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Anthropic vs. OpenAI: Inside the $2 Trillion IPO Race

This week on Trading Places, Dave McClure and Aman Verjee break down the Anthropic roadshow numbers and leaked internal forecasts, Nvidia securing a $500B financing coalition of six Wall Street giants, and the SpaceX $60B acquisition of Cursor.

Plus: the Canva growth slowdown rattles its IPO case, Databricks becomes a top-5 private company at $190B, and Aman celebrates the NYC launch of his new book, A Brief History of Financial Bubbles.

00:00 – cold open

00:45 – [ tech and vc news ]

00:56 – Aman’s “History of Financial Bubbles” book launch 📖

01:20 – are we in a bubble right now? 🫧

02:00 –…

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