Anthropic’s Slowing Growth Could Weigh on IPO Valuation, Cursor Investigates AI Training Data

The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications.

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Articles discussed in today’s show:

- Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation

https://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation

- Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training

https://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-training

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Chapters:

01:13 - Introduction

02:23 - Anthropic’s $16.8 billion quarter

06:25 - Cash flow and future compute commitments

08:22 - Cursor’s training-data investigation

12:04 - Cursor’s earlier data-security issues

13:49 - The business of open-weight AI

17:18 - Where AI’s value could shift