What people are saying 21 voices from 5 sites · best of 143 · verbatim

• Yesterday
• S

  The AI trade is counting on Anthropic’s IPO — but the timing couldn't be worse https://www. marketwatch.com/bulletins/redi rect/go?g=ca491124-f1a8-4fd5-b495-a0595ed1900c&mod=mw_rss_bulletins # money # finance # stock # shoesmithlc # marketwatchreport

  shoesmithlc@me.dmMastodon13h agoview on Mastodon ↗
• N

  I think also the demand for software tokens is going to be bursty, and many things are going to be one-time software ports.- Nervous about Redis being written in C? Switch to Garnet.- Bun ported from Zig to Rust for $165,000 at API pricing -> https://bun.com/blog/bun-in-rust- Microsoft ports Copilot runtime to Rust for $120,000 in API costs…

  NortySpockHacker News21h agoview on Hacker News ↗
• E

  Claude is too expensive. My company (a US big tech) only gives us $200/month budget. With Claude, even I use Sonnet, it only lasts probably 1+ week for me. Recently, the company added Codex, which is like 1/3 price of Claude for equivalent model (Sol 6.1). I just switched straight away from Claude (just another VScode plugin). I don't feel quality…

  Electrical-Ad-3140r/stocks1d agoview on r/stocks ↗
• A

  "Anthropic’s backers are hopeful that its IPO will be propelled by so-called forced buyers, including index funds and large asset managers, which do not currently own any of the stock but will in effect be obliged to do so shortly after the company is public." https://www. ft.com/content/314e17df-e7af-4 814-b208-70a0557cb452?syn-25a6b1a6=1

  annmlipton@esq.socialMastodon1d agoview on Mastodon ↗
• A

  OpenAI is now valued at a staggering $1.25 trillion, but CEO Sam Altman is holding off on an IPO to focus on safety, while rival Anthropic files to go public. Who's making the right call? 📰 The Verge: theverge.com/ai-artificial-inte… #AI #OpenAI #Tech

  aitools2u.bsky.socialBluesky1d agoview on Bluesky ↗
• T

  Timing is a key aspect in predictions. I could have said in 2015 that Trump would get defeated by a Democrat in 2016. He did get defeated by a Democrat in 2020 but my prediction would be wrong. Same thing for Zitron’s predictions of many companies supposedly failing. Note that many companies will fail in any sector, that doesn’t mean that the…

  Tricky_Rule_4565r/technology1d agoview on r/technology ↗
• @

  If Anthropic's valuation drops below $1 trillion in the event of an IPO — I'm going to say it probably shouldn't go public. There's been a meaningful amount of volatility in markets. That could last a while. The buy side has been pretty stung, deleveraging meaningfully, with the potential for mor...

  @sonalibasakX1d agoview on X ↗
• C

  It keeps dropping. Was 2T, then 1.5T last week, now looking like they might be lucky to get 1T.I wouldn’t be surprised if Anthropic delays the IPO in hopes this will all magically sort itself out but as every day passes it looks like they should have gone public this summer when things were still on the up.Realistically the company is worth in the…

  cmiles8Hacker News1d agoview on Hacker News ↗
• L

  I'm not convinced that 2026 was peak of the AI hype cycle.Arguments are being made that, with the midterms over and 2028 just around the corner, a less sympathetic administration would create significant headwinds, adjusting the valuation of Anthropic and OpenAI down.What we don't know are what Anthropic and OpenAI have planned and in the works.A…

  lnkdinsuxsHacker News1d agoview on Hacker News ↗
• L

  Anthropic's valuation only needs to fall $1.3T for it to make sense Anthropic IPO Valuation Talks Drop to $1.3 Trillion as Major Investors Balk at $1.5T Target https:// epyhia.com/anthropic-ipo-valua tion-talks-drop-to-1-3-trillion-as-major-investors

  lance@mastodon.socialMastodon1d agoview on Mastodon ↗
• G

  Say NVIDIA, in order to produce their chip, they need to reserve their supply chain 2-5 years in advance. If the current demand is ~70b/year, should they reserve $70b next year, or $110b next year, or $50b next year? That is Anthropic, their last quarter revenue is $17b (~70b/year). Their next 12 months (page 175) reservation is $68B, which is…

  glamoutfitr/stocks2d agoview on r/stocks ↗
• N

  If I am remembering this correctly from Patrick Boyle's recent podcast: Anthropic has been getting their compute massively subsidized while at the same time companies that were jumping into AI at the start of the year encouraged tokenmaxing behavior. Both the subsidies and the tokenmaxing activity have reversed in the last few months. Personally I…

  NoCommonDogr/stocks2d agoview on r/stocks ↗
• O

  What always confuses me about Anthropic is them insisting that they need more compute.This feels wrong in several ways:a) they're certainly not addressing their customers like they're compute-limited. One must ask, what would that look like? For one, I think it'd look like a wait list to sign up. It'd look like prices going _higher_, and not…

  Octoth0rpeHacker News2d agoview on Hacker News ↗
• B

  Here's why I'm skeptical:It may only be a short-term circumstance that you need a data centre to run AI for lucrative applications. Thirty years ago you needed a mainframe to beat Kaspersky at chess. Algorithm's got better, and now you can beat the mainframe that beat Kaspersky with a bot running on a desktop Pentium of the day[1]. You could…

  belochHacker News2d agoview on Hacker News ↗
• C

  This is pretty serious. My read on Anthropic is they have a pretty calibrated timeline and the raise was carefully decided for their goals. They probably would have wanted the initial ask of $3T. They thought maybe they could get the compute they needed with a $2T valuation. And now investors are trying to knock them down to $1T. And possibly…

  colincornaby@mastodon.socialMastodon2d agoview on Mastodon ↗
• S

  Do some research into what actually preceded the 1929 crash. The market was up 505% in 8 years and leverage lending was offering 10-1 ratios. Everybody saw it as free money and they weren’t investing wages, but debt. Spy is down less than 10% from all time high and the most speculative industry is being hit the hardest right now because of real…

  slickback9001r/stocks2d agoview on r/stocks ↗
• @

  hearing some chatter that anthropic is now lowering down to $1tn to get this IPO done. let me explain why this doesnt matter and its actually all over- the entire existence of this company is based on a funding model that inherently has extreme asset liability mismatch. what that means is that jus...

  @dgt10011X2d agoview on X ↗
• @

  Even if Anthropic IPOs for less than $1.5 trillion, SF and California governments can expect a huge revenue windfall. The risk is that they pull the IPO and AI investment freezes up. Then the local economy could be in for a serious downturn.

  @marcjoffeX2d agoview on X ↗
• @

  Three unnamed investors reportedly think Anthropic's IPO valuation of 1.5 trillion is unrealistic “increasingly sceptical” https://www.wsj.com/... [image]

  @alexander_minhX2d agoview on X ↗
• @

  Anthropic realizing that they could have gotten a much higher valuation on the IPO if they just went public a few months earlier

  @boringbiz_X2d agoview on X ↗
• E

  Investors should run. The whole, gold-plated, energy & water guzzling, community-damaging thing is just a giant # PonzAI scheme--with a product who's lack of quality controls or reliability causes AT LEAST as much HARM to its users and our society as it ever does good. Goebbels' principle of The Big Lie applies to finance, too.... https://…

  EINS_Institute@infosec.exchangeMastodon5d agoview on Mastodon ↗