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

**Jason Calacanis** (0:00)
All right, everybody, it's Twist, it's Friday, August 14th, Lon Harris is here, follow him at L-O-N-S on Twitter, hear his media recommendations and Trump Derangement Syndrome. Just plenty of stuff there for you, and you can follow me on that. Jason, you can hear me intelligently dunking on Trump Delightful Syndrome, no, Trump Dedication Syndrome. It's not a political show, but I gotta tell you, Lon, I got a couple of things. It's enough already. Somebody in the audience make a jingle. If you make a great jingle or a great interstitial with Jake, I'll say enough already or it's enough already.
I'll send you like 100, 200 bucks in X money.
Make a jingle, share it on Twitter X, at mention us because it's enough already. It's enough already with two things. I've had enough with transcribing everything. I was just on a board call. I had to go around the horn, six people on a call. Please certify that you're not using granola, Zoom notes, recording, notion recording, any of it. It's enough already with the transcripts.

**Lon Harris** (1:08)
With the AI note taker, every meeting you have now, you've got eight AI note takers. It feels weird. It feels like you've got an audience even when you're alone in the Zoom.

**Jason Calacanis** (1:19)
Enough already, enough already with the note taker. Second enough already, is it back to back enough already?

**Lon Harris** (1:24)
We've, you've had your-

**Jason Calacanis** (1:25)
Cause I like applaud, I got enough applaud. But I opened up Zoom today. Zoom, you're doing too much. This is what my mom said to me when I was running marathons, I'm going to school at night, I'm working three jobs, and you're doing too much. I had an Irish Jewish mother. Sure. You're doing too much.
Look at this, pop it up on the screen. I just shared it in the Zoom chat. This is my message to Zoom.
You're doing too much. I don't need Slack and Zoom. I'm trying to get on a goddamn call Zoom. I don't want to describe the agent I want to build.

**Lon Harris** (1:59)
Yeah.

**Sami Khoreibi** (2:00)
What are we doing here?

**Jason Calacanis** (2:01)
Peeting with my agents on Claude Ermes, OpenClaw, everybody wants an agent. Benioff wants me to use his agents in Slack. It's too much already.

**Lon Harris** (2:12)
Where we just talk about this the other night?

**Sami Khoreibi** (2:13)
Enough Already.

**Lon Harris** (2:14)
Everybody wants to be Notion. You've got a Notion and a Slack inside literally everything. Like you go to-

**Jason Calacanis** (2:21)
Slack added Notion.

**Lon Harris** (2:22)
Yeah. Right. You go to buy hot sauce and it's like, why is there a Notion and a Slack inside this hot sauce store?

**Jason Calacanis** (2:28)
Literally, I was at In-N-Out Burger and after they gave me my number, and it was like, would you like to create an agent and transcribe this? I'm like, no, I just want an animal style double-double. That's all I want.

**SPEAKER_4** (2:40)
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**Jason Calacanis** (3:12)
So we got a full show.

**SPEAKER_4** (3:13)
Oh my gosh. We got more.

**Sami Khoreibi** (3:14)
Two segments. We got time.

**Jason Calacanis** (3:15)
We're doing too much and Enough Already. But there's a lot of news. Sometimes we like to start with whatever the biggest news story of the day is. What's the biggest news story of the day here on a Friday?

**Lon Harris** (3:27)
I got to tell you, I think it is Anthropic's plans for their IPO. According to Financial Times, who spoke with a number of insiders, Anthropic plans to seek an evaluation of $2 to $3 trillion for their October IPO. That would top the $1.7 trillion record set by SpaceX just a few short months ago. Only five companies in history have ever actually touched the $3 trillion valuation mark. Investors are expecting Anthropic's ARR to hit 100 to 120 billion by the end of this year. 43.5%, Jason, of US businesses currently paid Anthropic for subscriptions or tokens in the last month. According to new data we got in from RAMP, 39.7% for OpenAI and just 6.2% for Google's suite of AI tools. So we've got some more Anthropic news, but I feel like that's the big headline people want to hear you react to. Okay.