What we'll learn from Anthropic's $2-$3T IPO | E2325

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Today's show:
*Anthropic is likely headed for the largest IPO in history. A reported 2-3 trillion October debut would blow past SpaceX's recent record. Jason breaks down why the. numbers matter less than what they'll reveal about the entire AI economy.
Then, chats with a pair of founders: one who's selling subscription water filtration systems that will keep microplastics out of your brain (and other body parts), and another who's building the AI software that powers automated solar panel installation.
Guests
Sami Khoreibi: x.com/samikhoreibi
Wisewell: wisewell.com
Puneet Puri: x.com/puneetp
Gritt Robotics: gritt.ai
Relevant Links
Fortune: Anthropic reportedly plans $2T IPO in October: fortune.com/2026/08/13/anthropic-ipo-2-trillio…
Ramp AI Index: August update: ramp.com/data/ai-index-august-2026
Decart: decart.ai
Bloomberg: Anthropic in talks to buy Decart: bloomberg.com/news/articles/2026-08-13/anthrop…
Nat Geo: Profile of water sommelier Martin Riese: nationalgeographic.com/travel/article/water-so…
Mailman School of Public Health: Nanoplastics study: publichealth.columbia.edu/news/bottled-water-c…
Bryan Johnson microplastics post: x.com/bryan_johnson/status/1937194358027190637…
Topo Chico: coca-cola.com/us/en/brands/topo-chico
San Pellegrino: sanpellegrino.com
Acqua Panna: acquapanna.com/intl
Evian: evian.com
Mountain Valley Spring Water: mountainvalleyspring.com
Fiji Water: fijiwater.com
TechCrunch: Gritt exits stealth: techcrunch.com/2026/07/21/gritt-exits-stealth-…
Our World in Data: Solar panel prices: ourworldindata.org/grapher/solar-pv-prices
Our World in Data: Solar module prices vs. cumulative capacity: ourworldindata.org/grapher/solar-pv-prices-vs-…
NYT: Do your emojis make you look old? nytimes.com/interactive/2026/08/12/upshot/emoj…
DJI Mic 3: dji.com/mic-3
Ted Lasso S4 trailer: youtube.com/watch?v=Kk1KdTMhFs8
Lanterns trailer: youtube.com/watch?v=7UIBOsuUwc4
Furious trailer: youtube.com/watch?v=UBSqPDxmNZs
The Shards trailer: youtube.com/watch?v=Zpm9HUOrZIc
Sporked: What are Tim Tams? sporked.com/article/what-are-tim-tams
Timestamps:
0:00 New Segment: "Enough Already!"
3:36 Anthropic's record-breaking IPO plans
9:59 Why it's "Springtime for Trump and M&A"
10:39 PayPal - Built for payments, growth, and agentic. Paypal Open, built for all business. Visit paypalopen.com to get started
16:00 Sami Khoreibi of Wisewell joins
17:30 Hiring a water sommelier
20:23 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at claconnect.com/withyou
29:00 The problems with tap and bottled water
30:34 Odoo - The all-in-one business platform. Get started for free at Odoo.com/twist
49:58 Puneet Puri of Gritt Robotics joins
54:35 Solar's version of "Moore's Law"
1:05:08 Are you using the Boomer emojis?
1:09:02 Why Jason loves the DJI Mic 3
1:11:36 Jason & Lon's streaming recommendations
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