More or Less #115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
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Sep 5, 2025 This week, the hosts tackle Google’s unexpected antitrust win and the frenzy of AI mergers and acquisitions. They debate if unicorns should be forced to go public and reveal why lawyers are now raking in more cash than bankers. The conversation shifts to the nuanced relationship between creators and algorithms and the rising popularity of Ozempic for weight management. A quirky idea surfaces: an AI petty-lawsuit bot that could disrupt legal markets, underscoring the bold potential of tech in today’s economy.
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AI Still Needs Human Copywriters
- OpenAI hiring expensive content strategists signals current AI still needs human-written copy to perform well.
- Sam argues paying $300k for copy suggests AI hasn't replaced basic creative tasks yet.
AI M&A Is High Volume, Low Average Size
- AI M&A volume this year jumped but average deal sizes remain modest, showing hype outpaces large strategic acquisitions.
- Sam notes $33.8B across 150 deals implies many small transactions, not megadeals.
Lawyers Out-earning Bankers
- Lawyers now often out-earn bankers because legal work drives value in a more litigious, complex world.
- Sam frames this as a signal about where money concentrates in modern tech disputes.