Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26

Anthropic's IPO prospectus discloses $42B in 2025 losses and existential-risk warnings just as rising yields stall other tech IPOs like Aura.

• IPO market wobbles: Aura Ring and SB Energy postponed IPOs as Treasury yields rise; SEC Chair Paul Atkins says 583 companies went public in 18 months, up 75% from prior period, raising ~$208B.
• Anthropic's existential-risk disclosure: Reuters-viewed prospectus shows a $42B 2025 net loss, revenue up 12x to $4.6B, $518B in planned cloud infrastructure spend, and a warning of 'catastrophic or existential risks to humanity,' targeting a $2T+ valuation.

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.