I was initially creeped out by this but studying up it seems METR is heavily involved in AI2027. I’ll remind you: “AI has started to take jobs, but has also created new ones. The stock market has gone up 30% in 2026, led by OpenBrain, Nvidia, and whichever companies have most successfully integrated AI assistants.” It’s almost Q3 and xAI has seen one of the biggest wipeouts in trading history. Likewise, Antrophic and…
With only ~5% of shares floated, the recent SpaceX drawdown didn't correspond to nearly as much economic value really changing as the headline numbers imply. The DeepSeek-caused Nvidia crash from 2025 is much more of a "real" loss (since mostly recovered). I haven't seen any evidence that Anthropic is delaying its IPO; they're slated to unveil the public IPO prospectus in a week and start trading sometime in October.
What happens when all of that tries to sell, after the market barely absorbed 5%?