Anthropic拟IPO，目标市场近30万亿美元

LIVE FROM BLOOMBERG'S WORLD HEADQUARTERS IN NEW YORK CITY WE ARE TRACKING THE KEY PLAYERS, MAJOR MOVES, AND THE CAPITAL FLOWS SHAPING GLOBAL MARKETS. THIS IS BLOOMBERG DEALS. DANI: WELCOME TO ANOTHER EPISODE OF BLOOMBERG DEALS, THE ONLY EPISODE DEDICATED TO THE CORPORATE ACTION RESHAPING MARKETS. THE WEARABLES TECH COMPANY OR A RING PREPARES TO GO PUBLIC. WE HAVE THE LATEST ON WHAT THEY ARE PLANNING TO RAISE AND WHAT THE IPO MIGHT HAPPEN.

FOOD NETWORK AND HD TV COULD BE FOR SALE AS PARAMOUNT CONSIDERS OPTIONS TO SETTLE LAWSUITS OVER THE TAKEOVER OF WARNER BROS. DISCOVERY. WE WILL SPEAK WITH THE CEO AND COFOUNDER OF UNRIVALED, THE THREE ON THREE WOMEN'S BASKETBALL TEAM, WITH ALL-STAR BACKERS JUST COMPLETING A NEW FUNDING ROUND. WE START WITH OUR TOP STORY AND THE BIG DEAL OF THE DAY/WEEK/YEAR. THE WALL STREET JOURNAL REPORTING ANTHROPIC IS LIKELY TO TELL INVESTORS IT SEES A VERY LARGE ADDRESSABLE MARKET.

TENS OF TRILLIONS OF DOLLARS. A LITTLE BIT OF FUNKINESS OF HOW THEY'RE COMING TO THOSE NUMBERS. NUMBERS ASIDE, BECAUSE I GUESS THERE ARE QUESTIONS OF HOW WE GET TO $30 TRILLION. IT IS THE END OF THE MONTH AND YOU REPORT IT COULD HAPPEN BY THE END OF THE MONTH?

IT SEEMS LIKE WE WOULD BE TALKING THAT SIX MONTHS IF NOT A YEAR OR YEARS IS ABOUT TO BE UPON US. THERE IS A SUGGESTION THAT WE COULD SEE AN F1 FLIP PUBLIC IN THE COMING DAYS, NEXT WEEK OR SO, THAT WOULD PUT US ON TRACK FOR AN ANTHROPIC IPO IN THE MIDDLE OF SEPTEMBER. I FEEL LIKE, TO CLARIFY, THOSE NUMBERS THE WALL STREET JOURNAL IS PUTTING OUT, THAT IS CRUCIALLY NOT REVENUE. THAT IS TARGETED ADDRESSABLE MARKET, HOW WE THINK ABOUT THE OPPORTUNITIES AS FAR AS ANTHROPIC COULD THINK ABOUT GENERATING THAT REVENUE.

TO PUT THAT IN PERSPECTIVE, SPACEX HAD $27 TRILLION OF TAM WHEN THEY WERE GOING PUBLIC. ANTHROPIC IS SUGGESTING THEY COULD APPROACH CLOSE TO $30 TRILLION. DANI: AND THEY ARE NOT EVEN GOING TO MARS. RYAN: THEY ARGUE THAT'S HOW YOU CAN THINK ABOUT THE ALLY TASKS EVERYONE NEEDS TO DO OUR JOBS. DANI: SAME THING FOR SPACEX. CRAZY NUMBERS BUT WILL THE MARKET VALUED? WHAT HAS BEEN THE RECEPTION ON THE ROADSHOW? RYAN: THERE ARE BANKERS AND LAWYERS IN ROOMS RIGHT NOW THINKING ABOUT BUILDING SHADOW BOOKS.

THE IPO PROCESS IN ITSELF IS KIND OF OPAQUE. THERE WILL BE PEOPLE WHO ARE LEFT DISAPPOINTED WITHOUT SHARES WHEN THE IPO SAID AND DONE. PUTTING IT IN CONTEXT WE HAVEN'T SEEN AN IPO OF THIS SIZE. BLOOMBERG REPORTING SAID SPACEX'S IPO THAT RAISED $25 TRILLION, ANTHROPIC IS LOOKING TO GO BIG OR APPROACHING ONE HUNDRED BILLION DOLLARS IN A RAISE. WE NEVER SEEN ANYTHING LIKE THAT. IT'S HOW THE MARKET PROCESSES IT. DANI: RYAN, THANK YOU.

