
#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
Freitag, 5. September 2025 · 57 min
Kapitelklicken springt direkt hin
Shownotes
Another busy week in tech and your favorite quad are back! We go over: Google’s antitrust “win,” AI M&A mania, Anthropic’s stay-private debate, why lawyers out-earn bankers now, and the barbell reality of internet businesses. We also unpack creator vs algorithm dynamics, the rise of Ozempic, and Sam’s wild “AI petty-lawsuit bot” idea.
Chapters:02:07 – OpenAI’s $300k copywriting hire → AI not there yet
– AI M&A deals are small relative to hype
– Lawyers now out-earning bankers
– Google’s antitrust “loss” turned into a win
– Government says “AI will handle capitalism”
– Debate: force unicorns public at $100B+
– Creators must transcend algorithms, not rely on feeds
– Only ~20M Americans really buy things — own that niche
– AI petty-lawsuit bots as the next “big market”
– AI is just compute wars, zero net value
We’re also on ↓
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Connect with us here:1) Sam Lessin: x.com/lessin2) Dave Morin: x.com/davemorin3) Jessica Lessin: x.com/Jessicalessin4) Brit Morin: x.com/brit