All-In breaks down Anthropic S-1 as 'greatest business ever' after Google sheds $500B in a day
markjeffrey · x · 2026-10-31
The latest All-In Podcast episode covers:
- Anthropic S-1 breakdown: a 30-minute segment debating whether the filing makes Anthropic the "greatest business ever," plus AI's biggest financial risk and a "doomer showdown" over Anthropic's outlook.
- Google's worst day ever: analysis of what went wrong as the company shed $500B in market cap in a single day.
- Also includes midterm election predictions.
A useful snapshot of current AI company financials and market sentiment.
Related event: All-In Podcast Debates Anthropic S-1 and Google's $500B Loss(2 posts)→
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