George Hammond

speaker

128 appearances 4 recordings 1 series first heard Apr 2026 last heard 3d ago

George Hammond’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 1.

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FT News Briefing · Anthropic’s anticipated $2tn IPO · 13 Aug 2026 podcast

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.

I think it tells us that investors see just a kind of unlimited upside to AI.

We will find out whether they are correct or not, but the SpaceX story, we think of this company as a rocket maker, that is its primary business, but Musk went out and sold it as an AI company

So that was an AI story.

I think, you know, Anthropix's willingness to go out at even something approaching this valuation would tell us that investor sentiment around AI continues to be very, very hot, even if we have seen these kind of yo-yos in the public markets or in stocks exposed to AI in the last few months.

Thank you so much.

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