Anthropic Files $965B IPO, Trump Signs AI Executive Order, and ChatGPT Crosses 1B Users | EP #262

Anthropic Files $965B IPO, Trump Signs AI Executive Order, and ChatGPT Crosses 1B Users | EP #262 Anthropic Files $965B IPO, Trump Signs AI Executive Order, and ChatGPT Crosses 1B Users | EP #262 In this episode, the mates discuss the Anthropic IPO filing, Trump signing the AI Executive Order, and more. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Emad Mostaque is the founder of Intelligent Internet ( https://www.ii.inc ) Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund: https://qr.diamandis.com/linkventureslanding Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter _ Chapters 00:00 - Anthropic's IPO and AI Market Dynamics 02:56 - US Government's AI Executive Order and National Security 05:39 - OpenAI's Rapid Growth and User Adoption 11:17 - The Future of Robotics and AI Infrastructure 14:20 - Regulating DNA Synthesis and Bioweapons 17:12 - The Role of AI in Preventing Pandemics 19:53 - Anthropic's IPO and Market Implications 37:12 - The AI Revenue Boom 39:46 - Unicorns and Centicorns: The New Era of Valuations 42:13 - Microsoft's AI Strategy: A New Player in the Game 47:29 - The Battle for AI Supremacy: Microsoft vs. OpenAI 49:22 - The Future of AI in Education 52:26 - Elon Musk: The Media's Misrepresentation 56:17 - Mathematicians vs. AI: A Struggle for Relevance 01:00:15 - Teachers Unions and AI: A Call for Caution 01:03:58 - The American AI Sovereign Wealth Fund Act 01:12:59 - AI's Impact on Employment: A Double-Edged Sword 01:17:05 - The Future of Work and Entrepreneurship 01:18:35 - NVIDIA's ARM-Based Processor and Market Dynamics 01:23:22 - Data Center Water Usage and Environmental Concerns 01:27:19 - Trust in Media and the Decline of Credibility 01:31:16 - Investments in Longevity and Health Innovations 01:39:41 - Gene Editing Breakthroughs and Their Implications ----- Connect with Peter: X: https://qr.diamandis.com/twitter Instagram: https://qr.diamandis.com/instagram Substack: https://substack.com/@peterdiamandis Website: https://www.diamandis.com/ Xprize: http://www.xprize.org Connect with Dave Web: https://db2.ai X: https://x.com/davidblundin LinkedIn: https://www.linkedin.com/in/dave-blundin Instagram: https://www.instagram.com/dave.blundin TikTok: https://www.tiktok.com/@daveblundin Connect with Emad: Read Emad’s Book: https://thelasteconomy.com X: https://x.com/emostaque Learn about Intelligent Internet: https://www.ii.inc Connect with Alex Web: https://www.alexwg.org LinkedIn: https://www.linkedin.com/in/alexwg/ X: https://x.com/alexwg Email: alexwg@alexwg.org Substack: https://theinnermostloop.substack.com/ Spotify: https://open.spotify.com/show/1thtZk5vHTXbtDHezPT7tl Threads: https://www.threads.com/@alexwissnergross Listen to MOONSHOTS: Apple: https://qr.diamandis.com/applepodcast Spotify: https://qr.diamandis.com/spotifypodcast – *Recorded on May 30th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. paperwork with SEC and could be the >> You've never seen revenue growth like WTF Just Happening Tech on the moonshot mates DB2, the wizard of SF tonight or tomorrow morning, too. So, >> I love it. AWG, our in-house polymath, uh and a longtime friend and mate, Immad us. It's late there in the UK. longevity future of work. Uh this is no longevity news stories. You know, gone EO gets the balance right. Anthropic which the NSA historically performed are would have been in the NSA discovering more accessible both now across the EU operating on. But I I do buy the premise policy even if implemented via EO at had calls from David Saxs, Elon, many of of in Europe in the UK, uh, which has trumps almost anything because that AW short period of time particularly with way to govern a country in the long long solve anything in the long run. long way to go from here. We can just look at the stock prices, for the first time the generality of AGI But nonetheless, the G in AGI is I were open AAI and trying to make this I had the pleasure to co-sign alongside saying we need laws requiring DNA synthesis companies to screen their order custom synthetic DNA sequences. you know, to get mail ordered DNA and the CDC and then we start, you know, uh DNA synthesis. On the right hand, 3D the physical world via DNA synthesis or protein synthesis or printing a weapon of the DNA and protein and and biological sequence synthesis step by time of synthesis with frontier LM on your machine on premise? models or using some of the new ESM and the direction in the synthesis. I think environmental DNA that's already out the risk of either non AIE enhanced environmental DNA from everywhere, not environmental DNA everywhere in their so much worse than COVID and then try sometimes these episodes run long and to build an SSO Dyson swarm. Exactly. building. And so when I see SAM and >> And I was like, why? When GP image was you look at a unitary G1 two years ago those things will have a massively long to do post AGI, you know, working toward getting this job with SAM is a very very with SEC and could be the first major be seeing it very shortly. Uh you know, this long for retail investors to have because you've never seen revenue growth Anthropic right now's revenue is revenue which is high but it isn't a if you saw 100 billion revenue or 150 billion revenue from Anthropic next year >> all those people that bought those AWG is going to do as best he can to in revenue per employee. 9.4 almost 10 exponential organization thesis playing the you know revenue per person is as revenue per agent revenue per agent is agents right now paradigm survives long enough into the future that we'll be asking revenue per say look anthropic and open AAI can't to do with JP Morgan. It had nothing to are so short and the escalations are so our Google IO, uh, podcast, we talked about the, uh, GE build with Gemini X-P that, Mustafa previewed this position Microsoft HQ. He foreshadowed it for for worse was in a position where they did to IBM back in the day. That that Microsoft to Microsoft's IBM basically that anthropic and open AAI were >> IMOD, do you agree? >> Yeah, I think you don't need AGI to make AGI versus not. And Microsoft had a lot of issues like the Wizard LM team was towards AGI and then Tencent built one a certain point now with AGI where it's to AGI whereas Microsoft have gone up large scale massive MOE type models world for a pretty long run. I mean, nobody lasts that long at the top. Dave, brands. And nobody has positioning, even Apple, nobody has positioning that's you live a long and healthy life. I'm >> So we're doing full body MRI and we also provider by a huge margin. Neuralink is working on BCI and its inhumans. XAI is >> Not by a long shot. short of miracles in multiple sectors. it in terms of VC, you know, one for PTE. That wouldn't even be that'd be companies. the ATF president uh Randy uh 50% of their stock to a public wealth fund. Not cash, 50% of their stock. his profits but on stock. It would do two No longer would the future of AI be equity, you have to sell it to generate tax. But you have to sell the stock to can't dump $5 trillion of stock on the nothing to give them unless you sell the stock. Which president is going to sell our stock and then I don't have to have stock for exactly one election cycle. instrument for exploring what a UBI to be mined for either UBI or UBE and going to stay private a lot longer, of anthropic with its BBC structure. AWG said this is a slippery slope. They of the NSFnet or before ARPANET was Americans and AIS at this point. And I I position." Um, and of course, folks long-term outcome. uh we are so well positioned with super intelligence to long tenur employees at the more mature first ARMbased PC processor, the N1 and the N1X. The N1X is the beast. 20 CPU cores, 6,144 CUDA cores, uh, which puts its GPU performance on par with the RTX Intel, and AMD. Nvidia has owned the

