Anthropic Investor Slams VC’s AI Miss | Open Interest 8/21/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." AI spending hits overdrive as Broadcom eyes a massive $60 billion debt deal ahead of Nvidia earnings. Anthropic sets its sights on a potentially record-breaking IPO. Early Anthropic investor Anjney Midha unloads on traditional venture capital, arguing firms failed investors by missing the AI revolution. Plus, Critical Metals CEO Tony Sage says his company's key Greenland mining project is on track. Chapters: 00:00:00 - Open Interest 00:01:03 - Broadcom's $60B AI Bet, Anthropic IPO Race & the New Compute Economy 00:04:24 - Treasury Buybacks, Bond Market Revolt & the Yield Surge 00:09:01 - Walmart's Warning Sign for the U.S. Consumer 00:13:40 - High Interest | Beef Tariff Relief, Canada Trade Talks & Iran Peace Efforts 00:14:33 - Iran's Endgame, China Oil Flows & Washington's Next Move 00:18:32 - Stephanie Guild Robinhood | Anthropic's IPO, AI Funding Risks & Bubble Warning Signs 00:31:47 - Top Calls | MAA Overweight, Equifax Upgrade & Fresh AI Chip Bull Calls 00:32:56 - Why Anthropic Could Top SpaceX's Record IPO 00:38:39 - John Montgomery Bridgeway | The Case for Small Caps 00:44:09 - Nvidia Earnings Preview, AI Demand & the Next Growth Cycle 00:46:33 - Ann Miletti Allspring | Investing Through Higher Rates, AI Spending & Market Rotation 00:54:35 - Broadcom, Ross Stores & the Morning's Biggest Movers 00:55:34 - High Interest | Iran Diplomacy, Trump's $404M War Chest & Treasury Buybacks 00:56:53 - Is Treasury Secretary Bessent Challenging the Fed? 01:05:44 - Tony Sage Critical Metals | The Rare Earth Race, Greenland Mining & China's Grip on Supply 01:14:08 - Inside Anthropic's Race to Become the Biggest IPO Ever 01:16:02 - Anjney Midha AMP| The Venture Capital Miss on AI & Why Anthropic Changed Everything -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts