Anthropic's S-1 confirms 1,300% year-over-year revenue growth but also adds to mountain debt concerns piling into the AI trade. Kevin Green takes investors through the company's latest financial release as it files for public listing under the ANT ticker. Sticking with AI headlines, KG touches on Meta Platforms (META) and its announcement of a $95 billion stock offering to fund its own infrastructure buildout. He addresses Elon Musk's comments on neoclouds facing "guppy-level death."