BAES 176: Anthropic IPO, Black October, & what's next for the AI trade

Digging in on the Anthropic S-1 filing we found a lot of surprises. Plus, we're talking about BLACK OCTOBER and also the next big things for AI. 🎃🎃🎃 Hey, spooky sale! 20% off your first month and 15% off the annual membership at https://benandemilshow.com where you get bonus episodes, discord access, fan Q&A, merch, Ben's monthly playlist, and to support the show! BEN & EMIL ON ALIENS OUT NOW: https://youtu.be/aD2_FzsXIAs Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! Edited by - https://www.instagram.com/conrad_roussrad/ Thumbnail by - https://www.instagram.com/cheyedewolf/ For all you audio freaks: Spotify: https://open.spotify.com/show/7M0vN85aGO0zdh62hyg03I Apple: https://podcasts.apple.com/us/podcast/the-ben-and-emil-show/id1693270208 Amazon: https://music.amazon.com/podcasts/51280f1b-2fbd-4ea9-bdde-e96f70b5b1ae/the-ben-and-emil-show iHeart: https://www.iheart.com/podcast/269-the-ben-and-emil-show-117763570/ Follow us! TikTok - https://tiktok.com/@thebenandemilshow Instagram - https://instagram.com/benandemilshow Twitter - https://x.com/benandemilshow Ben - https://instagram.com/bencahn Emil - https://instagram.com/emilderosa https://www.youtube.com/emilderosa https://substack.com/@emilderosa Our newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw Some other videos of ours you may enjoy: https://youtu.be/qX4pks0ASq8 https://youtu.be/_VOVxt3ZtIE https://youtu.be/5wsoc5pieuA https://youtu.be/dTbEk0pVh2w https://youtu.be/yGSs56bFzRU https://youtu.be/cIHWkY35cuc https://youtu.be/zBvVGHZBpMw https://youtu.be/1ZUWTkWV_MM https://youtu.be/_cM1XqA9n2U Chapters: 00:00: Intro & so much 06:03: Anthropic S-1, compute problem 14:23: Break 16:11: Anthropic's share structure 25:38: The numbers 30:38: Break 32:22: Revenue problems 39:38: Risks 51:00: Black October 1:02:13: The AI market ahead __ QUINCE: https://quince.com/baes HIMS: Ready to regrow your hair? Start your free online visit today at https://hims.com/baes Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(187)

BAES 175: Flying cars are here (oh & the bubble may have popped)

Flying car, bro. Also the bubble might be popping as we speak. Ben takes an edible and it's a fight against the clock. 🎃🎃🎃 Hey, spooky sale! 20% off your first month and 15% off the annual members...

22 Okt 1h 29min

BAES 174: Should we bring back Public Executions?

The boys discuss the Nidal Hasan execution and dive deep into the death penalty and the merits of public executions. Fun! 🎃🎃🎃 Hey, spooky sale! 20% off your first month and 15% off the annual memb...

15 Okt 1h 17min

BAES 173: Vibe Check w/ Kyla Scanlon

Kyla Scanlon joins us this week to talk about bonds, oil, AI, gambling, and the overall VIBES in America today. BEN & EMIL ON ALIENS OUT NOW: https://youtu.be/aD2_FzsXIAs For bonus episodes, discord...

8 Okt 1h 35min

BAES 172: Why Muse is such a big deal

Mark Zuckerberg pulled off the hat trick with the release of Muse. Not only did it spike Meta's stock price, but it caused a ripple effect taking down several other companies in various sectors. We'll...

1 Okt 1h 7min

BAES 171: Why the price of diesel is getting scary

WTF going on with the price of diesel and why is it way, wayyyy more important than the price of regular gas? Why should you care? We'll tell you, you little freak. BEN & EMIL ON SMOKING OUT NOW: htt...

24 Sep 1h 12min

BAES 170: Why every AI CEO suddenly wants to slow down

The AI leaders are spooked. Or are they? What aren't they telling us? What ACTUALLY scared them, and what the hell happened this last week that's got everyone talking? BEN & EMIL ON SMOKING OUT NOW: ...

17 Sep 1h 27min

BAES 169: so is AGI actually here?

So...is AGI actually here? The boys get down and dirty with it. Also, the hot new AI agent that's causing a ruckus. BEN & EMIL ON SMOKING: https://youtu.be/t2wWZaE3JTw For bonus episodes, discord ac...

10 Sep 1h 15min