REPORTING HAS BEEN EXCELLENT. RYAN GOLD WITH THE LATEST ON ANTHROPIC. WE STAY IN THE WORLD OF IPO, AN IPO THAT FEELS MINUSCULE BUT STILL INTERESTING NONETHELESS. OURA HELD IS SET TO GO PUBLIC IN THE COMING MONTHS. SCARLET FU HAS THE LATEST. SCARLET: OURA IS LOOKING TO RAISE $3 BILLION IN HIS U.S. LISTING. OURA COULD MAKE ITS DEBUT SOON AS SEPTEMBER, VALUED AT MORE THAN $16 BILLION, COMPARED TO ITS 11 BILLION DOLLAR VALUATION REACHED LAST SEPTEMBER DURING ITS SERIES E FUNDING ROUND.

SERIOUS INVESTORS ARE EXPECTED TO SELL A SIGNIFICANT AMOUNT OF STOCK IN THIS AS WELL. OURA WOULD JOIN A WAVE OF EUROPEAN COMPANIES CHOOSING TO BYPASS THEIR HOME EXCHANGES TO RAISE MONEY IN AMERICAN IPOS. SO, THAT MEANS WE DON'T HAVE THE LATEST FINANCIALS, BUT WE DO KNOW THAT OURA SOLD 5.5 MILLION RINGS THROUGH SEPTEMBER 2020 FIVE UP FROM 2.5 MILLION THROUGH JUNE OF 2024. AND THEY ANTICIPATE REVENUE TO REACH $1.5 TRILLION THIS YEAR COMPARED TO $1 BILLION IN 2025 AND $500 MILLION IN 2024.

THEY'RE WORKING WITH GOLDMAN SACHS, MORGAN STANLEY, ALLEN AND CO. AND JEFFRIES. DANI: IPOS ARE BACK. CALIFORNIA ATTORNEY GENERAL ROB BONTA CANCELED A MEETING TO DISCUSS A POSSIBLE SETTLEMENT WITH PARAMOUNT SKYDANCE. ON MONDAY HE SPOKE WITH BLOOMBERG ABOUT THE TALKS.

THEY PULLED DOWN THE MEETING TODAY BECAUSE IN MY VIEW PARAMOUNT WAS BEING TOO CUTE. THEY WERE PLAYING GAMES. THEY WERE DISCLOSING THROUGH LEAKS TO THE PRESS INFORMATION THAT IS SUPPOSED TO BE CONFIDENTIAL AND THAT LYING ABOUT IT. THEY WERE LEAKING LIES TO THE PRESS. IN ORDER TO HAVE PRODUCTIVE AND LEGALLY COMPLIANT NEGOTIATIONS, THEY NEED TO BE CONFIDENTIAL. THERE NEEDS TO BE SOME TRUST IN THE ROOM. DANI: AT THE SAME TIME PARAMOUNT SKYDANCE HAS ACKNOWLEDGED IT IS CONSIDERING A WIDE RANGE OF OPTIONS TO SETTLE LAWSUITS CHALLENGING ITS 110 MILLION DOLLARS ACQUISITION OF WARNER, HANNAH MILLER JOINS US NOW.

LET'S TALK ABOUT THE INTERPERSONAL DRAMA OF THE CALIFORNIA AG CANCELING THIS MEETING. WAS THAT A BLOW? WAS IT NECESSARY FOR PARAMOUNT SKYDANCE TO GET IT OVER THE LINE? HANNAH: I THE GOOD SHOWS THE TENSION BETWEEN THE PARTIES. THESE NEGOTIATIONS ARE GOING TO CARRY ON. WE DON'T KNOW WHEN THE NEXT MEETING IS SCHEDULED. THERE HAVE BEEN SOME UGLY ACCUSATIONS HERE. DANI: IS NOT GREAT FOR HIM TO SAY WE DON'T LIKE WHAT YOU ARE LOOKING TO THE MEDIA, BUT AT THE SAME TIME IT'S CLEAR PARAMOUNT IS GOING FORWARD AND HERE ARE SOME REMEDIATION STEPS WE COULD TAKE TO SATISFY YOUR CONCERNS.

LIKE SPINNING OFF HD TV, WOULD THAT BE ENOUGH TO ADDRESS CONCERNS? HANNAH: REPORTED EARLIER THIS WEEK THAT HG TV AND FOOD NETWORK THE PARAMOUNT WAS MAY BE CONSIDERING SELLING THOSE WARNER BROS. ASSETS AND THEY'VE GONE BACK AND FORTH. THAT COULD BE ON THE TABLE. WE KNOW THAT THERE ARE POTENTIAL BIDDERS EYING THESE ASSETS. PARAMOUNT COULD ALSO SELL COMEDY CENTRAL AND NEW LINE CINEMA, WHICH IS PART OF WARNER BROS.. THAT COULD BE A VALUABLE ASSET.

