Anthropic at $900B, OpenAI Slipping | Sacra & Augment Power 20 Private Companies | Cohere Valuation | Ep 33
Anthropic is accelerating at a pace the tech world has never seen.
In Episode 33 of Trading Places, Dave McClure, Aman Verjee, Marcelo Ballvé (Sacra), and Adam Crawley (Augment) break down the AI valuation frenzy, OpenAI’s growing pressure, hyperscaler spending, Cohere’s international AI strategy, and whether SpaceX’s trillion-dollar valuation has completely detached from fundamentals.
Timestamps:
[ tech and vc news ]
00:53 – Iran hits markets 💥
05:00 – Hyperscalers $700B AI CapEx 💸
12:31 – Anthropic raises $50B at $900B+ 🚀
13:51 – Musk vs Altman courthouse battle 🥊
18:22 – OpenAI eyes 2027…
The skinny
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