George Hammond
speaker
93 appearances
3 recordings
1 series
first heard Apr 2026
last heard 13 Aug
George Hammond’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
Hey.
So you mentioned SpaceX and that being the largest IPO of all time.
We're expecting Anthropic to surpass that.
And its investors think that's going to happen because it has shown just this prodigious growth over the last year or really 18 months.
It has, in the course of that leapfrogged its main rival, OpenAI, that makes Anthropic the fastest growing startup of all time.
So investors are looking at those numbers and they also are looking at the opportunity that is associated with AI.
And Anthropic has really demonstrated this year that it can capitalize on that opportunity perhaps more effectively than some of its rivals.
And it has really done that by focusing on selling AI to businesses, which has been a growing theme throughout this year.
Well, I think in the context of the market more generally, we have been writing for the last year or more that there are fears around a bubble forming in this sector.
There are also risks in rising competition from Chinese models, particularly open weight models, which are far cheaper.
And despite the complications of engaging with Chinese companies, are more attractive to a lot of businesses globally.
Anthropic is also in a kind of protracted fight with bits of the Trump administration and the U.S.
government.
They were hit with an export control by the Commerce Department in June, which forced them to suspend some of their best models.
So there are plenty of risks ahead of this IPO.
So Anthropic entered a quiet period when they filed paperwork to the SEC a couple of months ago.
And that means that they are certainly not making public pronouncements on this.
And from the investors we've spoken to, they are not guiding them on a firm figure on valuation.
This $2 trillion figure that investors have alighted on comes from their own calculations, their own expectations, and obviously very well-informed opinion.
But this is not coming directly from the company.
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