Seth Fiegerman

This one feels very clearly following the OpenAI playbook that we've been seeing in recent weeks here.

Yes, I think Anthropic is taking money from Microsoft and NVIDIA.

Anthropic then plans to commit spending to Microsoft's platform using NVIDIA chips.

Kind of textbook here, and I think we'll add to some of the anxiety there, but it is on a bit of a smaller scale.

Also, our understanding at this point is that this financing is part of a larger investment round to be announced at some indeterminate time.

So TBD, how much Anthropic is actually planning to bring in here?

This is the new normal.

It's a bottomless need, and everyone is tapping everyone else.

All the ships have to rise together or else they fail.

Yeah, I mean, again, this is not an either-or model.

It's a yes-and.

You know, I think we've seen OpenAI turn to Anthropic's backers, namely Google and Amazon.

So Anthropic is...

doing the same.

Now, there's a lot of intrigue there about what that means about the Microsoft opening our relationship.

But again, at this moment, everyone is tapping everyone else until the music stops.

That's right.

I do think Anthropic, though, has messaged clearly in the last week or so that while they're kind of playing the opening playbook here, we're investing heavily in infrastructure, in chips, building out more.

We're doing it on a smaller scale.

Now, as I said the last time I was on,