Are We in an A.I. Bubble? We're About to Find Out.
Hard Fork

Are We in an A.I. Bubble? We're About to Find Out.

2026-10-30

54:21

Monday gave us the release of Anthropic’s S-1 filing, providing the clearest view yet into the business side of the A.I. boom and setting the stage for what could be the largest initial public offering in history. We’ll talk to Erin Griffith, who has been reporting on the story, about what it means for the company, the tech industry and the broader economy. Then we’re joined by the tech reporter Mike Isaac and the writer Jasmine Sun to break down the rest of this week’s tech news, including how the midterm elections next week could affect the future of tech policy, as well as the latest round of cybersecurity worries and Microsoft’s offer of buyouts to 60,000 employees.

Guests:

Erin Griffith, a technology reporter at The New York TimesMike Isaac, a technology reporter at The New York TimesJasmine Sun, journalist and writer at jasmi.news 

Additional Reading:

Anthropic Reveals Skyrocketing Growth and Spending Plans in I.P.O. FilingWhat’s Riding on Anthropic’s Market Debut? Nearly Everything.Anthropic’s I.P.O. Prospectus Spells Out a Future of Promise and PerilWhy Anger About Data Centers and Energy Prices May Not Swing VotesWhat Is PHP? Why Are Government and Business Websites Going Offline?Microsoft Offers Buyouts to 60,000 Employees as It Spends on A.I.

We want to hear from you. Email us at [email protected]. Find “Hard Fork” on YouTube and TikTok.



 

Subscribe today at nytimes.com/podcasts or on Apple Podcasts, Spotify and Amazon Music. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hard Fork

The New York Times
No. of episodes
222
Latest episode
2026-10-30

Where can you listen?

“Hard Fork” is a show about the future that’s already here. Each week, New York Times journalists explore and make sense of the latest in the rapidly changing world of tech.

Subscribe today at nytimes.com/podcasts or on Apple Podcasts, Spotify and Amazon Music. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

Episodes