Equity
TechCrunch
3 episodes
Anthropic’s S-1 is here. Does AI pay off?
- Anthropic's S-1 is now public, showing revenue above $16bn in the first half against about $1bn a year earlier, with many customers paying over $100,000 a month.
- Anthropic's compute commitments, including to SpaceX, approach a trillion dollars over a decade or two, and Anthropic cannot coast, so it must keep raising money.
30 Oct · 36 min
The 'Vulnpocalypse' is coming for the internet’s aging code, says Wiz’s CTO
- Tomer Schwartz, Wiz's CTO of Exposure Management and AppSec, says the PHP flaw let attackers take over unpatched servers remotely without a password and had persisted for twelve years in default configurations.
- Schwartz says leaked details forced the PHP Foundation and partners to accelerate their timeline, and many sites went offline for 48 hours before patches arrived.
28 Oct · 32 min
ElevenLabs just hit $6.6B, but its CEO says the real money isn't in voice anymore
- ElevenLabs, valued at $6.6bn and profitable, says voice models will commoditize over the long term, so its edge must come from more than models alone.
- Mati Staniszewski says ElevenLabs will not train the compute-intensive models rivals build, focusing instead on human-computer interaction and conversational voice agents.
10 Dec 2025 · 24 min