Growth

Based on a transcript excerpt: Matthew Berman analyzes Anthropic's S-1 filing for its IPO, highlighting the company's stated belief that there is a greater than 10% chance AI kills all of humanity while also revealing its business model and growth dynamics. He discusses the apparent paradox of a safety-focused company going public and the self-reinforcing loops driving its adoption and investment.

AI Industry & Business • Matthew Berman

GOOGL

Google expanded AI Search ads globally as core ad growth slows. The announcement came alongside parent company Alphabet's third-quarter earnings report, which saw revenue grow 25% year over year to $127.6 billion.