The Anthropic IPO is officially in motion. IPO season is back, and companies like Anthropic and SpaceX are leading the race to go public. Anthropic just filed confidentially with the SEC at nearly a trillion dollar valuation, and Claude has been dominating the AI conversation all year. Almost at the same time, two of their biggest customers, Microsoft and Uber, are quietly pulling back on how much they're actually spending on AI. That tension is what this episode is all about.

Here's what we're sippin on:

• What an SEC filing actually means, and why the timing of Anthropic's IPO matters more than the number
• Why Microsoft and Uber are cutting AI spend even though the tools are working
• What the Gartner forecast on AI budgets tells us about where this whole thing is headed, and what it means for anyone investing in AI right now

If you've been watching the AI market and wondering what any of this means for you on the ground, this one is for you.

A SpaceX deep dive is coming soon, so stay subscribed for that one.

Thank you for listening, and as always... enjoy your first sip!

Click here to watch the full episode on YouTube

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