Shireen Ghaffari

speaker

120 appearances 8 recordings 1 series first heard Apr 2026 last heard 13 Aug

Shireen Ghaffari’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in May 2026 with 3.

Appearances

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Bloomberg Tech · Alphabet To Raise $80B in Equity, Anthropic Files For IPO · 2 Jun 2026 podcast

That's right.

So it's short on details because it is a confidential filing and the financials are not public.

However, Anthropic has, as of yesterday, submitted um a draft S one to go public, um, pulling ahead of OpenAI, which is also expected to uh be filing as soon as in the coming weeks.

Um CEO Sam Altman uh reacted to that in an interview yesterday, um, saying that uh

uh in the company will go public when it m more or less when it feels like it or when it wants to and not not sort of before it's ready.

So still some s uncertainty about when exactly Anthropic's competitor will and Anthropic has now pulled ahead to be the first to pull that trigger with the the filing.

Uh that being said, what do we know about Anthropic?

Well, its revenue has been growing at rapid pace.

It's now reached an annualized uh run rate revenue projection of forty-seven billion in annual revenue.

Um the you know, there's been the the CEO has said that they had an eighty X increase in that kind of projection in the first quarter compared to the uh on an annual basis.

So extreme revenue growth, but also still high.

I think there's no denying that you have three uh major AI firms, uh SpaceX, which now is an AI company because of X AI, and then OpenAI and Anthropic, all going public or all talking about going public or planning to.

uh in uh you know the span of several months and some of the the filings here happening within weeks.

So I think it's undeniable that there is this race dynamic, uh, much like there is with their technical products.

Uh and of course going first could help set the narrative.

Uh there there, you know, some are questioning how much money Wall Street has to devote to these AI stocks and will the the firms who go earlier absorb more of that.

That being said, there's also a lot of pent-up demand for getting in on the AI boom.

These companies, the the core AI only companies and Jet AI have not been public until now.

Um so it remains to be seen how much of an advantage there is to going first, but there certainly is this um competitive dynamic in in the IPO discussion right now.

Bloomberg Tech · SpaceX Lowers IPO Valuation Target · 29 May 2026 podcast

That's right.

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