In partnership with
Welcome, AI enthusiasts
Anthropic went from a $380 billion valuation to $965 billion in just months, and now the Claude maker has filed to go public. If it lists this fall, everyday investors could finally own a piece of a frontier AI lab, something that has been off-limits until now. Let's dive in!
In today’s insights:
Anthropic Files for a $965B IPO
Buffett pours $10B into Google
Senate Bill Would Seize Half of OpenAI
Read time: 4 minutes
LATEST DEVELOPMENTS
WALL STREET
📈 Anthropic Files for a $965B IPO
Evolving AI: Anthropic filed a confidential draft S-1 with the SEC, setting up a $965 billion IPO.
Key Points:
A confidential S-1 went to the SEC for a proposed IPO of common stock.
The filing follows a raise that lifted Anthropic's value from $380 billion to $965 billion in months.
A public listing could let retail investors buy Anthropic shares as early as the fall.
Details:
The paperwork went in under Rule 135, which lets Anthropic start the SEC's review while keeping its financials private for now. The move is well timed. It arrives days after a $65 billion Series H round, and that raise rests on a revenue run rate that has climbed to roughly $47 billion from $10 billion last year. Share count and pricing are still open, so the listing itself depends on how markets look when the review wraps.
Why It Matters:
A public debut would open the door to investors long locked out of AI. That stake has so far sat with venture funds and insiders. OpenAI and SpaceX are lining up the same move, so a slice of the boom reaches ordinary portfolios. For once the people using these tools every day could own a small piece of them too.
Talk to your AI tools the way you'd talk to a colleague.
You don't send a colleague a three-word brief. You explain the context, the constraints, what you've already tried. But typing all that into ChatGPT takes forever — so you don't.
Wispr Flow lets you speak your prompts instead. Talk through your thinking naturally and get clean, paste-ready text. No filler words. No cleanup. Just detailed prompts that actually get you useful answers on the first try.
Millions of users worldwide. Works system-wide on Mac, Windows, and iPhone.
AI INFRA
💰 Buffett pours $10B into Google
Evolving AI: Alphabet is raising $80 billion to fund AI compute, with $10 billion from Berkshire.
Key Points:
Alphabet's $80 billion raise is the largest in US corporate history.
Berkshire Hathaway is anchoring it, a rare heavy tech bet for the firm.
Alphabet says AI demand already outpaces what it can supply.
Details:
Alphabet announced an $80 billion equity raise on Monday to fund the compute behind its AI. Its models now handle 19 billion tokens a minute, roughly six times more than a year ago. The raise breaks into $30 billion of public offerings, a $40 billion share program starting in Q3, and Berkshire's $10 billion. All of it backs capital spending set at $180 to $190 billion this year.
Why It Matters:
Berkshire usually steers clear of big tech bets, so its name on this deal carries real weight. It also shows how expensive the AI race has gotten, when even a company sitting on Alphabet's cash needs outside money to keep up. Most firms are still working out what that kind of spending actually buys them.
How Jennifer Aniston’s LolaVie brand grew sales 40% with CTV ads
The DTC beauty category is crowded. To break through, Jennifer Aniston’s brand LolaVie, worked with Roku Ads Manager to easily set up, test, and optimize CTV ad creatives. The campaign helped drive a big lift in sales and customer growth, helping LolaVie break through in the crowded beauty category.
AI POLICY
⚖️ Senate Bill Would Seize Half of OpenAI
Evolving AI: Sen. Sanders plan would give the public a direct stake in the largest AI labs.
Key Points:
The plan would take 50% of the equity of OpenAI, Anthropic, and xAI through a one-time tax.
A public fund would hold the stake, pay citizens, and carry voting rights plus board seats.
Sanders argues AI was built on the public's knowledge, so the public should own a piece of it.
Details:
Half the equity of OpenAI, Anthropic, and xAI would change hands in one move, paid in stock rather than cash. Those shares would sit in a federally run sovereign wealth fund modeled on Norway's oil fund. The fund would carry voting rights and a guaranteed board seat at each firm, and its returns would flow back to the public. Sanders frames models trained on our writing, code, and research as partly a public asset.
Why It Matters:
A few lawmakers have floated AI taxes before, but those only skim profits. Owning the labs is a bigger swing, and it lands on something people have started to notice. As AI grows more powerful, a few firms hold the data, the models, and the money all at once. Even Altman has pitched his own public fund. The fight is no longer just about taxing AI but about owning it.
👀 Click on the image you think is real
QUICK HITS
🏗️ SoftBank Drops $87B on French AI Data Centers, Europe's Largest AI Bet.
💸 GitHub Copilot Switches to Token Billing, Devs Call It "a Joke".
📑 OpenAI Aligns Frontier Safety With EU AI Act and California Law.
🚗 Uber Launches Munich Robotaxi Pilot With Autobrains and Nvidia Drive Hyperion.
📈 Trending AI Tools
🎞️ Guideless - AI tool that automatically turns your clicks and workflows into step-by-step video guides*
🎬 Submagic - AI editor for captions, B-roll, and short-form videos.
🕵️ Undetectable AI - AI text humanizer and detector in one tool.
✏️ Grammarly - AI writing assistant for grammar, tone, and clarity.
*partner link