Here’s a recent piece on the potential Anthropic IPO.
Jim
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3 years of revenue 10x growth is not going to be sustainable… they should have IPO’ed right around $SPCX. OTOH, if they do IPO, and have to do 10-Q, and shows revenue deceleration, remember even 100% growth is great, but when you are coming down from 10x to 1x… It is like suddenly anthropic is hitting brakes hard and there are lot of companies going to be roadkill.
Paraphrasing “All In Podcast” conversation between host, Gavin Baker and David Sacks.
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We’re seeing a lot of AI-related companies trying to hit the market while they can. Data centers are about to see a wave of IPOs, and Anthropic will try to sneak out in ~2 months or so. The poor showing from SPCX is not surprising after they ran up the price so aggressively before the IPO, and dings the market’s confidence that much more.
It should be worrisome that tons of AI companies are trying to go to market so quickly.
Jim
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