Anthropic’s S-1 is here. Does AI pay off?

After weeks of speculation and leaks, Anthropic finally released the S-1 filing for its IPO (techcrunch.com/2026/10/26/anthropic-officially…), showing revenue of $16.3 billion for the first half of 2026, with a net loss of $80.7 billion.

At around the same time, former Yahoo CEO Marissa Mayer sparked a backlash (techcrunch.com/2026/10/28/ai-execs-may-be-too-…) after boasting about using her AI app Dazzle to answer questions about her daughter for a school presentation.

On this episode of TechCrunch’s Equity (techcrunch.com/podcasts/equity) podcast, Kirsten Korosec, Sean O’Kane, and Anthony Ha dig into the long-awaited financial details behind one of the industry’s biggest companies, looking at both the enormous opportunities and the many, many risks. They’re also joined by Amanda Silberling to discuss a more basic question facing the industry: Are AI execs too out-of-touch to build products for normal people? (techcrunch.com/2026/10/28/ai-execs-may-be-too-…)

Listen to the full episode to hear more about:

• What Anthropic’s S-1 reveals about its enterprise strategy (techcrunch.com/2026/10/26/anthropics-ipo-filin…)

• Why an Apollo economist said that AI has delivered “zero financial payoff” (techcrunch.com/2026/10/25/ai-delivers-zero-fin…)

• New funding for Bedrock Robotics (techcrunch.com/2026/10/26/this-startups-self-d…), a startup building self-driving excavators

• Why manufacturing accelerator Re:Build just raised $2.1 billion (techcrunch.com/2026/10/27/rebuild-which-spun-o…)

Subscribe to Equity on YouTube (youtube.com/@TechCrunch), Apple Podcasts (itunes.apple.com/us/podcast/id1215439780), Overcast (overcast.fm/itunes1215439780/equity), Spotify (open.spotify.com/show/5IEYLip3eDppcOmy5DmphC?s…), and all the casts. You can also follow Equity on X (twitter.com/EquityPod) and Threads (threads.net/@equitypod), at @EquityPod.

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