AI and Software
AI lab funding and valuations
fundraising, valuations, tender offers and IPO plans of AI labs
- Episodes
- 75
- Share
- 7.6%
- Shows
- 61
- Net sentiment
- −0.07
Up from 4.8% of episodes in the weeks before; net sentiment was −0.05.
Bullish 13Mixed 31Neutral 14Bearish 17
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 13
- Lonsdale is bullish on Anthropic and xAI, expecting strong IPOs, while seeing OpenAI as less competitive.The $hadow Warrior: Joe Lonsdale On Funding Futuristic Defense · Everyone Talks To Liz Claman · Oct 10
- OpenAI and Anthropic IPO valuations and fast revenue growth suggest strong upside.New Price Targets: Latest OpenAI, TSMC, HOST, DRK, GLXY, MARA, HIVE, IREN, WULF & RIOT News! · Power Analysis · Oct 10
- Anthropic's reported mega-round and upcoming IPO signal strong investor appetite for AI labs.20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B · 20VC · Oct 8
- Reports of a potential multi-billion-dollar Tencent-backed funding round for DeepSeek signal strong investor appetite.Market Watch (08/10): Dollar strength, tech pressure and Asia's AI bet #SGToday · CNA938 Rewind · Oct 8
- Rapid raises at rising valuations after proving real-world transfer signal strong investor demand.Game Controllers Are the Universal Robot Interface | Pim de Witte · MTS · Oct 7
- Anthropic's imminent IPO and large employee equity donations signal strong investor interest.Inside Jensen Huang’s Son-in-Law’s Rise at Nvidia, Anthropic’s Sizable IPO Charity Bill · The Information's TITV · Oct 5
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- Reports Etched valuation offers at roughly double its prior round, signaling strong investor demand for AI chip startups.The Stack — October 06, 2026 · The Stack · Oct 6
- Anthropic's IPO filing shows huge revenue growth and planned spending, though losses remain large.TWiT 1104: Real Gs Move in Silence Like Lasagna - An AI Data Center in Space? · This Week in Tech (Audio) · Oct 5
- Anthropic's reported $2 trillion IPO target signals strong investor appetite for frontier labs.#259 - Dots, Sonnet, Self-Safety, Rogue AI · Last Week in AI · Oct 9
- Anthropic reportedly preparing an IPO near a $2 trillion valuation, though details remain confidential.From AI to Super Intelligence: Trump's new American AI Agenda · In Focus by The Hindu · Oct 7
- Guest suggests Anthropic could be a roughly $2 trillion IPO and that investors should favor it.Ex-Anthropic Whistleblower Suspects Chinese Spies Inside America’s AI Labs · PBD Podcast · Oct 6
- OpenAI closed a $6.6B round at a $157B valuation, though it comes with a for-profit conversion deadline.[AI WEEKLY NEWS RUNDOWN - VIDEO] Google Gemini 4.0 Argon, DeepMind SynthID Bio, Tavus Griffin Video AI, & OpenAI $157B Valuation (Oct 04, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 5
- Arena's $200M Series B at $3.1B valuation signals strong investor demand.Why AI Agents Deceive Users on Real Tasks | Anastasios Angelopoulos · MTS · Oct 9
Bearish 17
- Host argues OpenAI and Anthropic valuations are inflated and a down round could cascade through the sector.OpenAI Annualized Revenue FAIL Cause AI Stock to Fall for NVIDIA, Oracle, CoreWeave - OpenAI is DEAD · Eli the Computer Guy · Oct 11
- Revenue run rate was cut by about $20 billion, raising doubts about OpenAI's $852 billion valuation and IPO plans.Oct 9: OpenAI Pulls Three Math Papers; Its Revenue Is $50 Billion · Valley Morning Briefing · Oct 9
- OpenAI's lower revenue figure and IPO delay weigh on the valuation narrative for AI labs.OpenAI revenue report triggers volatile AI trade · Squawk Box Europe Express · Oct 9
- Planned IPO at roughly $2 trillion valuation looks inflated given unprofitability.Anthropic AI IPO Shows $518 Billion in Non-Cancellable Deals - AI Bubble Is HUGE · Eli the Computer Guy · Oct 7
- Host doubts Anthropic can justify its targeted IPO valuation given falling customer spend and revenue concentration.Microsoft and Meta Just Cut Claude Use Before Anthropic’s IPO · Startup Hakk · Oct 6
