Hot I.P.O Summer + What Is A.I. Doing to Math? + HatGPT

**SPEAKER_1** (0:00)
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**Casey Newton** (0:28)
I have to say, technology is not my friend this week, okay?

**Kevin Roose** (0:32)
What's going on?

**Casey Newton** (0:33)
Well, first of all, I now have a new piece of technology in my bedroom called a CPAP machine. You heard of these things?

**SPEAKER_1** (0:41)
Yeah.

**Casey Newton** (0:41)
So listen, if you're out there, you think you want a boyfriend, like you do, but here's what's going to happen. He's going to notice during the night that it appears that you briefly stop breathing and that's going to terrify him. And next thing you know, you're going to be at the doctor. Now I sleep with a mask on and when I breathe, I sound like Darth Vader.
So that's thing one that's happening to me. I accidentally bricked my laptop with a bottle of water in my bag.

**Kevin Roose** (1:04)
Yeah.

**Casey Newton** (1:05)
And then today, I'm trying to get to the office for the podcast and my debit card that is attached to my public transit card expired. No big deal. For two days, I've been trying to navigate the city bureaucracy to just replace the credit card that is attached to my transit card. It won't work, so I have to order an Uber to the office, and it says it's going to be six minutes. It was more like a casual 12, and I get in, and it's one of these cars where the driver appears to have been smoking in it continuously since 1976 So that is sort of my tech stack over the past seven days, and I'm frustrated. I'm frustrated, Kevin.

**Kevin Roose** (1:45)
That sounds horrible. I'm so sorry for your loss.

**Casey Newton** (1:47)
I need you to carry the show.
I'm not in a good place, and I need help. In therapy, they teach you, you have to learn to ask for help, and I'm asking for help.

**Kevin Roose** (1:57)
Yes. You know those like things with the footprints in the sand?

**Casey Newton** (2:01)
Will you carry me? Yes.

**Kevin Roose** (2:02)
Today was the day that I carried you.

**Casey Newton** (2:04)
Kevin Roose is my own personal Jesus.

**Kevin Roose** (2:07)
Yes. You're always saying that.

**Casey Newton** (2:10)
Let's tape a show. Let's tape a show.

**Kevin Roose** (2:17)
I'm Kevin Roose, the tech columnist at The New York Times.

**Casey Newton** (2:19)
I'm Casey Newton from Platformer.

**Kevin Roose** (2:21)
And this is Hard Fork.

**Casey Newton** (2:22)
This week on the show, SpaceX, Anthropic and OpenAI are all heading to the public markets, but what do their IPOs mean? Then, author Kevin Hartnett is here to talk about why some mathematicians are sounding the alarm about the use of AI in their field. And finally, some hat GPT.
And that'll be math-free, gotta keep it balanced.

**Kevin Roose** (2:52)
Well, Casey, the big news this week is that the AI IPO race is heating up. It's hot IPO summer.

**Casey Newton** (2:59)
It really does seem like it is going to be a hot IPO summer, Kevin. I am told that we are on track to see what might be the three biggest IPOs of all time.

**Kevin Roose** (3:07)
Yes, so SpaceX is getting ready to go public as soon as maybe next week.
And then just this week, Anthropic filed a confidential S1 with the SEC, noting that it intends to go public. That is sort of the first step in the process. And there are reports that OpenAI is going to file their S1 soon as well.
This is obviously long-awaited. People have been wondering when these giant private companies were going to go public. And now it seems like they're all racing to do it as quickly as they can and potentially beat each other to market.

**Casey Newton** (3:41)
Yeah, and the consequences are really important, and we're going to get into them. But before we do that, truly, there has never been a better or more important time to do these special AI disclosures.

**Kevin Roose** (3:52)
I work for The New York Times, which is suing OpenAI, Microsoft and Perplexity.

**Casey Newton** (3:56)
And my fiancee works at Anthropic.

**Kevin Roose** (3:58)
Okay, so those are our extra special AI disclosures this week. Now, Casey, let's talk about these IPOs.