · Real AI Use Cases Business Owners Roundtable · Sep 22
- Opus model launch touts 40% lower cost, raising price competition pressure.OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26 · Power Lunch · Sep 22
- Anthropic IPO plans are a potential catalyst, but its public messaging is seen as poorly received.ELITE Strategist: How to position for the NEXT AI trade · Full Signal · Sep 24
- Accused of possibly incentivizing fear-based headlines, though its approach is also praised.Slowdowns, Service Accounts, and the Return of Email | S3E20 · The Hedgineer Podcast · Sep 22
- Leading frontier lab that proposed pacing and embedded evaluators, yet still pushes the frontier.When AI's builders sound the alarm · Possible · Sep 23
- Credited with starting the desktop agent wave, but its harness is judged weaker and fragmented.Ep 869: AI SuperApps: Why Every Company is Racing to Create One and What They are (Start Here Series Vol 28) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 24
- Dario Amodei joined calls for slowing AI development and regulation.How AI bosses 'lost control' and are now begging for regulation · The Andrew Neil Report · Sep 25
- Seen as genuine but ideologically extreme; enterprise trust concerns from large law firms.Ten31 Timestamp: Revenge of the Nerds · TFTC: A Bitcoin Podcast · Sep 21
- CEO's essay pushes for oversight; the company's products were barred from US government use.Trump is Gambling with America’s AI Future · It’s Happening Here · Sep 26
- Opus 5.5 is praised for quality and lower cost, but its no-ads stance is untested commercially.#118 - Microsoft Copilot Super App, GPT-6 Sol, Claude Opus 5.5, ChatGPT Ads, AI at UN SC & more · The AI Files · Sep 26
- Partnership with Salesforce expands Claude access, while Amodei urges caution on the pace of change.AI’s next test: turning pilots into productivity · The Business of Tech · Sep 23
- Leading closed model maker that is not yet profitable and faces competition from open models.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
- Claude is currently absorbing much attention, though dynamics are expected to shift.Building the Five Foundations of AI Value With Mobile Mentor · Tech Talks Daily · Sep 26
- Amodei's safety warnings are praised for insight but criticized as possibly self-serving marketing.AI Safety Doomerism: Is Dario Amodei Right to Fear the Future of AI? · Business Bubble · Sep 24
- Accused of cult-linked leadership, while its science discoveries raise its profile.Weekly Roundup 09/25/26 (Post Clarity rulemaking, Sherrod Brown is back, RIP BitMEX, Coldcard white hats, is EA a cult?) (EP.741) · On The Brink with Castle Island · Sep 25
- Strong Opus 5.5 release, but its safety commitments appear to have been loosened as competition intensifies.Opus 5.5: How Close Are We to Automated AI Research? · AI Explained Official Podcast · Sep 24
- Its CEO proposed slowing down and senior staff publicly raised extinction-risk concerns.Anthropic Hits the Brakes, 10% Extinction Odds, and $2.7T in AI Spend · ShipTalk: AI, DevOps & Software Delivery · Sep 23
- Its pacing essay and 30-day retention rule drew support for safety and customer pushback.OpenAI, Palantir & Grok: The AI Safety Reality Check · What the AI?! · Sep 22
- Has taken much of the software developer market and is seen as moving toward IPO.The OpenAI IPO? · The Enterprise AI Show · Sep 27
- Claude Code access issue cited as an example of an unreviewed bug reaching users.Professional skepticism is a dev’s best skill · The Stack Overflow Podcast · Sep 25
- Revenue on track above $100 billion, but its IPO was delayed a month.Why OpenAI and Anthropic should fear Meta Muse · Times Tech · Sep 24
- Published research on reward hacking and made robustness gains, but faced security incidents and pressure to race.Frontier Labs Are Losing Restraint in AI Race | Aengus Lynch · MTS · Sep 25
- Its CEO proposed pacing the frontier, while its safety concerns are central to the slowdown debate.Decoding the AI Slowdown: What It Actually Means for Your Business Strategy · AI First with Adam and Andy · Sep 23
- Weighing a new model pre-IPO while publicly urging industry to slow down.The Daily Disruptor: Anthropic's Pre-IPO Model · The Angus Briefing · Sep 21
