The AI IPO Race Is On (Inside Orchard)
SpaceX acquiring xAI may not seem related to Anthropic unveiling a controversial Super Bowl ad. However, the two developments this week speak to a financial race that is unfolding with the finish line being successful IPOs.
Anthropic unveiled a series of Claude commercials designed to throw shade against OpenAI and its recent decision to brings ads to ChatGPT. The four commercials, part of the company’s “A Time and a Place” campaign, mark Anthropic’s Super Bowl debut. I found the commercials to be humorous but depressing as they humanize just how cold and sterile chatbots are to use. My now years-old call that we need something better than chatbots is very much alive and well.
At least on social media, there were a few debates surrounding the Claude ads. Some people were uncomfortable that Anthropic took out ads to essentially advocate against ads – a line of attack that strikes me as superficial. Others didn’t like how Anthropic focused on punching a competitor rather than talking up its own product. In some ways, such debates missed the point as Anthropic already
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