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Posted on 9/29/26 at 8:53 am to Rendevoustavern
quote:nation state?
Good lord. Who in the world is paying 5-600m annually for Claude???
Posted on 9/29/26 at 8:55 am to Art Blakey
neither OpenAI nor Anthropic have any business being public companies. Call me a communist but both should be nationalized or become non-profit research institutions
I do not trust either nor do I trust the current administration to manage this in a prudent manner.
I do not trust either nor do I trust the current administration to manage this in a prudent manner.
Posted on 9/29/26 at 10:05 am to cgrand
This is how you crash the market. 
Posted on 9/29/26 at 12:49 pm to DarthRebel
I will be surprised if they actually go public -- i doubt they can get the public valuation they are after.
2025 financials are effectively useless at this point other than confirming they lose a ton of money. This is all about how they keep 10x-ing the business every year for who knows how many years.
2025 financials are effectively useless at this point other than confirming they lose a ton of money. This is all about how they keep 10x-ing the business every year for who knows how many years.
Posted on 9/29/26 at 1:51 pm to cgrand
quote:
neither OpenAI nor Anthropic have any business being public companies. Call me a communist but both should be nationalized or become non-profit research institutions
I do not trust either nor do I trust the current administration to manage this in a prudent manner.
I don't think it'll be full USSR nationalization, more CCP style. Like he did with Intel. The treasury takes a 10% stake and the rubes ignore the math and pile in on IPO day.
On a long timeline I think closed source AI dies. Open source, decentralized AI wins eventually imo. And if we don't get our shite together soon that means China wins the 4th Industrial Revolution.
Posted on 9/29/26 at 1:56 pm to bayoubengals88
The gap is the growth prospects. If the growth maintains even 50% of its current pace, Anthropic becomes a behemoth. We’ve never seen a company at this scale of revenue grow this quickly
Posted on 9/29/26 at 2:33 pm to Upperdecker
quote:
The gap is the growth prospects. If the growth maintains even 50% of its current pace, Anthropic becomes a behemoth. We’ve never seen a company at this scale of revenue grow this quickly
Their compute needs grow at the same pace. Barring a govt sponsored Manhattan Project to increase grid capacity that includes subsides for AI they have no chance of turning a profit in the next decade (according to their own numbers).
Posted on 9/29/26 at 2:54 pm to Art Blakey
quote:“leaving these shares for my grandchildren”
and the rubes ignore the math and pile in on IPO day.
“how can I get framed stock certificates?”
“I’ll never sell these shares”
Like that?
sounds familiar
Posted on 9/29/26 at 2:59 pm to Art Blakey
quote:
Barring a govt sponsored Manhattan Project
This will certainly be the first IPO in history that relies upon invoking the National Defense Authorization Act just to achieve minimum expectations.

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