
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 –…
The skinny
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