Anthropic S1 Leaked, ElevenLabs Hits $22B, Oura Pulls $2.2B IPO & How Midterms Will Impact AI
$518B in compute commitments and 80 pages of risk factors
These are just some of the surprising numbers from Anthropic’s leaked S1. In this episode of Trading Places, Dave McClure and Aman Verjee break it all down. Will their $2T IPO still happen before Thanksgiving? Plus, the 10-year Treasury broke 5% for the first time in nearly 20 years — what that means for the IPO market.
They also cover the debt behind the AI data center boom, the AI safety incidents raising product liability questions, and what a Senate flip could mean for AI and crypto policy. Plus: Oura pulls its IPO, AMD’s $8.2B…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.