This week on The AI Breakdown, we look at the moment AI starts to meet the public markets. OpenAI has reportedly moved toward a confidential IPO filing, Anthropic is showing signs of operating profit while leaning heavily on massive compute deals, and Google used I/O to remind everyone that distribution may matter as much as model quality. 

We also cover Anthropic’s SpaceX compute dependence, Nvidia’s huge AI infrastructure numbers, Meta’s messy AI reorganisation, and Andrej Karpathy’s move to Anthropic as the frontier AI talent war heats up.

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