AGNT Podcast Ep. 16 with Gemma Allen & Raphaëlle d'Ornano
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AGNT Podcast Ep. 16 with Gemma Allen & Raphaëlle d'Ornano
November 5, 2026
This episode examines Anthropic's registration statement on Form S-1, compute commitments and the emergence of the agentic era. Recorded at theCUBE Studio at the New York Stock Exchange for AGNT Podcast Episode 16, the conversation assesses implications for public markets, compute supply and enterprise adoption.

Raphaëlle d'Ornano of Decoding Discontunity, founder and chief investment officer, brings deep investment and artificial intelligence strategy expertise and unpacks Anthropic's Form S-1, product mix including Claude Code and Claude Cowork, reve... Read more
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