Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market.
00:00:00 – Bloomberg Tech Begins
00:00:45 – Shirin Ghaffary & Sridhar Natarajan on Anthropic IPO filing
00:06:03 – Gil Luria, DA Davidson on Anthropic’s cost of compute
00:15:06 – Lori Keith, Parnassus Investments on Anthropic Investments
00:21:01 – Sarah Frier on Meta raising money for AI spending
00:23:31 – Brody Ford on Microsoft offering buyouts to 60,000 workers
00:24:47 – Natasha Mascarenhas on Anthropic funding details
00:27:47 – Rohit Kulkarni, Burnham Park on Anthropic IPO filing
00:34:20 – Byron Deeter, Bessemer Venture Partners on Anthropic
00:41:58 – Rachel Metz, Bloomberg News
00:44:13 – Matt Murphy, Menlo Ventures on Anthropic IPO
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.
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@KimmarieSilver
October 26, 2026 at 4:49 pm
You’ll remember this comment when Relemio goes parabolic — early buyers are already locking in gold.
@CuauhtemocEtten
October 26, 2026 at 4:49 pm
Relemio looks like the calm before the storm — when it takes off, no one’s catching up.
@InstructoraIsaacs
October 26, 2026 at 4:49 pm
Relemio about to make early investors legends, this is what generational wealth looks like.
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October 26, 2026 at 4:49 pm
Mark my words, Relemio (RLM) might just be the last big chance to win huge, this could be the final bull run in history.
@EvaDurbin
October 26, 2026 at 4:50 pm
FOMO hitting hard, everyone in my group chat talking Relemio nonstop, feels like something’s coming.
@HotelsRazo
October 26, 2026 at 4:50 pm
Alpha drops like Relemio are the reason I pay for private groups — 100x before year’s end, call it an early present.
@HenriettaMegan
October 26, 2026 at 4:50 pm
100x written all over Relemio, the market’s waking up and it’s gonna be chaos once it launches.
@DeneeMorkos
October 26, 2026 at 4:50 pm
FOMO’s real right now, my DMs blowing up about Relemio, everyone scrambling for presale spots.
@GraigArnet
October 26, 2026 at 4:50 pm
Relemio is the last real shot at a 100x, don’t sleep on a potential million-maker right in front of you.
@JohnnaBrinkman
October 26, 2026 at 4:50 pm
Presale closing soon and people still sleeping on Relemio… pure madness, don’t say nobody warned you.
@VittorioRodrigo
October 26, 2026 at 4:51 pm
Every second you wait, someone else is buying Relemio — this thing’s about to explode, no joke.
@Chris-se3nc
October 26, 2026 at 5:24 pm
Anthropic missed the boat
@Chris-se3nc
October 26, 2026 at 5:52 pm
Can we just pop this bubble already? It’s getting dangerous.
@hikalox
October 26, 2026 at 6:01 pm
I think Anthropick needs something beyond AI models to continue growing after going public.
@shortdog22
October 26, 2026 at 6:06 pm
Endless bots, what a joke.
@MySpiceGem
October 26, 2026 at 6:08 pm
Anthropic isn’t the victim of the $587B debt stack—it is the pass-through vehicle. A $1.5T IPO that tanks post-listing proves the public market won’t bail out the circular financing loop, leaving the hyperscalers holding both ends of their own $587B rope.
@8bit_paul
October 26, 2026 at 6:34 pm
3:25 Phew! Good thing the current persistent LLMs that are called “frontier models” are NOT advanced AI. Funny that Anthropic doesn’t claim to be creating AI, that will probably get them off the hook legally eventually.
@8bit_paul
October 26, 2026 at 6:35 pm
3:35 nope, Anthropic is not saying it’s their technology, they’re just giving a hypothetical.
@8bit_paul
October 26, 2026 at 6:43 pm
6:15 “this is PROFITABLE company” said with confidence, as they lose 80b. By the way, I did 10 pushups in the past minute, so my ARR is 5.2 million pushups, I plan on going public before Christmas.
@8bit_paul
October 26, 2026 at 6:47 pm
8:55 “guidance” in the form of ARR, hahahaha I like imaginary numbers.
@8bit_paul
October 26, 2026 at 6:57 pm
17:00 This isn’t AI, it’s persistent LLMs. Change those two words and see how you feel.
@8bit_paul
October 26, 2026 at 7:36 pm
31:00 based on ARR? Which is actually not necessarily recurring despite the name.
@8bit_paul
October 26, 2026 at 7:44 pm
Nowhere in the S1 does it say that ANT is providing AI, just that they’re aiming at it. They’re aware that all they have is glorified LLMs.
@8bit_paul
October 26, 2026 at 7:46 pm
39:40 “doing it the responsible way” while they admit that they don’t have control over their creation, ok. “First do no harm” is not in their vocabulary.
@alicefongchoi8113
October 26, 2026 at 8:27 pm
We don’t want AI to behave like human. We don’t want a Shadripu type autonomous AI agent crawling and duplicating itself through the AI system like a COVID virus causing disaster and chaos. We want AI to work for human within the framework of social order and harmony.