Anthropic’s $2T IPO, Elon Predicts Neocloud Death, and China’s Kimi Catches Up | #306

The mates sit down with Emad Mostaque to discuss the latest developments in AI, from Anthropic’s rapidly growing revenue and potential $2 trillion IPO valuation to Elon Musk’s prediction that neocloud providers are headed for extinction. They also explore CoreWeave’s 30% stock decline, the rise of Chinese AI models like Kimi, and whether mounting concerns about valuations and infrastructure spending signal that the AI bubble could be nearing its breaking point.

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Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360

Salim Ismail is the founder of Open ExO, a GP at Exponential Venture Capital/The Organizational Singularity Fund and a sought after global speaker and thought leader.

Dave Blundin is the founder & GP of Link Ventures

Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified

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Read Emad’s Book: thelasteconomy.com

Anousheh Ansari is the CEO of XPRIZE, an Iranian-American entrepreneur and engineer, and the first woman to travel to space on a privately funded flight.

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*Recorded on October 27th, 2026

*The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice.

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