This Day in AI Podcast Billions, Browsers & What AI Will Do To SaaS + Video Maker MCP Preview - EP99.16-BILLIES
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Sep 5, 2025 Dive into how AI is reshaping the SaaS landscape, sparked by a major acquisition in the browser market. Explore the staggering $13 billion fundraising by Anthropic and its ripple effect on the AI community. Discover innovative AI tools for creating personalized videos and the bittersweet reality of job losses among young workers due to automation. The podcast also tackles the evolving dynamics of hiring and productivity, reflecting on the clash between technology's promise and its disruptive consequences.
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Anthropic’s Quiet $13B Growth
- Anthropic raised $13B at a $183B post-money valuation and will use funds for capacity, model capability, and safety research.
- The hosts note Anthropic's quiet growth versus OpenAI's higher public profile.
Employee Secondaries Change Incentives
- OpenAI expanded secondary sales allowing employees to sell over $10B of stock to investors.
- Hosts question how large payouts change employee motivation and company focus.
Browser Vs. AI Workspace Debate
- Atlassian acquired The Browser Company (Arc/DIA) to reimagine the browser as an AI-first entry point for knowledge workers.
- Hosts debate whether controlling the browser or MCPs will be the dominant interface to SaaS.