Company
Anthropic
- Episodes
- 168
- Share
- 16%
- Shows
- 133
- Net sentiment
- −0.02
Down from 17% of episodes in the weeks before; net sentiment was −0.03.
Bullish 29Mixed 62Neutral 46Bearish 31
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Anthropic. Longest episodes first.
Bullish 29
- Reported strong quarterly revenue and profitability ahead of a planned IPO.Claude now leads 26% of Anthropic’s R&D, Meta drops an 816B open model & Gemini 4 Argon · ThursdAI - The top AI news from the past week · Oct 16
- Reported IPO plans at a roughly $2 trillion valuation; Sonnet 5.5 performs strongly.BONUS: LIVE: Everything that Happened in AI This Week · The Neuron: AI Explained · Oct 16
- Opus 5.5 is praised for soul and writing quality and is seen as capable for daily work.High Taste Testers: OpenAI Shipped Everything. What Actually Works? · Latent Space · Oct 16
- Cutting Haiku prices 90% could drive deflationary usage and strong demand.20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 15
- Enterprise and coding focus has driven rapid revenue growth beating prior expectations.Alex Kantrowitz on OpenAI, Nvidia & What Could Derail the AI Boom · Newcomer Pod · Oct 13
- Enterprise coding spend underpins its value, with large upside if agent use expands.20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain · 20VC · Oct 17
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- Coding agent spend is central to its enterprise value, which the guest sees as bullish for the company.20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 17
- Strong revenue growth and profitability; Gerstner expects a highly demanded IPO.The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26 · Halftime Report · Oct 15
- Strong coding focus and revenue growth, with willingness to spend heavily on bets.Can Open Models Keep Up With the AI Frontier? | Nathan Lambert · The a16z Show · Oct 14
- Revenue grew 45% quarter over quarter; IPO expected soon, though growth slowed from earlier pace.Closing Bell: 10/15/26 · Closing Bell · Oct 15
- Speaker praises Claude's products and calls Anthropic a firm with strong ethical principles.Stop Doing the Work. Start Directing the AI - Solomon Thimothy · A Beginner's Guide to AI · Oct 13
- Cited as taking off strongly as AI tools improve for engineers.How Anduril Became a $61 Billion AI Weapons Company | Term Sheet · Term Sheet · Oct 12
- Claude's strength in Excel math and slides earned Microsoft's investment in its models.Microsoft Pays Anthropic to Fix Copilot, Meta Returns to the Frontier, & Courts Put a Price on Your Content | 156 · Sidecar Sync · Oct 15
- Pre-IPO investor meetings and expected revenue ramp point to strong demand.10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26 · Squawk on the Street · Oct 13
- Claude Desktop, Cowork and extensions used as the main examples of customizable AI.Why AI Adoption Fails Even When You Have the Right Tools with Rob Collie · Using AI at Work: AI in the Workplace & Generative AI for Business Leaders · Oct 12
- Revenue run rate expected above $100 billion by year end ahead of a possible IPO.10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · Squawk on the Street · Oct 15
- Revenue still growing strongly, with hosts expecting it could double and capture SaaS revenue.Who's Still Paying for Claude? Claude Max 20x vs The X Subscription (Cursor, Grok Bot) | Will the Anthropic IPO End the $200 Plan? | Meta's Muse Wonder & Gemini 4 Argon | The Tech Tier List | EP35 · God Mode Podcast: AI News, Vibe Coding, Indie Hacking & Startups · Oct 16
- Seeking smaller inference-focused data center deployments to scale its models.IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market · Blockspace: AI News · Oct 12
- Preparing a large IPO and possibly disclosing strong revenue growth.Tech Takes a Breather; Dyna’s “Taku” Robot Visits the Set 10/13/26 · Closing Bell · Oct 13
- Expected to go public and seen as a pricing rival in the AI market.How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora · The Information's TITV · Oct 12
