As of: 2026-10-16 02:16 CEST.
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Canonical page: https://postcutoff.com/v/cnbc-kantrowitz-market-unsure-ai-companies-anthropic/

# Big Technology's Kantrowitz: The market isn't sure what to think about AI companies

CNBC Television, 14 October 2026, YouTube. 24,551 views as of 15 October 2026.
Kind: Interview.
Watch: https://www.youtube.com/watch?v=3TOSAPz0cXo

## 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 (written by Gemini from the video)

**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._

## Related

- 2026-10-14: [Anthropic Q3 revenue $16.8B, adjusted profit (investor day)](https://postcutoff.com/e/2026-10-14-anthropic-q3-revenue-16-8b-investor-day/)
- 2026-10-13: [Anthropic to show Q3 financials to investors on Oct 14 (CNBC)](https://postcutoff.com/e/2026-10-13-anthropic-q3-financials-investor-meeting-cnbc/)