If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.
Anthropic confidentially submits draft S-1 to the SEC
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Re: Anthropic confidentially submits draft S-1 to the SEC
#32If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.
Re: Anthropic confidentially submits draft S-1 to the SEC
#33If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.
What? In what way would the change? They are already raising prices..
Re: Anthropic confidentially submits draft S-1 to the SEC
#34With SpaceX, OpenAI, and Anthropic, we're likely to see 3 of the largest IPOs ever (by a wide margin) this year. Will existing institutional investors trim other positions to allocate a lot of capital for these mega listings or is this not a concern?
At least all the index funds are obligated to, right?
Re: Anthropic confidentially submits draft S-1 to the SEC
#35With SpaceX, OpenAI, and Anthropic, we're likely to see 3 of the largest IPOs ever (by a wide margin) this year. Will existing institutional investors trim other positions to allocate a lot of capital for these mega listings or is this not a concern?
At least all the index funds are obligated to, right?
Re: Anthropic confidentially submits draft S-1 to the SEC
#36What does it mean to submit confidentially – what's the process there? I assume it be made public when approved by the SEC?
The document itself is what's confidential until the SEC approves it, at which point Anthropic will release that document to the public and IPO.
Re: Anthropic confidentially submits draft S-1 to the SEC
#37There is a mad rush to get these IPOs out the door before the market sneezes.
Re: Anthropic confidentially submits draft S-1 to the SEC
#38If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.
Re: Anthropic confidentially submits draft S-1 to the SEC
#39Time to short the market. We are at peak bubble. "The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/2026/06/01/the-stock-market-just-did-so...
I've seen this comment on HN at least 5 times already.
Re: Anthropic confidentially submits draft S-1 to the SEC
#40Time to short the market. We are at peak bubble. "The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/2026/06/01/the-stock-market-just-did-so...
This is actually the pin everyone was looking for that will pop this AI bubble, including the token cost falling in China and the release of open models that are good and run locally.