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Anthropic and OpenAI’s plans to go public have set off waves of speculation about the ripple effects, and how they’ll stack up to the SpaceX IPO. What’s really driving the value of these companies? Does the timing of the IPOs matter? How might they impact the AI startup ecosystem?

To process all this, Rana phones a friend: Reid Hoffman. As co-founder of LinkedIn and Manas AI, a longtime Microsoft board member, investor in OpenAI and Anthropic, and so much more, Reid offers his take on the AI investing landscape. Rana and Reid break down the IPO headlines, sovereign wealth fund proposals for AI, and what’s defensible in AI today.

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Reid Hoffman says the AI race is not a cage match

Pioneers of AI

Reid Hoffman says the AI race is not a cage match