Episode Details

[Linkpost] “The Anthropic IPO Is Coming. We Aren’t Ready for It.” by Sophie Kim

Published 2 weeks, 6 days ago

Description

This is a link post.

More money is coming than AI safety has ever seen. The capacity to deploy it doesn't exist yet.

Image Source: Fortune.com

This week, Anthropic announced Claude Mythos Preview– a model so capable at finding software vulnerabilities that the company decided to wait to release it publicly. Last month, Bloomberg reported that Anthropic's annualized revenue had hit $19 billion, doubling in under four months, and by some accounts surpassing OpenAI. It is currently one of the most valuable private companies on the planet.

Anthropic is also going to IPO, possibly as soon as October 2026. When it does, a few thousand people, including some of the wealthiest people on the planet, will become liquid, and a meaningful fraction of those people will want to give to AI safety.

Tech liquidity events have created major philanthropists before. Dustin Moskovitz's Facebook shares became Good Ventures, which became Coefficient Giving, which became the single largest funder of AI safety. Vitalik Buterin donated $665 million to a fledgling FLI. Jed McCaleb's crypto wealth became a billion-dollar endowment to the Navigation Fund, which went from $4 million in grants its first year to over $60 million by 2025.

None of these come [...]

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Outline:

(00:13) More money is coming than AI safety has ever seen. The capacity to deploy it doesnt exist yet.

(03:36) The constraint is talent, not funding

(05:47) We dont just need more bets- we need decorrelated ones

(08:39) Different structural positions

(09:17) Independent grantmakers with different worldviews

(10:12) The Pitch: Consider becoming a grantmaker or founding something new

(12:52) The window is brief

(13:48) Next Steps

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