Rick Watson and Jessica Lesesky sit down to unpack a busy stretch across tech, shipping, and commerce. They open with Anthropic's confidential IPO filing, submitted to the SEC on June 1st, and what it signals about the AI lab's trajectory. After a $65 billion Series H that pushed its valuation to $965 billion, Anthropic now sits ahead of OpenAI on that measure, and Rick and Jessica dig into how it got there: a revenue run rate that climbed from roughly $10 billion a year ago to about $47 billion by May 2026, helped by a developer-first bet through Claude Code that has made it a serious contender for enterprise spend.

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From there the conversation turns physical. USPS and DHL have signed a multi-year contract valued at well over $10 billion, with DHL handling pickup, sorting, and transport while USPS covers final-mile delivery. It lands at an awkward moment for the Postal Service, which posted a $9.5 billion loss in fiscal 2025 and whose Postmaster General has warned of a possible cash crisis within a year absent action from Congress.

The last segment covers Salesforce's push to wake up a commerce cloud that had been growing under 2%. The reported Contentful acquisition (somewhere in the $1 to $1.5 billion range) fits a long pattern that runs through MuleSoft, Tableau, Slack, and PredictSpring. Rick and Jessica close on whether the integrated Agentforce suite can hold up against focused players like Shopify.