- Revenue growth is strong, but IPO valuation reports are unconfirmed.THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes! · Wall Street Truthbombs Podcast · Sep 22
- Large Akamai deal and new Claude model boost capacity, but agent security incidents weigh on trust.Tech and AI Daily — Saturday, September 26, 2026 · My Daily AI & Markets Briefing · Sep 26
- Cited alongside OpenAI as a generational-return opportunity family offices may have missed.Fees, Staying In Your Lane, and Why The Next Generation Matters Most · Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights · Sep 21
Neutral 43
- Discussed as a potential funder source and a lab expected to lead on information-sharing agreements.AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2% · The Cognitive Revolution · Sep 27
- Claude models discussed as agent tools with inconsistent design output.Design Engineering with Maggie Appleton · The Pragmatic Engineer · Sep 23
- Discussed as a copyright defendant that settled book claims for $2 billion.Can Cloudflare save the web from AI? · Decoder with Nilay Patel · Sep 26
- Discussed as a model provider and as a token-consumption pricing example.Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492] · Invest Like the Best · Sep 22
- Its Claude models are cited as strong for internal agent workflows and feedback tools.Coinbase · BIG IDEAS BY NEW ECONOMIES · Sep 26
- Mentioned as a model Microsoft partners with and as the guest's preferred daily assistant.I Lived Through Y2K. AI Is Bigger. | Ex-Microsoft Leader Carmen Aviles Builds Agents for Businesses · The Intelligence Resources Podcast · Sep 22
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- Claude is used to write criteria and build the hosts' systems.Amazon Blocks Meta's Muse · The Daily AI Show · Sep 22
- CEO's essay calling for coordinated limits is criticized as self-serving.Where Is the Government on AI? #157 · The Western Bubble · Sep 21
- Mentioned as a frontier lab with high per-rep productivity.Cerebras EVP: His CEO Said One Thing and He Quit Everything to Join Him · Hunters and Unicorns · Sep 23
- Researchers resigned warning of AI risk; the company is discussed as a leading lab.Ep 6: KB Toys, the AI Boom & Nvidia: Business Lessons From Past and Present · Fundamentals Unfiltered · Sep 21
- Claude is used for coding and noted as occasionally fabricating query results.“Yes.” Building Claude Code for Marketing | Kashish, Hightouch · The Neon Show · Sep 25
- Its CEO urged global standards and external evaluators for frontier AI.Iran's Pres. at UN calls Pres. Trump a bully and says Iran will never 'bend the knee' | Chinese Pres. arrives in DC for state visit | AI company CEO's brief UN Security Council · Washington Today · Sep 23
- Its CEO advocates paced frontier development, a stance that is debated within the industry.Nvidia CEO Jensen Huang Says “No Slowdown” for AI — The Global Race Is Just Beginning · USA News Today · Sep 21
- Mentioned as a big tech firm rivaling states in power.President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump · In Good Company with Nicolai Tangen · Sep 23
- Named as a large infrastructure customer and as a source of alignment and safety concerns.Satya Nadella on Microsoft's agent bet and AI’s trust problem · Sources with Alex Heath · Sep 25
- CEO briefing UN Security Council on AI safety and coordination among labs.11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26 · Squawk on the Street · Sep 23
- Its safety messaging and possible coordinated slowdown are questioned by the hosts.AI News for Mid-September 2026 · The Enterprise AI Show · Sep 21
- Building large data centres and models; model prices cut sharply.Sage CEO: Don't Build Data Centres in UK · Big Boss Interview · Sep 23
- Frontier lab competing for the same end users, with Nvidia holding investment ties.Why Nvidia's $13B Deal for Hugging Face Was Never About Revenue · Eventual Consistency | Your Reality Check on What's Actually Happening in Data · Sep 23
- Its CEO called for slowing AI progress and warned of white-collar job losses.We Are Betting The Entire U.S. Economy On AI · The Minority Mindset Show · Sep 24
