Jessica Lessin, The Information’s Editor-in-Chief, on why Microsoft and NVIDIA's major investments in Anthropic were inevitable: "My reaction to this was honestly—what took so long? It was so clear that to fulfill these compute demands, everyone was going to be a customer of everyone." "I talked about multilateralism. That is the name of the game. And I think what's happening is that the fundraising needs are immense for players like Anthropic. Now also the compute needs are." Watch the full epi