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Open original source ↗As I stated on the pod, it’s more critical for Ant to get public and get the $200B they need than to optimize for valuation.
Find the market clearing price and go public asap.
My guess, a few weeks ago, was that this price was +/- $1T. I’m still of this mindset and haven’t changed my mind.
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BREAKING: Anthropic is now down over 10% in the last month, wiping more than $200 billion from its implied valuation. Anthropic’s pre-IPO perpetual has fallen below $2 trillion on Liquid as institutional investors get a closer look at the company’s financials. https://t.co/w1AkqmZjoo
unusual_whales ↗