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Big Technology Podcast · 2026-01-31 · 55 min · 10,870 words

The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO

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Anthropic looks unstoppable as the $10 billion funding round turns into 20. Big tech earnings are in and there's no margin for error. And SpaceX has an IPO date and is maybe acquiring XAI2. That's coming up on a Big Technology Podcast Friday edition right after this. Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional cool-headed and nuanced format.

We have a great show for you today. We're going to talk about the numbers getting even bigger. for Anthropic and OpenAI as they attempt to raise their latest funding rounds. We're also going to look at big tech earnings and ask whether there's any room for error anymore, especially with Microsoft having one of its worst days in years. And then as we close, we'll talk about SpaceX and whether that IPO is going to come this year and whether it will include XAI is going to be a great show.

And joining us today is San Francisco Bureau Chief of the Financial Times, Stephen Morse. Stephen, great to see you again. Welcome. Yeah, great to be back on. Thank you.

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