October 31, 2026
Heard in AI

Tag

Anthropic

Briefings and ideas about Anthropic from AI podcast discussions and the research they cite, with links to the original sources.

Moonshots panel splits over what Anthropic's IPO filing reveals

Anthropic's prospectus, as Reuters reported it, shows fast growth, heavy losses and about $518 billion in compute commitments. On Moonshots, the discussion included a prediction that the core business gets "smashed" within two years; Alexander Wissner-Gross was bullish.

9 min read

Cathie Wood calls healthcare AI's most profound application

ARK Invest's Cathie Wood argues that healthcare is AI's most profound application. She says the companies harnessing AI in healthcare are not big parts of the benchmark indexes, so she expects a swing from passive investing toward more active equity management. A later answer in the same session called healthcare the most undervalued theme. The recording does not confirm who gave it.

6 min read