← Episodes·27 August 2026

NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated

6 Important Questions4 follow-on investigations
Description

NVIDIA ignites the AI world with a $12BN acquisition of Poolside and hefty investments in Mercor and Perplexity, while OpenAI sets sights on a 2027 IPO amid Anthropic's ambitious $30TRN revenue forecast.

Follow-on Investigations
Important Questions
  • 01

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  • 04

    — R
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    — J
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    — H
  • 07

    — J