Waveform: The MKBHD Podcast

Podbit · Waveform: The MKBHD Podcast

Apple Silicon Has Competition!

Explore episode Jun 5, 2026

Where this was said

Anthropic IPO and the AI Bubble

At 1:24:55 · chapter starts 1:22:50

David reports that Anthropic confidentially filed its IPO paperwork — then tweeted about it, somewhat undermining the 'confidential' aspect — with valuations estimated just under $1 trillion. The hosts debate whether Anthropic or OpenAI will go public first, with David betting on Anthropic. Ellis surfaces the bubble concern: with 80% of market index weight in AI companies, even index funds no longer provide meaningful diversification. Hank Green's analysis is cited as a useful primer. The segment closes with a quick not-financial-advice disclaimer and a nod to the meme coin energy of the entire AI market.

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