After the afternoon FT $1.25–$1.75T November-IPO chatter, @MatthewChang argued Anthropic is unlikely to miss the IPO but that debt burden is the hard part of pricing, while @swyx committed Latent Space to weekly coverage until the deal does or doesn’t happ...
VQV Signal
Update: Anthropic IPO pricing debate shifts to debt burden and a weekly desk
After the afternoon FT $1.25–$1.75T November-IPO chatter, @MatthewChang argued Anthropic is unlikely to miss the IPO but that debt burden is the hard part of pricing, while @swyx committed Latent Space to weekly coverage until the deal does or doesn’t happ...
After the afternoon FT $1.25–$1.75T November-IPO chatter, @MatthewChang argued Anthropic is unlikely to miss the IPO but that debt burden is the hard part of pricing, while @swyx committed Latent Space to weekly coverage until the deal does or doesn’t happen. No new SEC filing date cleared in-window—treat...
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