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Published
29/100

swyx commits to weekly coverage of the Anthropic IPO

AIswyx says he and Jamin Ball will cover the Anthropic IPO weekly until it either happens or does not. The post also links a video in which Ball walks AI engineers through Anthropic's S-1 and asks whether Anthropic's IPO will exceed a $1.5T valuation this year.
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we are committing to weekly coverage of the Anthropic IPO all the way until it does or doesn't happen.

Having covered mega-IPOs from $BABA to $TEAM, I get to dust off my equity hedge fund analyst hat with my AI Engineer hat once more, this time with my good friend @jaminball who is challenging @ttunguz for writer-VC-extraordinare of his generation.

Latent.Space@latentspacepod
What are the most important and most misunderstood lessons from the @AnthropicAI S-1? What can we learn about the relative economics of neolabs and neoclouds, and how sustainable is Anthropic's edge over rivals in the most competitive market on earth! Will $ANT even IPO? We asked @jaminball of @AltimeterCap and Clouded Judgement, to walk engineers through the S-1: https://youtu.be/P735f1xlpL0 What's your % odds on IPO. above $1.5T this year?
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Original title: we are committing to weekly coverage of the Anthropic IPO all the way until it does or doesn't happen.

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