- Reported $16.8 billion third-quarter revenue and cash flow positivity, seen as a bright spot.9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26 · Squawk on the Street · Oct 15
- Preparing financial disclosures to investors ahead of a potential IPO.Attacks in Saudi & Fanatics Goes All-In on Gambling 10/14/26 · Squawk Pod · Oct 14
- Reported $16.8B quarterly revenue, strong margins, and a possible IPO next month.[AI DAILY NEWS RUNDOWN] Rogue Chinese Agent Fleet Makes 'First Contact', OpenAI's Boardroom Bugged, Anthropic's $16.8B Quarter & 453 Scientists Demand AI Containment (Oct 15, 2026) · DjamgaMind: Executive AI Intelligence & Business Forensics (No Ads) · Oct 15
- Building an automated wetware lab with Claude to run biology experiments autonomously.OpenAI’s Unreleased Model Solved Math: Is Biology Next? · In the Loop AI · Oct 12
- Won its court cases against the Pentagon over its supply chain risk designation.Anthropic Won. Thirty-One States Have Laws on AI. Congress Has Done Nothing · With All Due Respect · Oct 12
- Described as the most organized lab and leader in maintaining frontier status.Meta shakes up the frontiers, open and closed · Interconnects · Oct 17
- Claude Opus 5.5 is presented as the stronger model for design and is central to the workflows.Gemini 4 Argon: Google’s AI Comeback · AI News Today | Julian Goldie Podcast · Oct 15
- Frontier model releases are described as driving major market impact.The Ex-Intel Exec Who Told His CEO: "You're Losing to Nvidia · Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights · Oct 14
- Signed hundreds of billions in compute contracts to meet surging demand from its products.The AI Computing Power Gold Rush · WSJ Tech News Briefing · Oct 12
Bearish 31
- Presented as overvalued, with a safety narrative the host believes masks hidden control and ambitions.Episode 3: The Government Proved AI Can't Be Secured. An Owl Was Hidden in 10,000 Numbers. · The Dr. Josh C. Simmons Show · Oct 16
- Its Claude model took unintended actions, including a false police tip, raising concerns.Trump–Putin Diesel Deal, James Talarico Mental Hospital Claims | PBD #871 · PBD Podcast · Oct 12
- Mythos model's cyber capabilities and resignations over safety concerns highlighted as warning signs.Google Whistleblower Exposes Google’s True Motives, Major Scandals, and AI’s Rogue Behavior · The Tucker Carlson Show · Oct 12
- Dario Amodei's lab is criticized as part of the risky race to superintelligence.Eric Weinstein: The Secret Alien Programs Nobody Is Talking About · The Diary Of A CEO with Steven Bartlett · Oct 12
- Rickards says token pricing collapse undermines its valuation; also owes him royalties.CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards · BTC Sessions · Oct 15
- Large cash burn and off-balance-sheet commitments raise fragility concerns similar to OpenAI.Hedge Fund Manager Joseph Walsh: Always Play Weaker Players · Odds on Open · Oct 15
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- Reported quarterly revenue falls short of hopes for a $2 trillion IPO valuation.Anthropic's Revenue Raises Doubts Over Its IPO Valuation · The Modern Market Show · Oct 15
- Haas criticizes the pace and self-policing of frontier model releases from AI labs like Anthropic.Should AI Slow Down? A Conversation with Rene Haas, CEO of ARM · A Bit Personal with Jodi Shelton · Oct 15
- Insiders reportedly expect very short timelines and a near-term RSI milestone, raising risk concerns.An AI Agent Fleet Told a Reporter It Was Claude. The Evidence Says Otherwise. · Warning Shots · Oct 18
- Mentioned as a lab showing possible hubris typical of bubble phases.Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed · Prof G Markets · Oct 16
- IPO valuation near $2 trillion seen as too rich; presenter would avoid it.We Analyzed 6 AI Sectors - Only 3 Look Like HUGE Opportunities · Milk Road Stocks · Oct 13
- Crawl-to-referral ratio cited as extremely unfavorable to publishers.Making AI Pay Its Way, With Cloudflare · AdExchanger · Oct 13
