Anthropic is starting to act like a company preparing for public markets: protecting margins, tightening access. The gap between the brand and the behavior is now too obvious to ignore.
This IPO sounds like they are running out of people to give them money to set on fire and/or the current investors have realized the whole thing is a ponzi scheme and they are hoping to unload on public investors before the AI bubble pops.
I’m curious to see the fallout of Anthorpic’s books becoming public.
This IPO sounds like they are running out of people to give them money to set on fire and/or the current investors have realized the whole thing is a ponzi scheme and they are hoping to unload on public investors before the AI bubble pops.