Anthropic's IPO Filing and the Bitcoin Debate

The Signal vs. Noise hosts discuss figures from Anthropic's IPO filing, including $16.3B of first-half revenue and an $80B paper loss. They compare the contrasting bitcoin views of Jason Calacanis and Galaxy, with Galaxy arguing the bottom is already in. Also on the clock: reported Microsoft buyouts for 60,000 employees, the Dutch government's plans for 25,000 job cuts, and Coinbase bringing bitcoin into bank apps alongside new VanEck and Franklin Templeton bitcoin ETFs. Views are the hosts' and named parties' own, not Onramp's or investment advice.

Chapters

00:00 - Intro 00:48 - Topic 1 - Anthropic's IPO Filing 11:10 - Topic 2 - Contrasting Bitcoin Views From Jason Calacanis and Galaxy 20:35 - Topic 3 - Reported Microsoft Buyouts and Dutch Government Job Plans 30:35 - Topic 4 - Coinbase, Bank Apps, and New VanEck and Franklin Templeton Bitcoin ETFs 40:03 - Wrap-Up & Parting Thoughts