Anthropic is filing confidentially for an IPO at a $965 billion valuation, which is the same

valuation of their last round of funding. So what is the top of those investors get? That's a great

question. Also, Microsoft is unveiling something called MAI Thinking One. This is the very first

reasoning model Microsoft is unveiled without having to rely on Open AI or Anthropic or another

player.

Invidia has just unveiled what they're calling Cosmos 3. This is their very own model for physical AI reasoning. And Intel's Crescent Island AI chip is going to ship this year. It is

undercutting Nvidia on cost and cooling. So is Intel going to make a huge comeback and is

invidia going to suffer? Strava has just put their API behind a $12 a month paywall.

They are blaming zero code AI apps for this. And we have some weather AI news.

Windbourne's WeatherMesh 6 is out forecasting the ECMWF.

They have 400 balloons that are feeding this model, and it has some pretty incredible results.

Anthropic has just filed confidentially for an IPO on June 1st.

That is today, a few hours ago before I recorded this.

Also remember, this is just a few days after they close their $65 billion series H. And that

series H, if you do remember, valued the company at $965 billion. So this makes them one of the

most valuable private companies in the entire world. Now, what's interesting is that they have

an absolute battle royale going on between opening eye and SpaceX because opening I is valued at

$852 billion according to their last round of funding. So now they have surpassed that. They're over

$100 billion more valuable than Open AI. But SpaceX is looking for $2 trillion in valuation

apparently. So Anthropics revenue is, I mean, if I'm being honest, it's really

exploding. I think they hit a $47 billion run rate. That's up from $9 billion at the end of

last year, 2025. So, you know, we're not even halfway through the year yet. And they're already

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