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PodcastThe Information's TITVSeptember 29, 2026

Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5

A broad IPO-market freeze and Anthropic's discount cuts signal tightening AI financing conditions even as model capability races ahead.

  • IPO market freezing up: Oura postponed its IPO (was set for Wednesday) citing market uncertainty, joining Amira, Holtec Nuclear, and SB Energy in delaying listings amid rising long-bond yields.
  • Anthropic IPO stakes: Martin Peers says market jitters raise the question of whether Anthropic must delay its own IPO given its huge capital needs and AI-safety baggage.

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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.