DANI: IS THEIR MOVEMENT FORWARD? I KNOW THAT THEY ARE DOING THINGS, BUT DOES IT SEEM LIKE THIS WILL KEEP DRAGGING OUT? HANNAH: IT DOES APPEAR THAT I COULD GET EXPENSIVE FOR PARAMOUNT BECAUSE IT HAS TO PAY THE QUARTERLY FEE IF THE DEAL DOESN'T CLOSE BY THE END OF SEPTEMBER. IT COULD BE A BIG PRICE TAG FOR THEM. DANI: THIS ISN'T GOING ANYWHERE. BLOOMBERG'S HANNAH MILLER. VANGUARD HAS AGREED TO BUY THE DIGITAL WEALTH PLATFORM ALL TRUEST, MARKING ANOTHER STEP INTO EXPANDING ITS EFFORTS AND WEALTH MANAGEMENT.

I SPOKE WITH THE CEOS OF VANGUARD AND ALL TRUEST.

ULCEROUS IS DESIGNED TO HELP INDEPENDENT FINANCIAL ADVISERS WHO ARE FOCUSED ON EMPOWERING THOSE ADVISORS TO MAKE ADVICE BETTER, MORE AFFORDABLE, MORE ACCESSIBLE TO EVERYONE.

WANTED BY THE AMERICANS HAVE ACCESS TO A FEE-BASED FINANCIAL ADVISOR. WE WOULD LIKE THAT TO BE MOST AMERICANS.

FOR MORE ON THIS, OUR BLOOMBERG REPORTER JOINS US. YOU KNOW VANGUARD INTIMATELY WELL. THIS FEELS ODD FOR THEM THE FACT THAT THEY WOULD GROW THROUGH MNA AND NOT ORGANICALLY.

IT IS NOT A VANGUARD THING TO DO. THEY HAVE DONE SMALL DEALS BUT THEY HAVE BEEN TRYING TO GROW AND ADVISE. THIS KIND OF FEELS LIKE THEY ARE DOING IT TO GROW AND ORGANICALLY. IT IS NOT A DEAL TO HELP THEM WITH TEXT, IT IS TO REACH MORE OF THE ADVICE MARKET. DANI: THEY TALK ABOUT AN AI POWERED. FOR VANGUARD, IT'S NOT NECESSARILY ABOUT THAT TEXT, THE REASON THEY ARE DOING THIS?

I KINDA OF FEEL THAT THEY POTENTIALLY, THE WEALTH SITE HAS NOT BEEN GROWING AS FAST AS THEY WANT, OR THEY CAN REACH MORE PEOPLE FASTER THAT WAY. IT DOES MAKE SENSE IF YOU CONSIDER THEIR PLANS. HOWEVER IT REMAINS A NON-VANGUARD THING. DANI: WE HAVE ANOTHER DEAL THAT I BELIEVE IS PROBABLY THE TWO MOST PATRIOTIC NAMES OF ASSET MANAGERS. VICTORY CAPITAL BUYING FIRST EAGLE. I CAN'T THINK OF ANYTHING MORE THAT IS RAH-RAH AMERICA.

VICTORY CAPITAL HAS BEEN SHOPPING AROUND BEFORE THIS DEAL? LOUKIA: THEY LOST AND HAD TO PULL OUT IN THE END. I WAS SURPRISED AT THE HEADLINE THIS MORNING BECAUSE FIRST EAGLE BOUGHT A SMALL BOUTIQUE ASSET MANAGER IN APRIL. I GUESS THEY FOUND AN EXIT BUT IT IS NOT TWO NAMES I EXPECTED TO SEE NEXT TO EACH OTHER THIS MORNING. YOU KNOW, IT SEEMS LIKE A VICTORY FOUND ITS TARGET TO BUY IN THE END. DANI: IMAGINE HOW GOOD FIRST EAGLE VICTORY WOULD SOUND.

THEY WILL PROBABLY JUST KEEP THE VICTORY. GOOD TO HAVE YOU ON THIS BLOOMBERG. WE ARE TALKING AI INVESTMENTS AHEAD OF NVIDIA EARNINGS. JASON GREENBERG IS THE GLOBAL HEAD OF STRAT