▶ 8:53 · $ANTHROPIC · Harding Loevner PM: Anthropic IPO likely 2028, pacing narrative helps clear story but margins face compute cost pressure

episode briefing

AI’s Frontier Faces Calls for Safety Slowdown

2026-09-14 · 6 company · 0 thematic

sentiment

3 bull0 bear3 neu

speakers

rayan krishnan

Leads an AI evaluation and benchmarking company testing frontier models including unreleased systems from OpenAI and Anthropic.

david baszucki

Founder/CEO of Roblox for 20 years; mission: remove limits of gaming, everyone a creator. Launched Build (AI game creation on mobile). Owns global data center infrastructure (10+ years) for ~3x cost advantage. Pursues hybrid 3D/video upscaling for photorealistic 4K60 multiplayer. Implements continuous AI/biometric age verification. IP Manager platform for creator licensing.

aidan gomez

Co-founder and CEO of Cohere, an enterprise-focused AI model company; former Google Brain researcher.

uday cheruvu

Manages technology investments focusing on AI infrastructure, semiconductors, and neo-clouds.

quote

“IF YOU'RE ONE OF THESE COMPANIES, YOU WANT THE REVENUE ENVIRONMENT AND COST STRUCTURE SET BEFORE YOU GO TO IPO... FROM THAT PERSPECTIVE, MAYBE IT IS BETTER INTO NEXT YEAR... THE PACING ARGUMENT ACTUALLY HELPS THEM CLEAR THE IPO STORY... I…”

—uday cheruvu

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