Seth Figelman
Bloomberg editor covering AI who provides reporting on Anthropic's revenue run rate and the company's clash with the Pentagon.
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Mar 4, 2026 • 47min
Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop
Seth Figelman, Bloomberg AI reporter, on Anthropic’s surge toward a $20B run rate and its clash with the Pentagon. Irving (Emin) Tan, CEO of Western Digital, on HDD demand and storage needs for AI workloads. Todd Elstein, investment CEO, on long-term tech and AI infrastructure investing. They cover rapid revenue growth, storage roadmaps, and big-picture tech investing themes in short, lively conversation.
