#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
Description
Another busy week in tech and your favorite quad are back! We go over: Google’s antitrust “win,” AI M&A mania, Anthropic’s stay-private debate, why lawyers out-earn bankers now, and the barbell reality of internet businesses. We also unpack creator vs algorithm dynamics, the rise of Ozempic, and Sam’s wild “AI petty-lawsuit bot” idea.
Chapters:02:07 – OpenAI’s $300k copywriting hire → AI not there yet
09:03 – AI M&A deals are small relative to hype
10:55 – Lawyers now out-earning bankers
12:40 – Google’s antitrust “loss” turned into a win
17:31 – Government says “AI will handle capitalism”
22:02 – Debate: force unicorns public at $100B+
40:15 – Creators must transcend algorithms, not rely on feeds
45:07 – Only ~20M Americans really buy things — own that niche
56:07 – AI petty-lawsuit bots as the next “big market”
57:22 – AI is just compute wars, zero net value
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Connect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
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