All posts

IPO 1 post

Every post filed under IPO, newest first.

Anthropic filed for IPO at $965B, OpenAI declared chat dead, and Gary Marcus called it a bubble. Something's gotta give.
9 min read

Anthropic filed for IPO at $965B, OpenAI…

A $965B confidential S-1, OpenAI's 'chat is dead' pivot, and a half-trillion-dollar chip rout, all in one week. One capital cycle, one market that can't decide what to believe.