Anthropic Q3 Revenue, Europe’s Freezer Hack Scare, Northwood Raises $375M | Diet TBPN
John Coogan and Jordi Hays host Bloomberg's Joe Weisenthal at the NYSE to talk midterms, prediction markets and whether the AI trade needs a capabilities jump, plus Anthropic's Q3 numbers, European freezer hacks and Northwood's raise.
The gist
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Weisenthal says he basically trusts prediction markets to distill conventional wisdom, so a 40% Democratic chance in Texas should be taken seriously.
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The hosts say the AI trade needs a fast capabilities jump, and point to SemiAnalysis's new GDPX agentic benchmark, where the best model scores 12%.
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Anthropic's Q3 revenue came in at $17 billion, with 1127% year-over-year and 47% quarter-on-quarter growth, a slowdown from Q2 that made some people nervous.
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Hackers remotely heated supermarket freezers across Europe, one Swedish store's reaching 122°F, and with no ransom demanded, the aim appears to be damage.
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Northwood Space raised $375 million at a $2 billion valuation, co-led by a16z and DFJ Growth, less than nine months after its Series B.
Also mentioned
9:18
Financial Times
· "I thought I did just see a chart in the Financial Times that showed worker productivity in the United..."
20:58
Cheeky Pint
· "We heard Toto Wolff on Cheeky Pint talking to John Collison about the economics of the Mercedes F1."
22:29
Northwood Space
· "Northwood is on an absolute tear. Northwood Space. We've had Bridget on the show multiple times at this..."
23:41
Retention.com
· "A 44-year-old tech entrepreneur named Adam Robinson who had a company called Retention.com. I never knew..."
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