Good morning & happy Friday! Today, we're diving into Anthropic's historic $2 trillion IPO, which would be the largest listing ever (we can finally price it thanks to a leaked Coatue deck, why the multiple isn't the scary part here & one number that decides whether $2T truly holds + bonus deep dives into The New Enterprise AI Go-To-Market Playbook & The Age of the One-Person Company inside), and Tempo Earn, Stripe's new stablecoin yield play that pays up to 4% a year after Congress banned exactly that (how the GENIUS Act workaround actually works, why Deel's 1.5M contractors are the perfect first customers, & what's next + bonus dives into Stripe & the ultimate list of stables resources inside). So let's just jump straight into the market-changing stuff '' Following the money ' Six Anthropic backers told the Financial Times this week that they expect the Claude maker to go public in October 2026 at a valuation of $2 trillion or more, which would make it the largest IPO in history,...
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