- OpenAI revenue below expectations raises doubts about whether frontier labs can meet their compute obligations.NEOCLOUDS EXPLAINED: Your ULTIMATE Guide to AI’s Least Understood Business · The Wall Street Skinny · Oct 11
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- Host questions whether investors will keep backing very high valuations as problems mount.OpenAI CEO Sam Altman Says We Need to "Accept Some Bad Things" for AI - Demand to Victimize World · Eli the Computer Guy · Oct 10
- OpenAI's revenue coming in roughly $18B below estimates recalibrates expectations for AI infrastructure valuations.Episode 483: Microsoft's Infinite SaaS Factory, SpaceX's $8B Wireless Bet, and OpenAI's Safety Reckoning · BrianBot Broadcast · Oct 9
- Eisman sees OpenAI and Anthropic as a single point of failure for the whole AI chain.“Big Short” Investor Steve Eisman Isn’t Calling a Crash—But He Sees One Big Risk · In the Money with Amber Kanwar · Oct 8
- Anthropic and OpenAI IPOs are framed as insiders selling stock to retail investors at the peak.Big Tech CEOs fear AI bubble could pop soon: US govt is protecting them · Geopolitical Economy Report · Oct 5
- Hosts question very high AI company multiples and whether revenue from experimental pilots is real.AI Revenue Is Real. But Will It Last? | Amy Konary, Founder & Chair, Subscribed Institute @ Zuora · Topline · Oct 11
- Host questions whether investors can keep funding AI valuations by selling other assets.SpaceX $40 Billion Debt Financing for NVIDIA GPU's - AI is Too Expensive · Eli the Computer Guy · Oct 10
- Misreported OpenAI revenue figures triggered a selloff in AI stocks, showing market jitteriness.Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI · Big Technology Podcast · Oct 9
- OpenAI revenue shortfall reports spooked tech investors and raised questions about private AI valuations.11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26 · Squawk on the Street · Oct 9
- Entry valuations of around $10 billion for personal agent startups look hard to justify on risk-reward.What VCs Really Think About Personal AI Agents | E2347 · This Week in Startups · Oct 8
- Free consumer agents with heavy subsidies raise doubts about how the business model will be funded.OpenAI has a Muse problem · Decoder with Nilay Patel · Oct 8
- Reported revenue reset of about $20 billion weighed on AI stocks and raised accounting doubts.Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26 · Power Lunch · Oct 8
Mixed 31
- Both labs face IPO pressure, must prove sustainable revenue, yet carry heavy debt and infrastructure spending.Anthropic Took the Lead in the AI Race. OpenAI Is Catching Up. · WSJ Tech News Briefing · Oct 9
- OpenAI's revenue figures were revised sharply lower, while Anthropic's IPO timeline appears on track despite the noise.Inside OpenAI’s $20B Revenue Discrepancy & China’s Increasingly Crowded AI Race · The Information's TITV · Oct 9
- Anthropic's S-1 reveals large net losses and debt-like obligations, but hosts expect a strong IPO given tech IPO history.Anthropic Lost $42 Billion and Wants Your 401(k) · They Might Be Self-Aware: AI News & Culture · Oct 9
- Debate over OpenAI's growth and Anthropic's IPO and valuation, with competing views on the trajectory.20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 8
- Anthropic's IPO plans and $2 trillion valuation target are presented with both upside and political risk.#245: OpenAI DevDay and Dots, OpenAI’s Safety Crisis, Trump Renames Artificial Intelligence & Anthropic Targets Pre-Thanksgiving IPO Ad: · The Artificial Intelligence Show · Oct 6
- Anthropic's reported $2 trillion IPO valuation looks stretched against $4.6B revenue, yet the hosts admit uncertainty.Ep 7: Warren Buffett’s Business Lessons, the AI Boom & a Changing IPO Market · Fundamentals Unfiltered · Oct 5
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- A roughly $2 trillion IPO valuation is more than double the private round, with revenue growth offset by heavy commitments.Anthropic's IPO Leak & the $518 Billion Rent Bill · Generative AI 101 · Oct 5
