# Lex's Take on AI's Billion-Dollar Deals

Page: https://stenobird.com/podcast/lex-fridman-podcast-fan-6758767/lex-s-take-on-ai-s-billion-dollar-deals
Text version: https://stenobird.com/podcast/lex-fridman-podcast-fan-6758767/lex-s-take-on-ai-s-billion-dollar-deals.md
Podcast: [Lex Fridman Podcast Fan](https://stenobird.com/podcast/lex-fridman-podcast-fan-6758767)
Published: 2026-05-04T21:41:03+00:00
Episode link: https://rss.art19.com/episodes/2da32af8-a3e2-4cd0-b137-aafb8829719d.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
Audio file: https://rss.art19.com/episodes/2da32af8-a3e2-4cd0-b137-aafb8829719d.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
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Duration seconds: 1173

## Resource

In this episode, we gather Lex's insights on OpenAI and Anthropic's billion-dollar financial movements. Explore the thoughts behind these major industry shifts. Chapters 00:00 Introduction to AI Deals 01:59 Greg Brockman's AI Insights 04:19 Launch of Humane's AI System 07:20 Morgan Stanley's Spending Forecast 12:41 OpenAI and Anthropic's Strategies 16:38 Conclusion and Future Predictions Show Links Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.ai How I Grow and Scale My Business with AI: https://www.skool.com/aihustle Show Articles Read more on AI Chat Daily: Brockman Says AI Wrote 80% of OpenAI Code by Month's End, Up from 20% Saudi-Backed Humane Launches Enterprise AI Operating System on AWS Morgan Stanley Lifts 2026 Hyperscaler Capex Forecast to $805 Billion OpenAI and Anthropic Pay Private Equity to Reach the Mid-Market Before IPO See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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## Transcript

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