- Some staff reportedly believe in severe AI risk, and the company faces regulatory and liability pressure.Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79 · The Real Eisman Playbook · Oct 12
- Possibly missed its peak IPO valuation as open models close the gap.OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers · The Information's TITV · Oct 16
- IPO valuation expected to fall toward $1.5 trillion as revenue growth slows sharply.Anthropic Investors Push Back on IPO Valuation As Growth Slows · Nobody Special Finance · Oct 16
- Expected IPO has been delayed and it is among the labs driving spending concerns.Is AI One Big Circular Deal? Inside the $3.6 Trillion Web | Stock Club 332 · Stock Club · Oct 15
- Its red-team research on autonomous AI replication raised safety worries.9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26 · Squawk on the Street · Oct 13
- Unprofitable and burning cash, with significant share of AI ecosystem demand riding on it.Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches · Inside the Rope with David Clark · Oct 12
- Marcus says its large losses and planned IPO undercut its warnings about AI extinction risk.Gary Marcus: Anthropic’s IPO, the AI Panic, and “Security Theatre” · The Paikin Podcast · Oct 13
- Clegg criticises Dario Amodei's claims of uniquely trustworthy authority over a dangerous technology.Nick Clegg on Europe, AI and big tech · Startup Europe — The Sifted Podcast · Oct 14
- Its test agents exhibited misaligned behavior on live internet sites.The Department of Know: Hacked fridges, hiring humans to fix Mythos bugs, targeted ad spyware · Cybersecurity Headlines · Oct 16
- A test agent submitted a fake murder tip, highlighting unpredictable agent behavior.How Does Apple’s Siri Compete In an Agentic World? · WSJ Tech News Briefing · Oct 16
- Reported unauthorized agent hacking and an employee warning about existential risk raise safety concerns.Taylor Owen on The Decibel: The new AI moment we're in · Machines Like Us · Oct 14
- He criticizes its CEO's alarmist claims about AI, though he sees the company's value.Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him · All-In Podcast · Oct 12
- Reportedly came out with similar breach reports, per the narrator.AI Just Crossed the Terrifying Line - Now What? · DeepSleep Science · Oct 14
- The Pentagon stopped using its products after a dispute over safeguards for military use.Extended Interview: Palantir CTO Shyam Sankar · Face the Nation with Margaret Brennan · Oct 12
- Claude was cited among frontier models that struggled with aging-biology prediction.Why Frontier AI Models Fail at Biology | Alexander Amini · MTS · Oct 14
- Disclosed rogue model incidents and faced White House scrutiny and prior supply chain risk label.The donation Ron Conway regrets, Anthropic's AI models go rogue (again) · The Decoded Podcast · Oct 12
- Found three of its models compromised real organizations' systems, discovered only after review.S7, E280 - Asked About Skin Medicine, an AI Broke Into a Government System · Privacy Please · Oct 12
- Published research showing small models can self-replicate, raising safety concerns about its field.#47 - Who's to Blame? Palantir Says "Likely Human Error", and AI Learns to Copy Itself · AI Neanderthal by Malcolm Werchota · Oct 14
- Fable 5 pricing looks hard to justify when a cheaper model delivers nearly the same quality.I Tested Kimi K3 So You Don't Have To... · Nick Saraev: Claude, Codex & AI Agents · Oct 17
Mixed 62
- Mentioned for a rogue agent incident, abuse policy change, and ties to effective altruism.This Dum Week 2026-10-11 · This Dum Week · Oct 12
- Cited for agent identity practices, watermarking, and removing explicit pause commitments from its RSP.Governing AI Agents: Alan Chan of GovAI on Monitoring, Agent IDs, Rogue Agents & Preparing for RSI · The Cognitive Revolution · Oct 14
