What Anthropic's IPO Filing Reveals

Theory Ventures General Partner Tomasz Tunguz and Mostly Media Founder CJ Gustafson break down Anthropic's highly anticipated S1 filing, revealing a staggering $19.7 billion in trailing revenue. They explain how the AI giant is achieving unprecedented revenue per employee despite a looming price war with OpenAI. Subscribe: https://www.theinformation.com/subscribe The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: http