Street Talk: Anthropic's IPO and Nvidia's News

In this episode, we discuss Anthropic's confidential IPO filing at a $965 billion valuation, shedding light on the competitive landscape against OpenAI and SpaceX. Additionally, we explore Microsoft’s new reasoning model, Nvidia’s Cosmos 3 for robotics, Intel’s price-cutting AI chip, and Strava’s new paywall that’s reshaping API access in the fitness space.


Chapters
00:00 Anthropic's IPO Announcement
02:00 Microsoft's MAI Thinking 1
04:01 Nvidia's Cosmos 3 Model
05:59 Intel's Crescent Island AI Chip
08:00 Strava's API Paywall
10:00 Windborne's Weather AI Model

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