Claude, Garlic, & Going Public

📡 Radar

🤖 Anthropic Steps Toward an IPO

Anthropic is reportedly preparing for a 2026 IPO and has hired Wilson Sonsini to guide the process, signaling its intent to step fully into the public markets. At the same time, the company signed a $200 million partnership to bring Claude into new international markets and deeper into enterprise workflows. Demand for Claude continues to surge across sectors like finance and government, strengthening Anthropic’s position as the most credible alternative to OpenAI. The combination of global distribution and fresh capital sets the stage for a major expansion of training, compute, and product development. Anthropic is clearly building for scale on a worldwide footing. CNBC + YahooFinance

📊 CNN Taps Kalshi for Election and Economic Data

CNN will begin incorporating prediction market data from Kalshi into its reporting across elections, economics, and policy. This gives millions of viewers access to market based probabilities rather than speculation or pundit takes. The move legitimizes prediction markets as a mainstream forecasting tool. For Kalshi, it is a major distribution win and another step toward becoming an institutional grade prediction engine. Axios

We are wrapping up our investment into Kalshi. If you want in, reply to this email.

💡 OpenAI’s New Models and Hardware

OpenAI revealed early hardware prototypes as part of a two year plan to bring ChatGPT into purpose built devices, focusing on ambient intelligence, voice first interactions, and seamless daily use. At the same time, the company is developing a new model called Garlic, aimed at improving real time reasoning, longer context performance, and more interactive workflows. Together, the hardware and model work signal that OpenAI is pushing toward an AI native operating system that extends beyond the browser. OpenAI is clearly preparing for a world where its models live inside physical products and compete directly with Google on multimodal capability. Seeking Alpha + Tech Buzz

🇯🇵 Anduril Expands into Japan

Anduril is opening operations in Japan to support the country’s growing investment in autonomous defense systems. The expansion strengthens US Japan defense cooperation and positions Anduril as a key partner in modernizing allied capabilities. Japan’s budget for next generation defense tech is rising quickly, and Anduril is stepping in early. This is a smart move for both regional security and global scale. Anduril

📈 Databricks Eyes a $134B Valuation

Databricks is reportedly in talks to raise $5 billion at a $134 billion valuation, a huge step up from its last mark. The company continues to benefit from the surge in AI training, data infrastructure, and enterprise analytics. Its unified platform is becoming the default operating layer for companies adopting AI at scale. This raise would cement Databricks as one of the most valuable private tech companies in the world. Silicon Angle

🚇 The Boring Company Scales Prufrock

The Boring Company shared new progress on Prufrock 3, including higher digging speeds, lower costs, and streamlined tunneling workflows. The company continues to position tunneling as an efficient alternative for urban transportation and utility routing. Faster deployment cycles could open new commercial cities for expansion in 2026. Musk’s tunnel play is growing quietly but steadily beneath the surface. We are working on access here. Boring Company

🎬 Could MrBeast Go Public?

MrBeast’s CEO hinted that a future IPO is possible and that fans should have the chance to own part of the company. With a massive global audience and multiple revenue lines spanning media, products, and restaurants, the company is already operating at the scale of a mid sized studio. A public listing would be one of the first creator led IPOs in history. The convergence of entertainment, commerce, and community ownership is accelerating fast. Bullish. TechCrunch

💬 Prompt

What can I help you with?

A simple trick for better image edits in Gemini Nano Banana: add “keeping everything else the same” to every prompt.

How to use it:

• 1. Start with a base image (generated or uploaded).

• 2. Make one change at a time.

• 3. After each request, add “…keeping everything else the same.”

*This tells the model to only adjust the detail you mention instead of reinventing the entire image. It keeps your edits consistent, predictable, and moving toward your exact final result.

🧠 Content

🎙️ Jensen on JRE

Jensen Huang finally sat down with Joe Rogan, and it is three hours of pure signal from the man who effectively controls the world’s most valuable resource: compute. He lays out the coming $100T infrastructure buildout, the energy race behind it, and why small nuclear reactors will power the next era of AI. The highlight is Jensen casually predicting that within six or seven years, many large companies will run their own small nuclear reactors to meet their energy needs. WILD.

💥 Creator Capital

Jake Paul announced that Logan is joining Anti Fund as a General Partner. It is a move that signals how serious the creator class is about crossing fully into venture, not as influencers tagging along but as operators who can move markets and distribution. Anti Fund now has two of the biggest attention engines on the internet under one roof, which gives them real leverage in consumer, media, and brand focused investing. Big moves from the Paul brothers.

🔥 Real Talk

📍 Events

Rob is co-hosting the Dallas All-In Meetup next Wednesday, December 10, from 5 to 7 pm at Katy Trail Ice House. If you are in Dallas and want to meet other fans of the pod, roll through.

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