@Kr00ney
@CNBC in San Francisco. Covering OpenAI, Anthropic, Amazon, Microsoft & all things AI Signal: @ kr00ney.24 Email: [email protected]
Anthropic @AnthropicAIAnthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Mike Krieger @mikeykWe're opening Claude Duet today as a research preview, starting with a waitlist. It's our take on giving everyone a trusted partner with your work. I've been using it for a few weeks, at work and at home. It drafted questions for a fireside chat, watched Slack over the weekend so I could log off, and told me about the new @nealstephenson book — and then ordered it from my local bookstore once I asked. We've found Opus 5.5 was our first model with the judgment to be proactive in the right ways. Here's what that's looked like.
Anthropic @AnthropicAIWe’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit. It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion. In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding. In the post below, we share more details about our new fund.
Fireside Alpha @firesidealphaBrad Gerstner says the mood in the room among Anthropic’s largest investors was “9 or 10 out of 10” bullish and the company’s IPO process made him more positive, not less “Well, I can’t get into anything that was said in the room yesterday, but what I will share is this. “If I had to do a vibe check coming out of the room, I found it very fascinating. You had a lot of the most important investors in the world in the room, and I would say the vibe check was a nine or a 10 out of 10, very bullish in terms of how they feel about this company. “Now, they’re probably looking at it over a one-, two- or three-year time horizon, not over the next 30 days. “If you look at what was reported that was said in the room, the reaction in the market to that was quite negative--or at least my interpretation of it was quite negative. “So you had this asymmetry between, I think, how people feel about it. “Certainly, from an Altimeter perspective, the information I’ve gathered over the last few weeks, including yesterday, makes me more bullish on Anthropic, their IPO and the road ahead--not less bullish. “But they’re going to have to wait until they flip the S-1 and can share some of that information with the world and do their roadshow. “I can’t wait for this company to get public because retail investors are going to be excited about this, and long-only funds, mutual funds, sovereigns and lots of folks should get the chance to invest in this business.”
