▶ 0:45 · $ANTHROPIC · Anthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/2026

episode briefing

Anthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/2026

2026-08-13 · 18 company · 18 thematic

sentiment

13 bull2 bear3 neu

speakers

Venture capitalist at IVP focusing on software infrastructure, cybersecurity, and AI applications with a concentrated portfolio strategy.

andrew feldman

Leads Cerebras, a public company (CBRS) building wafer-scale AI inference chips; previously co-founded SeaMicro (acquired by AMD); describes $25B backlog and global data center buildout at unprecedented scale.

ryan

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.

lori keith

Portfolio manager focusing on mid-cap opportunities across the AI value chain, from infrastructure enablers to enterprise adopters.

carmen

Analyst covering SpaceX and private market liquidity events.

woo jin ho

Analyst covering networking, optical, and semiconductor sectors for AI data center buildout.

quote

“Anthropic is in talks to buy Decart AI for about $6 billion... Decart does something else that will be appealing to Anthropic as it hopes to get the most out of its compute... maximizing the efficiency out of chips. And not just NVIDIA chi…”

—ryan

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