WSJ: ANTHROPIC EXPECTED TO TELL INVESTORS THEY HAVE A $30T TAM IN THEIR S-1 BEFORE IPO
okay, they are absolutely getting ready to juice this thingis it crazy to say not buying the IPO and waiting makes sense here? - VCs ready to dump on retail- LLM commodity argument has not been proven false yet- Street will put Anthropic into a bucket of semis making it incredibly volatile - $2T valuation when companies like META are barely above $1.5T feels aggressivefeels like waiting is the play vs jumping into the IPO?Source: amit
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