Roundtable covering Bitcoin, agentic payments, government stakes in AI companies, the OpenAI IPO narrative, compute expansion at SpaceX, and other moonshot trends. Useful for thematic context on long-term tech trends and potential policy intersections; not a primary source for transaction specifics.

Low-coherence transcript-style coverage referencing an alleged ‘global pause’ at Anthropic and high-level themes (recursive self-improvement, AI personhood, xAI activity, Argentina positioning). Statements lack verifiable specifics and thus have limited actionable trading signal value.

Primary episode that prompts this thesis. Hosts discuss Anthropic’s IPO filing (reported $965B), the U.S. AI executive order, and OpenAI/ChatGPT growth to >1B users. Content is podcast commentary with broad implications for AI infrastructure, hyperscalers, and regulatory risk; it does not replace primary filings or government texts.

Thematic interview on long-term AI trajectories and singularity concepts. Provides philosophical and long-horizon context rather than near-term trading catalysts.

Discussion of model performance narratives, a reported OpenAI foundation concept and long-range AGI predictions; useful for positioning around model competition and investment themes but contains limited trade-ready detail.

Fragmented podcast notes referencing institutional positions on AI ethics and commercialization narratives. Signals regulatory and reputational risk but lacks concrete, verifiable catalysts for immediate trading decisions.

Thematic coverage of agentic AI reshaping organizational structures and enterprise software. Helpful for medium- to long-term sector allocation but not a source of immediate transaction-level information.

Headline-only source with limited supporting detail. Actionability is low; useful only for high-level idea mapping to public proxies.