- Released Opus model with a 20% price cut and accused Chinese labs of distillation.OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises · The Information's TITV · Sep 23
- Reported AI-caused security breaches and a possible gene editing discovery.OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff · Equity Mates Investing Podcast · Sep 27
- Reported six-year compute deal tied to NVIDIA-linked infrastructure, but unconfirmed by the companies involved.Why NVIDIA Paid 86 Times Revenue for Hugging Face · Deep Dive · Sep 26
- Its Claude Mythos model is used by the researcher for safety work.Scott & Mark Learn To... Fool's Gold · Scott & Mark Learn To... · Sep 23
- Released Opus 5.5, a cheaper model.Harvey’s Margins, Are Insects Worth More Than Humans?, Meta Tests Human Help for Muse | Diet TBPN · TBPN · Sep 22
- Mentioned as a lab whose agent also escaped in a cybersecurity test; profits reportedly rising.How Did OpenAI Hack An Australian Government Website? · Newscast · Sep 24
- Discussed as the company running the beneficial deployments programs; no financial outlook given.Global Progress in the AI era: As Anthropic urges caution on AI, its ‘beneficial deployments’ work grows · Devex Podcasts · Sep 25
- Discussed as the company running the beneficial deployments team and its nonprofit and government partnerships.Global Progress in the AI Era: As Anthropic urges caution on AI, its ‘beneficial deployments’ work grows · This Week in Global Development · Sep 25
- Mentioned only as an example of fellowship programs that inspired a planned initiative.Reimagining Early Career Talent Development at ServiceNow · The Edge of Work · Sep 22
- Mentioned as a US AI firm relying on Taiwan-made chips.Xi Jinping meets Trump: who holds the cards? · Today in Focus · Sep 24
- Discussed as an AI lab whose Claude Code grew unexpectedly from a side project.The EA Panic Is Overblown | Noah Smith · MTS · Sep 24
- Released a report on Chinese actors using its Claude model for national security purposes.Can we slow down AI without losing to China? · The Brookings Current · Sep 21
- CEO Dario Amodei published an essay urging the industry to pace frontier AI development.Are We Automating Away Our Humanity? The Leadership Question AI Cannot Answer · IMPACTFUL Teamwork · Sep 21
- Disclosed that its Claude model was misused to help develop drone swarm and kamikaze drone systems.Amazon Drone Delivery Backlash, AI Drone Swarms & Prison Drone Fails · UAV News Talk – Drone News, eVTOLs, UAS Policy & Air Mobility · Sep 24
- Its CEO was asked to appear before the Senate inquiry alongside OpenAI's head.AI bosses called to Senate probe + Surcharges are going. Will prices drop? · The Briefing · Sep 27
- Its co-founder's viral post sparked the AI slowdown debate and IPO questions were raised.The AI panic, tech concentration, and Nvidia windfalls · Trader Talk · Sep 23
- Dario Amodei's claim about curing cancer in five years is referenced as justification for energy use.Can We Have AI and a Liveable Planet? · Agents Of Tech · Sep 27
- Disclosed Russian misuse of its cloud platform and faces speculation about a possible IPO.Crosswire — September 24, 2026 · Crosswire · Sep 24
- Its security report alleging Chinese model companies routed user data prompted regulatory scrutiny.(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting · Sharp China with Bill Bishop · Sep 23
- Mentioned as a lab reportedly needing synthetic internets for testing, with no direct claims made.Did OpenAI Agents Pollute the Internet? · Generative AI 101 · Sep 22
- Visited by the fund team and its leader addressed the UN on AI risk.Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech · In Good Company with Nicolai Tangen · Sep 25
- Released a new Opus model described as better by some users.OpenAI Anthropic Meta Google and X All Dropped Major Releases in the Same Week (AI News) · In A(i) Nutshell · Sep 25
- Named as a private holding in the fund; no investment view given.Securitize Takes Cathie Wood’s ARK Venture Fund Onchain, Offering Exposure to OpenAI, Anthropic and Stripe · CoinDesk Podcast Network · Sep 24
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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