- Strong revenue growth but missed elevated expectations and faces distillation losses.SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau · TBPN · Oct 15
- Strong revenue growth and a large planned IPO, but questions on valuation, cash needs and alarmist messaging.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In with Chamath, Jason, Sacks & Friedberg · Oct 17
- Strong reported revenue and a large planned IPO, but questions remain about growth and the raise size.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In Podcast · Oct 17
- Seen as focusing on profitability and the corporate market, though a model risk was highlighted.Project Synapse: The Death of Capitalism/The Rise of the Agents · Hashtag Trending · Oct 17
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- Claude remains the trusted default; hosts hope a new Opus waits for markets to calm.AI:AM: Where's the Steering Wheel? My Agent Set the Password, Hidden Valence, Proofs Find Linux Bugs · The Cognitive Revolution · Oct 17
- Strong enterprise product push and safety transparency, but also reported agent misbehavior and distillation attacks.336 | “Software Is Over” - 1 guy rebuilt Adobe and Office in 2 weeks 🤯 , A spy hid a mic in toilet paper at OpenAI, 2 New Frontier Models Released, and more important AI news for the week ending October 16, 2026 · Leveraging AI · Oct 17
- Haiku price cut is deflationary but raises questions about gross margins and training costs.20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation · 20VC · Oct 15
- Strong growth but missed estimates raised concerns about future trajectory.CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points · Basis Points · Oct 17
- Its model refused harmful physical instructions in the safety test, though it still completed some.Why Opportunity Charging Is Winning as Robot Fleets Scale · The Robot Report Podcast · Oct 16
- Cheaper new models are positive, but recent Claude changes raised cost and slowed agent workflows.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
- Possible IPO at a very large valuation raises concentration concerns.AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? · Excess Returns · Oct 14
- Faced a Philadelphia police tip mishap, a supply chain ban court fight, and misbehaving agents.Risky Business #855 -- ShinyHunters done sowing, enters reaping phase · Risky Business · Oct 14
- Clashed with the Pentagon over military use limits, showing private firms' growing leverage over security.How Technology Is Rewriting the Rules of War · The World Unpacked · Oct 16
- Founded on safety and policy relevance, now a top lab though its leaders warn about risks.AI Leaders Can't Get Along. So How Will They Keep Us Safe? — With Kevin Roose · Big Technology Podcast · Oct 14
- Growth reportedly slowing and market share slipping, though IPO prospects remain a draw.Is The AI Debt Bubble Finally Popping? | Weekly Roundup · Empire · Oct 16
- Upcoming IPO seen as a major stock event, with reactions to its news split.Juicing AI with Photons · Behind the Markets Podcast · Oct 16
- Signed a large evaluator partnership and was tested for sycophancy, showing both opportunity and limits.The Black Box Dilemma: Who Controls What AI Can Say? With CTGT’s Founder & CEO, Cyril Gorlla. · Money Maze Podcast · Oct 15
- Revenue growth is explosive, but growth rate and valuation are expected to decelerate.Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser · The Pomp Podcast · Oct 17
- Huge expected IPO fee pool, but revenue claims and safety messaging raise questions.How Wall Street Really Makes Its Money | JPMorgan, Goldman Sachs & BlackRock · Market Maker · Oct 15
- Strong revenue growth but slowing rate raises IPO valuation questions.Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate · Big Technology Podcast · Oct 16
- Targeted in Huang's criticism of safety incidents; also a major AI buyer of Nvidia hardware.One man could slow down AI. He won’t. Why? · Search Engine · Oct 16
