
Anthropic’s $900B Valuation Beats OpenAI, Claude 4.8 Drops, Former Shopify CTO on AI Risk
From The Information's TITV by The Information
May 29, 2026 · 38 min
About this episode
The episode discusses Anthropic's new AI model and its valuation, featuring insights from industry experts.
Co-Founder and CEO of Chapter Cobi Blumenfeld-Gantz talks with TITV Host Akash Pasricha about Anthropic’s newest model, Claude Opus 4.8. In this week’s Editor’s Cut, we hear from The Information’s Laura Mandaro about Anthropic's $900B valuation and Jason Dean about Meta's cloud computing potential. Finally, we get into AI legal infrastructure with former Shopify CTO Jean-Michel Lemieux. Articles discussed on this episode: https://www.theinformation.com/articles/chinas-bytedance-developing-new-ai-chips-like-nvidia-partner-groq https://www.theinformation.com/briefings/anthropic-releases-new-flagship-ai-model https://www.theinformation.com/briefings/anthropic-raises-65-billion-900-billion-valuation-micron-samsung-invest Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation…
People in this episode
Host: Akash Pasricha
Guests: Cobi Blumenfeld-Gantz, Jean-Michel Lemieux
Topics covered
- AI
- valuation
- cloud computing
- legal infrastructure
- technology
Keywords
- Anthropic
- Claude Opus 4.8
- AI risk
- valuation
- cloud computing
Mentioned in this episode
Organizations: Anthropic, Meta, Shopify, Chapter
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