Perplexity AI Anthropic and IBM Target AI Breakthroughs With $190M Deal
6 snips
Dec 5, 2025 A groundbreaking $190 million collaboration between Anthropic and IBM aims to redefine AI with advanced benchmarks and model release cycles. The discussion highlights Anthropic’s preparations for a potential IPO in 2026, aiming for a $300 billion valuation—an ambitious target compared to OpenAI's $500 billion. The podcast also explores the strategic enterprise deals, including a significant partnership with Snowflake, which enhances AI tools. Overall, it emphasizes a developer-focused approach while reinforcing industry trust and collaboration.
AI Snips
Chapters
Transcript
Episode notes
Anthropic Prepares For A Big IPO
- Anthropic is preparing for an IPO and has hired Wilson Sonsini to start the process as early as 2026.
- The company targets a potential $300B valuation, positioning itself closer to OpenAI's ~$500B value.
Snowflake Deal Strengthens IPO Narrative
- Anthropic signed a $200 million multi-year deal with Snowflake to integrate Claude into Snowflake Intelligence.
- Multi-year contracts help Anthropic show contracted revenue and strengthen its IPO story despite payments being spread over time.
Model Inside Data Improves Enterprise Use
- Snowflake will run Claude Sonnet/Opus 4.5 to enable context-aware AI on customer data inside Snowflake.
- Integrating the model where data already lives aims to make 'Frontier AI' genuinely useful for enterprises.