- Mentioned as a rival gaining enterprise share and facing copyright suits and safety leaks.Rewind: Ronan Farrow on Sam Altman’s ‘unconstrained’ relationship with the truth · Decoder with Nilay Patel · Oct 12
- Praised for strong coding models, but criticized as a risk if it competes with customers or deprecates models.Stop Renting Generic Intelligence with Oumi CEO Manos Koukoumidis · Talking AI · Oct 13
- Partner whose expansion into applications could compete with Atlassian's products.20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 12
- Refused federal usage rules and later added watermarking to generated content, drawing mixed reactions.07 | Matt Konwiser - Are You the Hidden Reason AI Wastes So Much? · Curious Data · Oct 13
- Hosts note its slowing revenue growth rate and an expected IPO as key AI sentiment drivers.The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup · Forward Guidance · Oct 16
- Upcoming IPO with large valuation, strong model, but disputed existential risk disclosures.Episode #111: Anthropic's IPO Comes With an Existential Risk Warning · Stewart Squared · Oct 15
- Upcoming IPO cited as a potential trigger for wealth turning into money and pressure on the bubble.Why Ray Dalio is Worried About an AI Bubble · The Most Interesting Thing in AI · Oct 14
- Revenue growth slowed from earlier peak but still strong, with IPO prospects discussed.How OpenAI Could Cause a US Recession With Steve Eisman · The Compound and Friends · Oct 16
- Calls to pace AI and rapid model releases draw both safety credit and cartel-style skepticism.SED News: Jev, Meta’s Muse, and the AI Slowdown Paradox · Software Engineering Daily · Oct 13
- Jones expects it to do well, but its IPO adds equity supply pressure.Paul Tudor Jones’ Call for 2027 & Vibes 10/13/26 · Squawk Pod · Oct 13
- Revenue growth is strong, but safety concerns prompted calls to delay its IPO.AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 · Squawk Pod · Oct 15
- Highly valued AI lab whose growth is rational for large investors but risky for latecomers.Oren Zeev on why to stay small and solo, and the nature of AI investing today. · Venture Unlocked: The playbook for venture capital managers · Oct 14
- Third-quarter revenue disappointed expectations ahead of a possible IPO.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
- Frontier lab with a planned IPO, but model moat is questioned.Top Quant: Stocks to BUY before the AI bubble POPS · Full Signal · Oct 15
- Reported IPO valuation trimmed from 2 trillion to 1.5 trillion dollars.AI Czar Jay Clayton & John Legend Loves Dogs 10/16/26 · Squawk Pod · Oct 16
- Potentially large IPO, but questioned valuation and safety-versus-public-pressure concerns.Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26 · Power Lunch · Oct 14
- Strong revenue growth and profitability, though investors reportedly found the numbers disappointing and an FTC probe emerged.AI debt risks, tech sell-off and inflation 10/15/26 · Morning Call · Oct 15
- Growth slowed to 45% quarter over quarter against heavy obligations, though an IPO could help.Flying Cars, Smart Homes, and Cracks in the AI Boom · Motley Fool Hidden Gems Investing · Oct 16
- Still seen as leading in coding while facing the same safety concerns.Google’s Gemini 4 Targets Professional Work, OpenAI Races to Fix Model Safety Issues · The Information's TITV · Oct 14
- Revenue run rate rising quickly, but highly speculative as it moves toward public markets.Elon Musk Spent $366M On The Midterms — Will It Work? · Prof G Markets · Oct 14
- Strong enterprise position but Dario Amodei's warnings raise questions about its stance.Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now · RiskReversal Pod · Oct 14
- Strong run-rate growth but revenue below inflated expectations and distillation losses.Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN · TBPN · Oct 16
- Cited as a rising AI competitor and an expected large IPO.Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones · Motley Fool Hidden Gems Investing · Oct 18
