Summary
This edition of The Week from Prof G Media, hosted by George Han, covers the Aura smart ring IPO postponement, the leaked Anthropic IPO filing, AI agents that handle consumer chores, and the economic fallout of the war with Iran.
IPO expert Jay Ritter explains why companies go public and why postponed listings often never happen, citing GoPro, Peloton and SoulCycle. The episode then turns to a leaked draft of Anthropic’s IPO filing. Reuters reported $4.6 billion in revenue last year alongside an $8 billion operating loss and a $42 billion net loss, with a listing expected in November at a valuation near $2 trillion. SK Ventures managing partner Paul Kedrosky calls the price ridiculous and argues that insiders are unloading shares on retail investors.
The AI-agent segment looks at Meta’s new agent, Muse, and what it means for the so-called annoyance economy. Examples include recovering $730 in old Amazon store credit, a $272 phone carrier refund, forgotten gift cards, closed bank account balances and class action payouts. The discussion also covers how agents that move money between accounts could squeeze banks’ net interest margins, and whether people can trust agents with that level of access.
📺 Source: The Prof G Pod – Scott Galloway · Published October 02, 2026
🏷️ Format: News Analysis
