Anthropic Investor Slams VC’s AI Miss | Open Interest 8/21/2026
Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” AI spending hits overdrive as Broadcom eyes a massive $60 billion debt deal ahead of Nvidia earnings. Anthropic sets its sights on a potentially record-breaking IPO. Early Anthropic investor Anjney Midha unloads on traditional venture capital, arguing firms failed investors by missing the AI revolution. Plus, Critical Metals CEO Tony Sage says his company’s key Greenland mining project is on track.
Chapters:
00:00:00 – Open Interest
00:01:03 – Broadcom’s $60B AI Bet, Anthropic IPO Race & the New Compute Economy
00:04:24 – Treasury Buybacks, Bond Market Revolt & the Yield Surge
00:09:01 – Walmart’s Warning Sign for the U.S. Consumer
00:13:40 – High Interest | Beef Tariff Relief, Canada Trade Talks & Iran Peace Efforts
00:14:33 – Iran’s Endgame, China Oil Flows & Washington’s Next Move
00:18:32 – Stephanie Guild Robinhood | Anthropic’s IPO, AI Funding Risks & Bubble Warning Signs
00:31:47 – Top Calls | MAA Overweight, Equifax Upgrade & Fresh AI Chip Bull Calls
00:32:56 – Why Anthropic Could Top SpaceX’s Record IPO
00:38:39 – John Montgomery Bridgeway | The Case for Small Caps
00:44:09 – Nvidia Earnings Preview, AI Demand & the Next Growth Cycle
00:46:33 – Ann Miletti Allspring | Investing Through Higher Rates, AI Spending & Market Rotation
00:54:35 – Broadcom, Ross Stores & the Morning’s Biggest Movers
00:55:34 – High Interest | Iran Diplomacy, Trump’s $404M War Chest & Treasury Buybacks
00:56:53 – Is Treasury Secretary Bessent Challenging the Fed?
01:05:44 – Tony Sage Critical Metals | The Rare Earth Race, Greenland Mining & China’s Grip on Supply
01:14:08 – Inside Anthropic’s Race to Become the Biggest IPO Ever
01:16:02 – Anjney Midha AMP| The Venture Capital Miss on AI & Why Anthropic Changed Everything
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