AI TRENDS | Dario Amodei and Jamie Dimon Discuss Compute, Competition and AI’s Future Ahead of Anthropic IPO

Anthropic co-founder Dario Amodei and JPMorgan Chase CEO Jamie Dimon discussed computing capacity, competition and AI’s future in a public conversation as Anthropic prepares for an IPO. According to Sina Finance, citing Cailian Press, Anthropic plans to set its IPO price next Wednesday and list next Thursday; pricing at the top of the proposed range would raise $90.4 billion, exceeding the $86.2 billion raised by SpaceX in its June IPO, while proceeds could top $100 billion including the overallotment option. Amodei called computing capacity the company’s deepest business challenge and said raising cash through an IPO would help it manage uncertainty about future demand. He said Anthropic’s revenue was about 10 times the prior year’s level in both 2024 and 2025, but forecasting growth remains difficult as computing purchases often need to be arranged one to two years in advance. He also said cheaper models can compete in mature applications, while improving frontier models may enable new uses. Dimon said 250,000 JPMorgan employees use Claude several times a week. Amodei identified safety as a key constraint on deploying AI agents in businesses and said the company is working to improve Claude’s ability to find and fix software vulnerabilities. He also said Anthropic plans to allocate 5% of its equity to a philanthropic fund, citing concern that AI-generated wealth could become concentrated.