Anthropic's Trillion-Dollar Leap of Faith

Anthropic files for public debut, revealing $16.3B in revenue but an $80.7B net loss
Kazakhstan signs with both U.S. and China AI blocs as nations hedge their bets
OpenAI says it can finally modernize the ancient COBOL code running the world

A Eye on AI - 12:30 PM
This episode leads with Anthropic's S-1 filing, the long-awaited IPO that puts the Claude maker's explosive growth and massive accounting-driven losses on public display, plus its unusual governance structure. The show then zooms out to the U.S.-China AI rivalry, where Kazakhstan, Indonesia, Singapore, and others are trying to stay in both the Pax Silica and WAICO blocs, and covers the formalized USA-China AI Dialogues track and incident hotline. In business, we look at OpenAI's push to migrate legacy COBOL systems, Unitree Robotics' plans to get humanoid robots into homes, China's AI job-loss protections, and Asian tech stock sell-offs. For everyday life, Fanatics uses OpenAI's Shop the Look to boost MLB engagement, and MIT Technology Review examines why AI safety laws may be setting the bar too low. Guests and sources include Zhaslan Madiyev, Dana Masalimova, Mari Pangestu, Dario Amodei, Wang Xingxing, Reuters, TechCrunch, IBM, and more.

Sources:
- finance.biggo.com: https://finance.biggo.com/news/a704bb1a-ca79-4bb7-8465-b5b54e3b351c
- fastcompany.com: https://www.fastcompany.com/91629784/u-s-china-ai-rivalry-intensifying-formation-ai-blocs
- marketwatch.com: https://www.marketwatch.com/livecoverage/anthropic-ipo-filing-prospectus-ai/card/anthropic-warns-of-a-deepening-u-s-china-ai-rift-LVE1Gu2Bw5Tl5Icj6YBL?mod=mw_FV
- usa.inquirer.net: https://usa.inquirer.net/213600/us-china-ai-rivalry-forces-countries-to-navigate-competing-alliances
- communicationstoday.co.in: https://www.communicationstoday.co.in/vietnams-first-chip-plant-unlikely-to-meet-2027-target/
- orfonline.org: https://www.orfonline.org/expert-speak/beyond-the-ai-race-china-s-bid-to-shape-global-rules
- seekingalpha.com: https://seekingalpha.com/news/4657017-tech-sell-off-pressures-asian-stocks-ahead-of-central-bank-policy-week
- datacenters.economictimes.indiatimes.com: https://datacenters.economictimes.indiatimes.com/news/ai-compute-infrastructure/us-china-ai-blocs-force-countries-to-choose-sides/135200794?utm_source=latest_news&utm_medium=latestNews
- TechCrunch AI: https://techcrunch.com/2026/10/26/anthropic-officially-files-for-its-public-debut/
- bgnes.com: http://www.bgnes.com/technology/anthropic-announces-ipo-plans-16-3-billion-in-revenue-massive-losses-and-warnings-over-ai-risks
- The Verge AI: https://www.theverge.com/ai-artificial-intelligence/1018476/anthropic-ipo-details-s1-filed-sec
- The Verge AI: https://www.theverge.com/ai-artificial-intelligence/1018434/cobol-migration-legacy-code-openai-anthropic
- kr-asia.com: https://kr-asia.com/unitree-develops-self-improving-ai-as-founder-targets-home-robots-by-2027
- mlex.com: https://www.mlex.com/mlex/articles/2542201/china-moves-to-cushion-ai-job-losses-with-risk-reviews-worker-support
- OpenAI News: https://openai.com/index/fanatics-streamline-fan-experience
- MIT Technology Review — AI: https://www.technologyreview.com/2026/10/26/1147645/the-focus-on-ai-safety-disasters-ignores-everyday-harms/

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