As Anthropic files confidentially for an IPO with a reported valuation nearing $1 trillion, markets are watching closely. Host Anirban Chowdhury talks to Daniel Newman, CEO at data intellegince, research and advisory firm The Futurum Group to break down what investors should really scrutinise from enterprise attrition data to compute cost commitments. They unpack the revenue optics inflated by cloud credits, the profitability timeline that could stretch years, and why buying on Day One may be a risky bet. Newman also weighs in on whether going public will force Anthropic into a tension between quarterly expectations and long-horizon research and what OpenAI can learn from watching Anthropic go first.

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.