Guest
Dan Primack
Business Editor, Axios
Real Alpha has cut 6 moments of Dan Primack (Business Editor, Axios) talking, from an interview on Big Technology Podcast published Oct 26, 2026.
What Dan Primack said
Emergency Pod: Anthropic's S-1 IPO Filing — With Dan Primack
6 moments · 16 min
- 7:24
Investors may buy the AI basket despite weak financial signals
“I think most investors are going most institutional investors, you know, have clients and clients are going to be outraged”
at 9:24 - 19:16
Compute access is Anthropic’s practical risk, while safety risks are existential Pro pick
“I think it's probably the most practical risk factor in there.”
at 20:28 - 14:04
Anthropic’s B2B bet helped diversify its customer base
“a bet that most people weren't making, you know, a couple of years ago to start there”
at 15:46 - 16:34
Compute efficiency is central to Anthropic’s path to profit
“The efficiency is kind of the ballgame for them.”
at 17:40 - 10:34
Investors underestimated Anthropic’s business-first growth
“they knew anthropic but they didn't see it coming”
at 11:54 - 3:16
Anthropic’s raise taps different pools of capital
“They're all going for different pools of capital, even if they're within the same institutions.”
at 4:32
- 7:24