What's in AI's next chapter?
Summary
Anthropic files its S-1 for an IPO, signaling massive AI spending as Microsoft, Alphabet, and Amazon report earnings. The segment also covers global central bank meetings, a helium supply shortage, and rising bond term premiums. Additionally, the show features an interview with a Nashville theater owner and reports on farmers using easements to protect farmland from development.
Topics discussed
Sponsors: Odoo and University of Illinois MBA
Marketplace intro and date
Anthropic S-1 filing and IPO details
Big Tech earnings and AI spending narratives
Anthropic risk factors and Microsoft layoffs
Global central bank meetings and rate decisions
Interview: Belcourt Theater and 'The Idea of You'
Helium shortage and critical materials list
Market numbers and stock performance
Sponsors: Odoo, Illinois MBA, and Dell Pro
Rising term premiums in the bond market
Farmland preservation and conservation easements
Oil risk premium and sign-off
Promo: This Is Uncomfortable finance challenge
Promo: Sold a Story podcast
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