Big Technology’s Kantrowitz: The market isn’t sure what to think about AI companies
CNBC Television YouTube 24,551 views as of 15 October 2026
Why it is here
Alex Kantrowitz on CNBC’s Closing Bell (4:07), just before Anthropic showed prospective investors its new revenue numbers. About 24,551 views on 2026-10-15.
Description
Description written by Gemini from the videoGemini 3.8 Flash, 15 October 2026
Summary This video is a CNBC Closing Bell segment featuring an interview between the CNBC anchor and Alex Kantrowitz, founder of Big Technology and CNBC contributor. They discuss Anthropic’s anticipated revenue disclosures to investors, massive long-term compute obligations, and market sentiment heading into an expected November IPO.
What is shown
- [00:00] In-studio broadcast from the floor of the New York Stock Exchange with CNBC anchor introducing Alex Kantrowitz.
- [00:37] On-screen stock chart for Technology Select Sector SPDR Fund (XLK) trading at 190.53 (-2.93%).
- [00:44] On-screen market graphic for VanEck Semiconductor ETF (SMH) trading down at 566.57 (-3.66%).
- [02:01] Segment graphic “Closing Bell: The AI IPO Race”.
- [02:54] Segment graphic “Anthropic’s IPO Timeline” and a chart for Space Exploration Tech. (SPCX) at 152.44 (-2.62%).
Claims & numbers
- The host and Kantrowitz state that leaked figures showed Anthropic generated around $4 billion in revenue in 2025 [00:20].
- Kantrowitz states Anthropic holds $518 billion in commitments for compute and infrastructure, with 80% reportedly uncancellable [00:25].
- Kantrowitz mentions prior Financial Times reporting on OpenAI that initially reported $70 billion on the year before being revised to $50 billion [01:52].
- Kantrowitz asserts that Anthropic needs to show at least 10x revenue growth compared to late 2025 to satisfy market expectations [02:27].
- The anchor notes that SpaceX’s stock is negative year-to-date following its IPO [02:51].
- Kantrowitz states he expects Anthropic’s IPO to take place in November [03:04].
Notable quotes
- [00:25] “518 billion in obligations on compute and infrastructure, 80% of which is reportedly uncancellable.”
- [01:05] “Because these AI companies are building a new category, it’s unproven technology, it is a belief, really, that it will continue to grow the way that it’s been growing...”
- [03:28] “This is not a normal business... It’s hard to evaluate it like the way that you would evaluate normal business, because so much of it is projected into the future...”
Assessment This is a financial news commentary and analysis segment, not a product demonstration. The discussion focuses on leaked financial metrics, analyst expectations, and market sentiment regarding Anthropic’s upcoming public offering.
Described by gemini-3.8-flash on 2026-10-15 from the video’s audio and frames.