Rachel Metz
speaker
261 appearances
18 recordings
2 series
first heard Nov 2025
last heard 2 Sep
Rachel Metz’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 — 18 in all, peaking in Aug 2026 with 11.
Appearances
But what I will say is that these two reports that we've done recently, this most recent one on Anthropic and then the other recent one we had on OpenAI and how their revenue is increasing exponentially.
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If we look at them individually and try to compare them to each other, because as I said, with ARR at least, they're calculating them in different ways.
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So it's certainly not an apples to apples comparison.
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It looks like each company is showing investors and potential investors better information than it could have just a month or two ago.
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And so that could be a really positive sign for an IPO.
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Yeah, it's been kind of interesting to watch that unfold over the last six months or so as these companies move closer to a potential IPO.
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You're seeing them sort of refocus or focus more intently on certain aspects of the business.
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I think with OpenAI, we're still seeing a cadence of releases, but we're seeing less of an array of things.
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which is interesting.
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It'll be even, I think, more clear as we go forward more this year.
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But we're also going to see the company continue to focus on things that it thinks are important, both on the consumer and the enterprise side, because those are both really big businesses for it.
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With Anthropic, I bet we can expect to see a lot more on the coding side, probably science side as well.
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We may see that out of both companies, both of those two things.
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But I think we're going to see a lot of that sort of stuff happening.
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happening, this sort of coding, perhaps science and maybe some other sort of work-related applications that we haven't seen too much of yet for these chatbots that they are hoping to sell to people.
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It looks like each company is showing investors and potential investors better information than it could have just a month or two ago.
And so that could be a really positive sign for an IPO.
Bloomberg News Now · US-Iran Peace Prospects Dim, Netanyahu Meets Kushner, More · 17 Aug 2026
podcast
they're calculating them in different ways.
So it's d certainly not an apples to apples comparison.
It looks like each company is showing investors and potential investors better information than it could have just a month or two ago.
Showing 81–100 of 261 · page 5 of 14
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