Episode
The $4 Trillion AI IPO Wave Is About to Break
- Podcast
- AI Inside
- Published
- Jun 4, 2026
- Duration seconds
- 4301
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/ai-inside-6756183/episodes/the-4-trillion-ai-ipo-wave-is-about-to-break/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/ai-inside-6756183/the-4-trillion-ai-ipo-wave-is-about-to-break.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Jason Howell and Jeff Jarvis open on the biggest week in AI yet: Anthropic closed a $65 billion round at a $965 billion valuation, passing OpenAI, right as OpenAI crossed 1 billion monthly users and SpaceX, Anthropic, and OpenAI all line up to go public. They get into what a $4 trillion IPO wave means for the market, plus Claude Opus 4.8 and Anthropic's Mythos expansion. Also in this episode: Google lets publishers opt out of AI search, Microsoft floods Build 2026 with seven new models and an always-on agent, Nvidia's RTX Spark aims to reinvent the PC, companies start rationing AI as costs explode, ElevenLabs ships emotion-preserving dubbing, plus math, robots, a Meta chatbot hack, MiniMax M3, and Trump's scaled-back AI order. Find every episode at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. 0:00 - Start 0:03:48 - Anthropic raises $65B Series H at a $965B valuation, overtaking OpenAI 0:15:50 - ChatGPT app hits 1 billion monthly active users in record time, data shows 0:17:09 - Anthropic launches Claude Opus 4.8, its most honest model yet 0:21:46 - Anthropic expands Mythos to 150 additional organizations in more than 15 countries 0:29:48 - Microsoft Build 2026 keynote: seven AI models, MAI-Thinking-1, Project Solara, and a Copilot super app 0:31:17 - Inside Microsoft’s Project Solara: A new platform for devices that run AI agents instead of apps 0:40:54 - Nvidia announces the RTX Spark Arm chip at Computex 2026 0:47:05 - Amazon kills internal AI leaderboard after employees gamed it with pointless tasks 0:48:18 - Uber caps monthly employee AI spending at $1,500 per tool amid soaring costs 0:50:32 - ElevenLabs launches Dubbing v2, preserving emotion across 90+ languages 0:56:27 - AI startup Shift offers free NYC…