The Circuit: Anthropic's S-1, Intel's questions, Marvell and custom silicon bets
BenBajarin · x · 2026-11-03
- Ben Bajarin and Jay Goldberg dissect Anthropic's S-1: growth vs. spending, existential risk disclosures, and its bet on scaling laws.
- CIO survey findings on AI ROI and the skills gap; how AI budgets grow beyond IT.
- Deep dive into Anthropic Direct (taking control of compute), multi-chip strategy, and whether Anthropic looks more like a foundry than a software company. Plus Intel's open questions and Marvell/Lumentum.
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