Anthropic IPO Reveals $46B Run Rate, Microsoft Cuts 27% of Staff & Americans Reject CEO Pay Gaps

About this episode

October 27, 2026: I unpack Anthropic's IPO filing showing revenue that jumped from under $1 billion a quarter last year to $11.6 billion this quarter, why Wall Street is valuing the company at up to $2 trillion despite $80 billion in reported losses that are mostly accounting charges tied to how they raised money, and what it means when more than half the Fortune 500 are paying six figures or more but spending less than 0.1% of their operating budgets on AI. Then I get into Microsoft offering voluntary buyouts to 60,000 employees including teams in Xbox, Windows, Copilot, and Finance while excluding data centers and sales, why this is a trade of buildings and chips in and people out as the…