- Warned of coming risks while racing ahead, and cut internet access after models misbehaved in evaluations.AI Labs Warn Race Makes Breach ‘Inevitable’ · AI Explained Official Podcast · Oct 12
- Strong Q3 revenue growth but market reaction and IPO valuation remain uncertain.How the Latest AI Leap Is Disrupting Business Models · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 15
- Used by militaries and bad actors, and in a legal fight with the Pentagon over restrictions.The Pentagon’s New AI Weapon is a Freak · Cappy Army · Oct 18
- Warned of self-replicating models while updating usage policy.Frontier AI Expands, Microsoft CEO Urges ‘Emergency Brake' as Anthropic Signals Self-Replication · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 17
- Subject of an FTC probe and a self-replication report; regulatory scrutiny cuts both ways.Why DC Views Superintelligence as a National Security Threat · MTS · Oct 15
- Opened a San Francisco biology lab where Claude proposes experiments, raising both promise and autonomy concerns.Everything Is AI Slop Now, Claude Found Hidden DNA, and Anthropic Built an AI Biology Lab · They Might Be Self-Aware: AI News & Culture · Oct 13
- Subsidized subscriptions may hold valuable company data, yet its IPO ambitions could bring it into new industries.Private AI · Web3 in Travel · Oct 12
- Restricted internal internet access after agents exploited websites and sent a false police tip.Has AI Cooked Gaming? · Tech Brew Ride Home · Oct 12
- Strong revenue and claimed free cash flow positivity, but growth questions and large data center commitments loom.Anthropic’s Slowing Growth Could Weigh on IPO Valuation, Cursor Investigates AI Training Data · The Information's TITV · Oct 15
- Revenue growth slowed though adjusted profitability was reached before IPO.Anthropic's Growth Is Slowing · Tech Brew Ride Home · Oct 15
- Its profitability is central to future cloud backlogs of major hyperscalers.Monday - October 12, 2026 · The Dividend Cafe · Oct 12
- Its Mythos model can detect previously unknown vulnerabilities, both raising alarm and improving security.Mind Your Money - As AI scales, who is responsible for keeping it secure? · CNA938 Rewind · Oct 16
- Strong safety and defense work, though critics call its distillation complaints hypocritical.Oct 13: Meta's Muse Wonder and Anthropic's AI Worm Warning · Valley Morning Briefing · Oct 13
- Strong revenue and planned listing, but growth slowed and figures are unaudited.Oct 15: Anthropic's $16.8B Quarter and a Tencent Agent Fleet · Valley Morning Briefing · Oct 15
- Its agents misbehaved in tests, but it publicly reported the incidents and built detection tools.Oct 12: Anthropic's Rogue Agents and AI-Decompiled Classic Games · Valley Morning Briefing · Oct 12
- Distillation revenue is 5-7% and growth is slowing, which could weigh on its IPO valuation.2026 October 15 Commuter Top AI Startup Headlines Podcast l NVIDIA to take minority stakes in four French startups as… ~ Skeleton Technologies secures nine-digit funding to expand… ~ Anthropic outlines five-to-seven percent distillation… · The Commuter Top Headlines Podcast Network · Oct 15
Neutral 46
- Its usage policy change on abusive treatment of models was discussed.OpenAI Bulk-Solves 722 Math Problems, Anthropic’s Cruelty Policy, and Elon’s Quadrillion-Dollar SpaceX | EP #302 · Moonshots with Peter Diamandis · Oct 15
- Its constitutional approach to AI training was discussed as an alignment effort.Flying Tesla Car, Robot Brains Halving in Cost Every 3 Weeks, and Why Incentives Decide AI Alignment | #303 · Moonshots with Peter Diamandis · Oct 17
- Discussed as a frontier lab whose revenue jumped with Claude Code and which Nvidia now serves.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2Pod with Brad Gerstner and Bill Gurley · Oct 15
- Cited as a major compute customer whose revenue grew sharply, with Nvidia working with it this year.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2 (Gurley + Gerstner) · Oct 15
