The $4 Trillion AI IPO Wave Is About to Break

Jason Howell and Jeff Jarvis open on the biggest week in AI yet: Anthropic closed a $65 billion round at a $965 billion valuation, passing OpenAI, right as OpenAI crossed 1 billion monthly users and SpaceX, Anthropic, and OpenAI all line up to go public. They get into what a $4 trillion IPO wave means for the market, plus Claude Opus 4.8 and Anthropic's Mythos expansion.

Also in this episode: Google lets publishers opt out of AI search, Microsoft floods Build 2026 with seven new models and an always-on agent, Nvidia's RTX Spark aims to reinvent the PC, companies start rationing AI as costs explode, ElevenLabs ships emotion-preserving dubbing, plus math, robots, a Meta chatbot hack, MiniMax M3, and Trump's scaled-back AI order. Find every episode at aiinside.show.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

• 0:00 - Start

• 0:03:48 - Anthropic raises $65B Series H at a $965B valuation, overtaking OpenAI (anthropic.com/news/anthropic-raises-65b-series-h)

• 0:15:50 - ChatGPT app hits 1 billion monthly active users in record time, data shows (reuters.com/technology/chatgpt-app-hits-1-bill…)

• 0:17:09 - Anthropic launches Claude Opus 4.8, its most honest model yet (anthropic.com/news/claude-opus-4-8)

• 0:21:46 - Anthropic expands Mythos to 150 additional organizations in more than 15 countries (cnbc.com/2026/06/02/anthropic-mythos-ai-projec…)

• 0:29:48 - Microsoft Build 2026 keynote: seven AI models, MAI-Thinking-1, Project Solara, and a Copilot super app

• 0:31:17 - Inside Microsoft’s Project Solara: A new platform for devices that run AI agents instead of apps (geekwire.com/2026/inside-microsofts-project-so…)

• 0:40:54 - Nvidia announces the RTX Spark Arm chip at Computex 2026 (theverge.com/nvidia/677193/nvidia-rtx-spark-ar…)

• 0:47:05 - Amazon kills internal AI leaderboard after employees gamed it with pointless tasks (the-decoder.com/amazon-kills-internal-ai-leade…)

• 0:48:18 - Uber caps monthly employee AI spending at $1,500 per tool amid soaring costs (ca.finance.yahoo.com/news/uber-caps-monthly-em…)

• 0:50:32 - ElevenLabs launches Dubbing v2, preserving emotion across 90+ languages (elevenlabs.io/blog/introducing-dubbing-v2)

• 0:56:27 - AI startup Shift offers free NYC home cleaning to collect robot training data (theverge.com/ai-artificial-intelligence/939765…)

• 0:59:31 - As A.I. Makes Strides in Mathematics, Mathematicians Urge Caution (nytimes.com/2026/06/02/science/ai-mathematics-…)

• 1:01:00 - Hackers used Meta's AI support chatbot to hijack high-profile Instagram accounts (404media.co/hackers-simply-asked-meta-ai-to-gi…)

• 1:03:23 - China's MiniMax launches M3, rivaling Claude Opus 4.7 at $0.12 per million tokens (theinformation.com/briefings/chinas-minimax-la…)

• 1:04:19 - Trump signs a scaled-back AI executive order (marketwatch.com/story/trump-signs-an-executive…)

Hosts: Jason Howell and Jeff Jarvis

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