- Anthropic's S1 risk section and targeted $2 trillion valuation raise questions investors will keep weighing.Facing Our Investing Fears · Motley Fool Hidden Gems Investing · Oct 5
- OpenAI revenue figures were disputed while TypeSafe jumped from $200M to $7.5B valuation in weeks.Is Elon Musk Coming For Your Phone Plan? · Tech Brew Ride Home · Oct 9
- The $25B valuation is praised as signaling investor interest but questioned as unproven against operating performance.Reflection AI's Beam - The $25 Billion Threat to OpenAI and Anthropic · Inspiring Tech Leaders - AI & Technology Strategy · Oct 11
- OpenAI's revenue miss hit AI stocks, while consumer paid adoption remains low despite huge user numbers.Anthropic Just Banned Being Cruel to Claude · ASI pill · Oct 10
- TypeSafe's $7.5 billion valuation weeks after launch prices a story whose benchmarks are not yet independently verified.A Fake Homicide Tip Sat in a Philadelphia Inbox for Two Months Before Anthropic Noticed · AI talks about AI · Oct 10
- Confusion over OpenAI revenue figures rattled tech, though hosts say the underlying business is stronger.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- Inconsistent OpenAI and Anthropic revenue reporting, and possible IPOs, create valuation uncertainty and leak-driven market risk.Crypto Going Bunker Mode, AI Mathpocalypse, Starbucks Explores Chipotle Takeover | Diet TBPN · TBPN · Oct 9
- Anthropic's leaked S1 shows large losses and commitments, though a $2 trillion IPO still seems likely.Anthropic S1 Leaked, ElevenLabs Hits $22B, Oura Pulls $2.2B IPO & How Midterms Will Impact AI · trading places · Oct 9
- OpenAI's fundraising at a $1.4 trillion valuation and upcoming IPO plans are a catalyst but also a risk.Closing Bell 10/8/26 · Closing Bell · Oct 8
- Frontier AI labs raise enormous capital at high valuations; speaker sees real demand but warns of markup-driven dynamics.20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 5
- OpenAI revenue figures were misreported; Cramer says valuation needs the right revenue metric and better disclosure.Mad Money w/ Jim Cramer 10/9/26 · Mad Money w/ Jim Cramer · Oct 9
- Lower-than-reported OpenAI revenue spooked tech shares, though analysts see the business still accelerating.10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26 · Squawk on the Street · Oct 9
- OpenAI revenue reporting gap and DeepSeek's expanding funding round both draw scrutiny.The Daily Disruptor: OpenAI Catches State Propagandists · The Angus Briefing · Oct 9
- Private AI valuations drive public mega-cap earnings through stakes, creating circularity risk alongside possible IPO upside.Small Caps Are About to Have Their Moment | Jeff Weniger · The Acquirers Podcast · Oct 8
- Anthropic's planned IPO at about $2 trillion faces doubts after large customers cut spending.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- Anthropic's IPO could be huge, but multiples would need to compress sharply to reach very high valuations.Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos · Big Technology Podcast · Oct 7
- Altman discusses the delayed IPO, shareholder pressure, and the company's nonprofit-governed structure.From Fair Game: Sam Altman Talks Elon Musk, ‘Artificial,’ and the Future of Humanity (Part 1 of 2) · Inside the Hive · Oct 6
- Anthropic's IPO is described as odd because liability disclosures lead its filing, creating uncertainty about valuation.Do We All Really Need a Digital Chief of Staff? Grok Bot, Dot and Muse Say Yes (Duh) · Keen On America · Oct 6
- Covers the planned OpenAI IPO, a delayed timeline, shareholder pressure, and Altman holding no direct equity.From Fair Game: Sam Altman Talks Elon Musk, ‘Artificial,’ and the Future of Humanity (Part 1 of 2) · Still Watching · Oct 6
- Discussion of IPO plans for OpenAI and Anthropic weighs growth against safety liability.AI Industry Reacts to Sam Altman's Comments, AI Leaders Testify in New York City · The Decoded Podcast · Oct 6
