Gary Marcus urges opposition to Anthropic's up-to-$1.4 trillion IPO
AIGary Marcus argues against Anthropic's IPO, which reportedly targets a valuation of up to $1.4 trillion. He cites quarterly revenue growth slowing from 147% to 47%, nearly $900 billion in future liabilities, and the company's admission in its amended S-1 that losses will continue.
AIWhy it matters.
The piece ties Anthropic's IPO valuation to slowing revenue growth and large compute commitments, a counterweight to the valuation headlines for readers weighing the offering.
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Marcus on AI · Gary Marcus · garymarcus.substack.comPublished · added here
Original title: Just say no to Anthropic’s IPO