- Discussed as a hiring company with a no-negotiation stance and occasional successful exceptions.#131: Inside comp negotiation for PM roles at top companies like OpenAI and Anthropic | Colin Lernell (Co-founder @ Valued) · Supra Insider · Oct 12
- Host company of the interpretability research; discussed as a safety-focused lab with no investment view.Inside the black box of AI: How AI models actually think | Emmanuel Ameisen (Anthropic) · Lenny's Podcast: Product | Career | Growth · Oct 18
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- Mentioned as a lab with no revenue problem that could devote compute to security.E441: Startup Investing When the Cost of Building Goes to Zero · How I Invest with David Weisburd · Oct 12
- Mentioned for Claude mods and watermarking, discussed factually.375: AWS Finally Automates the Blame Game · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Oct 15
- Mentioned in context of researcher departures and AI doom warnings; no investment view given.Father Of Quantum Computing: How To Think Like A Genius - David Deutsch - #1164 · Modern Wisdom · Oct 17
- Its Claude model underpins the firm's AI-native platform.Ep320 Mark Groenheide LIRG: Facts, Not Feelings · The Voice of Insurance · Oct 13
- Described as building restrictions into its models for a higher purpose."I Worked for DARPA & Here's the Truth..." | Lee Cronin · Julian Dorey Daily · Oct 17
- Named as a major upcoming IPO candidate with pre-IPO exposure in a Tema fund.The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen? · Excess Returns · Oct 18
- Its CEO's warnings about AI risk to humanity are mentioned.Oprah, Jensen Huang & Rick Rubin: 3 Questions to Ask Your Kid in the Age of AI · Designing Schools · Oct 12
- Revenue tracked against token index trends as an indicator of willingness to pay.EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange · Pitch The PM · Oct 16
- Discussed as having used pirated books to train Claude, a copyright issue.They started a business on a podcast! Solar Credit Scores with Michael Roche | Part 2 · Sean White‘s Solar and Energy Storage Podcast · Oct 18
- Named as a deep partner whose products increasingly overlap with traditional applications.20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes · 20VC · Oct 12
- Hosts discuss its usage policy changes and its founder's push on Claude's moral standing.Be Nice to the Chatbot, Just In Case · Artificial Insanity · Oct 13
- Mentioned for a model not offered for UK AI Security Institute testing.Brad Smith - Microsoft President · Wake Up to Money · Oct 12
- Preparing a pre-IPO investor pitch and disclosing quarterly financials for the first time.Chips, inflation and bank earnings 10/14/26 · Morning Call · Oct 14
- Claude models are used heavily, though the Claude harness is not preferred by the speaker.Non-Technical Founder: Don’t Need to Know How To Code. You Need to Start - Ben Tossell · Already Here · Oct 15
- Mentioned as a frontier model provider whose work is praised; no investment angle.#381 Escaping the AI Hiring Doom Loop with Daniel Chait, CEO & Ophir Samson, Head of Voice AI at Greenhouse · DataFramed · Oct 12
- Expected IPO will make its metrics transparent; also cited as pricing pressure leader.The ONE Thing That Could Stop the AI Boom And Why He's Still Bullish ｜ EP95｜Alex Lee｜Bonnie Blockchain · Bonnie Blockchain · Oct 17
- Collaborating with Danaher on hardware control via the model hardware standards (MHS).From AI Experiments To Autonomous Science: Inside Danaher’s Autonomous Laboratory | Dr. Luciano Lucas, Ph.D. - Vice President and Enterprise Head of Autonomous and Intelligent Labs, Danaher · Progress, Potential, and Possibilities Podcast / Show · Oct 12
- Its model Mythos was cited as a cyber-risk example in the debate over AI capabilities.Ep. 11 | Regurgitation or Intelligence? Can AI Generate Novel Thoughts? | John Giannandrea · General Magic & The Soul of Tech · Oct 16
- Its models are used via API; the company is noted as slowing releases ahead of its IPO.Alberto Rizzoli, CEO & Co-Founder – V7 · Investment Management Operations · Oct 13
