Ryan Gould
speaker
56 appearances
3 recordings
1 series
first heard May 2026
last heard 13 Aug
Ryan Gould’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
Exactly, Ed.
And I think you know it is or would be Anthropic's largest known deal to date.
Who knows what they've been doing behind the scenes?
Um, I think it's just super interesting in terms of timing, as you say, that IPO coming as potentially as soon as October, which is you know really not that far away at all.
Um I think when you put this into perspective for Anthropic, doing this kind of deal as a private company is perhaps a little bit easier than as a public one, and I think it might
actually help them to communicate that story at least on the cost efficiency side a little better when it comes to you know that finalized S1.
They did obviously file confidentially but this acquisition itself would not obviously show up in that uh existing filing.
I think six billion is modest uh but you know you've seen this company was just it just raised four at at a four billion dollar valuation not so long ago.
That that round was backed by you know NVIDIA.
And I think if we just pause a little bit on that, I think I saw someone make a point online this morning that, you know, Anthropic itself is starting to look a little more like NVIDIA as well as being an NVIDIA competitor.
And I think to put that into like the sum of things, who knows how that'll be valued, who you know, how investors will credit that at the time of IPO.
I think that's true.
I think you saw that report out of Israel earlier on this week that I think put SpaceX's name next to D Cart.
Uh Elon obviously came out and denied that report.
I think what I would say taking a step back about Anthropic in particular is we know and we have spoken to many people around the sidelines over the past few months that they have been quite actively shopping for acquisitions.
Um obviously putting in this in the context as well of them trying to build out their own chip effort.
They were looking for something.
On the hardware layer too earlier this year.
I think this is a company that's really trying to make that vision a lot clearer.
Again, as I say, ahead of the IPO.
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