1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1

About this episode

Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI. Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude. In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies. Articles discussed in today's show: • https://www.theinformation.com/newsletters/applied-ai/salesforce-customers-brace-new-fees-use-claude-apps • https://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipo • https://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream  Subscribe: - YouTube: https://www.youtube.com/@theinformation - The Information: https://www.theinformati