Wall Street Has No Idea What Anthropic Is Worth

With Anthropic's IPO coming up next week, we are getting numbers. We're finally seeing what valuation we wanna go out at. We're getting investors' response to that valuation. We're getting debates on what it says about the AI trade. And all that is happening as Anthropic continues to release new products that rip market cap off of competitors. Today, we're talking about everything we know heading into the IPO and why basically I think that we know nothing at all. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. Alright, friends. Quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, robots and pencils, c data, and Blitzy. To get an ad free version of the show, go to patreon.com/aidailybrief, or you can subscribe on Apple Podcasts. And if you wanna learn more about sponsoring the show, send us a note at sponsors@AIdailybrief.ai. And while you're there, catch a link to check out the new how we got here podcast. It is a long form show. So if you like the more big think episodes of the AI daily brief, you should definitely check it out. Again, it's called How We Got Here with NLW. You can find it linked in the show notes or go to howwegothere.com. Welcome back to the AI Daily Brief headlines edition, all the daily AI news you need in around five minutes, and we have a lot to get through today. Google has released officially Gemini four Carbon, the second iteration of their latest ultra large model. Carbon, you might remember, was previewed at the end of October and at the time, it was the top ranked model on the artificial analysis index. Unfortunately, Google said the model was still going through the government's safety testing process and wasn't yet ready for public release, and although people were hopeful, nobody was really willing to get all that excited until they got access to it themselves. Now, two weeks later, even if Fable five point two has definitively claimed the top spot in the rankings is this week's shiny new model, people digging into Carbon are finding lots to like. We have the usual render tests where Carbon stands up remarkably well. In fact, absent some of the mind blowing capabilities of Fable 5.2, this would likely be the most impressive version of AI generated animations. Ethan Moloch showed off what you can do by combining this with Google's strong multimodal capability using Carbon to recreate a real world video clip of a train ride in Three. Js. He wrote: It is a very good model that improves on Argon. It's useful to have an AI that thinks differently than Claude and GPT and is still highly capable but has its own strengths and weaknesses. Still, the coding capabilities might be the most interesting upgrade with Carbon. Google has of course struggled mightily with AI coding over the years, but …