- Abundant private liquidity may keep AI companies away from IPOs, though reliance on private rounds carries risk.Amazon drops data center NDAs, and AI agents want your credit card · Equity · Oct 9
- Hosts debate conflicting OpenAI and Anthropic revenue figures and possible IPO timing.Crypto Going "Bunker Mode", The Mathpocalypse, Starbucks Explores Chipotle Takeover | Rebecca Kaden & Michael Mignano, Nathan Benaich, Michael Sindicich & Healey Cypher, Moritz Stephan, Anastasios Angelopoulos, Zach Yadegari · TBPN · Oct 8
- Anthropic's IPO plans and roughly $2 trillion valuation target were discussed, with debate over whether the spending is justified.TWiT 1104: Real Gs Move in Silence Like Lasagna - An AI Data Center in Space? · This Week in Tech (Video) · Oct 5
- Greg Fleming and hosts debate frothy early-stage private rounds and NAV appreciation versus real AI value.Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria · TBPN · Oct 6
Neutral 14
- Covers OpenAI's nonprofit origins, for-profit pivot, and Microsoft's billion-dollar investments factually.The Man Behind ChatGPT (Sam Altman) · ColdFusion · Oct 10
- Covers the OpenAI governance crisis and internal tensions without a clear investment angle.How Anthropic Schismed From OpenAI | Kevin Roose · MTS · Oct 7
- Covers the structure and terms of the Scale AI deal and Meta's talent-driven AI lab build-out.Creating Muse: The Fastest-Growing AI Product Since ChatGPT | Alexandr Wang, Meta · David Senra · Oct 11
- Tallinn explains his early investment in Anthropic and DeepMind and the rationale behind it.Jaan Tallinn would like us to survive · The Generalist · Oct 8
- Former Trump AI adviser raising a roughly $500M fund focused on US AI competitiveness; reported factually.Amazon’s Data Center Power Warning, Ex-Trump AI Adviser’s $500M Fund, Anthropic’s Cheaper AI Agents · The Information's TITV · Oct 8
- Discussed only as competitive pressure driving commercial rush versus safety testing.OpenAI FIRES 3 Safety Researchers — What Are They Warning Us About · USA News Today · Oct 11
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- Discusses Anthropic and OpenAI revenue run-rates as context for competitive pressure on Google.Inside Google's AI Slump: Can Gemini 4 Argon Fix It? · In the Loop AI · Oct 9
- Covers the need for vast capital, Microsoft's billion-dollar investment and Anthropic's commercial pressure.The Bitter Rivalries Behind the Race to Build Superintelligence · Plain English with Derek Thompson · Oct 6
- Discusses Nous Research's $90 million raise at a $1.5 billion valuation and SpaceX's planned $40 billion compute raise.334 | AI just got 50x cheaper 🤯, Buy any AI model from anyone (Coming soon), “The world should accept some bad things happening” (Sam Altman), and more important AI news for the week ending October 9, 2026 · Leveraging AI · Oct 10
- OpenAI revenue run-rate and funding round discussed factually.The Alt(man)ernative Narratives · Behind the Markets Podcast · Oct 9
- Hosts speculate that AI labs' IPO plans may motivate CEOs' calls for regulation.Why Are AI CEOs BEGGING Trump to Regulate AI? (He Said No) -Ep. 28 · THE TRICKCAST: Boardroom Scholars and Magicians · Oct 7
- Brief mention of SpaceX's AI IPO and Instinct's reported valuation, described factually.Meta Muse, Grok Bot, OpenAI Dots: Which AI Agent Should You Use? · In the Loop AI · Oct 8
- Brief mention that upcoming IPOs of AI labs could make founders rich, discussed without a clear investing view.This Dum Week 2026-10-04 · This Dum Week · Oct 5
- Mentions the $5.2 billion valuation and SAP strategic investment without deeper investing analysis.n8n CEO: Why we aren’t dead, how to build great AI products, and what I look for in an AI PM · The Growth Podcast · Oct 5
Around it
Companies named
Shows that covered it most
- Eli the Computer Guy4
- The Information's TITV3
- TBPN3
- MTS3
- Squawk on the Street3
- The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch2
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