▶ 2:31 · $ANTHROPIC · Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

episode briefing

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

2026-09-01 · 5 company · 7 thematic

sentiment

3 bull0 bear2 neu

speakers

Host of the podcast (Long Strange Trip). Previously worked at PTC in the 1990s. Built HubSpot through 'founder mode' flat organization. Experimented with eliminating org charts/titles 4 years in but reverted due to lack of intelligence systems. Now exploring 'Dorsey mode' AI-centered organization.

sarah friar

Chief Financial Officer of OpenAI. She previously served as CEO of Nextdoor and CFO of Square, now Block.

stephanie

Stephanie is the interviewer for The Information's video series TITV. She conducts earnings-focused interviews with public company CEOs, asking about quarterly results, guidance, and long-term strategy.

spencer

Covers e-commerce, labor policy, and gig economy regulation, reporting on Amazon's delivery network and NYC legislative risks.

quote

“Anthropic is just desperate right now for computing power to try to grow not just to meet demand for its customer base, but to continue to train its models. It feels insatiable at this point. We have the $50 billion fluid sack deal, $45 bi…”

—sarah friar

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