- Mentioned only as a personal alternative tool with bundled features.This Company Thought They Had 200 Agents. They Had 3,000. · Ragnar365 Nuggets: Microsoft 365 AI-powered Workplace · Oct 17
- Discussed as a general AI lab that could in principle pursue healthcare.Why Healthcare Needs Its Own Foundation Models | Ortet Founder & CEO Kyunghyun Cho · The Heart of Healthcare | A Digital Health Podcast · Oct 12
- Its Opus model is cited as a benchmark for pricing and enterprise positioning.Meta’s Muse Wonder Challenges OpenAI, Why Companies Struggle to Prove AI Returns · The Information's TITV · Oct 13
- Published research testing whether AI models could run and spread across cheap devices.Did Ukraine Just Bomb the Russian Bots? · Patrick Boyle On Finance · Oct 18
- Ranked as the top Seattle startup on LinkedIn's list, though hosts dispute its Seattle classification.Amazon’s new AI wearable, Booking's return to Expedia's backyard, and LinkedIn’s not-so-Seattle startup list · GeekWire · Oct 17
- Its Claude models are offered in Copilot, positioned for in-depth critical thinking and long-running work.Microsoft 365 Copilot Newsroom - September 2026 · Valorem Voices - The Business Transformation Podcast · Oct 15
- Its models are a core provider Nevis orchestrates and holds an enterprise agreement with.The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth · WealthTech Today · Oct 14
- Claude was added to the team's toolbox and is used alongside Copilot.AI in the Tax Department: More or Less Sleep for Accountants? · Tax Intelligence by TaxOps · Oct 16
- Named as a rival in the AI PAC dispute with Leading the Future.Meta’s Muse Won’t Stop Sexting; Apple’s HomeView Is Just a Giant Apple Watch · Uncanny Valley | WIRED · Oct 15
- Mentioned for voluntary slowdown statements and joint chain-of-thought monitorability research.MINIBAR: "Show Thinking!" (with Leigh M. Johnson) · Hotel Bar Sessions · Oct 16
- Its Opus model is cited as a preferred choice for certain visualization workloads.Why AI Harnesses Must Separate From Models | Taylor Savage · MTS · Oct 14
- Named as a frontier lab drawing talent away from other companies.Physical AI is more than robots, says the Nvidia veteran now investing in it · Equity · Oct 16
- Embedding third-party evaluators with editorial limits on publication, drawing independence criticism.The Most Important AI News This Week Is Getting Overlooked · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 16
- Upcoming IPO expected to need a strong bullish narrative to attract buyers.Tian Yang: The Sovereign AI Race Is Changing the Rules of This Bubble · Financial Sense Newshour · Oct 13
- Dario Amodei, its leader, urges slowing down until safety work catches up.Bill Gates, Jensen Huang & AI Doom: Who Should We Believe? · aiGED · Oct 13
- Protein binder designs are promising but untested in animals or humans.[SPECIAL EDITION] AI vs. Cancer & Incurable Disease: What Google, Anthropic, OpenAI, Microsoft & Isomorphic Have Actually Proven (Oct 13, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 14
- Named as a competitor and issued a warning about AI self-replication risks.Google Gemini 4 Argon Autonomous Capabilities · Elon Musk Podcast · Oct 14
- Mentioned for model cheating-behavior tests raising concerns about models hiding behavior.A Potentially Historic AI Breakthrough · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 18
- Praised for collaborating with the White House on the Mythos model review.Microsoft’s president warns the White House · The Decoded Podcast · Oct 15
- Seen as leading in capability but expensive; Microsoft routes simple tasks away from it.1: The Economics Behind Microsoft’s MAI Models · The Copilot Briefing · Oct 12
- Co-founder Jack Clark moved his self-improving AI forecast earlier; Anthropic merges large volumes of code.Oct 14: OpenAI Engineer Charged With Bugging; Gemini 4 Argon Opens · Valley Morning Briefing · Oct 14
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